National Medical Apparel & Scrubs Retailer
A national medical apparel retailer extended its B2B Salesforce org to launch a unified Retail sales platform.
This national retailer sells medical uniforms and scrubs to healthcare professionals and institutional buyers. The B2B side already ran on Salesforce, while the Retail motion sat on a disconnected process, leaving no shared view of the customer.
The challenge
Retail ran on a separate, manual process while B2B lived in Salesforce, so a buyer active on both appeared as unrelated records. Leadership lacked Retail pipeline visibility, and years of legacy records were classified inconsistently, blocking clean cross-division reporting.
The solution
SiiMPLY7 extended the B2B org to support the Retail motion. We built a mobile-optimized Retail experience with a Call and Visit Report object, automated lead and opportunity workflows, and a Retail-to-B2B handoff that preserves hierarchy and attribution. Role-based dashboards, a 7-day B2B latency alert workflow, and a three-year reclassification of legacy records completed the foundation.
Implementation highlights
What we built.
- Mobile-optimized Retail experience on the existing B2B org
- Custom Call and Visit Report object for store activity
- Retail-to-B2B handoff preserving account hierarchy and attribution
- 7-day B2B latency alerts for leads and opportunities
- ~95,000 legacy records reclassified to B2B record type
Results
Retail and B2B unified on one Salesforce platform
Legacy records reclassified for a clean cross-division data foundation
Delivered in about three months and 77 hours of work
Engagement summary
In about three months and 77 hours, SiiMPLY7 extended the B2B org to launch Retail on one platform, with automation, a clean handoff, role-based dashboards, B2B alerts, and a full legacy data reclassification.
What's next
Next: flexible support retainer, full role hierarchy build-out, Marketing Cloud and Account Engagement discovery, and ERP integration scoping.
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