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
By mid-2024, Charles Aris had outgrown its Salesforce Service Cloud architecture. As the firm expanded, accumulated data created clutter, slowed recruiters down, and drove up storage costs. Connecting the third-party systems the business relied on, including Bullhorn, HubSpot, and Microsoft Teams, had become critical. And before the firm could use AI to improve recruiter efficiency, it needed to clean the underlying data that any AI capability would depend on.
APPROACH
CloudMasonry’s engagement began with a system gap analysis and architecture review, then became a standing Managed Services partnership. Around that core, the team layered in targeted third-party integration work as each need surfaced.
- System gap analysis and architecture review to establish where the existing build no longer fit the business.
- HubSpot connected to Salesforce, automating marketing workflows across the two systems.
- A Microsoft Teams integration that captures meeting activity into Salesforce performance metrics.
- A MuleSoft integration reconciling Bullhorn and Salesforce data.
- A data optimization initiative that archived and deduplicated legacy records and brought storage costs down.
OUTCOME
Charles Aris now works from a cleaner, better-connected Salesforce environment, in place of the Service Cloud architecture that had grown cluttered and expensive to run as the firm expanded. HubSpot, Microsoft Teams, and Bullhorn now connect into Salesforce, so marketing workflows are automated, meeting activity flows into performance metrics, and candidate and client data reconciles across systems that used to sit apart. A data optimisation effort to archive, deduplicate, and reduce storage is cutting the clutter and cost that had built up, giving recruiters a faster, more reliable system to work in day to day.
- A cleaner Service Cloud environment with less clutter and lower storage cost.
- HubSpot, Microsoft Teams, and Bullhorn connected into Salesforce.
- Automated marketing workflows and meeting activity captured in performance metrics.
- Candidate and client data reconciled across previously separate systems.
