Salesforce Implementation Services
We implement and support Salesforce for manufacturers and B2B companies: Sales Cloud, Service Cloud, Experience Cloud, automation and reporting. Our particular strength is connecting Salesforce to SAP, so sales and service see the same customers, orders, prices and stock as the back office.
Salesforce for manufacturing and B2B companies
Manufacturers often run long sales cycles, large customer bases and demanding after-sales service on systems that do not talk to each other. Sales cannot see stock or credit limits, service cannot see order history, and managers build forecasts in spreadsheets.
We set up Salesforce so customer, sales and service information lives in one place, and connect it to your ERP so the numbers match.
What changes for your teams
- Lead to cash: every step tracked, from first enquiry to final invoice.
- Customer service: cases resolved faster, with the full customer and order history on screen.
- Field service: better scheduling and dispatch for engineers on the road with Salesforce Field Service.
- Forecasting: forecasts based on the live pipeline and ERP data instead of spreadsheets.
The result is better collaboration between sales, service and finance, and quicker responses to customers.
What we do in a Salesforce program
Roadmap and design
Workshops with your sales, service and marketing teams, a review of current processes and a phased roadmap, including which Salesforce clouds you actually need.
Implementation
Configuration of Sales Cloud, Service Cloud, Experience Cloud or Manufacturing Cloud: objects, page layouts, sales processes, the service console and CPQ where needed.
Custom development
Apex, Lightning Web Components and Flow when standard features are not enough, and AppExchange apps where they save building from scratch. Configuration always comes before code.
Integration
Salesforce connected to SAP, Oracle, marketing tools and older systems through MuleSoft, Data Cloud or APIs, so data stays consistent everywhere.
Support after go-live
User support, administration, monitoring, security updates and release management, so your org keeps improving after launch.
Why ITRadiant for Salesforce
- Salesforce and SAP under one roof: we understand both sides of the integration, which is where most CRM projects get stuck.
- Manufacturing know-how: quoting, distributors, after-sales service and field teams.
- Configuration first: we keep custom code to a minimum, so upgrades stay easy.
- Support that continues: the team that builds your org can also run it.
Salesforce and SAP working together
Sales Cloud gives reps a clear pipeline, a full activity history and reliable forecasts. Connected to SAP, it becomes much more useful: accounts, contacts and products stay in sync in both directions, reps see live stock, prices and credit limits, and orders flow into SAP without re-keying.
SAP looks after the financial transactions and Salesforce looks after the customer relationship. Quote-to-cash gets faster and order errors drop.
AI with Einstein and Agentforce
- Einstein lead scoring and opportunity scoring
- Einstein opportunity and account insights
- Einstein for Service Cloud
We also help companies try out Agentforce, Salesforce’s AI agents. See our Agentic AI page for how we approach it.
Marketing
Marketing Cloud and Marketing Cloud Account Engagement (formerly Pardot) for segmentation, lead nurturing and personalized campaigns, connected to the same customer data your sales and service teams use.
What you get out of it
- More revenue: a clearer pipeline, better lead follow-up and shorter sales cycles.
- Happier customers: faster case resolution and more personal service.
- Lower costs: less manual work and fewer errors.
- Better decisions: live dashboards on sales, customers and service for leadership.
- Room to grow: a cloud platform that scales with new markets, products and teams.
Frequently asked questions
What is Salesforce CRM?
A cloud platform for managing customer relationships: sales, service, marketing and customer portals, all built on shared customer data.
What are the benefits of Salesforce?
One view of each customer, better collaboration between sales, service and marketing, live dashboards and less manual work.
Is Salesforce part of SAP?
No. Salesforce and SAP are separate companies and products. Many businesses use SAP as their ERP and Salesforce as their CRM, connected to each other. That combination is our speciality.
Does Salesforce require coding?
Most setup is done through configuration and Flow, without code. Developers use Apex and Lightning Web Components when a requirement goes beyond standard features.
Can a partner implement Salesforce for us?
Yes, and most companies use one. A partner like ITRadiant handles requirements, design, configuration, development, data migration, training and support after go-live.
What do Salesforce integration services involve?
Connecting Salesforce to systems such as your ERP, marketing tools and databases so data flows automatically. We build the APIs and middleware, so sales, finance and service all use the same up-to-date information.
How does Salesforce CTI integration work?
CTI (computer telephony integration) puts your phone system inside Salesforce: click-to-dial, automatic call logging and the customer record on screen as soon as a call comes in.
Which integration approaches does Salesforce support?
Batch transfers for large data volumes, real-time APIs for instant updates, event-driven integration that reacts when something changes, and embedding external apps in the Salesforce screen. We help you choose the right mix for your data volumes and timing needs.
Want Salesforce and SAP to work as one?
Tell us how your sales and service teams work today. We will show you what a connected setup could look like.
