Quantum Energy Solutions

Operating challenge

Field agents were spending time planning routes outside Salesforce while leadership lacked reliable visibility into calls, emails, visits, and route activity. RingCentral and Gmail capture also needed review so the team could stop manually counting activity.

What Lodestone shaped

• Scoped a Salesforce health check around Maps, RingCentral, Google sync, dashboards, activity capture, and Winter release readiness.
• Configured Salesforce Maps planning around route optimization, start and end points, layers, hover fields, check-ins, and opportunity-owner filtering.
• Audited communication capture needs so calls, emails, route activity, and touchpoints could be evaluated as Salesforce operating data.

Resulting direction

• Field users gained a clearer path to plan routes and customer visits from inside Salesforce.
• Leadership could move toward better reporting on agent activity, calls, emails, routes, and customer touchpoints.
• The project separated quick-start Maps work from deeper RingCentral and sync remediation so priorities stayed realistic.

Profile context

Commercial electricity procurement and energy-consumption advisory

Energy solutions business focused on competitive electricity plans, consumption guidance, and budget certainty for business customers.