Manufacturing, advanced materialsAdvanced-Materials Manufacturer
An advanced-materials manufacturer stood up its first real CRM on Sales Cloud, giving multiple business development teams a single pipeline and giving leadership a live view of revenue that previously lived in spreadsheets.
The client is a venture-backed advanced-materials manufacturer that sells across several distinct product lines and a federal team, with business development handled by separate groups. Sales and marketing had no input into the company's NetSuite ERP, and pipeline, leads, and revenue projections lived in scattered spreadsheets and business cards. With no one internally experienced in running a CRM, the company engaged SiiMPLY7 to design and implement Sales Cloud correctly from the start.
The challenge
Leads arrived through website forms and trade activity but were distributed manually by email, with no consistent qualification or ownership across product lines. Each business development group sold differently, so a single generic pipeline would not fit, and leadership had no live view of the revenue forecast that sat in a spreadsheet. The team needed a system that could organize lead flow, separate pipelines by team, and surface clean reporting without requiring deep Salesforce expertise to maintain.
The solution
SiiMPLY7 ran discovery with stakeholders across the business development groups, then configured Sales Cloud with a tailored data model and user interface. A web-to-lead form ingested website leads directly into Salesforce, customized pipelines supported each team's distinct sales motion, and accounts, contacts, and activities were brought under one structure with automation and email templates. Reports and dashboards gave leadership the live revenue and pipeline picture, and a later phase audited and reconfigured Einstein Activity Capture so email and calendar activity synced accurately.
Implementation highlights
What we built.
- Discovery sessions across multiple business development teams to map distinct sales motions
- Sales Cloud business setup with a customized data model and user interface
- Web-to-lead form ingesting website leads directly into Salesforce
- Team-specific opportunity pipelines with automation, workflows, and approvals
- Reports and dashboards delivering a live pipeline and revenue forecast for leadership
- Einstein Activity Capture audit and reconfiguration to correct email and calendar sync
Results
Website leads flow straight into Salesforce, replacing manual email distribution and stray business cards
Team-specific pipelines and dashboards gave leadership a live forecast view
The Einstein Activity Capture rebuild restored accurate email and calendar sync
Engagement summary
SiiMPLY7 delivered the client's first production CRM on Sales Cloud, covering lead capture, team pipelines, account and contact management, automation, and reporting, configured to be maintainable by a team new to Salesforce.
What's next
Planned expansion includes deeper marketing analytics and lead-to-revenue attribution, broader rollout across teams, and potential integration with the existing NetSuite ERP as live revenue data moves into Salesforce.
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