Global Orthopedic Foot-Care Device Manufacturer
A global orthopedic foot-care device manufacturer unified sales activity and ERP order data in Salesforce, giving reps a complete account view and a measurable, repeatable outreach process.
This global orthopedic foot-care device manufacturer produces post-operative and orthopedic foot-care products sold through field reps, distributors, and clinical accounts. The sales team worked largely out of email and a separate ERP, so customer interactions went unrecorded and reps lacked a structured cadence for following up with accounts.
The challenge
Field reps spent time on manual data entry and email follow-up with no shared view of account activity, which meant managers could not see who was engaging which accounts or coach on pipeline. Order and customer data lived in the Business Central ERP and was disconnected from the CRM, so reps had to switch systems to understand account history. The company needed sales engagement to be systematic rather than dependent on individual habits.
The solution
SiiMPLY7 implemented Sales Cloud as the central account and opportunity system, added Sales Engagement to give reps structured cadences and email sequencing, and enabled Einstein Activity Capture so emails and meetings logged automatically without manual entry. A Zapier integration connected Business Central to Salesforce so order and customer data flowed into the CRM, giving reps a complete account view. Together these tools turned scattered, manual outreach into a measurable, repeatable process.
Implementation highlights
What we built.
- Sales Cloud account, contact, and opportunity model tailored to distributor and clinical-account selling
- Sales Engagement cadences and email sequences for structured account follow-up
- Einstein Activity Capture configured for automatic email and calendar logging
- Zapier integration syncing Business Central order and customer data into Salesforce
- Activity and engagement dashboards for sales-manager coaching and visibility
- Lead and opportunity routing aligned to territory and account ownership
Results
Einstein Activity Capture and cadences replaced manual, inconsistent sales-rep activity entry
The Zapier integration unified Business Central order and customer data into the rep's account view
Structured Sales Engagement cadences removed delays in first outreach on new leads
Engagement summary
SiiMPLY7 delivered a production Sales Cloud org with Sales Engagement and Einstein Activity Capture, plus a Zapier integration to Business Central that closed the gap between ERP order data and CRM. Reps now work from a single account view with automatic activity logging and structured follow-up cadences.
What's next
The next phase focuses on deepening reporting around territory performance and distributor engagement, and evaluating a more robust direct integration to replace the Zapier connection as volume grows. SiiMPLY7 is also scoping forecasting and quota tracking to support sales-management planning.
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