Manufacturing, street sweepers and industrial equipmentIndustrial Sweeping Equipment Manufacturer
An industrial equipment manufacturer gave its field sales team a territory-aware Sales Cloud, replacing manual account tracking with location-based routing and one shared pipeline.
The client is a long-established manufacturer of rotary broom street sweepers and industrial sweeping equipment, trusted by municipalities, airports, construction companies, and commercial facilities across North America. Selling through a geographically distributed dealer and field sales network, the company had no shared pipeline and no easy way to plan field visits by location. Leadership engaged SiiMPLY7 to implement Sales Cloud and Salesforce Maps so reps could manage accounts and plan territory coverage from one platform.
The challenge
With a field-based sales motion across wide geographic territories, reps had no systematic way to see which accounts sat in their area, schedule visits efficiently, or log activity consistently. Account, lead, and opportunity data was fragmented, so managers lacked a reliable view of pipeline and territory coverage. The company needed both a structured CRM and the geographic intelligence to make field selling efficient.
The solution
SiiMPLY7 implemented Sales Cloud with core configuration, lead and opportunity management, account and contact management, workflows and approvals, activity management, and email integration, establishing one pipeline of record. On top of that, the team deployed Salesforce Maps with territory controls and visibility, automated rep assignments by geography, and location-based scheduling. A data migration moved accounts, leads, contacts, and opportunities into the new org with validated field mappings.
Implementation highlights
What we built.
- Configured Sales Cloud core with lead, opportunity, and account and contact management
- Built workflows, approvals, and activity management for consistent deal handling
- Set up email templates and integration so reps could work from their inbox
- Deployed Salesforce Maps with territory controls and rep visibility settings
- Automated geographic rep assignments and enabled location-based scheduling of meetings and field activity
- Migrated accounts, leads, contacts, and opportunities with validated object and field mappings
Results
Sales Cloud and Maps were delivered within the planned engagement window
Maps gave reps location-aware account visibility and route planning that manual methods could not
Account, lead, and opportunity data consolidated into a single system with dashboards for managers
Engagement summary
SiiMPLY7 delivered a configured Sales Cloud org with Salesforce Maps and a clean migration of accounts, leads, contacts, and opportunities. The field sales team gained territory-aware planning, consistent activity logging, and a shared pipeline in a short, defined engagement.
What's next
Likely next phases include deeper Maps optimization such as advanced territory balancing, integration with manufacturing and order systems for quote-to-order visibility, and expanded dashboards for dealer and territory performance.
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