Technology, partner ecosystem softwareEarly-Stage Partner Ecosystem Software Company
An early-stage software company stood up Sales Cloud in about six weeks, with a clean pipeline, quoting, and forecasting from day one.
An early-stage software company that helps businesses find overlapping customers with their partners was building out its sales team. It needed a CRM foundation quickly so reps could track deals and leadership could forecast.
The challenge
Leads, deals, and customer records lived in spreadsheets and other tools. There was no defined sales process, no standard way to quote, and no forecast the leadership team could rely on as the company raised capital and hired.
The solution
SiiMPLY7 implemented Sales Cloud with lead capture from the website, assignment and auto-response rules, a defined opportunity process with products, price books, discounts, and quotes, forecasting, activity management, and core dashboards. Existing customer and deal data was cleaned and migrated.
Implementation highlights
What we built.
- Web-to-lead with assignment and auto-response rules
- Defined opportunity stages and sales process
- Products, price books, discounts, and quotes
- Forecasting for leadership planning
- Data cleaned and migrated from spreadsheets
Results
CRM live in about four to six weeks
Leadership planning from a real pipeline
Proposals built from one price book
Engagement summary
A focused four to six week project gave a growing sales team a scalable CRM foundation without heavy customization.
What's next
The clean foundation positioned the team to add integrations and partner data as the company scaled.
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