Salesforce Sales Cloud

CloudMasonry was formed by a group of seasoned enterprise Salesforce consultants that were looking for a new way to deliver their services. With over a decade of Salesforce consulting experience we knew that organizations of all sizes were desperately seeking reliable consulting partners, so why should large enterprises hold a monopoly on that pool of talent.

CloudMasonry By The Numbers

5 +

AVERAGE YEARS OF
SALESFORCE EXPERIENCE

4 +

AVERAGE SALESFORCE
CERTIFICATIONS BY CONSULTANT

10 /10

SALESFORCE CUSTOMER
SATISFACTION SCORE

CloudMasonry assists organizations in their implementation of Salesforce Sales Cloud. Our approach to system design is to balance the need for an easy and efficient user experience with the robust data and reporting requirements demanded by modern enterprise organizations.

Salesforce Sales Cloud engagements bring our resources into partnership with our client’s Sales and Marketing teams to collaboratively design and build a bespoke scalable solution the meets the needs of users today, with an eye on accommodating the requirements of tomorrow.

Customer / Prospect Information

Organize your data and provide your users a 360 degree view of their prospects and customers. See the complete history of every account and an up to the moment single source of truth about what is planned and by whom.

Accounts | Segmentation | Multi-Account Hierarchies
Contacts | Roles and Relationships
Leads | Campaign Tracking | Funnel and Conversions

Activity Tracking

Increase the productivity of your sales professionals by allowing the effortless tracking of their tasks and calendar events, providing a path for success and a point of collaboration with their peers.

Tasks and Events
Outlook Integration | Gmail Integration
Mobile Application

Marketing Activity

Increase the return on all of your marketing investment. See which campaigns are driving new opportunities and which are helping to close them. Direct investment to those activities with the greatest impact and generate the hard metrics needed to plan for future investment.

Marketing Campaign | Campaign Membership
Campaign Investment | Return on Investment
Marketing Automation Tool Integration

Selling / Sales Process

Increase the win rate of your sales professionals by enabling flexible collaboration with their peers while guiding them through a sales process tailored to meet the specific needs of your organization.

Opportunity Management | Forecasting
Product Selection | Pricing
Quote Generation | Contract Management

Order Management

Increase the efficiency of your employees and the accuracy of your sales data by allowing Salesforce to work with your order management systems through a custom built integration.

Order Management
ERP / Accounting System Integration

Account Management / Renewals

Reduce client attrition by enabling Salesforce to track existing customer contract details and provide a path for the ongoing health of the account.

Contract Management
Asset Management | Product Support
Opportunity Renewals | Yearly Price Increases
Subscription Management

Client Success Stories

In collaboration with the Strata team, CloudMasonry undertook a process of identifying and implementing meaningful Salesforce enhancements to better align its design with the current needs of the business.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

Through ongoing partnership and an Salesforce innovation cadence, CloudMasonry has enabled CREXi to respond to the changing needs of its business as it experiences tremendous organizational growth.

CloudMasonry worked collaboratively with Prosci and others to re-architect their existing Salesforce environment to accommodate newly integrated business systems while minimizing the disruption to existing user processes.

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

CloudMasonry enabled the dental care startup Evenly, to hit the ground running with a purpose-built Salesforce solution. In a few short weeks, CloudMasony was able to design and deliver an integrated solution that met both the needs of today while still accommodating the anticipated need to scale in the future.

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

CloudMasonry partnered with Clickbooth to deliver in 3 weeks a consolidated instance of Salesforce providing a true 360-degree view of all customer data.

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry partnered with Beamery to transform their end-to-end selling process and to provide ongoing innovation services allowing Beamery to respond quickly to changes in technology or business need.