Partner recognition
Top Partner for SMB
Officially recognized by Salesforce for work with small and medium-sized businesses that need practical, accountable delivery.
Case Studies
Salesforce delivery for companies with real operating complexity.
Lodestone works with manufacturers, distributors, service organizations, commerce teams, nonprofits, and growth-stage companies that need Salesforce to connect people, process, data, and AI-ready work.
Credentials
Salesforce verified
5-star AppExchange rating
Verified AppExchange reviews give customers and Salesforce teams third-party proof of responsive, accountable delivery.
Cross-cloud delivery
Certified Salesforce expertise
Experience spans revenue, service, portal, marketing, commerce, integration, analytics, and field workflows.
Featured stories
Proof from the messy middle of implementation.
A closer look at Salesforce work where the mission was not just configuration, but making the system fit the way each business actually operates.
Aerospace services and distributionPublic profile
CASP Aerospace
A cleaner Sales Cloud foundation with ERP-aware follow-up.
CASP needed Salesforce to support aerospace sales activity without losing the operational reality of Pentagon ERP, product data, quote follow-up, and shared sales inboxes.
Operating challenge
The team relied on Pentagon ERP and manual follow-up to track RFQs, open sales orders, due dates, and customer context. Salesforce needed to become useful without forcing the business to abandon the aerospace systems it already trusted.
What Lodestone shaped
- Stood up the Sales Cloud foundation and cleaned core product and lead data paths.
- Mapped shared sales inbox activity into Salesforce so inbound requests could become trackable work.
- Ran ERP discovery around quote, sales order, customer, and due-date visibility for a future integration phase.
Resulting direction
- Salesforce became a practical workspace for sales follow-up and lead visibility.
- Inbound email activity could be routed, filtered, and reviewed without living only in Outlook.
- The next phase was framed around ERP integration options, including MuleSoft or a direct integration path.
Sales CloudEmail-to-record intakeERP integration discovery
Luxury resale and eCommercePublic profile
Madison Avenue Couture
A commerce portal rebuilt around consignment operations.
Madison Avenue Couture needed Salesforce and its customer portal to support luxury resale workflows across sellers, buyers, item intake, offers, payouts, contracts, shipping, and post-submission communication.
Operating challenge
The business needed a polished portal experience while preserving the operational nuance of consignment: item submission, inspection, offer notes, duplicate-item handling, 120-day consignment reminders, seller payout preferences, return tracking, and buyer-team visibility inside Salesforce.
What Lodestone shaped
- Created key portal pages and reusable components across login, home, item submission, item detail, account, orders, and order detail flows.
- Mapped Salesforce-side case, item, seller, payout, note, status, and notification behaviors into the portal experience.
- Scoped supporting automation and integrations for FedEx shipping labels, digital contracts, document tracking, and Shopify data movement.
Resulting direction
- Sellers gained a clearer self-service path for submitting items, reviewing status, and responding to consignment events.
- Internal teams gained better visibility into item lifecycle, notes, notifications, returns, and consignment-period reporting.
- The roadmap connected customer experience, Salesforce operations, shipping, contracts, and commerce data instead of treating each as a separate workstream.
Experience CloudCommerce operationsSalesforce automation
Client roster
A growing body of Salesforce work across industries.
Filter by operating environment to see where Lodestone has helped teams turn Salesforce into a more useful system of record, workflow layer, and growth platform.
Industry lens
Showing 55 of 55 client profiles
Manufacturing, Distribution & IndustrialManufacturing & Industrial
CASP Aerospace
Aircraft safety and life-support equipment services
Aerospace services company specializing in repair, overhaul, exchange, and sales of aircraft safety equipment.
Retail, Commerce & Consumer GoodsRetail & Commerce
Madison Avenue Couture
Luxury resale and eCommerce retailer
Digital commerce business serving buyers and sellers in the luxury handbag and accessories market.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Imperial Packaging
Rigid packaging supplier and distributor
Northbrook packaging company helping food, beverage, spirits, personal care, and other brands source bottles, jars, closures, cartons, and logistics support across a broad supplier network.
Nonprofit, Education & Public SectorEducation & Publishing
American Book Company
Educational publishing and assessment materials
Education company producing instructional and test-preparation materials for schools and districts.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Nienmade/Richfield
Window covering manufacturing and distribution
Window covering manufacturer and distributor with custom product, dealer, and fulfillment complexity.
Real Estate, Finance & HoldingsReal Estate & Property
Realcomp
MLS and real estate data services
Member-driven real estate technology organization supporting listing data, broker access, and analytics.
Technology, Data & InfrastructureTechnology & Data
Secure Data Technologies
IT infrastructure, security, and managed services provider
Technology services firm focused on secure infrastructure, cloud, collaboration, and support services.
Construction, Field Service & Home ServicesConstruction & Field Service
SoCal Seismic
Seismic retrofit and foundation contractor
Specialty construction business focused on earthquake retrofit, foundation, and structural work.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Depco Products
OEM-specification replacement products
Replacement-products supplier serving equipment teams with catalog, quoting, account, fulfillment, and service workflows.
Manufacturing, Distribution & IndustrialEquipment & Distribution
Mongo Attachments
Mini excavator attachment supplier
Equipment brand selling excavator attachments with dealer, quote, customer support, and product-fit needs.
Professional Services, Staffing & LanguageProfessional Services
Primeau Forensics
Audio, video, and image forensic services
Expert services firm supporting legal and investigative teams with forensic media analysis.
Technology, Data & InfrastructureTechnology & Data
NucleusTeq / NuoData / Fyndr
Multi-brand data, AI, software, and consulting organization
Multi-brand data and AI organization needing Salesforce to support distinct consulting, product, and marketplace motions in one governed revenue platform.
Technology, Data & InfrastructureTechnology & Data
Data Canopy
Secure hybrid cloud, colocation, and infrastructure provider
Infrastructure provider helping customers operate across colocation, cloud, connectivity, and secure data-center needs.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Personnel Safety Enterprises
Safety products, fire service, first-aid, and field safety service provider
Safety service business where sales, inventory, field routes, service cycles, finance, and QuickBooks all converge.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Rukor Supply
Industrial supply distributor
Industrial supply distributor with quote, order, purchase order, packing slip, invoice, inventory, margin, and QuickBooks complexity.
Food, Beverage & HospitalityRetail & Commerce
Wade Distributing
Foodservice distributor
Foodservice distributor needing customer-specific ordering, repeat-order workflows, catalog visibility, and portal polish.
Energy, Utilities & SustainabilityEnergy & Sustainability
Barrett Solar
Residential and commercial solar sales and installation business
Solar business coordinating appointment setters, reps, managers, follow-up, KPI reporting, and future equipment planning.
Retail, Commerce & Consumer GoodsRetail & Commerce
Embark Fine Jewelry
Fine jewelry and appointment-driven retail brand
Jewelry brand blending ecommerce, loyalty, service cases, permanent jewelry, piercing appointments, and SMS engagement.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
KDK Sales & Equipment
Equipment sales, consignment, and trade-in business
Equipment company coordinating buyers, consignors, road reps, trade-ins, inventory, payment terms, taxes, and commission planning.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Ernest Thompson
Custom furniture manufacturer
Custom furniture business needing cleaner customer, job, production, deposit, installation, and accounting visibility.
Real Estate, Finance & HoldingsReal Estate & Property
Teall Acquisitions
Multi-division acquisition and portfolio company
Portfolio organization bringing multiple sales teams and division-specific relationship networks into one Salesforce foundation.
Nonprofit, Education & Public SectorEducation & Publishing
Alison's Montessori
Montessori education materials and ecommerce brand
Education commerce brand serving educators, schools, and families with Montessori materials and customer lifecycle marketing needs.
Food, Beverage & HospitalityRetail & Commerce
My Favorite Company / Treat Street
Confectionery and novelty candy brand
Candy and novelty products brand serving national and regional retailers with sample, pricing, quote, and partner-facing sales workflows.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
RePackify
Reusable packaging marketplace
Reusable packaging marketplace coordinating RFQs, buyer intake, lead conversion, customer onboarding, and marketplace operations.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
PumpCatalog
Industrial pump catalog and ecommerce/distribution operation
Pump catalog and distribution operation with Salesforce, FinancialForce, duplicate account cleanup, and order and invoice history constraints.
Food, Beverage & HospitalityRetail & Commerce
ABC Franchise Group
Multi-brand fast-casual franchise group
Fast-casual operating group using Salesforce as a scalable parent-company platform for I Heart Mac & Cheese, Pilar Coffee Bar, Cheese Lover's Kitchen, and future restaurant concepts.
Professional Services, Staffing & LanguageLanguage Services
Akorbi
Translation, interpreting, and localization services
Language services provider with multilingual operations, enterprise clients, and service-delivery complexity.
Professional Services, Staffing & LanguageProfessional Services
Axon & Associates
Business brokerage and advisory services
Business brokerage firm supporting owners and buyers through business-sale readiness and transactions.
Professional Services, Staffing & LanguageLanguage Services
Bilingual
Language services or bilingual communications
Language-services organization where interpreter availability, client demand, and service delivery converge.
Retail, Commerce & Consumer GoodsRetail & Commerce
Budget Blinds
Window covering franchise network
National franchise system delivering in-home design consultation, quoting, and installation workflows.
Construction, Field Service & Home ServicesConstruction & Field Service
Delta Waste Solutions
Waste services and dumpster rentals
Waste-services provider serving residents, contractors, and businesses with rental and disposal workflows.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Electrolytic Technologies
On-site chlorine and sodium hypochlorite generation
Industrial technology company serving water treatment, power, mining, pulp and paper, and chemical markets.
Construction, Field Service & Home ServicesConstruction & Field Service
Haselton Lumber
Lumber and building materials supplier
Long-running lumber and building supply company serving contractors, homeowners, and Adirondack builders.
Nonprofit, Education & Public SectorAssociations & Nonprofit
Help Give Hope
Community nonprofit
Nonprofit organization where donor, volunteer, family, and assistance workflows need clear tracking.
Real Estate, Finance & HoldingsReal Estate & Property
Help-U-Sell
Set-fee real estate franchise
Real estate franchise network built around set-fee listing, buyer, seller, and broker workflows.
Professional Services, Staffing & LanguageLanguage Services
Interprenet
Interpretation, translation, and multilingual event services
Language services provider supporting live, virtual, hybrid, and AI-enabled multilingual communication.
Construction, Field Service & Home ServicesEquipment & Distribution
Justin Laundry Systems
Laundry equipment sales and service
Commercial laundry distributor serving coin, on-premises, and multi-housing laundry operations.
Food, Beverage & HospitalityRetail & Commerce
Ke Nui Kitchen
Catering and hospitality business
North Shore hospitality brand with event, menu, customer, and service-experience operations.
Professional Services, Staffing & LanguageLanguage Services
Lingolet
Remote interpretation technology
Hybrid language technology platform focused on remote video and audio interpretation.
Manufacturing, Distribution & IndustrialAssociations & Nonprofit
Missouri Association of Manufacturers
Manufacturing trade association
Member-driven association serving Missouri manufacturers and industrial operators.
Energy, Utilities & SustainabilityEnergy & Sustainability
Nordic Energy Services
Retail energy supplier
Energy services provider serving residential and commercial electricity and natural gas customers.
Technology, Data & InfrastructureTechnology & Data
ONEIL & Associates
DoD and aerospace technical data services
Information services firm supporting Department of Defense, aerospace, and commercial technical data, training, documentation, and sustainment programs.
Manufacturing, Distribution & IndustrialEquipment & Distribution
Petra Drilling Supply
Drilling tools and construction supply
Drilling supply business serving geotechnical, solar, foundation, and rockfall mitigation markets.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
Proven Industries
Trailer lock manufacturer
Made-in-USA security product manufacturer selling trailer locks through direct and business channels.
Energy, Utilities & SustainabilityEnergy & Sustainability
Quantum Energy Solutions
Commercial electricity procurement and energy-consumption advisory
Energy solutions business focused on competitive electricity plans, consumption guidance, and budget certainty for business customers.
Marketing, Media & Creative ServicesMarketing & Creative Services
Red Horse Screen Printing
Screen printing and branded apparel
Custom apparel and print-production business supporting teams, events, schools, and organizations with decorated goods and repeat customer workflows.
Construction, Field Service & Home ServicesConstruction & Field Service
Redcom Design and Construction
Commercial design-build and construction firm
Full-service commercial architecture, engineering, design-build, and construction company.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
REMBE
Explosion safety and pressure relief systems
Industrial safety provider serving high-risk facilities with explosion protection and process safety systems.
Food, Beverage & HospitalityRetail & Commerce
Roli Roti
Food production and consumer brand
Food business known for rotisserie and prepared-food operations across retail and market channels.
Nonprofit, Education & Public SectorEducation & Publishing
Sing Out and Read
Literacy nonprofit
Education nonprofit using singing-based intervention to help struggling readers reach proficiency.
Manufacturing, Distribution & IndustrialManufacturing & Industrial
SmartCarb Fuel Systems
Performance carburetor manufacturing
Specialty product manufacturer serving powersports, racing, and dealer/direct commerce channels.
Energy, Utilities & SustainabilityEnergy & Sustainability
Switched Source
Grid technology and power-flow control
Energy technology company developing distribution-grid solutions for electric utilities.
Energy, Utilities & SustainabilityEnergy & Sustainability
Symbrosia
Agricultural climate technology
Agricultural innovation company developing seaweed-based livestock nutrition and methane-reduction products.
Nonprofit, Education & Public SectorAssociations & Nonprofit
The Geek Foundation
Technology nonprofit
Mission-driven technology organization where program, donor, learner, and partner records can sprawl quickly.
Manufacturing, Distribution & IndustrialEquipment & Distribution
Win Depot
Restaurant equipment and supply distributor
Food-service equipment supplier serving restaurants with product catalog, order, and customer-service workflows.
Salesforce implementation
Agentforce readiness
Cross-cloud architecture
Integration and reporting
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