Professional services, business presentation training and consultingPresentation Training & Consulting Firm
A presentation training firm remodeled Sales Cloud around how it sells workshops, from lead through approved quote to scheduled delivery.
A business presentation training and consulting firm sells workshops and coaching to corporate teams. Its Salesforce org no longer matched how deals moved from lead to quote to delivered workshop.
The challenge
Leads, opportunities, and quotes followed an outdated model, so reps worked around the system. Multiple quotes could be approved for one deal, orders did not carry account details, workshops were not tied to orders, and revenue timing was hard to report for recognition.
The solution
SiiMPLY7 reviewed and remodeled three core processes in Sales Cloud: lead capture and routing, opportunities with products, price books, and quotes, and revenue and quantity schedules for delivery and recognition reporting. The team added rules for one approved quote per deal, a workshop object tied to orders, Quip collaboration, and support for leads arriving from marketing automation.
Implementation highlights
What we built.
- Remodeled lead, opportunity, and quote processes
- Revenue and quantity schedules for recognition reporting
- One approved quote per opportunity, auto-synced
- Workshop object linked to orders
- Recorded end-user training for new hires
Results
One approved quote per opportunity
Workshops tracked against each order
Recorded training for new team members
Engagement summary
The remodel ran as a six-week project with user acceptance testing extended to two weeks at the team's request, and a follow-on change order handled scope added after discovery before go-live.
What's next
Identified next steps included deeper integration work with marketing and collaboration tools.
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