Salesforce implementation consulting in Memphis.

Yes, and it is often the better order. Shared inboxes full of delay notices and claims are usually the most visible problem, and Service Cloud turns them into cases with owners, service levels and a history per shipper. The account structure built for service then carries straight into the sales phase, so pursuit, onboarding and renewals reuse the same records instead of starting a second customer list.

We treat the distributors as partner accounts with their own users, so they see only the surgeons, facilities and cases in their territory. Experience Cloud provides that portal, while internal reps work in Sales Cloud. Commission inputs, consigned inventory and loaner kit data are designed as structured records from the start, which keeps them out of emailed spreadsheets and gives finance a clean source for reconciliations.

Start with customer accounts, because wholesalers often carry the same buyer several times under different ship-to numbers, spellings or sales reps. Agree how parent companies, branches and delivery locations relate, then merge duplicates before loading. Contacts need owners and roles, and open quotes should be reconciled with the ERP so nothing appears twice. Product and price data usually stay in the ERP and are referenced rather than copied, which keeps territory reports and forecasts trustworthy from launch.