Manufacturing & Industrial
Electrolytic Technologies
Salesforce and marketing optimization for a high-ticket industrial sales cycle.
Electrolytic Technologies needed support to make Salesforce Professional Edition more usable for lead follow-up, opportunity management, Outlook activity, revenue reporting, and marketing-source visibility.
Operating challenge
The team had Salesforce in place but was not getting full value from it. Leads and opportunities needed clearer follow-up paths, sales stages, conversion points, activity reporting, website lead capture, Office 365 sync, and marketing attribution across trade shows, email, SEO, retargeting, and website traffic.
What Lodestone shaped
- Optimized lead and opportunity follow-up through custom list views, shortcuts, reports, task reminders, and user training.
- Defined lead status and opportunity stage pipelines so revenue, stage duration, close-cycle, and conversion reporting could reflect the real sales process.
- Scoped Office 365 integration, website-to-lead capture, Mailchimp integration, marketing-source fields, activity analytics, and page-layout improvements.
Resulting direction
- Salesforce became easier for the sales team to use for timely follow-up and pipeline control.
- Leadership had a clearer reporting path for revenue, activities, proposals, calls, emails, and marketing return.
- Marketing and sales automation ideas were grounded in the limits and upgrade decisions around Professional Edition.
Profile context
On-site chlorine and sodium hypochlorite generation
Industrial technology company serving water treatment, power, mining, pulp and paper, and chemical markets.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.