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 wanted to streamline how its sales team creates proposals across direct and partner channels, and give leadership clear visibility into proposal activity.

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

Sales reps generate accurate, branded proposals directly from Salesforce in minutes, whether selling direct or through a partner. Leadership has a live dashboard tracking proposal volume, status, and time to signature.

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.

Clear operational visibility into the sales process.

Client Success Stories

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

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

CloudMasonry and Vista Outdoor partnered to maximize their investments in Salesforce Marketing Cloud and Data Cloud.

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

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

CloudMasonry partners with Spring Health to build a scalable provider rate and onboarding architecture on Salesforce Health Cloud.

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

CloudMasonry and Taxrise partnered to complete a multi-year Salesforce platform digital transformation.

CloudMasonry partnered with The TCW Group to review its Salesforce configuration and deliver a phased roadmap for continued improvement.

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