Manufacturing, automatic self-cleaning water filtrationIndustrial Water Filtration Manufacturer
An industrial water filter manufacturer replaced a manual quoting process with Salesforce Revenue Cloud, giving field reps mobile quoting and connecting the sales system to its accounting platform.
A manufacturer of automatic self-cleaning water filters serving industrial, irrigation, commercial, and municipal customers across the US and internationally sells a mix of standard and custom filtration products through a field sales team and a global partner network. Quoting was handled in a legacy form-based tool, and there was no CRM to manage leads, accounts, or opportunities across the business.
The challenge
Reps in the field had no reliable way to generate quotes on-site. There was no structured lead intake, pipeline visibility, or connection between quotes and the accounting system. Commission tracking was difficult, and leadership had no view of deal flow.
The solution
SiiMPLY7 implemented Sales Cloud with web-to-lead capture, lead management, and a full opportunity pipeline. On top of that the team built Revenue Cloud to support product configuration, pricing, discounts, and approvals, with mobile access so field reps could quote on-site. DocuSign handled e-signature on quotes, and a QuickBooks integration connected closed deals to the accounting system.
Implementation highlights
What we built.
- Sales Cloud with web-to-lead, lead management, and opportunity pipeline
- Revenue Cloud for product configuration, pricing, discount rules, and approvals
- Mobile quoting for field reps via the Salesforce mobile app
- DocuSign integration for quote e-signature
- QuickBooks integration connecting closed deals to accounting
Results
Reps generate and send quotes on-site without returning to the office
Leadership gains a real-time view of leads, opportunities, and deal value
Signed quotes flow directly to the accounting system
Engagement summary
SiiMPLY7 delivered Sales Cloud and Revenue Cloud with mobile quoting, e-signature, and a QuickBooks connection, replacing a legacy form-based quoting tool with a connected quote-to-cash flow.
What's next
A potential Phase 2 included a partner portal for resellers and deeper inventory management integration.
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