Equipment rentalEquipment Rental Company
An equipment rental company connected Sales Cloud to its rental system and a construction project lead feed to find and win more jobs.
An equipment rental company serves contractors and other customers from its rental yard. Its customer and contract data lived in a rental management system, and the sales team had no CRM to pursue new projects.
The challenge
Reps had no structured way to find upcoming construction projects, track leads, or manage a pipeline. Customer, call, and contract history sat in the rental system where sales could not easily use it, and there was no forecasting or reporting on sales activity.
The solution
SiiMPLY7 implemented Sales Cloud with lead processes, assignment and import, opportunities with sales paths, teams, products, approvals, and forecasting, plus reports and dashboards. The team configured a construction project lead feed to bring upcoming projects into the pipeline, integrated the rental system to sync customers, call logs, and contracts, and migrated existing data.
Implementation highlights
What we built.
- Construction project lead feed into the sales pipeline
- Rental system sync of customers, calls, and contracts
- Sales paths, teams, products, and approvals
- Forecasting and sales activity dashboards
- Customer data migrated from the rental system
Results
Upcoming construction jobs flow into the pipeline automatically
Rental history is now visible to the sales team
Pipeline and forecast live in one place for the first time
Engagement summary
The project ran about four to six weeks from discovery to rollout and closed with documentation, testing support, and team training.
What's next
With the pipeline in place, the team can target contractors more precisely using project data.
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