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.
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Salesforce Sales Cloud
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.
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
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
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
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
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
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