CUSTOMER SUCCESS STORY

Equip360 Extends Salesforce with Real-Time Manufacturing Quote and Order Visibility

CUSTOMER

Company: Salford Group

Description: Agricultural Equipment Manufacturer

THE CHALLENGE

Customer Relationship Management With Salesforce and Equip360

THE FULL CUSTOMER JOURNEY

Salford's sales organization wanted complete visibility into customer quoting and ordering activities within Salesforce without disrupting its existing sales process.

Sales representatives relied on Equip360 to configure highly complex equipment, generate accurate pricing, and create customer quotes and orders. While Equip360 was the system of engagement for product configuration, Salesforce served as the company's CRM, making it difficult for sales teams and leadership to view the full customer journey in a single place.

Without integration, quotes and orders created in Equip360 remained disconnected from Salesforce, limiting pipeline visibility, reporting, forecasting, and customer relationship management.

THE SOLUTION

A Fully Connected Ecosystem

INTEGRATION TIME

GenAlpha implemented a seamless integration between Equip360, Salesforce, and Infor SyteLine ERP.

Sales representatives continue using Equip360 to configure products, generate quotes, and submit orders—without changing their existing workflow.

As quotes and orders are created in Equip360, the integration automatically creates corresponding Salesforce Estimates and Salesforce Orders, keeping Salesforce synchronized with real-time sales activity.

Because Equip360 is already integrated with Infor SyteLine, product configurations, pricing, and order information remain accurate throughout the entire sales-to-manufacturing process.

CONNECTING THE TOOLS

The result is a connected ecosystem where each platform performs the role it was designed for:

Equip360 manages complex product configuration and quoting.
Salesforce provides complete customer, opportunity, estimate, and order visibility.
Infor SyteLine executes manufacturing and order fulfillment.

RESULTS & IMPACT

A Single Source of Truth With Completely Accurate Configuration

THE INTEGRATION DELIVERED IMMEDIATE BUSINESS VALUE BY:

Providing complete quote and order visibility inside Salesforce
Eliminating manual duplicate entry between business systems
Giving sales leadership more accurate pipeline and order reporting
Allowing representatives to continue using the quoting process they already know
Ensuring customer activity remains synchronized across CRM and ERP
Creating a single source of truth for customer engagement while preserving configuration accuracy

BUSINESS IMPACT

Full Visibility, Improved Efficiency, Better Customer Experience

A UNIFIED SALES PROCESS

By connecting Equip360 with Salesforce and Infor SyteLine, Salford now has a unified digital sales process that improves collaboration across Sales, Customer Service, and Operations.

Sales representatives gain complete visibility into customer activity within Salesforce, while manufacturing continues to receive accurate product configurations through Equip360 and Infor SyteLine.

Instead of forcing users to work across multiple disconnected applications, the integration allows each system to specialize in what it does best while automatically sharing information between them.

The result is greater visibility, better reporting, improved operational efficiency, and a more connected customer experience.

ABOUT GENALPHA

GenAlpha's Equip360 platform connects manufacturers' digital commerce, CRM, CPQ, and ERP ecosystems into a unified customer experience. Through deep integrations with Salesforce and Infor SyteLine, manufacturers can streamline complex sales processes, improve customer visibility, and accelerate order fulfillment while preserving the integrity of their product configuration data.