Simply Ingredients
Rebuilding Salesforce to Match a Growing Business
Industry
Food & Beverage
Salesforce Products
Sales & Service Cloud
Enterprise Edition
Project Turnaround
6 Weeks
The Challenge
Andrew, founder of Simply Ingredients, has been using Salesforce for five years and his business has evolved significantly in that time. Unfortunately, his Salesforce setup hadn’t kept up.
He came to us for help realigning Salesforce with his current operations and to future-proof the platform as his business continues to scale. The system had become cluttered, outdated, and no longer matched how his business operates, making adoption and efficiency a challenge.
Our Approach
Agile, Collaborative, Transparent
Step 1: Discovery Over virtual sessions, we assessed the current Salesforce setup. We quickly identified: • Numerous unused or irrelevant fields • Misaligned sales stages across two now-distinct sales processes • Broken or outdated automations • Email signatures not populating correctly, discouraging platform use • PandaDoc integration was underutilised • Email records were not linking properly to opportunities Our goal was clear: simplify, streamline, and rebuild with precision. Step 2: Targeted Data Collection Once we defined Phase 1 priorities, we requested the following to design a tailored solution: • Lead and Opportunity processes for both Simply Ingredients and Simply Enzymes • Custom fields required for each business stream • Document templates for PandaDoc • Branded email signature assets
The Solution
Iterative development with the client at the centre
We didn’t just go away and build in isolation. Instead, we set up fortnightly 2-hour co-working sessions with Andrew. These interactive meetings allowed us to: ✅ Present new developments ✅ Gather immediate feedback ✅ Iterate in real time ✅ Stay aligned and on track This agile approach fostered momentum and ensured the final solution was exactly what Andrew needed, without surprises or rework. Key Improvements: • Streamlined fieldsets tailored to current operations • Two distinct, clearly defined sales processes • Repaired and reconfigured automations • Correctly functioning email signatures across the business • Improved PandaDoc setup for document generation • Email matching rules to ensure better record association
Looking Ahead
Built to grow
Our collaboration with Simply Ingredients doesn’t end here. The next phase includes: 🔁 Expanded Automation – Reducing manual admin and improving response times 📊 Enhanced Reporting – Delivering insights to support strategic decision-making 🛠️ Further Integrations – Streamlining tools and workflows across the business
The Impact
Andrew now has a Salesforce setup that reflects the business today — with the agility to grow into tomorrow. His team is re-engaged with the platform, processes are clearer, and the foundation is stronger than ever.
What This Shows About Us
We don't believe in one-size-fits-all CRM setups. At Guided Sky, we work side-by-side with clients to build solutions that fit how they work... today and tomorrow. Our flexible, transparent style ensures your business stays in the driver’s seat while we do the heavy lifting.
