Manufacturing, sustainable bioplastics and materialsSustainable Bioplastics Manufacturer
A sustainable materials company launched Sales Cloud to track buying and selling deals across its product lines in one pipeline.
A sustainable materials company turns organic waste into biodegradable materials. It both buys feedstock and sells finished products, and its growing deal flow was tracked manually without clear pipeline visibility.
The challenge
The team had no central customer record and no consistent way to log deals across its feedstock and product lines. Opportunity status was unclear, follow-ups depended on memory, and leadership could not forecast.
The solution
SiiMPLY7 implemented Sales Cloud as the central hub for customer data, with opportunity types for both buying and selling, deals that can relate to multiple accounts, and pipelines for each product line. Automated workflows handled follow-ups and approvals, reports and dashboards gave pipeline and forecast visibility, and existing accounts, contacts, and products were migrated.
Implementation highlights
What we built.
- Buying and selling opportunity types
- Pipelines for each product and feedstock line
- Opportunities linked to multiple accounts
- Automated follow-up tasks and approvals
- Accounts, contacts, and products migrated in two rounds
Results
All accounts and deals live in Salesforce
Deal status clear across product lines
Leadership can plan from the pipeline
Engagement summary
Delivered in about six to eight weeks from discovery to rollout, the project gave a small team a scalable foundation for a growing customer base.
What's next
Future phases identified included contract management, document generation for NDAs and letters of intent, and e-signature.
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