Renewable energy, utility-scale solarUtility-Scale Solar Developer
A utility-scale solar developer moved off a legacy pipeline tool to Sales Cloud and gained clearer pipeline visibility.
This mid-market solar developer manages projects from early leads through multi-month opportunities and long-term accounts. Having outgrown a lightweight pipeline tool, the team engaged SiiMPLY7 to migrate to Sales Cloud and build a sales process fit for renewable-energy project development.
The challenge
The prior tool's limited customization and reporting kept the team from tracking renewable-energy deal stages or forecasting reliably. Email activity lived outside the CRM. Years of historical leads, deals, and contacts had to move to Salesforce without data loss or disruption to an active pipeline.
The solution
SiiMPLY7 implemented Sales Cloud with a lead, opportunity, and account model built around the developer's project-origination process, and integrated Gmail so email activity logs automatically to the right records. A planned migration moved historical leads, opportunities, accounts, and contacts into Salesforce, with validation at each step.
Implementation highlights
What we built.
- Configured opportunity stages for renewable-energy project development
- Migrated historical pipeline records with field-level validation
- Integrated Gmail to log emails and meetings automatically
- Built conversion and pipeline dashboards from lead to close
- Added data quality and deduplication rules
Results
Validated move off the legacy pipeline tool with no data loss
Clearer lead conversion and pipeline visibility
Email activity now captured in the CRM
Engagement summary
SiiMPLY7 moved the developer onto a Sales Cloud foundation built for renewable-energy deal flow, so the team works its full pipeline and email history in one place.
What's next
Next up: project-milestone tracking through construction, automated lead routing, and reporting that ties pipeline to project capacity.
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