Enterprise Project-Portfolio-Management Software Vendor
An enterprise project-portfolio-management software vendor replaced ad hoc Sales Cloud workarounds with automated notifications, improved reporting, and cross-object activity tracking, giving its global sales team a cleaner, more reliable selling environment.
This enterprise PPM software vendor sells complex, high-value subscriptions to large organizations through a long, multi-stakeholder sales cycle. Years of incremental use had left its Sales Cloud org with gaps in automation, inconsistent notifications, and reporting that did not reflect the team's actual needs. SiiMPLY7 was engaged to work through a structured backlog of improvements across notifications, page layouts, reporting, and data tracking, delivering changes in staged releases without a disruptive reimplementation.
The challenge
The sales team lacked reliable automated notifications for key opportunity events, so closed deals and field changes often went unannounced across the organization. Opportunity pages were cluttered and did not match how reps actually worked, reports did not capture multi-currency data in a usable format, and there was no systematic way to log cross-object activity against the right records. Leadership wanted a cleaner, more trustworthy system built on what was already in place.
The solution
SiiMPLY7 worked through a prioritized requirements backlog, addressing items in staged releases to production. The team built automated closed-opportunity email notifications with key deal data, added order-start-date validation, redesigned opportunity page layouts based on direct sales team feedback, and delivered multi-currency product and stage-movement reports. Later in the engagement, SiiMPLY7 built cross-object activity tracking to log contact activities and Outlook BCC emails against the right opportunities. The team also reviewed existing SOAP API integrations and advised on any required updates throughout the project.
Implementation highlights
What we built.
- Built automated closed-opportunity email notifications surfacing ARR, order start date, and professional services fields
- Implemented order start date validation with inline messaging
- Redesigned opportunity page layouts for usability and field relevance, incorporating direct feedback from the sales team
- Set up field history tracking and documented audit trail procedures for page layout changes
- Delivered multi-currency product reports and stage movement reports and flows
- Implemented automated notifications for opportunity edits made by non-owners
- Built cross-object activity tracking to log contact activities and BCC emails from Outlook against the right opportunity records
- Reviewed existing SOAP API integrations and advised on required updates
Results
Notifications keep the broader team informed on closed opportunities and key field changes without manual follow-up
Redesigned page layouts and targeted field cleanup made the rep's daily workflow cleaner
Product and stage movement reports gave leadership a more accurate read on pipeline and performance
Engagement summary
SiiMPLY7 worked through a structured backlog of Sales Cloud improvements for this enterprise PPM vendor, delivering automated notifications, cleaner page layouts, improved reporting, and cross-object activity tracking in staged releases. The result is a more reliable, easier-to-use selling environment built on the existing org, without a disruptive reimplementation.
What's next
Active development continues on primary and alternate email routing, opportunity field locking on close, and additional backlog requirements. The team is also evaluating further partner object and cross-object activity enhancements surfaced during the engagement.
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