Salesforce CPQ

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

10 +

YEARS OF SALESFORCE
EXPERIENCE

4 +

AVERAGE SALESFORCE
CERTIFICATIONS BY CONSULTANT

10 /10

PERFECT SALESFORCE
CUSTOMER SATISFACTION SCORE

CloudMasonry assists organizations in their enhancement of their Salesforce based quoting and selling process with their implementation of Salesforce CPQ (Configure Price Quote). Our approach to system design is to balance the need for simple and efficient user experiences with the need for robust data and reporting capabilities demanded by modern enterprise organizations.

Salesforce CPQ engagements bring our resources into partnership with our client’s sales and operations teams to collaboratively build a bespoke scalable solution that meets the needs of users today, with an eye on accommodating the requirements of tomorrow

Opportunity and Quote Configuration

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.

Opportunity and Opportunity Product Management
Product Price Books | Product Hierarchy and Structure
Quote Configuration and Custom Quote Outputs

Product and Pricing Rules

Product Validation, Selection, and Filtering Rules
Price Calculation, Bundling, and Discounting
Reoccuring Revenue | Subscription Management
Custom Approval Processes

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

Complex Approval Processes

Employee Roles and Hierarchy
Custom Product Pricing and Discounting Logic
Seemeless Pricing Exception Handling
Mobile Approval Processing to Maintain Speed of Selling

Order Processing and Renewals

Management of Quote to Order Conversion
Asset Generation | Service Cloud Integration
Contract Creation | Contract Revisions Management
Automated Renewal Creation, Assignment, and Management

Complex System Integrations

Operations | Logistics | Order Fulfillment
ERP | Financial Systems
eSignature | Contract Management Platforms

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.