California Manufacturing Technology Consulting

Client: California Manufacturing Technical Consulting

TECHNOLOGY

Salesforce Sales Cloud

ABOUT CLIENT

CMTC is a non-profit organization that delivers a broad array of technical, consulting, and workforce development services to small and medium-sized manufacturers in California.

NEED

CMTC wanted to move the database it uses for course sessions, budgets, trainers, and attendance onto a more reliable, scalable platform.

APPROACH

CloudMasonry rebuilt the data model in Salesforce, consolidated data from the existing database and state systems, and added a simple attendance interface.

Rebuilt the existing AccessDB data model in Salesforce based on what was actually being tracked.
Consolidated what was stored in the AccessDB and the state’s systems and migrated it into the Salesforce platform.
Developed additional UI to give staff a clear, reliable way to track attendance.

OUTCOME

CMTC manages training programs in one system, with streamlined registration and lower maintenance costs.

Course, budget, trainer, and attendance tracking on one reliable system.

No more registration delays from a failing state-required database.
State training funding protected from database-driven delays.
Lower long-term maintenance costs on a single platform.

Client Success Stories

CloudMasonry migrated Sentec from Microsoft Dynamics to Salesforce Sales Cloud, integrating NetSuite through MuleSoft Composer and automating asset management.

CloudMasonry partnered with Brava Roof Tile to optimize Salesforce CPQ and order management, improving order accuracy by 35 to 40 percent.

CloudMasonry built a Salesforce inventory and customer management system for Vantage Data Centers, unifying four project management tools into one platform with global visibility.

CloudMasonry and HNI partnered to increase website lead conversion through Salesforce Marketing Cloud Account Engagement (formerly Pardot).

CloudMasonry partnered with Tri Pointe Homes to streamline homebuyer appointment scheduling with Salesforce Lightning Scheduler.

CloudMasonry migrated West Point Partners off Apto onto Financial Services Cloud, then added Marketing Cloud Account Engagement and an Agentforce records pipeline.

CloudMasonry built a custom appointment scheduler on Salesforce Health Cloud for Sunstone Therapies, purpose-built for clinical trial visit scheduling.

CloudMasonry is leading a Salesforce org carve-out for One Identity, migrating legacy CPQ to Revenue Cloud Advanced and modernizing service with Agentforce.

CloudMasonry built a Revenue Cloud and OmniStudio document engine for Opti9, generating branded proposals from Salesforce across its account and partner hierarchy.

CloudMasonry partnered with Gradient AI to implement a Salesforce CPQ based quoting solution.

CloudMasonry partnered with Springboard Collaborative to strengthen its Salesforce data, invoicing, and partner portal and map its roadmap.

CloudMasonry integrated Prosci’s web store with their customer portal through Salesforce, turning a multi-day manual access process into a real-time one.