Client: Cappstone
TECHNOLOGY
- Salesforce Revenue Cloud Advanced
- Salesforce Omnistudio
ABOUT CLIENT
Cappstone is a commercial cleaning and facility maintenance company. They provide janitorial, facility, and building maintenance services and reporting to more than 950 businesses.
NEED
Cappstone had relied on Salesforce Configure, Price, Quote (CPQ) for years to run quoting, contracts, and vendor agreements. With CPQ approaching end of life, the business needed a modern foundation that could support a more standardized and flexible quoting and approval process. The team also wanted clearer visibility into discounts, margins, and process bottlenecks, along with a more scalable way to manage the vendor and subcontractor relationships that are central to how Cappstone operates.
APPROACH
CloudMasonry partnered with Cappstone to migrate the business from Salesforce CPQ to Revenue Cloud Advanced, delivering a new quoting and contract management foundation built to support how the business actually operates.
- Standard proration, along with contract-based amendments and renewals.
- A modernized Omnistudio-based user experience for the quoting process.
- End-to-end vendor and subcontractor lifecycle management.
- DocuSign-based document generation and eSignature, with integrated billing handoffs.
- Migration of historical contract and customer data into the new platform.
OUTCOME
Cappstone now runs quoting, contracts, and vendor management on Revenue Cloud Advanced, a modern, scalable foundation that replaced Salesforce CPQ as it approached end of life. The team has clearer visibility into discounts, margins, and process bottlenecks, with standard proration and contract-based amendments and renewals handled in a modernised OmniStudio experience. End-to-end vendor and subcontractor lifecycle management, DocuSign document generation and eSignature, and integrated billing handoffs give Cappstone a more standardised, flexible way to run the vendor and subcontractor relationships central to its business.
- Quoting, contracts, and vendor management running on Revenue Cloud Advanced.
- Clearer visibility into discounts, margins, and process bottlenecks.
- Standard proration and contract-based amendments and renewals in a modernised experience.
- End-to-end vendor and subcontractor lifecycle management with DocuSign and billing handoffs.
