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Partner Success Story
The Lodestone Group Delivers A Customer 360 Fast and Affordably with Commercient
About the Company
The Lodestone Group is a Salesforce consulting firm based in Springfield, Missouri, founded in 2018 by Zack Martin. The firm builds ROI-driven sales, marketing, and service solutions for small and medium-sized businesses in high technology, professional services, and health and life sciences across the United States.
Location
United States
SYNC helps with the customer 360 by providing the sales team with data like orders, invoices paid, stock levels.
Zackary Martin
Owner
Challenge
The Lodestone Group's clients needed to modernize their sales processes by implementing a powerful, modern CRM, and the firm turned to Salesforce to help them do that. Once clients were running on Salesforce, their ERP data remained siloed from the CRM, so sales, marketing, and customer service teams couldn't access important information like orders, invoices, and stock levels without leaving Salesforce.
Without that connection, clients couldn't get the customer 360 view they needed to give the right data to the right people at the right time.
Solution
The Lodestone Group partnered with Commercient to implement SYNC, integrating ERP and Salesforce data for clients. This gives sales teams direct access to data like orders, invoices paid, and stock levels right inside Salesforce, supporting the customer 360 view The Lodestone Group aims to deliver.
Commercient's affordable pricing, fast implementation timeline, and managed service with a single point of contact make it an easy addition to The Lodestone Group's Salesforce engagements.
Results
With Commercient SYNC connecting ERP and Salesforce data, The Lodestone Group's clients now have a 360-degree view of customers, sales, and marketing. Sales, marketing, and customer service teams can access important ERP data directly in Salesforce, supporting the best practices in sales and marketing that The Lodestone Group helps clients build.
The Lodestone Group and Commercient continue working together to support businesses as they grow.
Commercient is an affordable option for our clients, and the time to implementation is super fast. It's a managed service, one point of contact.
Zackary Martin
Owner
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