Using Salesforce to Drive your Manufacturing Growth

You may already think of Salesforce as a powerful Customer Relationship Manager (CRM) application, but it can also help manufacturers to identify, prospect and track opportunities, customers, and cases to drive revenue and growth opportunities. Manufacturers who take advantage of the full breadth of Salesforce’s functionality realize improved revenues and growth margins – all while lowering their SG&A and Operations Costs.

How Can You Improve Your Revenue?

Vertex Computer Systems has helped manufacturers conduct B2B marketing campaigns that expand their ability to understand and respect their customers and ultimately contribute to the continued success of those valued partners. Similarly, Salesforce Sales Cloud can be utilized to attract and engage new customers before, during, and after the sale. If you’re serious about keeping track of your customers at every stage, Vertex has the Salesforce expertise to help you leverage customer relationships to grow sales and improve customer satisfaction.

Because Salesforce provides a true 360° view of the customer, manufacturers can get a clearer understanding of customer needs as well as their journeys through the sales process. Would you like to shorten the cycle from prospect to sale? Salesforce provides standard and custom pricing solution options to help manufacturers accelerate deals. The Partner Portal’s Community Cloud can also enhance collaboration with a manufacturer’s business partners for greater efficiency.

Key Salesforce Features That Help Manufacturers Grow Sales Revenue

  • B2B marketing campaigns
  • Lead scoring and automated assignments
  • Lead-to-Cash process optimization
  • Custom pricing solutions to accelerate deals and maximize gross margins
  • Partner Portal access via Partner Community for maximum collaboration
  • Streamlined/automated customer service experience
  • True 360° view of the customer providing revenues, returns, support costs, et al

The other side of the profitability equation involves the standardization, optimization, and automation of processes. If you’re interested in lowering your SG&A and operations costs, Salesforce can help. Did you know you can eliminate manual spreadsheets, replacing them with real-time processing, reporting, and alerts? Salesforce provides your Manufacturing team instant access to the same up-to-date detailed information. That’s just one way of many that Salesforce enhances operations.

Key Salesforce Features That lower SG&A and Operations Costs

  • Eliminating manual spreadsheets with real-time processing, reporting, and alerts
  • Demand Forecasting – both revenues and units
  • Contract management
  • Simplified order processing/ERP integration
  • MS Outlook/Gmail integration
  • Reduced customer service and support costs
  • Integrated, automated, and streamlined credit checking

If you want to leverage Salesforce to quickly move the needle for your manufacturing firm, give Vertex a call. You won’t be disappointed.

An Overview of Salesforce Security & Compliance Measures

Salesforce has rightfully earned and held on to the title of the “World’s #1 CRM Platform” by going to great lengths to enable their customers to access to their data across all devices, all while ensuring the data is protected from unauthorized access.

As the adage goes, “Security is only as strong or weak as the weakest link in the chain.”

Salesforce, from its early days, recognized its part in its customers’ security chain and has taken all measures possible to protect customer data at every layer of the OSI model.

They also offer powerful and flexible tools to their customers to secure their data exactly the way they want.

Let’s look at the tools in each of these categories.


  • Salesforce’s office sites, development centers, support, and data centers are secured by state-of-the-art technologies and are ISO 270001, ISO 27017, and ISO 27018 certified by an independent party.
  • Salesforce hosts multiple tenants on the same shared set of resources. Tenants are completely isolated from each other via an “Organization ID.”
  • In addition, the platform is HIPAA, FedRAMP, and GDPR compliant. A full list of Salesforce’s certifications may be found here.
  • These security measures are entirely under the control of Salesforce and have been made available to the general public for informational purposes alone. The ones below are more important to the Salesforce customer and require careful review, planning, and execution.


  • All data is encrypted using TLS 1.2 the moment it leaves the user’s browser or mobile device. Data is always encrypted as it moves around within Salesforce’s own networks.
  • Salesforce offers the ability to encrypt data in sensitive fields at no extra cost, so they may only be accessed by authorized users.
  • For an additional cost, customers may purchase Salesforce Shield, which encrypts all customer data at rest.

Real-time Monitoring

  • Salesforce offers event monitoring at an additional cost for Enhanced Transaction Security and Threat Detection.
    • Enhanced Transaction Security offers customers the ability to define policies around sensitive operations such as login, API access, and reporting.
    • Threat Detection alerts customers in real-time to unauthorized access from session hijacking, credential Stuffing, and other anomalies.


  • Salesforce offers a myriad of ways for customers to log in, ranging from traditional password-based logins to SAML or OAuth-based SSO.
  • In addition, users also have the option of a wide range of two-factor authentication mechanisms. The simplest one (which all users are enrolled in by default) is through an activation code emailed to the user. Other options include text messages to the user’s registered phone, Salesforce Authenticator App, or a physical security key.

Application Security

  • The final and the most important piece of the security chain, from a customer’s perspective, are the security configuration options in the Salesforce app itself.
    • System and Object access levels
      • Profiles control Create, Read, Delete, and Edit access to objects as well as access to fields. They also dictate the scope of what the user can do on the platform.
      • Permission Sets allow additional permissions to be added to the ones provided to a user by their Profile.
      • Permission Set Groups are a recent addition to the platform that allows grouping multiple Permission Sets together. They have been introduced to simplify the metadata representation of a user’s access levels and are projected to make Profiles less relevant soon.
    • Data access levels
      • For a user having at least Read access to an Object, access to individual records is controlled by a combination of Org-Wide Defaults, the User’s Role, the Object’s Sharing Rules, and Record Ownership. In addition, there are features like Sharing Sets, Queue Membership, Enterprise Territory Management, Manual Sharing, and Account/Sales and Case Teams that can provide a user access to certain records.
    • Process execution contexts
      • Custom Screens and Automations designed on the Platform using Code or Flows may be run under the System Context or User Context. It requires careful planning and execution on the part of an admin or developer to ensure these processes always run with the least privileges necessary and don’t turn into attack surfaces or inadvertently expose sensitive customer information.

The features listed above are merely an overview. There are many intricacies to configuring and fine-tuning data security in Salesforce.

Although most small-to-midsize customers start out with an “open” model, where access to data is pretty much unrestricted to all users, the approach may not be suited to all customers and can quickly prove inadequate as the user list starts growing.

Careful planning and execution, driven by an experienced Salesforce Consultant or Administrator can end up saving you a lot of time and money as you start to scale usage of the Platform.

At the same time, a lack of proper planning and improper implementation can end up costing you time, money, and customer goodwill.

Vertex Computer Systems is a trusted Salesforce Solutions Provider with specializations in Sales Cloud, Service Cloud, and Business Process Automation & Transformation.

If you would like to schedule a Salesforce security audit or just learn more about Salesforce security, please contact us.

Vertex Computer Systems Ranked #1 IT Staffing Provider for Fortune 50 CPG Manufacturer

We’re proud to announce that Vertex Computer Systems was recently ranked the #1 IT Staffing Vendor for a Fortune 50 Packaged Goods manufacturer, besting 10 other IT firms in the company’s 4th quarter rankings. While this ranking is for IT staffing, Vertex has been a partner of the CPG firm for many years, delivering projects in Microsoft M365 services, Custom App Development, Data & Analytics, and Salesforce, among other technologies.

The ranking is based on several key factors, including speed to provide resources, regulatory compliance, candidate quality, fulfillment, rates and retention.

“Vertex Computer Systems prides itself on creating positive client relationships over many years of working together,” said Global Account Director Murali Swamy. “We look forward to additional work with this client and continuing to be a key part of their success.”

Vertex Computer Systems is Hiring!Join the Team »