Tiered, volume, dealer and promotional pricing apply automatically as a quote is built, and sales agreements enforce agreed pricing across the life of the contract. A confirmed quote becomes an order in one click, with no re-entry.
Sales, warehousing and production read the same live inventory. Bin-level stock, shipment tracking against the originating order and allocation logic that prioritises committed orders all run on the same record - no separate WMS required to get visibility.
Warranty coverage validates automatically against the asset and order it was sold on. Cases route by category and plant location, and the full asset history - order, install, prior claims - is on the record before an agent picks up the case.
Forecasting models run off real sales history rather than a separate planning tool. Reorder thresholds and dead-stock reviews trigger on schedule, and every fulfilment or stock transfer keeps a full audit history.
Salesforce sits alongside your existing ERP and MES rather than replacing them, synced through Boomi so orders, stock and production status stay consistent wherever someone looks - sales, warehouse or plant floor.
Distributors and dealers get a self-service portal to place orders, check live pricing and stock, and file warranty claims on what they've sold - no more phone calls to check something a system already knows.
Illustrative dashboard, figures shown for demonstration.
Planning starts from what's actually selling, not a spreadsheet.
Every deal moves from lead to order without leaving the platform - quoting, pricing and agreements handled as one continuous flow.
Every unit carries its history forward, so support starts with context.
Every deal moves from lead to order without leaving the platform.
Every unit sold carries its history forward, so a service call starts with context instead of a search.
Stock and shipping run off the same numbers sales sees.
Every unit carries its history forward, so support starts with context.
Stock and shipping run off the same numbers sales is quoting against, with no separate warehouse system to reconcile.
Planning starts from what's actually selling, not a spreadsheet.
Stock and shipping run off the same numbers sales sees.
Planning starts from what customers are actually buying, not a spreadsheet updated after the fact.
Every deal moves from lead to order without leaving the platform.
Most plants run a quote in one system, a delivery in another and a warranty claim on paper - so nobody can trace a claim back to the order, or an order back to the forecast that should have predicted it. Takt puts all three on one record.
Tiered, dealer and promotional pricing apply automatically on the quote, so a rep cannot approve a margin the business did not agree to.
Warranty coverage is validated against the asset and order it was sold on, not judgement calls made at the service desk.
Sales, warehousing and production read the same live inventory, so a rep never promises stock the warehouse has already committed.
Forecasts run off real sales history, so reorder points and dead-stock reviews happen on schedule, not after the shortage.
Takt runs on the Salesforce licences already in place, so this is a configuration project measured in weeks, not a new platform and a new budget line.
A won quote posts to production the same moment it posts to the warehouse, so planning starts on the signal, not the paperwork behind it.
Available as standalone engagements or in combination with any Takt module.
No. Takt runs on the Sales Cloud and Service Cloud licences most manufacturers already hold. This is a configuration project on top of what you own, not a new platform purchase.
No. Most clients start with the module that hurts most - usually sales orchestration or warranty - and add the rest once the first is live. Each module works standalone.
It stays. Takt sits alongside your ERP and MES, connected through Boomi, so production and finance keep the systems they run on today - Salesforce becomes the shared layer sales, warehouse and service work from.
Core implementation typically runs 2 to 3 weeks per module, followed by a week of complimentary customisation once your team is live and using it.
Takt is built for the mid-market - manufacturers running Enterprise-tier Salesforce without the internal team to build this configuration themselves.
Yes. Dealers and distributors get a self-service portal to place orders, see live pricing and stock, and file their own warranty claims - without calling your team to check something the system already knows.
No. Takt builds on your existing org - it doesn't replace your accounts, contacts or open opportunities. Discovery starts by mapping what's already configured, so nothing gets rebuilt that doesn't need to be.
Yes. Plant location is a standard field on cases and stock records, so routing, inventory and reporting all split cleanly by site without separate configuration for each one.
Quotes, orders and distributor pipeline in one place.
Explore →Warranty claims and field service on one desk.
Explore →Connect ERP, MES and warehouse systems to Salesforce.
Explore →Agentforce for quoting, service triage and forecasting.
Explore →A free 60-minute discovery session. A written recommendation and fixed-fee proposal within five business days.
