Manufacturing &

Consumer

Packaged Goods

We help manufacturers modernize operations by replacing manual processes and disconnected systems with automated, data-driven solutions that boost efficiency, quality, and scale.

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Precision, efficiency, and innovation built into every solution.

The manufacturing landscape continues to evolve as global supply chains shift, automation accelerates, and customer expectations rise. You need a Salesforce foundation that can keep pace, one that’s flexible, scalable, and deeply aligned to the realities of production, quality, and fulfillment.

We understand the needs for smarter selling process across wholesale, retail and Direct-to-Consumer. We have helped CPG brands like BeLoved Health get their products into hundreds of additional retail stores while growing their wholesale operations.

Our team blends manufacturing expertise with Salesforce and integration best practices to deliver solutions that streamline operations, improve visibility, and support data-driven decision-making from the front office to the shop floor.

From industrial equipment and consumer goods to complex discrete manufacturing, we help clients enhance efficiency, strengthen quality processes, and unify teams on a single platform that’s ready to scale with demand.

  • Item description

  • 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

Clarity Manufacturing Solution Benefits

  • Connect the Factory and the Front Office

    No more isolated systems or disconnected workflows. We unify sales, production, service, supply chain, and quality data on Salesforce, eliminating manual entry, reducing delays, and giving every team a complete, real-time view of operations.

  • Boost Operational Efficiency

    From automating repetitive tasks to streamlining approvals, scheduling, and quality processes, our solutions help you free up time, reduce waste, and improve throughput without overextending your team or resources.

  • Improve Production Visibility

    Integrations between Salesforce, ERP, MES, and inventory systems provide accurate forecasting, capacity insights, and production status updates — enabling better planning, faster response times, and stronger coordination across teams.

  • Strengthen Quality and Compliance

    We help automate quality tracking, documentation, audits, and regulatory workflows to ensure consistency, reduce errors, and maintain compliance with industry standards — from shop-floor operations to after-sales service.

  • Understand and Grow Revenue

    Connect quoting, orders, service, and fulfillment to gain accurate revenue metrics, better forecasting, and clearer profitability insights. Whether you’re expanding aftermarket services or improving win rates, we help you unlock more predictable growth.

  • Scale with Confidence

    Our solutions grow with you, supporting higher production volumes, new product lines, expanded dealer networks, and evolving supply chain complexity, without sacrificing performance or control.

  • Empower Your Workforce

    Intuitive tools give operators, technicians, engineers, and sales teams the information they need, when they need it. We simplify processes, reduce manual tasks, and support easier collaboration between production, sales, service, and leadership.

  • Gain Actionable Metrics

    From cost-to-serve and production bottlenecks to field performance and customer metrics, we provide dashboards and reporting tailored to your operations. Insights are clear, customizable, and built to support faster, more informed decision-making.

  • Elevate Customer and Dealer Experiences

    Streamline communication, improve service responsiveness, and provide transparent order, delivery, and maintenance updates. With complete visibility across the customer lifecycle, you can deliver a reliable, high-quality experience that strengthens relationships and loyalty.

Manufacturing requires

clarity, precision,

and control.

Consumer packaged goods companies move fast, juggle tight margins, and rely on strong relationships with retailers, distributors, and brokers. Salesforce can support all of that, but only when it’s configured for the realities of the CPG world. We help brands turn Salesforce into a simple, reliable system that supports sales, operations, and leadership instead of slowing them down.

We design pipelines built for the retail and wholesale sales cycle, streamline broker and distributor management, and bring clarity to trade spend, promotion performance, and forecasting. Our team sets up tools for field reps, store audits, and merchandising, giving brands real-time visibility into execution and account health.

We also integrate Salesforce with your inventory, production, and DTC platforms so every channel tells the same story. The result is clean data, accurate reporting, and a CRM that makes it easier to scale distribution, win more placements, and grow with confidence.

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Sales Cloud

Service Cloud

Manufacturing Cloud

CPQ

Field Service

Experience Cloud

CRM Analytics

Marketing Cloud

MuleSoft

Digital Engagement

Systems Integrations

Manufacturers rely on a complex ecosystem of systems that must operate in harmony—from production planning and inventory to quality, logistics, and service. Clarity’s engineering and integration expertise ensures your Salesforce solution connects seamlessly with the platforms that drive your operations, reducing manual effort, increasing visibility, and improving accuracy across the value chain.

Manufacturing System Integrations Include:

  • Enterprise Resource Planning (ERP) Systems – unify core business processes such as finance, HR, and operations.

  • Manufacturing Execution Systems (MES) – track and manage production processes on the shop floor in real time.

  • Product Lifecycle Management (PLM) Platforms – centralize product data and coordinate design, engineering, and production workflows.

  • Quality Management Systems (QMS) – monitor quality metrics and ensure compliance across production and supply chain.

  • Inventory & Warehouse Management Systems (WMS) – optimize inventory levels, stock movements, and warehouse operations.

  • Supply Chain & Procurement Platforms – integrate procurement, supplier management, and logistics for end-to-end visibility.

  • Dealer & Distributor Portals – connect external partners to key systems for orders, pricing, and product information.

  • Asset & Equipment Management Systems – track machinery and equipment for maintenance, uptime, and lifecycle management.

  • IoT Device & Sensor Data Platforms – capture real-time operational data to improve monitoring, predictive maintenance, and analytics.

  • Logistics & Transportation Management Systems (TMS) – streamline shipping, routing, and delivery operations.

  • Field Service & Workforce Management Tools – coordinate technicians, service requests, and scheduling efficiently.

  • Cloud Data Platforms & Warehouses – centralize and store operational data for reporting, analytics, and business intelligence.

  • "Clarity Consulting's comprehensive knowledge of Salesforce, allowed us to maximize the value of our CRM and marketing automation platforms."

    - Stratten Waldt, CEO of Baobab Partners

  • "Working with Clarity Consulting on our Salesforce Optimization Project was an incredible experience. They displayed true leadership and problem solving ability."

    - James Tsikerdanos, Business Development Manager of LendPro

  • "Clarity Consulting was able to answer questions and educate my team through complex Salesforce subjects in a short duration of time. Their ability to pick up on past consultation, plan lessons and teach is exactly what we wanted"

    - Neil Mork, Business Development Manager. Green Festivals

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