# CloudMasonry

> CloudMasonry is a full-service Salesforce consulting partner that delivers projects using full-time, US and UK-based consultants. CloudMasonry helps organizations design, optimize, and scale their complex Salesforce environments. With deep expertise in Agentforce Revenue Management / Revenue Cloud Advanced, CPQ (Configure, Price, Quote), Media Cloud, Health Cloud, Marketing Cloud / Marketing Cloud Next, Data 360, and the implementation of AI agents leveraging both Agentforce and Claude, we deliver structured solutions that drive measurable performance for long-term growth.

Founded in 2018 and headquartered in Indianapolis, Indiana, CloudMasonry serves clients across the United States and United Kingdom.

Your Salesforce Partner for Every Stage of Growth.

A Salesforce Select Partner, ranked the #1 Salesforce consulting firm in the US on Clutch. Consistently placed in the Leader quadrant on G2, rated higher in the Salesforce category than any global system integrator listed. 60+ US/UK-based Salesforce consultants, 350+ Salesforce certifications, a 4.9/5 AppExchange customer satisfaction score, 559+ successfully completed Salesforce projects, 347k+ hours of consulting services provided, and 89% of customers engaging us for more than one project.

## Positioning

CloudMasonry's story is carried by five messaging pillars:

- **Salesforce-First DNA**: Salesforce is the spine, not a practice line; every architect, PM, and engineer is Salesforce-credentialed.
- **Multi-Cloud Platform Depth**: Sales, Service, Marketing, Revenue, Data, and Agentforce, implemented by named practice leads, not generalists.
- **Proven in Complex, High-Impact Engagements**: Deliveries across Fortune 500 manufacturers, mid-market financial services, and high-growth SaaS.
- **Long-Term Transformation Partner**: Most clients renew into multi-year programs because we plan for the second release on day one of the first.
- **AI Enablement Built on Salesforce**: Salesforce and Anthropic partnerships enable delivery of both Agentforce and Claude implementations.

## Pages

- [Home](https://cloudmasonry.com/): Overview of CloudMasonry's Salesforce consulting services
- [About Us](https://cloudmasonry.com/about-us/): Company background, mission, and leadership team
- [Services](https://cloudmasonry.com/services/): Full-service Salesforce consulting offerings
- [Experience](https://cloudmasonry.com/salesforce-consulting-experience/): Salesforce consulting track record and expertise
- [Blog](https://cloudmasonry.com/blog/): Salesforce insights, tips, and company news
- [Join the Team](https://cloudmasonry.com/join-the-team/): Open positions and company culture
- [Contact Us](https://cloudmasonry.com/contact-us/): Get in touch with CloudMasonry

## Services

- [Full System Design & Implementation](https://cloudmasonry.com/services/system-implementation/): End-to-end Salesforce design, build, and deployment for net-new orgs and major platform expansions
- [Managed Services](https://cloudmasonry.com/services/ongoing-managed-innovation/): Ongoing Salesforce administration, enhancement, and release management through flexible monthly engagements
- [Data Migration & Complex Integrations](https://cloudmasonry.com/services/data-migration-complex-integrations/): Legacy data migration, deduplication, and integration of Salesforce with ERP, finance, and marketing systems
- [Change Management & End User Training](https://cloudmasonry.com/services/end-user-training/): Adoption programs, role-based training, and communication plans that get teams using what was built
- [Technology Roadmapping](https://cloudmasonry.com/services/technology-roadmapping/): Multi-year Salesforce planning that sequences platform investments against business priorities and budget
- [System Health Checks](https://cloudmasonry.com/services/value-assurance/): Audits of existing Salesforce orgs covering configuration, security, data quality, and technical debt

## Expertise

- [Agentforce Revenue Management / Salesforce Revenue Cloud Consulting](https://cloudmasonry.com/expertise-guide/cloudmasonry-salesforce-revenue-cloud-consulting/): Implementation and optimization of Agentforce Revenue Management (formerly Revenue Cloud Advanced), covering CPQ, Billing, CLM, and Revenue Recognition
- [Salesforce CPQ Consulting](https://cloudmasonry.com/expertise-guide/salesforce-cpq/): Salesforce CPQ implementations, optimization, and migration planning toward Agentforce Revenue Management
- [Salesforce Agentforce Consulting](https://cloudmasonry.com/expertise-guide/cloudmasonry-salesforce-agentforce-consulting/): Planning, implementing, and scaling Salesforce Agentforce AI agents
- [Claude Consulting Services](https://cloudmasonry.com/expertise-guide/cloudmasonry-claude-consulting-services/): Enterprise adoption of Anthropic's Claude inside Salesforce and across the business
- [Salesforce Data 360 (Data Cloud) Consulting](https://cloudmasonry.com/expertise-guide/salesforce-data-cloud-consulting/): Data 360 (formerly Data Cloud) implementations and ongoing support
- [Salesforce Data & AI Consulting](https://cloudmasonry.com/expertise-guide/salesforce-data-and-ai-consulting/): Cross-cloud data and AI strategy and delivery
- [Salesforce Marketing Cloud Consulting](https://cloudmasonry.com/expertise-guide/salesforce-marketing-cloud/): Marketing Cloud Engagement, Account Engagement (Pardot), and Marketing Cloud Next
- [Salesforce Sales Cloud Consulting](https://cloudmasonry.com/expertise-guide/cloudmasonry-salesforce-sales-cloud-consulting/): Sales Cloud implementations and optimization
- [Salesforce Service Cloud Consulting](https://cloudmasonry.com/expertise-guide/salesforce-service-cloud/): Service Cloud and case management consulting
- [Salesforce Billing Consulting](https://cloudmasonry.com/expertise-guide/cloudmasonry-salesforce-billing-consulting/): Invoicing automation and revenue recognition with Salesforce Billing

## Delivery Models

- **CloudMasonry Impact**: Fixed-scope project delivery with defined timelines and budgets
- **CloudMasonry Momentum**: Ongoing flexible consulting support
- **CloudMasonry Catalyst**: AI-enabled project delivery

## Practices

- **Marketing Automation Practice**: A dedicated practice of certified consultants across Marketing Cloud Engagement, Account Engagement (Pardot), and Marketing Cloud Next on Core (Marketing Cloud Advanced and Marketing Cloud Growth). The team delivers net-new Marketing Cloud implementations and provides ongoing support and enablement.
- **Data and AI Practice**: A dedicated practice focused on Data 360 (formerly Data Cloud) and Agentforce implementations and ongoing support.
- **Agentforce Revenue Management (ARM) Practice**: Agentforce Revenue Management (ARM) is the new name for Salesforce Revenue Cloud / Revenue Cloud Advanced and the successor to Salesforce CPQ. The practice delivers ARM and CPQ implementations, CPQ-to-ARM migrations, and ongoing support and advancement.
- **Claude Consulting Services Practice**: Services include readiness and strategy assessments, implementation and integration, managed services and optimization, and adoption and enablement.

## Key Resources

- [Top 35 Salesforce Consulting Firms in the USA](https://cloudmasonry.com/top-35-salesforce-consulting-firms/): CloudMasonry's regularly updated ranking of US Salesforce consulting firms
- [Salesforce Product Name Changes Explained (Agentforce 360)](https://cloudmasonry.com/salesforce-product-name-changes-agentforce-360/): Plain-English guide to the Agentforce 360 renaming of Sales Cloud, Service Cloud, Data Cloud, and Revenue Cloud
- [Salesforce CPQ End of Life: Moving to Agentforce Revenue Management](https://cloudmasonry.com/salesforce-cpq-end-of-life-move-to-agentforce-revenue-management/): What the wind-down of Salesforce CPQ means and how to plan a migration
- [What is Salesforce Agentforce?](https://cloudmasonry.com/what-is-salesforce-agentforce/): Introduction to Agentforce and where it fits
- [Agentforce Isn't Vaporware: An Honest Take From the Field](https://cloudmasonry.com/agentforce-vaporware-reality-check/): Field report from a production Agentforce deployment
- [2025 Top Clutch Salesforce Consulting Firm](https://cloudmasonry.com/2025-top-salesforce-consulting-firm/): Clutch recognition press release
- [CloudMasonry Named High Performer in G2 Grid for Salesforce Consultants](https://cloudmasonry.com/cloudmasonry-named-high-performer-salesforce-consultants-grid-g2/): G2 recognition

## Technology Partnerships

Salesforce (Select Partner), Anthropic (Claude), Snowflake, DocuSign, Box, Conga, Nintex