Construction, commercial general contractingCommercial General Contractor
A regional general contractor replaced scattered spreadsheets with a structured Sales Cloud lead-to-bid pipeline, so no referral or project opportunity slipped through the cracks.
A regional commercial general contractor was tracking incoming project leads in spreadsheets and email while running an underused Salesforce org. Most opportunities came as referrals from architects or through a lead-feed partnership, and the team had no reliable way to qualify, route, and follow up. The builder engaged SiiMPLY7 to configure Sales Cloud around its real lead-to-bid process.
The challenge
Leads arrived from several channels, architect referrals, the website, and a media partner that delivered high volume but uneven quality, and they lived in Excel until someone re-keyed them. The team had no consistent lead types, no shared definition of when a lead became a real opportunity, and no visibility into which prospects were worth a site visit. Manual handling slowed first response on the projects most likely to convert.
The solution
SiiMPLY7 configured Sales Cloud to match how the contractor actually wins work: structured lead capture with project and client type fields, a clear lead-to-opportunity conversion point tied to a signed letter of intent, and account and contact management built around the firm's architect and client relationships. The team added activity tracking, email templates for prospect intros, and reports and dashboards so leadership could see pipeline by source and stage.
Implementation highlights
What we built.
- Lead object configured with project type, client type, size, and location fields
- Lead source tracking across architect referrals, website, and the high-volume partner feed
- Opportunity stages anchored to the real deal flow, with letter of intent as the first committed stage
- Account and contact model structured around recurring architect and client relationships
- Email templates for prospect introductions plus standardized activity logging
- Pipeline-by-source and stage dashboards for leadership visibility
Results
Structured intake and routing sped up first contact on inbound project leads
Leadership gained a clear view of opportunities by source and stage for the first time
Source tracking made it easy to see which channels produced real bids versus noise
Engagement summary
SiiMPLY7 configured Sales Cloud around the contractor's real lead-to-bid process, giving a team that had worked in spreadsheets a structured pipeline with source-and-stage visibility.
What's next
Identified follow-on opportunities include integrating project and accounting systems so won opportunities flow downstream, plus customer surveys and newsletter campaigns to nurture past clients and referral partners.
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