Salesforce and ERP Integration for Job Shops: Connecting the Office to the Shop Floor

Job shops running Salesforce for CRM and a separate ERP for production end up with a fundamental information problem. The sales team doesn’t have real-time visibility into production status, and the shop floor doesn’t have good context on what sales is committing to customers. The gap between those two systems is where promises get broken.

Integrating Salesforce with your ERP closes that gap. Customer data, order details, and production updates flow between systems without manual re-entry. Sales reps can see capacity and delivery timelines before they commit. Operations can see what’s in the pipeline before it becomes a rush job.

The customer experience improves too. When your team has accurate information at their fingertips, they can give customers real answers instead of estimates that need to be walked back later. For job shops where delivery reliability is a competitive differentiator, that accuracy matters.

If your CRM and ERP are running as separate silos, book a call here.

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