For Manufacturing & Building-Supplies Leaders
Manufacturers should evaluate a Salesforce implementation partner on more than platform certifications. Look for experience connecting sales, customer service, ERP, inventory, and production workflows; a documented discovery and delivery method; senior technical leadership; and measurable outcomes such as cleaner data, faster quoting, and less manual re-entry.
Can the partner map distributors, reps, products, orders, inventory, and service without forcing a generic retail template?
Ask how ERP, inventory, commerce, and Salesforce data will stay aligned, and who owns the data decisions when systems disagree.
Confirm who leads discovery, architecture, risk decisions, and stakeholder communication, not only who sells the project.
Require milestones tied to adoption, data quality, cycle time, and operational outcomes, with a clear plan for change management.