Technology, real estate marketing software (SaaS)Real Estate Marketing Software Company
A real estate marketing platform built a connected Sales Cloud and Pardot stack, then kept SiiMPLY7 as its extended Salesforce team.
A software company selling digital marketing to real estate agents was scaling subscriptions quickly. Sales, marketing, billing, and support ran in separate tools, and the team needed one Salesforce foundation that could grow with the business.
The challenge
Leads arrived from the website, chat, and outbound tools with no consistent routing. Subscriptions and orders were tracked apart from billing, support tickets sat in another system, and reps had no shared view of marketing engagement, licenses, or account history.
The solution
SiiMPLY7 implemented Sales Cloud for leads, opportunities, quotes, forecasting, and subscription orders, plus a custom data model for licenses, parties, and contracts with change history. Pardot and Salesforce Engage gave reps live prospect insight, and integrations connected billing, support tickets, e-signature, chat, outbound sales tools, Slack alerts, and calling.
Implementation highlights
What we built.
- Subscription and order management for new and cancelled orders
- Custom license, party, and contract model with history
- Pardot nurturing, website tracking, and Engage rep alerts
- NetSuite, Zendesk, DocuSign, and chat tool integrations
- Lead pre-approvals and Slack alerts for key events
Results
Sales, billing, and support data connected
Routing and alerts reach reps instantly
Multi-year follow-on work and monthly support
Engagement summary
The initial implementation grew through a change order that added integrations, KPI reporting, and task automation, with follow-on work continuing across several more phases and moving to a monthly administration support retainer.
What's next
Ongoing work included supporting the in-house Salesforce administrator and scoping a Service Cloud phase.
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