Precision, efficiency, and innovation built into every solution.

CPG brands sell everywhere at once. Wholesale, retail, distributors, brokers and your own DTC store. The problem is your data lives in just as many places, so nobody has a clean view of what's selling, where, or what to do about it.

We fix that. We turn Salesforce into one place to run your retail and wholesale accounts, track which products are in which stores, and connect your ecommerce orders back to the same system your sales team already lives in. Cleaner data, less manual work, and real visibility into sell-through.

We have done this for brands like BeLoved Health, helping them land in hundreds of new retail stores while scaling their wholesale operation on the same platform.

What we help CPG teams do:

• Run wholesale, retail and DTC in one place instead of five spreadsheets

• Track product placement and sell-through by account and store

• Connect ecommerce platforms like Shopify and Amazon back to Salesforce

• Keep distributor and broker relationships out of inboxes and spreadsheets

• Forecast demand and reorders off clean account data

• Automate order and account work so reps stop doing admin

Want to see what this looks like for your brand? Grab a free Salesforce health check.

Our focus is helping industrial manufacturers gain complete visibility across the equipment lifecycle—from quoting and engineering to delivery, installation, and long-term service. We streamline operations by connecting sales, engineering, service, and field teams on a unified Salesforce platform. With better forecasting, accurate configuration, and connected asset data, your teams stay aligned and your customers receive the responsive, high-quality support they expect.

We support industrial manufacturers in:

• Configure-Price-Quote (CPQ) – simplify complex product configuration and quoting processes.

• Engineering-to-Order (ETO) Enablement – manage custom engineering projects efficiently from design to delivery.

• Field Service & Dispatch Management – optimize scheduling and execution of service and installation tasks.

• Warranty & Service Contract Management – track, manage, and fulfill service agreements accurately.

• Asset & Installed Base Management – maintain visibility into equipment throughout its lifecycle.

• Predictive & Preventative Maintenance – anticipate issues and schedule maintenance to reduce downtime.

• Dealer & Distributor Portals – connect partners with inventory, pricing, and order management systems.

Our focus is helping discrete manufacturers coordinate demand, production, quality, and fulfillment with precision. We unify operations by integrating ERP, MES, inventory, and supply chain data into Salesforce, enabling accurate forecasting, efficient sales cycles, and real-time visibility across the business.

We support discrete manufacturers in:

• Production & Capacity Forecasting – plan resources and production schedules for optimal efficiency.

• Work Order & Shop-Floor Insights – monitor and manage work orders and production activities in real time.

• Quality Issue Tracking & Root-Cause Reporting – identify, track, and resolve quality issues effectively.

• Supplier & Procurement Visibility – gain insights into supplier performance and procurement processes.

• Inventory & Parts Management – track materials and parts across the supply chain to prevent shortages.

• Channel Sales & Partner Collaboration – connect distributors, resellers, and partners with inventory and order systems.

Our focus is helping process manufacturers streamline operations by connecting formulas, batches, compliance, quality, and supply-chain workflows into a single, intuitive Salesforce experience. Whether your focus is chemicals, food & beverage, or raw materials, we design scalable solutions that support traceability, safety, and operational excellence.

We support process manufacturers in:

• Batch & Lot Tracking – monitor production lots and batches for quality and traceability.

• Compliance & Regulatory Management – ensure adherence to industry regulations and standards.

• Safety & Incident Reporting – track incidents and maintain a safe operational environment.

• Supplier Quality Monitoring – assess and manage supplier performance and material quality.

• Production Planning & Scheduling – optimize resources, timelines, and workflows.

• Customer & Order Lifecycle Visibility – maintain real-time insight into orders from placement to fulfillment.

Our focus is helping manufacturers optimize aftermarket revenue streams, including service, parts, maintenance, and logistics. We enable teams to improve responsiveness, coordinate field operations, manage complex inventories, and create seamless service experiences. With unified data and automated processes, your organization can increase service revenue, boost uptime, and strengthen customer relationships.

We support manufacturers in:

• Service Contract Management – track, manage, and fulfill service agreements efficiently.

• Spare Parts & Inventory Optimization – ensure the right parts are available when and where needed.

• Technician Scheduling & Routing – optimize field team assignments for faster service and reduced costs.

• Returns, RMA & Depot Repair Processes – streamline returns, repairs, and reverse logistics.

• Fleet & Asset Tracking – maintain real-time visibility into vehicles and equipment.

• Customer & Dealer Support Portals – provide secure, self-service access to information and requests.

• Logistics & Fulfillment Visibility – monitor and manage delivery, shipping, and inventory flows.

Additional use case examples include:

• Service Contract Management

• Spare Parts & Inventory Optimization

• Technician Scheduling & Routing

• Returns, RMA & Depot Repair Processes

• Fleet & Asset Tracking

• Customer & Dealer Support Portals

• Logistics & Fulfillment Visibility