Retail & Commerce
Ke Nui Kitchen
Sales Cloud shaped around catering leads, contracts, invoices, and rebooking.
Ke Nui Kitchen needed Salesforce to support a hospitality sales process with lead management, rebooking campaigns, QuickBooks, contracts, invoice templates, menus, and reporting.
Operating challenge
The business was dealing with manual work across lead intake, communications, invoicing, contract generation, discount approval, menu items, and reporting. Post-production work also surfaced practical issues through feedback, QuickBooks sync, Acrobat Sign, and hypercare sessions.
What Lodestone shaped
- Configured Sales Cloud around web-to-lead capture, account/contact migration, sharing settings, Einstein Activity Capture, users, profiles, roles, and permissions.
- Customized object labels, record types, assignment rules, flows, validation rules, fields, page layouts, list views, quote/invoice templates, and menu/menu-item migration.
- Supported reporting, dashboards, QuickBooks sync, Acrobat Sign onboarding, UAT, go-live, issue tracking, and post-production feedback cycles.
Resulting direction
- Lead management, sales follow-up, contracts, invoices, menus, and reporting could live in a more connected Salesforce process.
- The team gained a clearer path for rebooking and customer communication instead of relying on manual follow-up.
- Post-launch feedback became actionable issue work rather than an unmanaged list of production complaints.
Profile context
Catering and hospitality business
North Shore hospitality brand with event, menu, customer, and service-experience operations.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.