Boutique Radio Production Studio
A Washington radio imaging and production company turned a cluttered Sales Cloud org into a clean, repeatable pipeline, giving its team one trusted view of every station deal.
A Washington radio broadcast production and imaging company — whose audio is heard daily across thousands of stations worldwide — had adopted Sales Cloud but never tailored it to how the business actually sells. Records were inconsistent, stages did not match the real sales motion, and reporting was unreliable. The company engaged SiiMPLY7 for targeted configuration assistance to make the existing org usable day to day.
The challenge
The team was running an out-of-the-box Sales Cloud that did not reflect its sales process for imaging packages and production services. Opportunity stages were generic, key fields were missing or unused, and leadership could not get a dependable read on pipeline. Every approved change had to fit a tight, fixed-scope budget, so the work had to be precise.
The solution
We delivered focused Sales Cloud configuration: a sales process and opportunity stages mapped to the studio's real deal flow, cleaned-up page layouts and required fields, and a core set of pipeline and activity reports. All work was reviewed and approved by the client before deployment to keep changes tightly aligned to need.
Implementation highlights
What we built.
- Opportunity sales process and stage model rebuilt to match the company's imaging and production deal flow
- Streamlined page layouts with the fields the team actually uses, and the clutter removed
- Required and validation rules added to enforce consistent record entry
- Pipeline, forecast, and activity reports configured for leadership visibility
- A lightweight list-view and dashboard setup for daily rep use
- A client approval gate built into every configuration change before deployment
Results
Leadership gained a single, trustworthy view of open deals by stage
Required fields and validation cut incomplete records across the pipeline
Streamlined layouts let the small team work with no added training
Engagement summary
Within a focused, fixed-scope configuration engagement, the company moved from a generic Sales Cloud org to one shaped around its actual sales motion. Stages, layouts, validation, and reporting were delivered and approved, giving the team a clean pipeline and dependable reporting with no new licensing or heavy build required.
What's next
With the foundation stabilized, natural next steps include light sales automation, email and activity tracking, and expanded dashboards as the team's reporting needs grow.
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