Interprenet

Operating challenge

The team was moving from Zoho into a Salesforce operating model while still relying on HubSpot for marketing, Drift for chat, and TeamDesk for PRM and invoicing across global and regional divisions. Email sharing also had to respect management visibility and executive privacy.

What Lodestone shaped

• Reviewed Einstein Activity Capture deployment options, sharing settings, excluded addresses, internal event behavior, contact matching, and role hierarchy expectations.
• Discussed how Salesforce would need to connect to TeamDesk while routing information correctly across global and regional divisions.
• Advised on Enterprise Edition and integration considerations for a services business with sales, marketing, chat, PRM, and invoice dependencies.

Resulting direction

• The team had clearer decisions to make around org-wide versus user-based email/calendar capture.
• Executive privacy, contact matching, and role-based visibility were surfaced before configuration decisions locked in.
• Salesforce could be planned around the tools Interprenet already used instead of pretending CRM sat alone.

Profile context

Interpretation, translation, and multilingual event services

Language services provider supporting live, virtual, hybrid, and AI-enabled multilingual communication.