Retail & Commerce
My Favorite Company / Treat Street
Sales and sample-request operations for a confectionery brand serving national retailers.
My Favorite Company and Treat Street needed support around B2B retail sales, sample requests, quotes, pricing, margins, approvals, and possible retailer and distributor portal workflows.
Operating challenge
The sample process was largely email-driven, while quoting involved customized pricing, margin calculations, retailer needs, and approval paths. The team also had ideas around buyer or distributor access, retailer-specific product visibility, and partner-facing ordering.
What Lodestone shaped
- Explored a structured sample request intake path for quantities, due dates, delivery locations, and customer context.
- Mapped quote automation, custom pricing, margin logic, approvals, and CPQ considerations.
- Considered Experience Cloud concepts for retailer or distributor login, storefront-style product access, and buyer-specific product visibility.
- Connected sales, sample fulfillment, pricing, and partner experience into one Salesforce roadmap.
Resulting direction
- The business had a clearer way to reduce sample-request friction.
- Quoting and approval needs could be treated as operating logic, not one-off spreadsheet work.
- A future portal could support large buyers and distributors with more tailored access.
Profile context
Confectionery and novelty candy brand
Candy and novelty products brand serving national and regional retailers with sample, pricing, quote, and partner-facing sales workflows.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.