Salesforce Integration Success: Custom Quoting & Lightning Migration for a U.S. Bearing Manufacturer
Overview
A leading U.S.-based manufacturer specializing in precision-engineered bearings needed a modern CRM solution that could keep up with their highly technical sales cycle. Despite using Salesforce Enterprise Edition along with powerful AppExchange tools like Rootstock and FinancialForce, the company struggled with inefficiencies in quoting, opportunity management, and CRM usability.
They partnered with us to unlock the full potential of their Salesforce environment through expert Salesforce integration services, Lightning migration, and custom development tailored to the needs of high-complexity manufacturing.
The Challenge: Complex Processes, Limited CRM Value
Manufacturing companies like this one face unique challenges in customer relationship management. The client’s sales team had to manage a custom quoting process with intricate line-item logic and heavy engineering input. Their Salesforce setup was cluttered with legacy components and lacked the modern interface and flexibility needed for scale.
Despite a major investment in Salesforce and AppExchange solutions like Rootstock, the CRM wasn’t delivering the streamlined experience or efficiency gains the client expected. Their quoting and estimation system was especially difficult to use—leading to delays, data errors, and poor team adoption.
It became clear that a strategic Salesforce customization and integration project was required to make their CRM work as a business accelerator—not a blocker.
Our Approach: Tailored Salesforce Integration & Lightning Migration
We provided a structured Salesforce consulting and implementation plan focused on CRM optimization for manufacturing. Our work centered around three key goals:
- Develop a Custom Quoting System in Salesforce
We rebuilt their quoting and estimation process from the ground up using Apex and Visualforce, fully customized to support manufacturing-specific logic. This system enabled the sales team to easily configure, price, and quote complex orders with speed and confidence. - Migrate to Salesforce Lightning Experience
Using an “App by App” approach, we transitioned the entire environment from Classic to Lightning. This included migrating Visualforce pages, custom buttons, and record layouts while ensuring seamless compatibility with Rootstock. The result was a cleaner, faster interface that improved usability across departments. - Maintain Integration with Rootstock and FinancialForce
Salesforce for manufacturing often requires deep integration with ERP and finance systems. We ensured the new Lightning environment worked flawlessly with Rootstock and FinancialForce, preserving real-time data flows and operational continuity. - Build Custom Lightning Web Components (LWC)
We replaced legacy components with modern, scalable Lightning Web Components. For example, we built a custom LWC to correctly display line breaks in text area fields within the Quote Line Item related list—enhancing clarity and reducing miscommunication. - Design Branded Email Templates and UI Enhancements
We created user-friendly, professional email templates and applied interface improvements that aligned with the client’s brand and streamlined customer communication.
The Results: Scalable Salesforce Platform That Drives ROI
Our Salesforce integration services delivered immediate and long-term impact for this manufacturing leader:
- Faster sales quoting through a custom quoting system built in Salesforce, tailored to engineering-driven sales
- Reduced estimation time by eliminating redundant steps and improving field usability
- Seamless Lightning migration with preserved functionality and enhanced user adoption
- Improved data visibility and user experience through modern Lightning Web Components
- Full compatibility with Rootstock to ensure uninterrupted business operations and ERP data integrity
Thanks to this transformation, the client now has a powerful, integrated Salesforce platform that meets the rigorous demands of industrial manufacturing. Sales teams are more productive, data is cleaner, and the CRM finally acts as a strategic growth engine.
Technology Highlights
- ✅ Salesforce Sales Cloud
- ✅ Custom quoting system Salesforce (Apex & Visualforce)
- ✅ Salesforce Lightning migration
- ✅ Rootstock Salesforce integration
- ✅ Lightning Web Components (LWC) development
- ✅ Custom Salesforce email templates
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