Language Services
Bilingual
A Sales Cloud program for multilingual sales, quoting, billing, and global pipeline discipline.
Bilingual Language Solutions needed Salesforce to connect lead management, sales process, quoting, approvals, integrations, reporting, and finance handoffs across a multilingual services business.
Operating challenge
The company had complex operating needs across sales, marketing, finance, operations, recruiting, and HR. They needed lead and opportunity lifecycles, ZoomInfo and website intake, Inbox, Sales Engagement, Einstein Conversation Insights, discount controls, quote templates, multiple currencies, Zoho billing, QuickBooks, and reporting.
What Lodestone shaped
- Designed lead and opportunity lifecycle rules across marketing funnel, sales funnel, account creation, house accounts, RFP sales, BANT qualification, proposal, closing, and closed-won criteria.
- Scoped data migration across leads, accounts, contacts, opportunities, quotes, and invoices with quality reporting and historical-data updates.
- Planned integrations and operations around ZoomInfo, website leads, email/calendar capture, Zoho billing, quote templates, Peruvian/USD/Mexican currency needs, and invoice-ready opportunity reporting.
Resulting direction
- The sales team gained a shared language for leads, prospects, qualified opportunities, RFPs, house accounts, and active accounts.
- Finance handoffs and invoicing needs were tied to Salesforce opportunity data instead of treated as an afterthought.
- Training, templates, dashboards, cadence design, and 90-day support gave the implementation room to become adopted rather than merely configured.
Profile context
Language services or bilingual communications
Language-services organization where interpreter availability, client demand, and service delivery converge.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.