Opti9 Revenue Cloud Advanced Client Story

Client: Opti9

TECHNOLOGY

Salesforce Omnistudio
Salesforce Revenue Cloud Advanced

ABOUT CLIENT

Opti9 is a technology solutions provider delivering hosted, business-critical IT products and managed services, including cloud infrastructure, backup and disaster recovery, and virtual desktop solutions.

NEED

Opti9 partnered with CloudMasonry to modernize its sales proposal process. Reps manually assembled quotes from disconnected templates, without Salesforce integration or automated partner branding. This manual workflow across a large partner network left management without visibility into proposal volume, ownership, or signature timelines.

APPROACH

CloudMasonry implemented a Revenue Cloud and OmniStudio document generation engine that automatically maps Salesforce data into branded, editable proposals across Opti9’s account and partner hierarchy.

Four distinct proposal templates with dynamic branding logic for direct and partner sales.
Automated mapping of Salesforce data into branded, editable proposals.
Integration with Conga Sign for e-signature.
Comprehensive reporting dashboards, closing with end-user training and admin knowledge transfer.

OUTCOME

Opti9’s sales reps can now generate accurate, branded proposals directly from Salesforce in minutes, whether selling direct or through a partner, without hand-assembling content or risking mismatched branding. Leadership now has a live dashboard tracking proposal send volume, status, and time to signature, giving Opti9 the operational visibility into its sales process that did not exist before.

Accurate, branded proposals generated from Salesforce in minutes.
Consistent branding across direct and partner sales.
A live dashboard tracking proposal volume, status, and time to signature.
Operational visibility into the sales process that did not exist before.

Client Success Stories

CloudMasonry and CMTC partnered to migrate legacy business technologies to Salesforce Sales Cloud

California Manufacturing Technical Consulting

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

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

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

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

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.

Mercer Advisors and CloudMasonry partnered to align Salesforce Marketing Cloud functionality to the businesses needs.

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 worked collaboratively with Prosci and others to re-architect their existing Salesforce environment to accommodate newly integrated business systems while minimizing the disruption to existing user processes.

CloudMasonry implemented Salesforce Spiff as OpenX’s centralized incentive compensation platform, replacing manual spreadsheets with automated calculations across complex global plans.

CloudMasonry cleaned up Springboard Collaborative’s Account and Opportunity data, fixed invoicing and partner-user provisioning, and mapped its future Salesforce state.

CloudMasonry migrated Cappstone from Salesforce CPQ to Revenue Cloud Advanced, modernizing quoting, contracts, and vendor management ahead of CPQ end of life.