Professional services, executive searchExecutive Search Boutique
An independent executive search boutique kept its Sales Cloud org running smoothly when its only administrator left, with a fast review and ongoing support.
One of the longest-running independent executive search boutiques, focused on Engineering, Product, Design, and AI leadership and placing C-suite and VP-level executives at venture-backed, PE-backed, and large public companies, screens hundreds of candidates per search and processes high volumes of candidate data. Its departing operations lead had built and run the Sales Cloud org, including automated candidate data feeds.
The challenge
The person who understood the org was leaving. Candidate data flowed in through scraping tools, spreadsheets, and no-code automations, and the client portal ran on spreadsheets. Without a handoff, the firm risked broken feeds and no one to maintain the system.
The solution
SiiMPLY7 ran a short analysis and architectural review, captured a knowledge transfer from the departing administrator, documented how the org and its data feeds worked, and delivered prioritized recommendations. The team then moved into an ongoing support arrangement, with every request and hour approved by the client in a shared tracker.
Implementation highlights
What we built.
- Knowledge transfer from the departing administrator
- Review of org architecture and candidate data feeds
- Prioritized recommendations for cleanup and improvement
- Ongoing support with client-approved requests and hours
- Shared tracker for transparent request management
Results
Support in place before the handoff
Org and data feeds captured in writing
Every request approved in the tracker
Engagement summary
A focused review of about two weeks gave the firm a clear picture of its Salesforce setup and a plan for what to fix, then moved straight into ongoing support and maintenance.
What's next
Opportunities in view included replacing spreadsheet-based candidate intake and the client portal with Salesforce-native tools.
More case studies
Looking for similar results?
Let's simplify the complex, together.
A senior architect, not a sales rep, will map your first move inside 48 hours.