Commercial services, pest controlCommercial Pest Control Company
A commercial pest control company moved off a legacy CRM onto Sales Cloud with automated commission calculations built in.
A commercial pest control provider serving businesses across ten western states was growing fast. Its sales data lived in an aging Microsoft Dynamics system, and commissions were calculated outside the CRM.
The challenge
Commissions depended on contract value, products, term, and each team member's role, plus adjustments for extensions, early terminations, and account transfers. Doing this by hand was slow and disputed. Quotes, contracts, email, and marketing each lived in separate tools.
The solution
SiiMPLY7 implemented Sales Cloud for leads, opportunities, products, quotes, contracts, and forecasting, migrated data from Dynamics, and built custom code to calculate commissions automatically, including extensions, terminations, and ownership changes. DocuSign templates handled quote signature, Salesforce Inbox connected Outlook, and Pardot was set up for marketing.
Implementation highlights
What we built.
- Data migration from the legacy Dynamics CRM
- Automated commissions by contract value, term, and role
- Commission adjustments for extensions and early terminations
- Three DocuSign templates for quote presentation
- Two-way integration with the pest control operations system
Results
Calculated in Salesforce, not spreadsheets
Leads through signed contract in Salesforce
A later refinement removed unneeded discount approvals
Engagement summary
The team tested the build for three weeks before a planned cutover. A later change order simplified quoting by removing discounting and the quote approval process while keeping commission logic intact.
What's next
With pricing becoming more complex, the next phase was a move to Salesforce CPQ for configurable quoting.
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