Mid-Market Flexible Packaging Manufacturer
A mid-market flexible packaging manufacturer accelerated its quote-to-order cycle after unifying sales, marketing, and ERP data on Salesforce.
The client is a mid-market flexible packaging manufacturer serving food, pet, and consumer-goods brands with custom and stock packaging runs. Its sales team ran on spreadsheets and email while pricing and inventory lived in a separate Sage ERP, so quoting was slow and forecasting was guesswork. SiiMPLY7 was engaged to stand up Sales Cloud, optimize the Sage ERP configuration, and give the business a single source of truth for pipeline and customers.
The challenge
Sales reps could not see live pricing or inventory without leaving their tools, so quotes were slow and often inaccurate, and reorders were handled inconsistently across the team. Marketing operated with no shared customer data, making it impossible to run coordinated campaigns or measure their impact on pipeline. Leadership lacked a reliable forecast because opportunity data was scattered and disconnected from the ERP.
The solution
SiiMPLY7 implemented Sales Cloud as the central CRM and optimized the Sage ERP configuration so reps had better access to pricing and inventory data during the quoting process. Data Cloud was deployed to unify customer and account data across sales, marketing, and ERP into a single profile, and Marketing Cloud Growth was configured to run segmented campaigns against that unified data. With clean, connected data in place, the team also scoped an Agentforce use case to automate routine quote and reorder requests.
Implementation highlights
What we built.
- Implemented Sales Cloud with a manufacturing-oriented account, opportunity, and product model
- Optimized Sage ERP configuration to improve pricing and inventory visibility for the sales team
- Deployed Data Cloud to unify sales, marketing, and ERP records into a single customer profile
- Configured Marketing Cloud Growth for segmented campaigns and lead capture tied to CRM
- Created pipeline and forecasting dashboards for sales leadership
- Scoped and proposed an Agentforce agent to automate routine quote and reorder requests
Results
Improved access to ERP pricing and inventory reduced manual lookups and rework across the quote-to-order cycle
A single source of truth for pipeline replaced fragmented spreadsheets, making forecasting reliable
Unified Data Cloud profiles enabled targeted Marketing Cloud Growth campaigns and grew marketing-sourced pipeline
Engagement summary
SiiMPLY7 delivered a connected Sales Cloud, Marketing Cloud Growth, and Data Cloud platform alongside Sage ERP optimization, replacing spreadsheet-based selling with a unified, data-driven process. The manufacturer gained faster, more accurate quoting, more reliable forecasts, and the foundation for AI-assisted automation.
What's next
The proposed next phase introduces an Agentforce agent to handle routine quote and reorder requests, building on the now-unified Data Cloud foundation. The team also plans to expand Marketing Cloud Growth journeys and add advanced ERP-driven analytics for production planning.
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