A mid-sized industrial equipment manufacturer struggled with fragmented sales processes, poor forecasting, and limited after-sales service visibility. By adopting Salesforce, they connected their teams, gained real-time insights, and turned service into a revenue driver.
The Challenge
- Disconnected tools across sales, service, and field teams
- Manual order tracking and outdated customer records
- No visibility into post-sales performance or renewals
The Solution
The company deployed:
- Sales Cloud to centralize leads, deals, and forecasts
- Service Cloud for proactive issue resolution and field service coordination
- Einstein Analytics to forecast demand and monitor KPIs
- Experience Cloud to offer customers a self-service portal
The Impact
- +22% improvement in sales productivity
- +30% faster service ticket resolution
- +18% increase in recurring revenue from service contracts
- Improved forecasting accuracy and customer satisfaction
Key Takeaway
With Salesforce, the manufacturer moved from reactive workflows to a connected, data-driven business — delivering better service and growing revenue through smarter operations.
