Marketing & Creative Services
Red Horse Screen Printing
Sales Cloud, cadences, and forecasting for wholesale apparel growth.
Red Horse needed Salesforce to organize accounts, ownership, sales engagement, seasonal quotas, and order follow-up for wholesale and trade-show sales.
Operating challenge
The team was cleaning account ownership and address data while also trying to make Sales Engagement, cadences, templates, forecasting, monthly quotas, seasonal wholesale patterns, and trade-show order capture usable.
What Lodestone shaped
- Loaded and reviewed account address and ownership data so the sales team could start from cleaner records.
- Set up Sales Cloud and Sales Engagement foundations, including cadences, email templates, and UAT checkpoints.
- Advised on forecasts, user-level quotas, seasonal targets, and the quote/order process needed for upcoming trade-show work.
Resulting direction
- The team gained a cleaner account base and more structured follow-up motion.
- Sales leaders had a clearer framework for monthly quotas and seasonality across wholesale demand.
- Trade-show and first-order workflows could move toward Salesforce instead of living only in side conversations.
Profile context
Screen printing and branded apparel
Custom apparel and print-production business supporting teams, events, schools, and organizations with decorated goods and repeat customer workflows.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.