Manufacturing, storage and shelving systemsStorage & Shelving Systems Manufacturer
A growing storage systems manufacturer returned to Salesforce with a clean, fit-for-purpose Sales Cloud build and migrated data.
The client is a manufacturer of patented mobile-aisle storage and shelving systems, made in the USA. Its overhead-track sliding shelf system roughly triples usable storage capacity compared to standard shelving without requiring floor tracks, and the company sells direct and through a growing distributor channel. As the business scaled, leadership decided to adopt Salesforce again after an earlier attempt and partnered with SiiMPLY7 to deploy Sales Cloud with clean data and processes built around how the team actually sells.
The challenge
Growth had outpaced the company's tooling. Sales and customer data lived across disconnected systems including separate marketing and email platforms, and much of the day-to-day work, including marketing email creation, was handled manually by leadership rather than a dedicated team. Without a single source of truth for leads, accounts, and support cases, the business needed a CRM foundation that could scale with rising deal volume and a growing distributor channel.
The solution
SiiMPLY7 delivered a Sales Cloud implementation covering core setup, lead management, opportunity management, account and contact management, workflows and approvals, activity management, and Case Management for support. Email notifications and templates plus reports and dashboards gave the team visibility from first touch through post-sale service. A structured data migration handled object and field mappings, data preparation, and loading of accounts, contacts, and leads across multiple validation iterations.
Implementation highlights
What we built.
- Sales Cloud core setup tailored to the company's sales process
- Lead and opportunity management for a scaling pipeline and distributor channel
- Account and contact management with workflows and approvals
- Case Management to support post-sale customer service
- Reports, dashboards, and templated email notifications for end-to-end visibility
- Data migration with object and field mapping and multi-pass validated data loads
Results
Leads, accounts, contacts, and support cases consolidated into one Salesforce org
Sales and service processes built to grow with rising deal volume and the distributor channel
Migrated records validated across multiple load iterations before go-live
Engagement summary
SiiMPLY7 scoped and delivered the engagement as a five to six week Sales Cloud and data migration project, pairing a configured selling and service process with a careful, multi-iteration migration so the client could re-enter Salesforce on a solid footing.
What's next
Natural next steps discussed during scoping include Account Engagement for marketing automation and a customer or partner portal to support the distributor network.
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