Electronics, gaming and amusement devicesGaming & Amusement Electronics Manufacturer
A gaming and amusement electronics manufacturer turned a cluttered Salesforce org into a clean, automated sales process with field-to-office data flowing into a connected work management system.
The client manufactures and distributes electronic gaming and amusement devices and uses Salesforce as its system of record for accounts, leads, and opportunities. The org had grown organically with inconsistent process, manual lead handling, and limited reporting, and a key field tool was not feeding back into Salesforce reliably. The company engaged SiiMPLY7 for a phased program to stabilize the org, automate the sales process, and keep it healthy over time.
The challenge
Leads were assigned by hand, territories were undefined, and opportunity stages did not reflect how the business actually sold, which made pipeline reporting unreliable. The build sheet process that drives device configuration and installation lived outside a clean workflow, and the connection to the company's MaintainX work management system was dropping data such as install dates. Without trustworthy active and inactive account views, the team lacked a clear picture of which customers were live.
The solution
SiiMPLY7 began with an org and process assessment, then implemented territory management and automated lead assignment so records routed to the right reps without manual triage. The team redesigned the lead and opportunity stages, added validation rules to enforce clean data, and built a one-click build sheet button with send automation and the right permissions. The MaintainX integration was assessed and repaired so install-date feedback flowed correctly, and active versus inactive account views with supporting reports gave leadership a reliable operational picture.
Implementation highlights
What we built.
- Initial org and process assessment with best-practice workflow recommendations
- Territory management configuration paired with automated lead assignment rules
- Redesigned lead and opportunity stages with validation rules to enforce data quality
- One-click build sheet button with permissions and automated send
- MaintainX integration assessment and repair, restoring install-date feedback into Salesforce
- Active and inactive account list views with supporting operational reporting
Results
Automated assignment replaced manual triage, getting new leads to the right rep without delay
Redesigned stages and validation rules produced cleaner, more trustworthy pipeline reporting
The repaired MaintainX connection restored install-date feedback, closing a field-to-office data gap
Engagement summary
Across a phased program, SiiMPLY7 stabilized the org, automated lead assignment and territory routing, redesigned the opportunity process, delivered the build sheet automation, and repaired the MaintainX integration, then moved the client onto recurring managed support.
What's next
The client is on a recurring Salesforce support and advisory engagement covering roadmap planning, system administration, integration maintenance, and ongoing enhancements, with future phases focused on deeper reporting and additional automation.
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