The Lodestone Group / Salesforce Consulting
Complex Salesforce.
Clear direction.
Connect the people, processes, and data behind the work. We turn business priorities into Salesforce systems that are easier to run, improve, and grow.
Headquartered in Springfield, Missouri
55 client stories across 10 industries
Where Are You Today?
Every Salesforce story
starts somewhere.
Choose the situation that sounds most like your business. We will show you what it usually means and where businesses like yours began.
“We've outgrown spreadsheets, inboxes, and sticky notes.”
What it usually means
Customer knowledge lives in people's heads, follow-up depends on memory, and leaders can't see the pipeline without asking around.
Where we would start
Start with one connected foundation: your sales or service process, clean data from a single source, and reports leadership will use from day one.
Your stage in the Salesforce journey
- 1Clarify
- 2Foundation
- 3Connect
- 4Automate & Measure
- 5Intelligent
“We have Salesforce, but nobody trusts what's in it.”
What it usually means
Duplicate records, workarounds, and half-used features have made the system feel like overhead instead of help.
Where we would start
Run a health check, clean and protect the data that matters, and rebuild the few workflows your team relies on every day.
Your stage in the Salesforce journey
- 1Clarify
- 2Foundation
- 3Connect
- 4Automate & Measure
- 5Intelligent
“Sales, finance, and operations each have their own version of the truth.”
What it usually means
Orders get re-keyed, invoices don't match, and every handoff between systems is a chance for something to go missing.
Where we would start
Map who owns each piece of data, then connect Salesforce to your ERP, accounting, or commerce platform with clear sync rules and error handling.
Your stage in the Salesforce journey
- 1Clarify
- 2Foundation
- 3Connect
- 4Automate & Measure
- 5Intelligent
“Every report is a spreadsheet someone rebuilds on Friday afternoon.”
What it usually means
Decisions wait on manual reporting, and repetitive work keeps your best people busy with the wrong things.
Where we would start
Agree the handful of numbers that matter, automate the steps behind them, and put live dashboards in front of the people who decide.
Your stage in the Salesforce journey
- 1Clarify
- 2Foundation
- 3Connect
- 4Automate & Measure
- 5Intelligent
“We want AI that actually helps, without putting customers or data at risk.”
What it usually means
The opportunity is real, but so are the questions about which data an agent can see, what it is allowed to do, and when a person steps in.
Where we would start
Pick one useful job, ground it in approved data, define the actions it may take, and launch with human handoffs and reporting in place.
Your stage in the Salesforce journey
- 1Clarify
- 2Foundation
- 3Connect
- 4Automate & Measure
- 5Intelligent
What We Do
Make the platform fit the business.
Salesforce works best when its architecture reflects the way people sell, serve, collaborate, and make decisions. Four connected ways we help.
Explore every service trackImplementation
A clear scope, a connected data model, and a Salesforce foundation your team can grow into.
Integration
Connect CRM, finance, ERP, commerce, and service without losing context between systems.
Automation & Analytics
Replace repetitive work with accountable workflows and reporting that makes the next decision clearer.
Agentforce
Put a governed AI agent to work on one clearly defined job, with a route back to a person.
Salesforce Ecosystem
The right capabilities.
A connected foundation.
Sales, service, marketing, field operations, and AI. Choose the capability for the job, then connect it to the way your business works.
Sales Cloud
A clearer path from lead to revenue.
Explore package
Service Cloud
Customer context at every service moment.
Explore package
Experience Cloud
Useful portals for customers and partners.
Explore package
Marketing Cloud
Journeys connected to your customer data.
Explore package
Field Service
The office and the field, working together.
Explore package
Salesforce Maps
Territory and route intelligence.
Explore package
Tableau
A better view of the decisions ahead.
Explore package
CRM Analytics
Insights in the flow of Salesforce work.
Explore package
MuleSoft & APIs
Reliable connections across the business.
Explore integrationAgentforce
Grounded AI with clear action boundaries.
Explore package
Featured Story / Manufacturing & Industrial
A cleaner Sales Cloud foundation with ERP-aware follow-up.
- The challenge
- The team relied on Pentagon ERP and manual follow-up to track RFQs, open sales orders, due dates, and customer context. Salesforce needed to become useful without forcing the business to abandon the aerospace systems it already trusted.
- What we shaped
- Stood up the Sales Cloud foundation and cleaned core product and lead data paths.
- The direction
- Salesforce became a practical workspace for sales follow-up and lead visibility.
How We Work
Clarity at every step.
Discovery, architecture, configuration, and enablement belong together. Our approach keeps scope visible, decisions grounded, and adoption part of the delivery plan.
- 01Discover the priority
- 02Design the foundation
- 03Deliver in visible cycles
- 04Enable the people
Clarity starts with the right questions.
Get to know the thinking behind the delivery, and the way we turn business priorities into a useful Salesforce foundation.