Technology, RFID asset tracking and IoTRFID Asset Tracking & IoT Company
A growth-stage RFID asset tracking company stood up a self-service partner portal that lets channel partners register deals, configure quotes, and open support cases without internal handoffs.
The client is a growth-stage RFID asset tracking and IoT technology company shifting to a channel-led sales model spanning SaaS and hardware. Backed by venture capital and building a fast-growing network of resellers and system integrators, the company needed infrastructure to support its channel expansion. Partners had no central place to register deals, build quotes, or request support, which created manual back-and-forth and slowed deal velocity. The company engaged SiiMPLY7 to design and build a branded Partner Relationship Management experience on Salesforce.
The challenge
The company was commercializing a channel-focused go-to-market motion but lacked the tooling to operationalize it. Partner-initiated opportunities were tracked manually, quote generation depended on internal staff, and there was no structured onboarding or support intake for partners. Without a partner portal, scaling the channel meant scaling manual effort in lockstep.
The solution
SiiMPLY7 designed and configured an Experience Cloud Partner Relationship Management portal backed by CPQ, Service Cloud, and custom Platform components. Deal registration, partner onboarding, and case management were built on standard portal capabilities, while CPQ enabled partners to configure and generate quotes directly, with approval workflows for discounts beyond set thresholds. Custom Lightning components and CMS configuration matched the portal look and feel to the company brand.
Implementation highlights
What we built.
- Experience Cloud partner portal aligned to the company's brand, including a dark-mode design
- Deal registration system to capture and track partner-initiated opportunities
- Partner onboarding flow for adding new partners to the network
- CPQ-driven quote generation available directly to partners from the portal
- Discount approval workflows triggered above defined thresholds
- Custom quote and lead Lightning components plus CMS setup linked into the portal
Results
Partners register deals and generate quotes without internal handoffs
Partner quote creation runs through CPQ configuration in-portal
Standardized onboarding and case intake that supports network growth
Engagement summary
SiiMPLY7 delivered a branded partner portal with deal registration, CPQ quoting, approvals, and case management, then layered on custom components and CMS to match the company's design standards.
What's next
Planned phases include building out a partner knowledge base modeled on best-in-class self-service support, and configuring marketing automation to support partner demand generation.
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