How We Typically Help

• Build Salesforce around real order and fulfillment workflows 

  • Structuring Salesforce so quoting, orders, fulfillment coordination, and customer communication happen inside the platform — not across spreadsheets and disconnected systems.  

• Connect systems, data, and operational flow 

  • Making sure sales, operations, warehouse, and customer service teams are working from consistent information across orders, inventory, and fulfillment. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and operational processes directly into Salesforce so orders move consistently from quote through delivery. 

Common Situations We Step Into

Distribution organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

We work with you to: 

• Define how sales, quoting, orders, and fulfillment should operate inside Salesforce 

• Design data models for customers, products, inventory touchpoints, and orders 

• Structure workflows across opportunity, order creation, and fulfillment coordination 

• Integrate Salesforce with ERP, warehouse, and logistics systems 

• Deliver reporting that connects pipeline, orders, and fulfillment performance 

2. Recovering and stabilizing existing Salesforce environments 

We work with you to: 

• Understand how orders and fulfillment are actually being managed today 

• Identify where workflows break down between sales, warehouse, and operations 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

3. Expanding Salesforce as a platform 

We work with you to: 

• Extend Salesforce across order management, fulfillment, and service workflows 

• Introduce structured processes across approvals and coordination 

• Improve reporting across orders, delivery, and operational performance 

• Replace inconsistent processes with something repeatable across teams 

AI and Automation in Distribution Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Supporting order tracking and fulfillment coordination 

• Automating routing, approvals, and communication workflows 

• Improving visibility across inventory, orders, and delivery 

• Reducing manual work across sales, operations, and service teams 

• Keeping orders and processes moving without manual follow-up 

The focus is always practical — applying automation where it improves coordination, accuracy, and operational efficiency. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many distribution organizations, systems are fragmented across sales, ERP, warehouse, and logistics. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across sales and operational workflows 

  • Align it to how orders and fulfillment are managed 

  • Define and manage what gets built and when 

  • Coordinate across systems and teams 

  • Deliver implementation, enhancements, and ongoing improvement 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing operations down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity & Scale

Distribution businesses evolve as product lines expand, order volume increases, and logistics become more complex. 

We support: 

• Growth in orders, customers, and product offerings 

• Changes in fulfillment models and logistics networks 

• Standardizing processes across teams and locations 

• Integrating new systems and operational tools 

• Improving visibility across orders, inventory, and delivery 

We also support expansion scenarios, including: 

• Aligning operations across warehouses or regions 

• Consolidating data across systems 

• Standardizing how orders and fulfillment are managed 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.