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.

Salesforce CPQ

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 it 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 clients sales and operations teams to collaboratively build a bespoke scalable solution the meets the needs of users today, with an eye on accommodating the requirements of tomorrow

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

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
  • Employee Roles and Hierarchy
  • Custom Product Pricing and Discounting Logic
  • Seemeless Pricing Exception Handling
  • Mobile Approval Processing to Maintain Speed of Selling
  • Management of Quote to Order Conversion
  • Asset Generation | Service Cloud Integration
  • Contract Creation | Contract Revisions Management
  • Automated Renewal Creation, Assignment, and Management
  • Operations | Logistics | Order Fulfillment
  • ERP | Financial Systems
  • eSignature | Contract Management Platforms

Our advantages

10 +
YEARS OF SALESFORCE
EXPERIENCE
4 +
AVERAGE SALESFORCE
CERTIFICATIONS BY CONSULTANT
10 /10
PERFECT SALESFORCE
CUSTOMER SATISFACTION SCORE

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