RePackify

Operating challenge

Leads were moving directly into quotes without enough lifecycle tracking. RFQs needed product type, quantity, dimensions, condition, delivery location, delivery needs, urgency, photos, spec sheets, company details, and contact information. Customer onboarding needed payment, billing, shipping, product needs, delivery preferences, and rep assignment.

What Lodestone shaped

• Introduced lead conversion logic so prospects could move from lead to account and opportunity more cleanly.
• Defined RFQ landing page fields and customer onboarding form needs.
• Scoped Sales Engagement cadences and Marketing Cloud Account Engagement form and landing page usage.
• Separated near-term form and workflow needs from larger future ideas like vendor onboarding, inventory, pricing updates, pickup requests, shipping details, and product uploads.

Resulting direction

• RePackify gained better lead-to-quote traceability.
• Inbound buyer data could be more complete before reps started follow-up.
• The roadmap distinguished immediate Salesforce improvements from future marketplace operations.

Profile context

Reusable packaging marketplace

Reusable packaging marketplace coordinating RFQs, buyer intake, lead conversion, customer onboarding, and marketplace operations.