Manufacturing & Industrial
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.
Profile context
Aircraft safety and life-support equipment services
Aerospace services company specializing in repair, overhaul, exchange, and sales of aircraft safety equipment.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.