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Salesforce
Rely on LIDD, a leading Salesforce partner, to
revolutionize your customer experience with supply
chain-driven solutions.
Take your customer experience to the next level with LIDD’s Salesforce expertise and advisory.
At LIDD, we go beyond the traditional approach to Salesforce implementation, integration, and optimization. With our years of consulting experience and in-depth understanding of Salesforce, our team of seasoned experts combine deep Salesforce knowledge with supply chain expertise to help you maximize the potential of your people, processes and technologies, driving transformative business growth.
We design, deploy, integrate, and support Salesforce applications.
Salesforce Architecture
We analyze your business requirements to deliver a tailored Salesforce solution that integrates with your existing business processes, ensuring a smooth and efficient Salesforce deployment.
End-to-End Integration
We seamlessly and securely connect Salesforce with your existing systems and third-party applications to streamline data flow and improve cross-functional visibility.
Platform Customization
We can design and customize your platform’s functionality, workflows, and user interface, providing a personalized experience that enhances efficiency and user adoption.
Data Migration
Moving your data to Salesforce? Trust our team to handle the migration process efficiently and securely. We ensure data accuracy and integrity, minimizing disruptions to your business operations.
Tailored Training
Our Salesforce training, covers everything from basic navigation to advanced functionalities. We focus on training super users during the configuration phase, encouraging a sense of ownership and active investment in your solution.
Ongoing Support
We provide ongoing support and maintenance to ensure your Salesforce solution continues to operate at peak performance and grow with your business.
Assessment & Roadmaps
Our objective, requirement-driven assessment process directly addresses your organization’s most significant challenges, providing a clear blueprint to ROI. We ensure your Salesforce solution incorporates best practices, with multi-phase scopes to prioritize investments, address pain points, and align performance management effectively.
Project Management
With a strong emphasis on relationship management and sales acumen, our project management services are responsible for the successful implementation and management of your CRM solutions.
Gain a
Competitive Edge.
With deep expertise in supply chain dynamics, we specialize in driving customer experience (CX) transformation by aligning Salesforce solutions with your operations, accelerating innovation and driving business growth.
Make LIDD Your Trusted Salesforce Partner
Expert
Partner
With over twenty years of combined expertise and over twenty certifications, our team of Salesforce experts has helped numerous organizations realize value from their Salesforce platform.
Extensive Industry
Experience
With deep knowledge across various sectors, we understand the specific challenges and opportunities your business faces. We bring industry-specific expertise to deliver tailored solutions that drive measurable results.
Agile
Approach
We believe in a collaborative partnership with our clients. Our agile approach allows us to adapt to your evolving needs and leverage multidisciplinary resources, ensuring a seamless implementation process and continuous improvement.
Personalized
Approach
We understand that every business is unique. Our experts go beyond the one-size-fits-all approach, tailoring Salesforce solutions to your specific requirements. We work closely with you to ensure the platform aligns with your business processes and goals.
Product Strengths
Sales Cloud
All-in-one sales tool and CRM that empowers businesses to easily manage leads, track progress, and automate sales processes.
Mulesoft
An integration platform that allows organizations to connect disparate systems, applications, and data sources to enable seamless communication and data exchange.
Service Cloud
A customer service platform that integrates information sources to enhance productivity, minimize training time, and deliver an exceptional customer experience.
Field Service
Deploy skilled workers to precise locations equipped with essential tools and data, maximizing operational efficiency, frontline team productivity, and exceptional doorstep service for valued customers.
Commerce Cloud
Creates seamless e-commerce experiences that inspire and convert connected shoppers using cloud-based tools to accelerate time to market, deliver personalized customer experiences, and drive business growth.
Tableau
Use Tableau to merge Salesforce and your business data, gaining enhanced visibility and understanding of your customers. Empower your teams with personalized, up-to-date, and secure data perspectives.
CPQ
Salesforce CPQ software simplifies pricing, enabling rapid generation of estimates, proposals, quotes, and orders, while providing efficient control over discounts and processes and seamless integration with product catalogs.
Customer 360
The ‘Customer 360’ includes Salesforce’s Sales Cloud, Service Cloud, Marketing Cloud, and Analytics Cloud offers businesses a comprehensive suite of software tools to effectively manage customer relationships, sales, customer service, marketing, and data analytics.
Account Engagement (Pardot)
A marketing automation platform that drives pipeline growth and generates high-quality leads by empowering marketing and sales teams to create, automate, and manage impactful online campaigns.
Latest insights
Blog
Building Efficient Supply Chains: A Customer Success Story with Salesforce
Can a supply chain be efficient & responsive? The answer to this is yes. Discover how LIDD designed a Salesforce-integrated solution that transformed the order entry process for a foodservice distributor, enabling the company to be both responsive and efficient when it came to supply chain management.
Blog
Streamlining Order Processing in Food Distribution with Salesforce
Learn how Salesforce goes beyond sales and service support to transform your foodservice distribution operations. Unlock the full potential of your business with real-time data insights and seamless order processing. Visit LIDD for more information.
Blog
LIDD Consultants Inc. Announces New Location in Seoul, South Korea
Though it has existed for at least twenty years by now, e-commerce continues to force innovation in the way manufacturers, wholesalers and retailers operate.
News
LIDD Launches NetSuite Practice to Help Businesses Optimize Supply Chains
LIDD expands its services with a dedicated NetSuite practice. Leverage NetSuite's cloud ERP for improved efficiency in food manufacturing, distribution, and e-commerce.
Blog
Institute a Sales & Operations Planning Process from the Start
Though it has existed for at least twenty years by now, e-commerce continues to force innovation in the way manufacturers, wholesalers and retailers operate.
Blog
Integrating eCommerce Distribution: Increase Departmental Collaboration
Shifting to e-commerce requires seamless communication between departments. Discover how to align sales, marketing, operations, and customer service for optimal performance. Learn how to avoid common pitfalls and ensure a smooth transition to e-commerce.
Salesforce FAQ’s
LIDD is a certified Salesforce Consulting Partner
We customize Salesforce to optimize inventory control, demand planning, and order fulfillment while ensuring smooth ERP and WMS data exchange for full visibility.
Our solutions also enhance sales & operations alignment, improve traceability with lot tracking and supplier compliance, and boost scalability to reduce operational bottlenecks.
LIDD aligns Salesforce with your logistics and operational needs to drive efficiency and business success.
LIDD helps companies maximize ROI on their Salesforce investment by tailoring the implementation approach to align with business goals and operational needs. We recommend the right phases and scopes through an optimal roadmap, ensuring full adoption, effective change management, and long-term benefits realization.
Key components of our approach include:
- Strategic Planning & Needs Assessment – Aligning technology investments with business goals to address pain points.
- Customized Implementation – Tailoring solutions to fit workflows and seamlessly integrate with existing systems.
- Cost Optimization – Reducing inefficiencies, minimizing downtime, and eliminating redundant tools for cost savings.
- User Training & Adoption – Providing training and change management to ensure employees fully leverage the new technology.
- Data-Driven Decision-Making – Utilizing analytics to track performance, optimize processes, and drive continuous improvement.
- Ongoing Support & Scalability – Offering maintenance, upgrades, and scalability planning for long-term success.
LIDD helps food & beverage companies manage compliance in Salesforce by customizing the platform to meet regulatory standards and streamline food safety processes. Our solutions include:
- Regulatory Compliance Automation – Configuring Salesforce for FDA, USDA, FSMA, HACCP, and GFSI standards with automated workflows.
- Lot & Batch Tracking – Integrating with ERP/WMS for ingredient tracking, expiration monitoring, and real-time recall management.
- Quality & Safety Control – Implementing automated inspections and audit trails to maintain compliance.
- Supplier Compliance – Centralizing supplier certifications, tracking performance, and automating renewal alerts.
- Product Recall Management – Using automated workflows and analytics to identify affected products and notify stakeholders.
- Audit & Documentation – Storing certifications, compliance reports, and logs for easy audit access.
LIDD enhances Salesforce security by customizing it for specific business needs and compliance (GDPR, HIPAA, SOC 2). This includes implementing SSO, fine-tuning permissions, using AI for threat detection, configuring automated alerts and encryption, and conducting security testing and training.
LIDD strengthens Salesforce’s robust security features, ensuring better data protection and compliance.
Poorly configured Salesforce systems create security risks, inefficiencies, compliance issues, and lower ROI. LIDD prevents this by delivering secure, optimized implementations tailored to business needs.
Risks of Poor Configuration: data breaches, slow workflows, low user adoption, compliance violations (GDPR, HIPAA), poor data quality, and integration failures.
How LIDD Helps: security and compliance audits (role-based access, encryption, MFA), optimized automation, user training, data governance (deduplication, enrichment), seamless integrations, and ongoing monitoring for scalability.
LIDD minimizes risks and maximizes ROI by ensuring a secure and efficient Salesforce system.
LIDD seamlessly integrates Salesforce with ERP, WMS, POS, MES, and other industry-specific systems to enhance operations and data accuracy. Our process includes:
- Business & Technical Assessment – Designing an optimized integration strategy.
- API & Middleware Implementation – Using Salesforce APIs, Mulesoft, Boomi, or custom middleware for real-time data exchange.
- Data Mapping & Synchronization – Aligning data across systems for consistency.
- Custom Workflows & Automations – Creating trigger-based actions for enhanced efficiency.
- Security & Compliance Configuration – Ensuring encrypted data exchange and regulatory compliance.
- Testing & Validation – Conducting rigorous testing to prevent integration errors.
- User Training & Continuous Optimization – Providing training and ongoing support.
LIDD ensures smooth integration with systems like ERP (NetSuite, SAP), WMS (Infios, Solochain), POS (Square, Shopify), and MES, improving operational efficiency and compliance
To get started with LIDD’s Salesforce consulting services, simply book a free initial consultation. During this session, we’ll explore your company’s needs and business objectives, evaluating how technology can address critical issues.