CRM: Salesforce
CRM workflows that actually close the loop to the ERP.
Sales Cloud, CPQ, and Service Cloud are great at pipeline and case tracking — but the handoff to the ERP is still manual at most shops. Structify For Manufacturing closes that loop.
Integration surface
The interfaces your team already owns.
Salesforce REST, Bulk, and Platform Events. ERP writes via the connector your team already owns.
Why shops get stuck
Salesforce runs the business. The workflow layer around it is still manual.
Where hours leak today
- CPQ quotes are approved in Salesforce and retyped into the ERP.
- Service cases cite products and orders but the link back to ERP records is brittle.
- Account hierarchies drift between CRM and ERP, so margin views never line up.
What Structify ships
- CPQ-to-ERP handoff with contract, rebate, and credit checks enforced on the post
- Service case enrichment with ERP order, shipment, and credit context
- Lead scoring and cross-sell prompts sourced from ERP buying history
- Account hierarchy reconciliation so CRM and ERP views agree
What we ship
Builds we deliver on Salesforce, without touching the core.
- CPQ-to-ERP handoff with contract, rebate, and credit checks enforced on the post
- Service case enrichment with ERP order, shipment, and credit context
- Lead scoring and cross-sell prompts sourced from ERP buying history
- Account hierarchy reconciliation so CRM and ERP views agree
Connectors
Structify offers 3000+ Connectors
Salesforce, Google Drive, Email, Excel, and more — plus custom agents for mainframe and proprietary systems.
Scope it on your stack.
Bring one audit you're dreading. We'll wire it against your ERP and QMS and hand back a working version.