Technology, towing management softwareTowing Management Software Company
A towing management software company rebuilt its Sales Cloud org from the ground up, giving a newly installed leadership team a single source of truth for pipeline, renewals, and annual recurring revenue.
A software company providing towing management technology to municipalities and law enforcement had recently been acquired and brought in new executive leadership with a growth mandate. Its Salesforce org had been built inconsistently, with gaps in deal stage tracking, no ARR visibility, and a mix of legacy data that made the pipeline unreliable as a planning tool.
The challenge
Deal stages and pipeline fields did not reflect how the business actually sold, and there was no structured way to track annual renewals or ARR across the customer base. Leadership could not use the system to forecast or report confidently, and a prior implementation had left the org messy and hard to maintain.
The solution
SiiMPLY7 conducted a full org assessment and scoped a reimplementation focused on correct deal stage definitions, ARR and renewal tracking, and a clean single source of truth for the pipeline. The team rebuilt the data model around the company's actual sales motion and established fields for tracking contract value, renewal dates, and annual revenue.
Implementation highlights
What we built.
- Full org assessment and prioritized reimplementation plan
- Deal stages and opportunity fields rebuilt to reflect actual sales motion
- ARR and renewal tracking fields and reporting
- Pipeline dashboards for executive and investor reporting
- Integration planning for outbound sales and forecasting tools
Results
Deal stages and fields aligned to how the business actually sells
Annual recurring revenue and renewal dates tracked in one place
Leadership can forecast and report directly from the system
Engagement summary
SiiMPLY7 assessed the existing org and delivered a prioritized reimplementation built around the company's real sales motion, replacing an inconsistent prior build with a clean, forecastable pipeline.
What's next
Planned next phases included integrating an outbound sales tool and a forecasting platform, and evolving the Revenue Cloud process as the company moved toward a SaaS pricing model.
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