Energy & Sustainability
Switched Source
A Sales Cloud foundation for a small, technical go-to-market team.
Switched Source needed Salesforce set up around a lean executive and product-led sales team, with clear users, roles, lead handling, opportunities, cases, and product information.
Operating challenge
The company needed a CRM structure that could support early commercial motion without unnecessary weight: a few core users, executive visibility, lead qualification, opportunity movement, activity tracking, cases, and product records with custom part-number detail.
What Lodestone shaped
- Prepared the onboarding workbook around users, roles, profiles, time zones, and core Salesforce object visibility.
- Mapped standard lead, account, contact, opportunity, task, case, and product fields to what the team needed to see first.
- Added product-detail planning around a Switched Source part number and clarified lead and opportunity process examples for early adoption.
Resulting direction
- The initial org setup could match a small technical sales team instead of a generic enterprise template.
- Leadership and sales users had a clearer structure for leads, opportunities, activity, support, and product context.
- The foundation left room for future process depth as the go-to-market motion matured.
Profile context
Grid technology and power-flow control
Energy technology company developing distribution-grid solutions for electric utilities.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.