Construction, residential home buildingRegional Home Builder
A regional home builder restructured Sales Cloud around real buyer journeys and launched Pardot campaigns segmented by account data.
A regional home builder sells custom homes to buyers across several markets. Its Salesforce org had been set up by a previous partner, with deal information stored on accounts rather than opportunities, and marketing ran separately.
The challenge
Because stages and deal fields lived on the account, the team could not track more than one deal per customer or attribute sales correctly. Automation was tied to the previous partner's user, and marketing could not segment buyers because account data was not synced to the marketing platform.
The solution
SiiMPLY7 restructured the data model into a scalable account and contact structure, moved stages and deal fields onto opportunities with new stages and attribution fields, and cloned account-based processes for opportunities. The team moved automation off the previous partner's user, then synced accounts and contacts to Pardot, built segments from account attributes, and set up marketing campaigns.
Implementation highlights
What we built.
- Account structure rebuilt for scale
- Deal stages and fields moved to opportunities
- Attribution fields for accurate sales reporting
- Automation moved off the prior partner's user
- Pardot segments and campaigns from account data
Results
Deals tracked and credited correctly
Campaigns segmented by buyer data
No dependence on the prior partner
Engagement summary
Delivered as a fixed-scope project of up to 95 hours over about six to eight weeks, the restructure and marketing setup gave the sales and marketing teams a model they could grow with.
What's next
With opportunities in place, the team could build pipeline and marketing performance reporting on top of the new structure.
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