IT services, managed IT for venture-backed and emerging companiesManaged IT Services Provider
A boutique managed IT services provider replaced manual, error-prone discounting with guided Revenue Cloud quoting, giving sales one place to price bundled software, services, and billable hours.
A high-touch, tech-enabled managed IT services provider serving venture-backed startups and emerging biotech companies was selling a mix of professional services, software resale, and hardware. Each had its own pricing logic, and none of it matched the quoting and billing tools the team used. The company engaged SiiMPLY7 to implement Revenue Cloud on its existing Sales Cloud instance.
The challenge
Multiple pricing structures, third-party software bundles, SaaS, services, and billable hours, did not map cleanly to how the team quoted and discounted. Reps applied discounts manually on invoices and could not modify plans for individual clients, account for credits, or handle contract amendments cleanly. There was no single source of truth, so quoting was slow and inconsistent.
The solution
SiiMPLY7 implemented Revenue Cloud on the existing Salesforce Platform to centralize quoting and pricing. The configuration handled bundled software and professional services, contracted pricing, and a guided selling flow, with an approval step so managers could review deals before they advanced. Revenue Cloud output was connected to proposal generation in PandaDoc, and the design accounted for the downstream QuickBooks billing process so discounts and line items no longer had to be re-entered by hand.
Implementation highlights
What we built.
- Revenue Cloud configured on the existing Sales Cloud Enterprise instance
- Product bundles for software resale and professional services with structured pricing
- Guided selling flow to steer reps to the right products and pricing
- Approval process giving managers sign-off without full Salesforce access
- PandaDoc integration for proposal creation and contract modifications
- Quote-to-billing design mapped to the QuickBooks invoicing process
Results
Pricing and discounts applied within Revenue Cloud instead of by hand on invoices
Guided selling standardized how reps build and price deals
Quoting, pricing, and approvals consolidated on one platform
Engagement summary
SiiMPLY7 delivered a Revenue Cloud foundation on the provider's existing Salesforce Platform, built to fit a multi-model business spanning software resale, services, and billable hours, with product bundles, guided selling, an approval workflow, and PandaDoc-connected proposals.
What's next
Future phases can deepen the billing integration to fully automate the handoff to QuickBooks, expand Revenue Cloud to cover credits and mid-contract hardware additions, and add license scaling as the client grows.
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