ASME B2C Commerce Client Story

Client: ASME

TECHNOLOGY

Salesforce B2C Commerce Cloud
Salesforce CPQ
Salesforce Billing
Salesforce Sales Cloud
Salesforce Experience Cloud

ABOUT CLIENT

The American Society of Mechanical Engineers provides a platform for engineers to access resources, standards, training, and publications across mechanical engineering and related fields.

NEED

ASME launched a digital transformation initiative to modernize operations and replace legacy systems, including its existing product information management (PIM) and order entry platforms. Achieving that meant a single Salesforce solution covering CRM, Configure, Price, Quote (CPQ), order management, billing, and commerce, so that quote-to-cash and digital commerce ran on one platform rather than several that did not connect.

APPROACH

CloudMasonry delivered across five Salesforce clouds, connecting commerce, revenue, and product management rather than modernizing each in isolation.

Implemented Salesforce B2C Commerce Cloud, rebuilding the user experience and checkout flow.
Integrated Salesforce Billing and CPQ with third-party Avalara and payment systems for transaction management.
Customized Salesforce for product information management workflows, replacing the legacy PIM system.
Tailored order management to support advanced revenue recognition.
Used third-party Workato to integrate critical operations across the wider system landscape.

OUTCOME

ASME replaced its legacy PIM and order entry systems with a unified platform covering product management, billing, receivables, and digital commerce. Business processes that previously spanned disconnected systems now run in one place, with better data accuracy behind them.

Legacy PIM and order entry systems retired in favor of a single platform.
Product management, billing, receivables, and digital commerce connected end to end.
Improved data accuracy across processes that previously spanned separate systems.
A rebuilt checkout and user experience for the engineers and organizations ASME serves.
A foundation built to support continued digital growth rather than the immediate replacement.

Client Success Stories

CloudMasonry built a Salesforce Experience Cloud collaboration platform for MCIC Vermont, connecting subscribers and internal teams to reduce liability risk.

CloudMasonry partnered with Direct Energy to develop additional functionality and provide ongoing support for a custom mobile application used by over 500 sales representatives in the field.

CloudMasonry turned a one-month Marketing Cloud discovery for Seven Corners into a nineteen-month engagement, improving customer journeys and email performance.

CloudMasonry and Consumer Affairs partnered to streamline their existing deployment of Salesforce.

CloudMasonry partnered with Articulate to enable digital transformation through Salesforce CPQ.

CloudMasonry and NRG partnered to deliver a best in class field selling experience build on the Salesforce platform.

CloudMasonry led Tri Pointe Homes through the implementation and improvement of Salesforce CPQ and scheduling in their Salesforce environment.

CloudMasonry rebuilt ZELUS’s entire quoting process in Salesforce Revenue Cloud Advanced, moving eight years of Excel pricing logic into a single scalable system.

CloudMasonry consolidated ELIQUENT’s post-acquisition Salesforce instances and deployed Salesforce Contracts, cutting contract processing time by 70 percent.

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

CloudMasonry delivered a five-cloud Salesforce platform for ASME, replacing legacy PIM and order entry systems and connecting quote-to-cash with digital commerce.

CloudMasonry has provided Direct Energy the ability to increase lead conversion efficacy and revenue with Vlocity Energy & Utilities Cloud.