Clean energy, residential solar installation and battery storageResidential Solar Company
A residential solar company rebuilt Sales Cloud and simplified pricing, so reps quote correctly without memorizing calculations.
A residential solar installation company serving homeowners used Sales Cloud to manage leads and sales, but the org had grown hard to use. Pricing depended on calculations outside the system that only a few people understood.
The challenge
Reps needed detailed knowledge of pricing math and several manual steps outside Salesforce to build a price. Adding a new product or price change took admin and developer effort, and the underlying sales setup no longer fit the business.
The solution
SiiMPLY7 began with an architectural assessment of the existing org, then reimplemented Sales Cloud for accounts, contacts, leads, opportunities, activities, notifications, and reporting. The team restructured products and built a pricing solution that handles the calculations in Salesforce, so reps select products and the system prices them.
Implementation highlights
What we built.
- Architectural assessment of the existing org
- Sales Cloud reimplementation across lead to opportunity
- Restructured product catalog for easier maintenance
- Pricing calculations handled inside Salesforce
- Reports and dashboards for sales performance
Results
Reps no longer do calculations by hand
New products added without developer work
Org rebuilt around the current sales process
Engagement summary
A short assessment led directly to a focused reimplementation and a pricing redesign, delivered in three phases over about two months.
What's next
The restructured catalog set up the team for easier product launches and pricing changes.
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