Human capital management and workforce services (SaaS)Human Capital Management SaaS Provider
A human capital management provider replaced manual quoting with a guided Revenue Cloud engine that handles complex multi-entity deals.
The client is an enterprise-class human capital management SaaS company serving mid-sized employers with a single-database platform that unifies HR, payroll, timekeeping, benefits administration, leave management, and compliance. Competing against large national payroll providers, the company differentiates on dedicated support, superior technology, and competitive pricing. Its sales team sold configurable service bundles, often to organizations with multiple employer entities, which made quoting slow and error-prone. They partnered with SiiMPLY7 to deploy Salesforce CPQ with automated document generation so reps could build accurate, branded quotes and route them straight to signature.
The challenge
Pricing a workforce services deal meant assembling the right mix of products and accounting for customers that operated under more than one employer identification number. Done manually, this was time-consuming, inconsistent, and dependent on rep knowledge of bundling and discount rules. The team needed quoting logic, approvals, and contract generation built into Salesforce so every quote followed the same rules and reached the customer faster.
The solution
SiiMPLY7 implemented Salesforce CPQ end to end, configuring products and price books, product bundling strategies, pricing and product rules, discount structures, and approval processes. Custom quote templates supported both standard clients and multi-entity customers, and a dynamic executive summary gave buyers a clear overview. DocuSign document generation was configured so quotes and contracts went out for signature directly from Salesforce, and an Account Engagement implementation added nurturing programs, a responsive landing page, lead capture forms, and email templates.
Implementation highlights
What we built.
- Product and price book configuration with guided bundling and pricing rules
- Quote templates for both standard and multi-entity customers
- Dynamic executive summary feature for clean, buyer-ready quotes
- Approval processes and discount structures built into the quoting flow
- DocuSign document generation for quote-to-signature contracts
- Account Engagement setup with nurture programs, landing page, and lead capture forms
Results
Guided Revenue Cloud rules replaced manual assembly so quotes follow standard bundling and discount logic
Quote templates handle complex multi-entity customers, not just standard accounts
DocuSign generation sends quotes and contracts for signature directly from Salesforce
Engagement summary
SiiMPLY7 scoped and delivered the engagement iteratively through live feedback and user acceptance testing sessions, triaging feedback across cosmetic, UI, and functionality categories, and delivered navigation and admin training to drive adoption.
What's next
With Revenue Cloud and document generation in production, natural next steps include deepening Account Engagement nurture campaigns, expanding reporting on quote and win-rate performance, and refining sales cadences as the team scales usage.
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.