Classical Concert Production Company
A concert production company replaced manual quote spreadsheets with Salesforce CPQ, syncing pricing to QuickBooks in one workflow.
This Classical Concert Production Company produces large-scale live performances and manages complex engagements with venues, ensembles, and touring artists. Quotes for productions were assembled by hand in spreadsheets, and finance re-entered approved deals into QuickBooks, which created delays and reconciliation errors between sales and accounting.
The challenge
Building a production quote meant manually pricing variable components like venue fees, performer counts, travel, and rehearsal time, which was slow and error-prone. Because pricing lived outside the CRM, leadership had no reliable view of pipeline value, and finance routinely re-keyed won deals into QuickBooks. The mismatch between the sales record and the accounting record made revenue tracking unreliable.
The solution
SiiMPLY7 implemented Sales Cloud with CPQ and Quotes to standardize how productions are priced, packaging venue, talent, and logistics components into configurable, rule-driven quotes. The Breadwinner integration connected Salesforce directly to QuickBooks so that approved quotes and invoices synced automatically, eliminating duplicate entry. The result was a single workflow from opportunity to quote to invoice, with finance and sales finally working from the same numbers.
Implementation highlights
What we built.
- Sales Cloud pipeline configured for production and engagement opportunity stages
- CPQ product catalog and pricing rules covering venue, talent, travel, and rehearsal components
- Branded, configurable quote templates for production proposals
- Breadwinner integration syncing approved quotes and invoices to QuickBooks
- Bidirectional account and invoice mapping between Salesforce and QuickBooks
- Pipeline and revenue dashboards giving leadership real-time deal visibility
Results
CPQ rules replaced manual spreadsheet pricing for complex productions
Breadwinner syncs approved deals to QuickBooks automatically
Leadership sees deal value across active opportunities for the first time
Engagement summary
SiiMPLY7 delivered a production Sales Cloud org with CPQ-driven quoting and a live Breadwinner integration to QuickBooks, connecting the path from opportunity to invoice in a single system. Sales and finance now operate from one consistent set of numbers, removing the reconciliation gap that had slowed the business.
What's next
The next phase focuses on expanding reporting around production profitability and adding renewal and repeat-engagement tracking for recurring venue and ensemble relationships. SiiMPLY7 is also evaluating automation to streamline approvals on larger, multi-component productions.
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