Manufacturing & Distribution

We are committed to being a world-class Salesforce partner in the manufacturing & distribution vertical. We are focused on bringing solutions around data and analysis that enable leaders to make valuable decisions in real time, uncovering the quickest time-to-value and measurable returns on investments.

Areas of expertise

Discrete Manufacturing

Process Manufacturing

National & Regional Distribution

You can count on us

Deep experience in Salesforce for Manufacturing

Gerent has been successfully implementing technology solutions for both discrete and process manufacturers for the past 13 years. We are invested heavily in manufacturing and have in-house experts with years of on point use experience.

Manufacturing Cloud Expertise

Gerent is a proud Salesforce Manufacturing Cloud Partner. We are a go-to partner in manufacturing with years of market experience and one of the first to deliver Manufacturing Cloud to our customers.

Manufacturing is our largest focus area.

Making up 40% of our customer base, we know manufacturing and we know how to help manufacturers get the most out of technology to reduce working capital, waste and inefficiency.

Fast time-to-value

Quality is important to us but so is speed. Our project completion rate is known to be 40% faster than other Salesforce consulting and implementation partners saving you time and money and accelerating business value.

Substantial experience in both discrete and process

Because of Gerent’s experience in creating technology solutions for the manufacturing sector, we have the depth of knowledge to work with significant types of manufacturing - discrete or process - and deliver on our promise of high-value service.

Powering Manufacturers

Unlock data in real time

Present accurate data in real time across teams and facilitate stronger business discussion.

Facilitate decision making

Review accurate data and make timely course corrections or plan changes, enabling agility in changing market conditions.

Increase business efficiency

Enable account and product forecast accuracy, strategic KPI tracking and levels 1-5 dashboards.

How we can help

Meet Robert

VP of Operations at large enterprise

I run a multi-site operation, we have grown as a business through new product launches and acquisitions. I have an older ERP system and with each new acquisition, I inherit another. We spend a lot of time and effort on the integration of acquisitions, trying to find common ground in data that exists in many places that are disconnected from one another. In addition, I am trying to build business cases for investments and improvements in operations, but I struggle to get supporting information that can be trusted.

How can technology help?

  • Implementing enterprise-class software can facilitate the adoption of corporate standardized solutions.
  • Having data on a single platform enables rapid access to real-time reports and data, allowing for informed and confident data-driven business decisions.
  • Trending report data also uncovers and highlights which operations are succeeding and which need for improvement.
  • Reports and dashboards are sharable to the CEO and COO and can be viewed as needed.

Meet Sam

VP National Sales

I have 7 RVP direct reports with a total of 300 salespeople in the field; some are independent reps. I have to present a forecast by account down to the part number for a rolling 12 months. It seems like I spend most of my time forecasting. I also struggle to get the independents to forecast; they say it is non-value-added work for them.

How can technology help?

  • Integrating Manufacturing Cloud with your ERP systems drive volumes of data and can segment it by account to the part number.
  • You will be able to divide goals amongst your teams and track progress in dashboards.
  • With the use of AI, it is possible to drive insights into forecasting that are valuable and can shorten the process.
  • Enabling community access for you independent sales folks, providing access to sales and commission tracking will help engage them in the forecasting process.

Meet Mark

CFO Mid-Size Component Manufacturer

I am a single site facility in diverse markets with a high seasonality mix. The struggles of flexing the workforce or level loading the factory can mean the difference between making or losing money in any given month. I rely heavily on sales and operations working together on forecasting. I also need to watch volumes and pricing carefully, we have lots of competition and need to keep our customer base happy.

How can technology help?

  • Integrating Manufacturing Cloud with your ERP systems drive volumes of data and can segment it by account to the part number.
  • Setting up a dashboard to look for variability in volume and margin will help pinpoint areas of concern in real time.
  • Managing contracts and sales agreements by account to look for pricing opportunities.
  • Connecting forecast to inventory control to avoid obsolete inventory risks and accruals for expenses.

Anandhi Narayanan

SVP, Business Transformation & Strategy

Anandhi Narayanan has 17 years of experience in manufacturing both in the business and in IT. For the past 4 years, as a consultant, she has been leading cross cloud implementations, driving strategy and thought leadership for supply chain organizations in the Salesforce ecosystem.

Connect on LinkedIn

Our Point of View

Our Point of View

The Impact of Adopting an Agile Framework for Manufacturers explores the consequences of failing to adopt an agile framework, the benefits of implementing one, and the steps manufacturers need to take to succeed with agility.

Episode 34: How Digital and Lean Combined Can Help Manufacturers Respond Fast to Changes in Demand

By the time digital technology ushered in Industry 4.0 at the start of the century, lean thinking was a highly mature and proven approach. But history has taught us over and over that when something new and game-changing meets the tried-and-true, there will be conflict.

For proponents of lean methodologies, the arrival of digital technology was oftentimes dismissed as perhaps trendy, a flash-in-the-pan, a shortcut that wouldn’t work in the long run. And for the proponents of digital, lean was looked at as old-fashioned and way beyond its sell-by date. It was time to shuffle off to the old folks’ home.

In this episode of Ahead of the Curve, two highly experienced people, each a master of his own discipline, argue if and how digital technology and lean methodology can work together and what the combination could produce.

September 7, 2021

A Chemical Supplier Skyrockets Its Lead Tracking Processes

A Chemical Supplier Skyrockets Its Lead Tracking Processes

Client Success Snapshot

Client Profile:

  • Overview: A chemical supplier
  • Industry: Manufacturing
  • Team Size: 350
  • Annual Revenue: $700 million
  • Headquarters: NY, USA
  • Markets: Global

The Challenge

Before working with Gerent, the organization struggled with an inconsistent lead generation approach between its North American and European business development units. Moreover, it had limited visibility into its pipeline. Simply put, the company sought to improve the quality and consistency of its lead generation and enhance opportunity reporting.


Gerent’s Approach

Gerent began by consolidating the supplier’s disparate ERP systems (Duet360 and Sage X3), to provide salespeople across the organization with one source of truth. Next, we implemented Sales Cloud and integrated it with the company’s ERP system for unparalleled visibility and optimal reporting.

Key Outcomes

Today, the supplier enjoys consistent, streamlined opportunity reporting and lead management. With Sales Cloud’s lead tracking features, the organization can now access accurate dashboards and leverage actionable insights, thereby empowering it to convert more leads, faster. The company can route and assign leads to the right people, and with automatic lead scoring and routing — leads no longer fall through the cracks.

Client Success Story

In business, consistency is key: it stabilizes operations, creates accountability — and ultimately, makes a business easier to manage. Conversely, a lack of consistency is detrimental to an organization’s health; it can prevent it from moving in a unified, intentional direction and stunt its growth. 

Our client, a foremost supplier of specialty chemicals, reagents, and intermediates knows the importance of consistency firsthand. With operations in multiple countries around the world, the company distributes over a thousand chemical compounds to its clients — requiring streamlined, organized processes.

Inconsistent Lead Generation and Processes 

Before working with Gerent, the organization struggled with an inconsistent lead generation approach between its North American and European business development units. Moreover, it had limited visibility into its pipeline. Simply put, the company sought to improve the quality and consistency of its lead generation and enhance opportunity reporting.

The effects of the organization’s inconsistent processes were compounded by its rapid growth by way of acquisition. With a slew of moving parts, our client sought top-quality lead management across a variety of platforms and well-organized sales dashboards. After careful deliberation, the supplier decided to implement Salesforce’s renowned Sales Cloud solution.


Gerent’s Hands-On Approach

Gerent began by consolidating the supplier’s disparate ERP systems (Duet360 and Sage X3), to provide salespeople across the organization with one source of truth. Next, we implemented Sales Cloud and integrated it with the company’s ERP system for unparalleled visibility and optimal reporting. Specifically, we implemented the following Sales Cloud features:

  • Lead Management: to provide a complete view of leads’ activity history, communications, and internal account discussions. 
  • Opportunity Management: to unlock visibility into sales team’s deals, competitors, and quotes. 
  • Reports and Dashboards: to establish a real-time view into the company’s sales data — which informs forecasting and sales initiatives.

Sean Best, Project Manager at Gerent, met with the company’s VP of Global IT to stay abreast of all aspects of the project — including the budget burn-down — on a weekly basis. This enabled him to ensure the project was progressing in line with the organization's vision, eliminate ambiguity, and attain optimal alignment with the supplier. This weekly meeting cadence also empowered the supplier to complete tasks in a timely manner and stay on track over the course of the project. 

Gerent remained agile and prepared by using a risk register to define the nature of potential risks, identify risk owners, and outline mitigation measures. We also provided the organization extensive training and guidance on how to coordinate, prepare for, and execute user acceptance testing to ensure its software was meeting requirement specifications.

Unmatched Opportunity Management

Today, the supplier enjoys consistent, streamlined opportunity reporting and lead management. With Sales Cloud’s lead tracking features, the organization can now access accurate dashboards and leverage actionable insights, enabling it to convert more leads, faster. The company can route and assign leads to the right people, and with automatic lead scoring and routing — leads no longer fall through the cracks.

The company’s multiple ERP systems have also been consolidated and integrated with Sales Cloud for greater visibility and optimal forecasting. Moreover, Sales Cloud’s single sign-on solution saves users time, as they no longer need to enter their login credentials multiple times to access different applications. 

The supplier’s North American and European business units enjoy access to clean and current data. It has also established a streamlined lead management approach, making the sales department more efficient and easier to manage. 

Our client was thrilled with our approach and expressed a high degree of satisfaction with the suggestions proposed by our Solution Architect. They are looking forward to working with Gerent for their next project — the implementation of Salesforce’s Configure, Price, and Quote (CPQ) solution.

Could your business’s sales and reporting capabilities use an upgrade? To learn how we can help you boost efficiency and reinvent your future, connect with us today!

A Major Lighting Firm Unites its Sales and Service Teams with Sales Cloud

A Major Lighting Firm Unites its Sales and Service Teams with Sales Cloud

Client Success Snapshot

Client Profile:

  • Overview: A major provider of lighting solutions in North America
  • Industry: Manufacturing
  • Team Size: N/A
  • Annual Revenue: N/A
  • Headquarters: NY, USA
  • Markets: North America

The Challenge

A major lighting agency in North America approached Gerent in the fall of 2021, after its low-tech digital framework began faltering under the weight of its increasingly complex business processes. The client’s cobbled-together framework of Excel spreadsheets and tools simply wasn’t up to the task of supporting the business’ expanding operations. Moreover, because its team lacked a single source of truth, employees were often left scrambling for up-to-date consumer information and subject to miscommunication, missed opportunities, and service challenges.


Gerent’s Approach

The company needed a centralized sales hub to manage its sales-to-service pipeline. Gerent proposed a straightforward solution: implementing Salesforce Sales Cloud via a Quick Start. Within just four weeks, our client gained access to a centralized hub for all consumer information and the means to automate many time-consuming manual sales tasks.

Key Outcomes

Today, the company can effortlessly convey information across departments without risking miscommunication or data loss. This capability, in turn, has led to greater operational efficiency, improved customer service, and better reporting. Our client still has room to grow — but with Sales Cloud, it at least knows that it has the framework necessary to uphold its expansion.

Client Success Story

Up to a certain point, complexity is manageable. Teams can compensate for operational complications by keeping careful notes and shouldering extra administrative work — but this kind of approach delivers declining returns. When a business’ processes become too complex, its employees can start losing track of crucial details, lose efficiency, and burn out.

For our client, a major lighting solutions agency in North America, this operational struggle had become all too familiar. When the company approached Gerent in the fall of 2021, its low-tech digital framework had begun to crack under the weight of its increasingly complex business processes.


A siloed sales-to-service process complicates interdepartmental communication

For years, the lighting agency had relied on Excel spreadsheets and a few other tools to organize its operations. This strategy worked well enough when the company was small — but couldn’t keep pace as its consumer base grew. 

Our client functions as a B2B middleman in the lighting industry; it sources sales opportunities from a roster of manufacturers that correlate to jobs for specific customers. After closing a deal, representatives from the sales division would forward the contract to the service division to coordinate delivery and installation. 

Before its partnership with Gerent, this sales-to-service process was siloed and confusing. Because the team lacked a single source of truth, those on both teams were often scrambling for up-to-date consumer information — it was all too easy to miss crucial details during the departmental handoff. 

Our client’s cobbled-together framework of Excel spreadsheets and tools simply wasn’t up to the task of supporting the business’ operations anymore; the team needed a centralized sales hub. To obtain it, the organization’s leaders turned to Gerent — a Summit-level Salesforce implementation partner.

Sales Cloud facilitates a smooth sales-to-service handoff

After forging an initial connection with the lighting agency, Gerent’s team scheduled a brief check-in to discuss the client’s goals, pain points, and ideal outcomes. Ultimately, the client wanted a digital platform to facilitate a cohesive sales-to-service process without subjecting its team members — or clients — to confusing silos or outdated customer information. 

Gerent proposed a straightforward solution: Salesforce Sales Cloud. 

As its name suggests, Sales Cloud is a cloud-based application that facilitates better selling. It provides a centralized hub for all consumer information and automates many of the time-consuming manual tasks sales reps take on daily. 

“Our client valued Sales Cloud because it would help their team keep better track of their in-progress deals and ongoing projects,” Michael Arbogast, the client’s dedicated Salesforce solution consultant, explained in an interview. “Once a rep closes a sale, they can create a project and automatically assign a service-side project manager to oversee it.”

Sales Cloud neatly eliminated our client’s biggest problem: interdepartmental miscommunication. With a shared source of customer truth readily at hand, representatives in sales and service alike would never need to rely on outdated information or worry that crucial details would be lost in the departmental handoff. 

That said, a few tools within the Sales Cloud product set delivered enough value to merit specific mentions. These include: 

  • Chattera collaboration app that empowers team members to collaborate within the Salesforce system in real-time. 
  • Salesforce Mobilean enterprise-class app that gives employees who are away from the office instant mobile access to crucial CRM data. This capability is particularly valuable for the lighting agency’s service team members, who frequently need to leave the office to fulfill installation orders.  
  • Einstein Activity Capture for Outlooka unifying feature that allows reps to log into their Outlook accounts from Salesforce and, provided they download the associated add-on, open Salesforce records directly from Outlook. 

Lastly, Gerent integrated the lighting agency’s existing ERP, Oasis, with Salesforce. For now, this integration allows the client to transfer data from Oasis into Salesforce manually — however, the client could opt to make such data transfers automatic in the future.


Gerent delivers comprehensive functionality within a two-month turnaround 

Given the lighting agency’s interest in a speedy implementation, Gerent opted for an accelerated Quick Start approach. This expedited schedule ensured that our client could establish a centralized hub within a mere four weeks. With Sales Cloud, the company can effortlessly convey information across departments without risking miscommunication or data loss. This capability, in turn, has led to more operational efficiency, improved customer service, and better reporting. 

Today, our client still has room to grow — but with Sales Cloud, it at least knows that it has the framework necessary to uphold its expansion. 

Wondering how your organization could benefit from a Salesforce transformation? Contact Gerent today for a personalized consultation!

Sales Cloud Ensures Seamless Acquisitions for an Agtech Giant

Sales Cloud Ensures Seamless Acquisitions for an Agtech Giant

Client Success Snapshot

Client Profile:

  • Overview: A leading US provider of controlled environment agriculture (CEA)
  • Industry: Manufacturing
  • Team Size: N/A
  • Annual Revenue: N/A
  • Headquarters: OH, USA
  • Markets: North America

The Challenge

After completing several acquisitions, an American Agtech provider found itself struggling to bridge multiple digital frameworks into a functional whole. The silos incurred during acquisition inhibited efficiency and cross-team collaboration; even tracking customer leads and project progression could be a challenge if data happened to be scattered across multiple systems. This disorganization prevented the client from attaining the value it hoped to achieve through acquisition.


Gerent’s Approach

After taking some time to fully understand the client’s technical challenges and goals, Gerent suggested implementing Sales Cloud, Salesforce’s integrated sales platform. Aside from providing a unified hub for operations, this implementation would deliver crucial tools and functionalities such as Assets, Chatter, and Salesforce Mobile. Gerent also agreed to help the company migrate and organize its data into Sales Cloud.

Key Outcomes

Post-implementation, the client was able to eliminate its acquisition-caused silos and build a foundation for its consolidated operations. It also established a shared, readily-accessible source of truth, so reps no longer needed to waste time chasing down up-to-date contract details or piecing together scattered customer records. Once equipped with a unified, cohesive digital framework, the company could finally achieve the full value-add potential it had expected from its acquisitions.

Client Success Story

Acquisitions are all about building value quickly. A company sees a quality in another business that it believes will complement its own operations or offerings — then, rather than building similar functionality from scratch in-house, it simply purchases the other organization. However, while bringing a new company into the proverbial fold can provide substantial value, it can also lead to significant complications. 

These particular growing pains had become all too familiar for our client, a leading US provider of controlled environment agriculture (CEA) greenhouse solutions and cultivation services, by the time they approached us in the summer of 2021. 

Prior to its partnership with Gerent, the company had achieved considerable growth through acquisition, folding no less than three companies into its corporate structure within the last five years. These acquisitions empowered our client to extend its reach, deepen its service catalog, and achieve new operational capabilities, among other benefits. 

However, the situation wasn’t exactly ideal; after completing several acquisitions, the company found itself struggling to bridge multiple digital frameworks into a functional whole.


Acquisition silos pose significant operational and efficiency challenges

Our client’s ability to reap value from its acquisitions was limited by its increasingly-siloed systems. Every business welcomed into the CEA service provider’s corporate family brought its own digital framework and operational approach.

“When they came to us, they were using Microsoft Dynamics, a homegrown CRM system called Soho, and a lot of Excel spreadsheets to manage their customer data and operations,” the project’s PM, Valentine Christopher, explained in an interview. 

After completing several acquisitions, the company found itself struggling to bridge multiple digital frameworks into a functional whole. Silos formed during the acquisitions process inhibited efficiency and cross-team collaboration; even tracking customer leads and project progression could be a challenge if data happened to be scattered across multiple systems.

“The team didn’t want to dig through five systems to figure out how they reached out to a client, what they ended up selling, and what service or support the client had received to date,” Christopher summarized.

Our client needed an organized hub to support its unified operations and process — and to find it, the CEA solution provider’s leaders turned to Gerent, a Summit-level Salesforce implementation partner.


Gerent bridges over silos and enables unified, efficient operations with an out-of-the-box Salesforce Sales Cloud integration

After taking some time to fully understand the CEA solutions providers’ technical challenges and goals, Gerent recommended a straightforward solution: implementing Sales Cloud. 

Sales Cloud is an integrated Salesforce platform that consolidates consumer information into a central hub and provides crucial support for marketing, lead generation, sales, business analytics, and customer service activities. Gerent’s out-of-the-box implementation bridged the silos separating the acquisitions’ respective teams and provided the business with a foundation for its unified processes. 

A few products within the Sales Cloud product set proved particularly useful. The platform’s Assets, for example, allowed our client to keep an organized record of every product its consumers buy and any service requests or communications made since the sale. If a customer called to request repairs, the service team could simply search the device’s serial number to find detailed product descriptions, installation records, and applicable warranty policies. 

This quick-search capability was a game-changer for the company’s customer service divisions, as data silos between asset sales and service teams had previously undermined customer service efforts. But once Sales Cloud established a shared, readily-accessible source of truth, reps no longer needed to waste time chasing down up-to-date details or piecing together scattered customer records — they simply delivered top-caliber service. 

Other key products included Chatter, a collaboration tool embedded in the Sales Cloud platform, and Salesforce Mobile, an app that allows representatives in the field to access and add critical data. Our developers also completed a small amount of custom code to connect Panda Doc, the company’s existing document signing and generation platform, into Sales Cloud. This integration empowered the sales team to generate quotes quickly within Salesforce.

Data migration poses a final — but manageable — challenge

After implementing a framework for the CEA service provider’s operations, Gerent faced another hurdle: migrating the company’s scattered data stores into Sales Cloud. 

“Data uploads are always the biggest challenge, and Gerent stepped up and helped clean up our source data, ensuring a smooth transition into the database,” a representative for the company shared in its debrief with Salesforce. “The response time was very quick, and usually, issues were resolved within a few minutes of reporting.”

Porting the data from the company’s former systems took time and considerable effort — but by the end of the project’s 12-week span, everything was in place. Post-implementation, the client was able to eliminate its acquisition-caused silos, build a foundation for its consolidated operations and finally reap the full value-add potential it had expected from its acquisitions.  

“Working with Gerent was a pleasure. They were clear with direction, helpful with assistance, and together we managed to get the implementation done on time and under budget,” the representative concluded. 

Interested in finding out how our team could help yours achieve its operational goals? Contact Gerent today for a personalized consultation!

Case Studies

Latest Insights

Ready to reinvent the future?

Get Started