Specialty food manufacturing, crackers and baked snacksSpecialty Cracker & Snack Manufacturer
A specialty cracker and baked-snack manufacturer moved off spreadsheet forecasting onto a connected Sales Cloud platform, with live Sage 100 ERP data feeding region- and product-level forecasts.
The client is a specialty cracker and flatbread manufacturer, a multi-generation, family-owned bakery that produces more than 20 varieties of Non-GMO, Certified Organic, and Vegan crackers and flatbreads under several brands. Sales ran on spreadsheets, website leads were handled by hand, and customer, order, and invoice data lived in a Sage 100 ERP disconnected from any CRM. SiiMPLY7 was engaged to stand up Sales Cloud, connect it to Sage 100, and replace quarterly spreadsheet forecasting with a native Salesforce process.
The challenge
Quarterly forecasting was done in spreadsheets, so leadership could not reliably compare forecast against actuals by region or product. Website inquiries were captured manually and inconsistently. Sales history, orders, and invoices sat in Sage 100 with no connection to the sales team's day-to-day tools, leaving reps and managers without a single view of the customer.
The solution
SiiMPLY7 implemented Sales Cloud core with lead, opportunity, account, activity, and approval management, and added a Web-to-Lead form to ingest website inquiries directly. The team integrated Sage 100 using Commercient SYNC to bring customers, sales orders, invoices, and product data into Salesforce, with sync logging and admin alerts. On that connected data, SiiMPLY7 built a native forecasting framework with monthly and quarterly inputs by region and product and historical actuals auto-populated for forecast-versus-actual comparison.
Implementation highlights
What we built.
- Stood up Sales Cloud core: leads, opportunities, accounts, activities, approvals
- Implemented Web-to-Lead to ingest website inquiries directly into Salesforce
- Integrated Sage 100 via Commercient SYNC for customers, orders, invoices, products
- Built a native forecasting framework with region- and product-level inputs
- Auto-populated historical actuals for forecast-versus-actual comparison
- Delivered dashboards across territories with UAT and team training
Results
Quarterly forecasting moved into a native Salesforce framework
Sage 100 customers, orders, and invoices now flow into Salesforce automatically
Leadership can compare at the user, team, and product level by region
Engagement summary
SiiMPLY7 delivered a Sales Cloud foundation, Web-to-Lead capture, and a Sage 100 integration via Commercient SYNC, then layered a native forecasting framework that replaced spreadsheet forecasting with region- and product-level reporting.
What's next
Next steps include expanding forecasting inputs and enhancements, deepening cross-territory reporting, and building on the synced Sage data for tighter sales and operations planning.
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