Hypergrowth Prediction-Market Platform
Salesforce turned into a money-out engine, automating contract-to-payment tracking that used to live in spreadsheets.
A prediction-market platform was scaling explosively but running core operations on manual spreadsheets and brittle Zapier workflows, with no real system of record for finance, institutional onboarding, or VIP management.
The challenge
Strategic Finance tracked roughly 300 contracts, several new each day, with no way to tie obligations to money out. Institutional ops needed compliance-gated onboarding for market makers and ISVs, and the VIP team ran around 500 high-value customers in spreadsheets.
The solution
SiiMPLY 7 delivered a multi-workstream Sales Cloud build across separate, regulator-friendly orgs. The finance system tracks contracts, auto-generates deliverable line items, and reconciles contracted versus delivered work via a live Clickhouse feed. A separate org houses the VIP CRM on Person Accounts with funnel consoles and risk automation.
Implementation highlights
- Native DocuSign-to-Salesforce automation creating records on signature
- Claude AI contract parsing to extract deliverables from non-standard PDFs
- Custom performance object with daily Clickhouse ETL for reach and CPM
- Compliance-gated institutional onboarding lifecycle, live in production
- VIP lead and account consoles with funnel views and risk automation
- Cash-flow and accrual dashboards, plus migration off legacy spreadsheets
The numbers, off the spreadsheet.
Contracts moved from spreadsheets into automated contract-to-payment tracking
New contracts auto-created in Salesforce the moment they're signed
High-value customers managed in a purpose-built CRM instead of spreadsheets
Engagement summary
SiiMPLY 7 was selected over several larger partners and delivered the institutional onboarding system into production, with the finance and VIP workstreams in active rollout.
What's next
Continued rollout of the finance and VIP consoles, with additional phases planned as the platform scales.
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