Media and entertainment, music distributionGlobal Music Distributor
A global music distributor audited its Sales Cloud org and redesigned deal, renewal, and approval flows ahead of a three-company merger.
A music distribution company serving independent labels and artists was folding three businesses into one and launching new service lines. Its Salesforce org ran deal flow and renewals but had grown complex, with thousands of label deals and more arriving from the merged companies.
The challenge
Business development staff faced long opportunity pages with every field shown at every stage. Renewals were cloned by hand, so stages and fields were often not reset and changes were hard to spot. More than 20 approval processes, overlapping record types, and label managers stored as picklist values made every change slow and fragile.
The solution
SiiMPLY7 reviewed the data model, code, and architecture, then delivered a prioritized redesign: stage-based field guidance, a controlled renewal and amendment process with a change log, consolidated approvals by territory and deal size, and a cleaner model for advances and recoupment. The team also scoped how new service lines and the incoming deal volume should be built into Salesforce.
Implementation highlights
What we built.
- Full audit of data model, code, and org architecture
- Stage-based field layout to cut deal entry effort
- Renewal and amendment process with change tracking
- Approval process consolidation by territory and deal size
- Advance and recoupment object model recommendations
Results
Prioritized fixes for deal entry and approvals
Plan for bringing acquired deals into Salesforce
Controlled process replaced manual opportunity cloning
Engagement summary
A focused assessment gave the sales operations team a clear picture of what to fix first, then turned into an ongoing build of alerts, approvals, and opportunity improvements tested in a shared sandbox.
What's next
Next phases in view included bringing deal calculations into Salesforce, a P&L process, CPQ, and integration work.
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