Petra Drilling Supply

Operating challenge

The team needed more than account and opportunity tracking. Salesforce had to account for products, SKUs, sales orders, invoices, shipments, shipping addresses, tax handling, and Xero accounting handoffs.

What Lodestone shaped

• Implemented a Sales Cloud quick-start across users, profiles, roles, fields, layouts, lead/account/contact/opportunity visibility, and product data.
• Configured sales order, invoice, and shipment objects, including a custom invoice template.
• Scoped Avalara tax setup and Xero integration so accounting and fulfillment workflows could connect back to Salesforce.

Resulting direction

• The sales-to-fulfillment data model became clearer across opportunities, products, orders, invoices, and shipments.
• Operations and sales users gained a Salesforce foundation that reflected real drilling-supply workflow.
• Accounting and tax paths could be implemented as part of the operating process instead of handled after the fact.

Profile context

Drilling tools and construction supply

Drilling supply business serving geotechnical, solar, foundation, and rockfall mitigation markets.