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"If a machine CAN do it, shouldn't it?"

Unlock the efficieny gains of thoughtful automation across Sales, Marketing, and Service

The Lodestone Group provides salesforce automation services that help customers identify opportunities for automating repetitive, inefficient, and monotonous business processes. We work with customers hand-in-glove to understand their workflows across business units and we tailor automation solutions to improve efficiency, boost accuracy, and reduce overhead. We also provide training and support to ensure that customers successfully adopt our salesforce automation services.


Common Automation Opportunities


  • Sales Order Processing

  • Lead Management & Follow-up

  • KPI Analysis

  • Proposal & Contract Management

  • Accounts Receivable Workflows

Salesforce Automation Services

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