Manufacturing & Industrial
Nienmade/Richfield
A Consumer Goods Cloud rollout for field retail execution.
Richfield needed Salesforce to support a distributed retail execution motion across store visits, rep routing, product visibility, Home Depot sales data, and manager follow-up.
Operating challenge
The project was not a generic CRM rollout. Sales reps, supervisors, and managers needed mobile access to visits, routes, products, store locations, order activity, visit compliance, sales volume, mileage, and exceptions across a retail channel with real field movement.
What Lodestone shaped
- Configured Consumer Goods Cloud roles, objects, routing rules, permissions, visits, routes, and product access for mobile users.
- Scoped Salesforce Mobile, Salesforce Maps, GPS check-in/check-out, live location layers, cluster-based calendars, surveys, order placement, and missed-visit handling.
- Planned Home Depot EDI sales data capture, dashboards, alerts, testing, documentation, deployment, and recorded training for 60-65 users.
Resulting direction
- Retail execution could be managed around visits, routes, store activity, and product movement instead of scattered field updates.
- Supervisors and managers gained clearer escalation paths for overdue visits, missed orders, out-of-cluster travel, and no-response situations.
- Sales volume, visit compliance, order volume, mileage, and rep activity could become reportable operating signals inside Salesforce.
Profile context
Window covering manufacturing and distribution
Window covering manufacturer and distributor with custom product, dealer, and fulfillment complexity.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.