CREXi – CloudMasonry

Client: CREXi

ABOUT CLIENT
CREXi is a commercial real estate community, marketplace, and technology company that simplifies transactions and accelerates business for brokers, buyers, agents and tenants.

NEED
As a technology platform experiencing tremendous growth, CREXi was in search of a Salesforce focused consultancy to provide ongoing support and solution guidance to ensure their Salesforce environment could keep up with the changing needs of their business.

APPROACH
CloudMasonry in collaboration with CREXi put in place an innovation cadence that allowed for business system requirements to be routed to CloudMasonry based on either their complexity or required effort to ensure the CREXi operations team could maintain focus while still keeping pace with new requests.

OUTCOME

The innovation cadence introduced by CloudMasonry has allowed CREXi to be responsive to the changing needs of their business without substantially growing the size of their internal support team. It has allowed for tasks to be routed to those most skilled to complete them and through this innovation cadence, ensured a positive end-user experience.

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.