Education, K-12 and higher education learning materialsEducation Publishing Group
An education publishing group moved three sales teams from a separate CRM to one Salesforce CRM with a standard sales process.
An education company with several portfolio brands sells course materials to K-12 schools, universities, and business customers. Some teams sold in Salesforce and others in a separate CRM, so leadership had no single view of pipeline across the group.
The challenge
Each team ran its own sales process in its own system. Products, quotes, and course information were tracked differently, legacy automation had piled up, and roughly 4,000 higher education accounts sat outside Salesforce. Executives could not report on the business as a whole.
The solution
SiiMPLY7 delivered in two statements of work. The first rebuilt the K-12 team's opportunity process, products, quotes, and automation, and connected HubSpot and Aircall. The second moved the higher education and business teams onto the same standardized process, with a custom course object, quote templates, and separate sales and executive dashboards.
Implementation highlights
What we built.
- Standardized opportunity process across three sales teams
- Products, price book, and quote PDF templates
- Custom object to track course information
- Aircall calling and HubSpot lead and deal sync
- Sales and executive dashboards for group-wide reporting
Results
All sales teams working in Salesforce
Executive dashboards across every brand
About 4,000 higher education accounts moved over
Engagement summary
The first phase delivered the K-12 build in about six weeks. The client then asked SiiMPLY7 to bring the remaining teams across, with migration, training, and a structured go-live.
What's next
The foundation was built for future phases including forecasting, order visibility, and product schedules.
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