Win Depot

Operating challenge

Sales reps were manually planning daily routes, leaders had limited visibility into visits and time spent with customers, and the team needed a simpler way to prioritize leads from a growing database without giving executives overly noisy reporting.

What Lodestone shaped

• Scoped Salesforce Maps around permissions, transportation settings, default start and end locations, route optimization, geo-validated check-in/check-out, data layers, hover fields, and schedules.
• Configured Sales Engagement around templates, scripts, cadence architecture, logic branches, automated lead/contact entry, and user enablement.
• Added reporting and dashboard planning for completed visits, recent activities, neglected high-value accounts, and concise executive visibility.

Resulting direction

• Field reps gained a clearer path to plan routes and log customer visits inside Salesforce.
• Sales leaders could evaluate activity, lead follow-up, and rep accountability from dashboards rather than informal updates.
• The implementation separated core phase-one needs from later order-data import and operational expansion work.

Profile context

Restaurant equipment and supply distributor

Food-service equipment supplier serving restaurants with product catalog, order, and customer-service workflows.