Regional Flooring and Construction Supply Distributor
A Missouri flooring and construction supply distributor moved off an aging desktop CRM and onto Sales Cloud in under a month, giving its sales team one organized view of accounts, leads, and deals.
The client is a Missouri flooring and construction supply business serving retail and distribution customers. Its customer and prospect data sat in ACT, an aging contact-management tool that no longer matched how the team sold or reported. Leadership engaged SiiMPLY7 to migrate cleanly onto Sales Cloud and establish a modern, organized pipeline.
The challenge
ACT had become a bottleneck: contact data was siloed, there was no structured pipeline or opportunity tracking, and reporting on sales performance required manual effort. As the business grew across retail and distribution channels, the team needed a CRM that could manage accounts, track deals through defined stages, and surface performance metrics without spreadsheet gymnastics.
The solution
SiiMPLY7 implemented Sales Cloud with core setup tailored to the company's roles and permissions, then configured lead management, opportunity stages, and account and contact management as the backbone of the pipeline. Workflows and approvals automated routine steps, branded email templates standardized outreach, and activity management gave reps a single place to track tasks and customer interactions. A supported data migration moved cleaned records out of ACT and into the new org, and reports and dashboards gave leadership immediate visibility into pipeline and performance.
Implementation highlights
What we built.
- Configured Sales Cloud core with organization-specific user roles and permissions
- Built lead management and staged opportunity management for structured deal tracking
- Set up account and contact management as the centralized customer record
- Automated routine steps with workflows and approval processes
- Created branded email templates and activity tracking for consistent customer communication
- Migrated cleaned customer and prospect records out of the legacy ACT system into Sales Cloud
Results
Legacy ACT CRM replaced within the planned engagement window
Account, contact, and opportunity data unified after migrating off ACT
Dashboards replaced spreadsheet tracking with real-time pipeline views
Engagement summary
SiiMPLY7 delivered a configured Sales Cloud org with structured pipeline management, automation, and a clean migration from ACT. The sales team moved from a fragmented desktop tool to a single, organized CRM with live reporting in a short, defined engagement.
What's next
Natural next steps include deeper sales process automation, integration with order and inventory systems used across retail and distribution, and expanded dashboards for channel-level performance. Marketing automation would be a logical follow-on once the core pipeline is in steady use.
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