Manufacturing & Industrial
KDK Sales & Equipment
A sales and inventory CRM for equipment teams working across buyers, consignors, and field reps.
KDK needed Salesforce to support equipment inventory, road reps, buyers, consignors, trade-ins, QuickBooks, Authorize.net, and commission-related operating needs.
Operating challenge
Equipment sales required more than contact tracking. The team needed stock, consignment, trade-in, and custom item fields in the CRM, plus lead sources like AgTalk, AuctionTime, Machinery Pete, and TractorHouse; buyer classes; payment methods; tax status; payment holds; and product visibility for reps on the road.
What Lodestone shaped
- Mapped buyer, consignor, and trade-in lead fields around real equipment sales motion.
- Designed account fields for buyer class, payment method, sales tax status, invoice-to relationships, and payment holds.
- Connected opportunities to products and inventory with listing-rep and selling-rep attribution.
- Framed future integration needs around QuickBooks, Authorize.net, and commission handling.
Resulting direction
- KDK had a single CRM model for buyer and seller motions.
- Equipment inventory could become visible to reps instead of living outside the sales process.
- Payments, commissions, and accounting needs were connected to the CRM design from the start.
Profile context
Equipment sales, consignment, and trade-in business
Equipment company coordinating buyers, consignors, road reps, trade-ins, inventory, payment terms, taxes, and commission planning.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.