Manufacturing & Industrial
REMBE
Sales Cloud groundwork for industrial quoting and ERP alignment.
REMBE needed Salesforce support for sales setup, quoting, and engagement while the business clarified order, inventory, shipping, invoicing, and ERP responsibilities across existing systems.
Operating challenge
The project sat in the middle of real operational ambiguity: product versus service quotes, RI-number conventions, orders and shipping documents in Finale, invoicing in Pro Alpha, and unresolved decisions about how deeply Salesforce should connect to inventory and ERP.
What Lodestone shaped
- Established the Sales Cloud setup path and planned Sales Engagement as the next layer of sales process support.
- Helped shape quote process options, including product and service quote types and how legacy quote identifiers should appear.
- Facilitated discovery around Finale, Pro Alpha, inventory visibility, order creation, invoicing, and stakeholder alignment before deeper integration work.
Resulting direction
- The team avoided rushing into the wrong integration path while the ERP and inventory direction was still moving.
- Salesforce quoting decisions were tied to how REMBE actually sells products and services.
- Future order, inventory, and invoicing work could be scoped from a clearer operational baseline.
Profile context
Explosion safety and pressure relief systems
Industrial safety provider serving high-risk facilities with explosion protection and process safety systems.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.