One Identity Revenue Cloud Advanced Story

Client: One Identity

TECHNOLOGY

Salesforce Revenue Cloud Advanced
Salesforce Service Cloud
Agentforce

ABOUT CLIENT

One Identity is a U.S.-based cybersecurity company specializing in unified identity security. Their platform helps organizations control, secure, and govern who has access to what across their systems, applications, and data.

NEED

One Identity operated in a shared Salesforce environment, creating interconnected applications and process overhead that no longer fit its distinct go-to-market motion or growth strategy. Support ran on legacy systems including Zendesk, which siloed customer data away from the rest of the business. Manual pricing updates in the existing Configure, Price, Quote (CPQ) setup created bottlenecks across sales operations.

APPROACH

CloudMasonry is leading a Salesforce org carve-out to give One Identity a dedicated environment aligned with its own business model. The work modernizes sales and service in parallel rather than in sequence.

A dedicated Salesforce environment aligned to One Identity’s business model.
Migration to Revenue Cloud Advanced, automating pricing and subscription lifecycle management.
Service Cloud with Agentforce to improve case deflection and agent routing.
Unified knowledge management across support.

OUTCOME

One Identity will operate on a dedicated Salesforce foundation built around its own go-to-market processes, with a single scalable environment supporting the company’s independent growth strategy.

Revenue Cloud Advanced automating pricing and subscription management.
Agentforce handling routine cases so support engineers can focus on complex work.
Customer data consolidated on one platform.

A Salesforce environment sized to One Identity’s business.

Client Success Stories

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

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

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

CloudMasonry partnered with EverConnect to strengthen its Marketing Cloud Next and Data Cloud foundation and migrate contacts from Marketo.

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

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

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

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

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

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.