Renewable energy, commercial solar developmentCommercial Solar Developer
A commercial solar developer replaced scattered spreadsheets and disconnected tools with a single connected Salesforce hub spanning sales, project delivery, contracts, billing, and marketing.
The client is a commercial solar developer that was managing leads, projects, quotes, and customer billing across separate, unconnected systems. The team needed one platform that could carry an opportunity from first contact through signed contract, active project, and invoice without rekeying data between tools.
The challenge
Sales and project information lived in disconnected places, which made it hard to see the full picture of any deal or account. Quotes, signatures, and payments were handled in separate systems from the CRM, so signed work and incoming payments were not reflected back to the sales team. Without a connected source of truth, reporting and forecasting required manual effort and the company could not easily scale its pipeline and delivery operations.
The solution
SiiMPLY7 implemented Sales Cloud as the central system of record, configuring lead management, opportunity management, accounts and contacts, workflows, approvals, activity tracking, email templates, and reports and dashboards. The team then connected the surrounding business stack: Milestones PM for project tracking, DocuSign for quote signatures and templated contracts, QuickBooks Online for customer creation and payment sync, and Mailchimp for marketing. Legacy data was migrated into the new org for a clean, unified foundation.
Implementation highlights
What we built.
- Sales Cloud with lead, opportunity, account, and contact management plus workflows and approvals
- Reports and dashboards for pipeline visibility and activity tracking
- Milestones PM integrated with custom objects, fields, workflows, and sync rules
- DocuSign configured with quote templates, recipients, and signing automations
- QuickBooks Online connected to create customers, sync signed quotes, and reflect payments
- Legacy accounts, contacts, and project data migrated, and Mailchimp connected for marketing
Results
Sales, project delivery, contracts, billing, and marketing now operate from one Salesforce hub
DocuSign and QuickBooks link signed quotes and payments directly to the CRM
Reports and dashboards give a consistent view of leads, opportunities, and activity
Engagement summary
This was a focused, fixed-scope Sales Cloud implementation delivered over roughly five to six weeks, covering core configuration, four system integrations, and data migration, giving a growing commercial solar business a connected operational backbone.
What's next
With the core platform live, natural next steps include deeper reporting and forecasting, expanded automation across the project lifecycle, and tighter marketing-to-sales handoffs through the Mailchimp connection.
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