Agriculture and natural ingredientsGlobal Natural Ingredients Supplier
A global natural ingredients supplier turned scattered website inquiries into a structured, qualified pipeline inside Sales Cloud.
The client is a global natural ingredients and botanical extracts supplier serving the mining, animal health, food and beverage, and personal care and cosmetics markets worldwide. Inbound interest arrived through their website across very different industries, but the sales team lacked a consistent way to capture, qualify, and route those inquiries. They partnered with SiiMPLY7 to stand up Sales Cloud as a single system for lead intake through deal management.
The challenge
Prospects reached out through the company website with widely varying needs, from acid mist suppression in mining to foaming agents in beverages to natural actives in cosmetics. Without a structured intake process, the team could not reliably gather the qualifying detail each vertical required, and follow-up depended on manual handling. The business needed every inbound lead to land in one place with the right information attached so sales could respond quickly and accurately.
The solution
SiiMPLY7 implemented Sales Cloud with a Web-to-Lead connection to the client's website so inquiries flowed directly into Salesforce. A lead questionnaire captured the specific qualifying questions for each industry vertical, and lead assignment rules routed each inquiry to the right owner. The build extended through opportunity, account, and contact management, workflows and approvals, activity tracking, email templates and notifications, reporting and dashboards, and email integration. An optional QuickBooks data upload brought existing customer records into Salesforce through a mapped and validated import.
Implementation highlights
What we built.
- Web-to-Lead capture wired to the client's website for direct lead ingestion
- Industry-specific lead questionnaire covering mining, animal health, food and beverage, and personal care
- Lead assignment and management rules for consistent routing and ownership
- Opportunity, account, and contact management with workflows and approvals
- Reports and dashboards plus email integration and templated notifications
- QuickBooks customer data imported through a mapped, validated upload
Results
Website inquiries now flow into one structured system instead of scattered manual handling
Per-vertical questionnaires capture the right detail up front so sales can respond accurately
The initial project transitioned into a recurring monthly Salesforce support engagement
Engagement summary
SiiMPLY7 delivered a focused Sales Cloud implementation over a three to four week window, covering core setup, Web-to-Lead intake, qualification, and full opportunity management, then continued as a recurring monthly support and enhancement relationship.
What's next
The monthly support engagement covers system administration, enhanced reporting, lead conversion and win-rate metrics, and ongoing Sales Cloud evolution, with deeper analytics on conversion by vertical a future opportunity.
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