Salesforce for distribution and logistics.
Ignyto implements Salesforce Sales Cloud, Service Cloud, Account Engagement and ERP integration for distributors, wholesalers and logistics operators across the UK and Ireland — businesses where the customer relationship is high-frequency, low-drama, and entirely dependent on someone being able to answer “where is my order” without leaving the CRM. Picture anyone in the business answering “where is my order” in one place, correctly, first time.
Repeat customers, thin margins, and no visibility.
Distribution runs on volume and reliability. The commercial risk is not a lost deal, it is quiet attrition — an account ordering less each quarter with nobody noticing until it stops. That is a reporting problem before it is a sales problem.
Operationally the question is always the same: where is the order. If the answer lives in the ERP and the conversation happens in the CRM, someone is switching systems dozens of times a day, or worse, ringing the warehouse.
Ignyto has delivered for Pentalver, where container sales and conversions teams gained full visibility and reporting; Storage Systems, on Account Engagement; and Roger Dyson and OS Doors, both integrating Salesforce with the systems running the operation.
Built for order visibility and account retention.
Order and delivery visibility
ERP and operational data surfaced against the account, so the team answers order and delivery questions from Salesforce. Pentalver’s container sales and conversions teams gained full visibility and reporting this way.
Account health and attrition
Ordering patterns reported against the account so a declining customer is visible in a dashboard rather than discovered at renewal.
Sage and ERP integration
Invoices, orders and stock connected between Salesforce and the finance or ERP platform. OS Doors integrate Sage; Ignyto also delivers Xero through Breadwinner where that is the finance system.
Service and claims handling
Service Cloud for delivery issues, returns and claims, with case reporting by reason so the operational causes are visible rather than absorbed.
Marketing to a trade base
Account Engagement for trade communication, product launches and reactivation campaigns, with attribution back to orders. Delivered for Storage Systems.
Field and depot operations
Where the business includes engineers, drivers or depot work, Field Service scheduling alongside the commercial process. iSpy Group combine Sales Cloud, Field Service and integration.
Distribution and logistics clients.
“Salesforce has revolutionised the way our container sales and conversions teams manage communications with our customers, bringing our teamwork to the next level and giving us full visibility and reporting capabilities that we simply did not have before adopting the system.”
“Ignyto helped structure our project and to define the outcomes desired which has enabled the successful delivery of the project to everyone’s satisfaction. The access to specialists is very helpful and enabled us to get through those difficult moments.”
“We’re incredibly grateful to the team at Ignyto for their unwavering support and reliability. Their ability to troubleshoot challenges quickly and effectively has made all the difference in ensuring we get exactly what we need from our integration.”
Asked in every distribution conversation.
Can our team see order status in Salesforce rather than the ERP?
Yes, and it is usually the highest-value part of the project. Ignyto integrates the ERP so orders, invoices and delivery status appear against the account. Pentalver’s teams gained full visibility and reporting on this basis.
How do we spot accounts that are quietly declining?
By reporting ordering patterns against the account rather than relying on the last activity date. Account health dashboards make attrition visible while there is still time to act on it.
Do you integrate Salesforce with Sage or Xero?
Yes. OS Doors integrate Sage with Salesforce, and Ignyto delivers Xero through Breadwinner including invoices, purchase orders and split invoicing, as built for Marsden Exhibitions.
Is Agentforce useful in distribution?
Yes — order and delivery status is one of the clearest agent use cases, provided the ERP data is already integrated. Agentforce runs inside your own Salesforce so the answer comes from the real record with your access rules applied.
We have depots and drivers as well as sales. Can that run on the same platform?
Yes. Field Service handles scheduling, capacity and mobile execution alongside the commercial process, as delivered for iSpy Group.
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.