Charles Aris Managed Services Story

Client: Charles Aris

TECHNOLOGY

Salesforce Service Cloud
Salesforce Sales Cloud
MuleSoft

ABOUT CLIENT

Charles Aris is an executive search firm that identifies and places qualified executive candidates for client organizations across a range of industries and functions.

NEED

As Charles Aris grew, it wanted a Salesforce environment that connected the tools recruiters use daily and prepared its data for future AI capabilities.

APPROACH

CloudMasonry began with an architecture review and continues as a Managed Services partner. The team connected HubSpot, Microsoft Teams, and Bullhorn to Salesforce and ran a data optimization initiative.

Architecture review to shape the Salesforce roadmap.
HubSpot connected to Salesforce, automating marketing workflows.
A Microsoft Teams integration capturing meeting activity in performance metrics.
A MuleSoft integration keeping Bullhorn and Salesforce data in sync.
A data optimization initiative to archive and deduplicate records.

OUTCOME

Recruiters work in a faster, well-connected environment with automated marketing workflows, meeting activity in performance metrics, and consistent candidate data across systems.

A faster, well-organized Service Cloud environment.
HubSpot, Microsoft Teams, and Bullhorn connected to Salesforce.
Automated marketing workflows and meeting activity in performance metrics.

Consistent candidate and client data across systems.

Client Success Stories

CloudMasonry integrated mPulse’s messaging platform into Salesforce with SSO and a custom app, letting clients access messaging features without leaving Salesforce.

CloudMasonry enabled the dental care startup Evenly, to hit the ground running with a purpose-built Salesforce solution. In a few short weeks, CloudMasony was able to design and deliver an integrated solution that met both the needs of today while still accommodating the anticipated need to scale in the future.

CloudMasonry partnered with SP+ to refine key Salesforce workflows and modernize its deal interface on Lightning Web Components (LWC).

CloudMasonry unified VIZIO’s dual Salesforce instances through a phased Media Cloud transformation, delivering end-to-end quote-to-cash across advertising and media operations.

CloudMasonry partnered with World Advisors to streamline advisor compensation statements generated from Salesforce.

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

CloudMasonry grew a single Salesforce system assessment for Charles Aris into a multi-year Managed Services partnership spanning HubSpot, Teams, and MuleSoft integrations.

CloudMasonry partnered with Strata Decision Technology to redesign their Salesforce environment to better support their business needs.

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

CloudMasonry implemented Salesforce Spiff for OpenX, automating incentive compensation across its global sales organization.

CloudMasonry built ValorC3’s Salesforce foundation on Sales Cloud and CPQ, then carried the platform through a full company rebrand with no operational disruption.