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 sells a product that is hard to quote. Deals span multiple data center sites, with pricing built on ramps, abatements, escalators, license fee schedules, and cost-plus terms, all running through CloudSense, a third-party package layered on Salesforce, while fulfillment and billing sat in separate systems including JD Edwards. Quote-to-cash was stitched across tools that shared no data model, capping automation and scalability, and a fixed CloudSense license expiry set the deadline.

APPROACH

CloudMasonry sequenced the work rather than attempting a single cutover: two discovery engagements and a proof of concept before any build was committed.

Delivered Salesforce CPQ with multi-site quoting, approvals, renewals, and amendments.
Built Customer Asset Lifecycle Management and custom logic for CoreSite’s commercial terms.
Integrated JD Edwards billing and automated case creation from the customer portal.
Delivered replacement sales analytics to restore pipeline visibility.
Migrated historical data into the new object model, with CloudSense package retirement scheduled separately once fulfillment automation was complete.

OUTCOME

CoreSite moved off a third-party quoting package onto native Salesforce CPQ, with multi-site quoting, renewals, amendments, and billing running through one data model for the first time. 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.
Complex commercial terms handled natively instead of stitched across separate systems.
Automated case creation and standardized pricing replacing manual handling.
Restored pipeline visibility through new sales analytics.

Client Success Stories

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

CloudMasonry has led JPMorgan’s Global Philanthropy and Corporate Responsibility team’s through a Salesforce digital transformation.

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

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

CloudMasonry built Wings for Life a Donor Data Playbook that standardized how every donation source is imported into Salesforce, verified, and reconciled against QuickBooks.

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 designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

CloudMasonry supported Sojern across CRM, CPQ, and marketing automation, rebuilding lead routing and extending CPQ to absorb newly acquired brands.

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

CloudMasonry led Tri Pointe Homes through the implementation and improvement of Salesforce CPQ and scheduling in their Salesforce environment.

CloudMasonry has provided Direct Energy the ability to increase lead conversion efficacy and revenue with Vlocity Energy & Utilities Cloud.

CloudMasonry rebuilt ZELUS’s entire quoting process in Salesforce Revenue Cloud Advanced, moving eight years of Excel pricing logic into a single scalable system.