Manufacturing & Industrial
Ernest Thompson
A CRM foundation for custom manufacturing, job tracking, and accounting visibility.
Ernest Thompson needed Salesforce to support custom furniture sales, job tracking, customer hierarchy, accounting visibility, deposits, installs, and production handoffs.
Operating challenge
QuickBooks data included customers, jobs, and contacts in ways that did not cleanly map to Salesforce. Duplicate and corrupt records, job hierarchy, deposit milestones, install status, and invoice/payment visibility all had to be understood before Salesforce could become useful.
What Lodestone shaped
- Mapped customer, job, project, and contact hierarchy from QuickBooks into Salesforce-friendly structure.
- Planned data cleanup and migration around duplicate names, job records, and accounting context.
- Supported user guidance across accounts, contacts, opportunities, tasks, activities, list views, and templates.
- Scoped invoice and payment status needs between QuickBooks and Salesforce.
Resulting direction
- The team gained a cleaner view of job lifecycle from sale through installation.
- Customer and job data could be modeled with less confusion.
- Accounting visibility became part of the CRM roadmap instead of an afterthought.
Profile context
Custom furniture manufacturer
Custom furniture business needing cleaner customer, job, production, deposit, installation, and accounting visibility.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.