CoreSite Salesforce CPQ Client Story

Client: CoreSite

TECHNOLOGY

Salesforce Sales Cloud
Salesforce Revenue Cloud (CPQ)
Salesforce Experience Cloud
Salesforce Service Cloud / Field Service
MuleSoft

ABOUT CLIENT

CoreSite operates a nationwide portfolio of data centers that help enterprises improve IT performance and business outcomes. CoreSite delivers secure, reliable, and scalable data center solutions for organizations across the United States.

NEED

CoreSite’s deals span multiple data center sites with flexible commercial terms. The team wanted a single, Salesforce-native quote-to-cash process that could scale with the business.

APPROACH

CloudMasonry took a phased approach, with discovery and a proof of concept before build. The team delivered Salesforce CPQ (Configure, Price, Quote) with multi-site quoting, approvals, renewals, and amendments. It also connected billing and portal case creation, migrated historical data, and delivered new sales analytics.

Delivered Salesforce CPQ with multi-site quoting, approvals, renewals, and amendments.
Built asset lifecycle management and logic for CoreSite’s commercial terms.
Integrated billing and automated case creation from the customer portal.
Delivered new sales analytics for pipeline visibility.
Migrated historical data into the new data model.

OUTCOME

CoreSite moved off a third-party quoting package onto native Salesforce CPQ, with multi-site quoting, renewals, amendments, and billing now running through one data model. Automated case creation and standardized pricing replaced manual handling, and new analytics restored the pipeline visibility that previously depended on legacy tooling, so the team can see and manage quote-to-cash end to end.

Multi-site quoting, renewals, amendments, and billing on one data model.
Commercial terms handled natively in Salesforce.
Automated case creation and standardized pricing.

Clear pipeline visibility through new sales analytics.

Client Success Stories

CloudMasonry partnered with CoreSite to bring multi-site quoting, renewals, and billing together on native Salesforce CPQ.

CloudMasonry unified Pax8’s marketplace, CRM, and marketing data in Salesforce Data Cloud, then deployed Agentforce for partner support on top of it.

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

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

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry partnered with Millennium Trust to develop and support its customer-facing Salesforce Experience Cloud portals.

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry built a phased marketing automation framework for Lehigh University, standardizing graduate recruitment communications across its colleges with Marketing Cloud Account Engagement.

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 is partnering with Platform Science to unify its sales motions in one automated quote-to-cash process on Revenue Cloud Advanced.

CloudMasonry built a MuleSoft integration architecture for Smash Park, consolidating guest and operational data from multiple systems into BigQuery and Salesforce Marketing Cloud for automated reporting and targeted campaigns.