Beamery – CloudMasonry

Client: Beamery

ABOUT CLIENT
Beamery is a Candidate Relationship software company that allows companies to attract, identify, and engage candidates on a single unified platform. Founded in 2014, Beamery has over 130 employees worldwide with offices in London, Austin, and San Francisco.

NEED
Beamery is currently in a period of high business growth. Their need for flexibility and near-continuous evolution of their Salesforce environment was placing tremendous strain on their existing support structure. This disconnect ultimately impacted their ability to respond to the needs of their internal stakeholders, hampered user adoption, reduced data quality, and limited end-user efficiency.

APPROACH
CloudMasonry performed several strategic workshops with various members of the sales and customer success teams within Beamery. These sessions highlighted immediate opportunities for Salesforce improvement while informing recommendations on an ongoing innovation model to ensure quick responses to opportunities for further enhancement in the future.

OUTCOME

By going through this exercise, Beamery was able to unlock Salesforce functionality that was hindered by their previous system architecture. They were able to introduce a new standardized global sales process while providing their executives with significantly enhanced reporting and analytics. In addition, Beamery has introduced an ongoing cadence of monthly improvements/releases to ensure their Salesforce environment remains a strategic advantage for their users and a force multiplier for their company as a whole.

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.