Patreon Sales Cloud Client Story

Client: Patreon

TECHNOLOGY

Salesforce Sales Cloud

ABOUT CLIENT

Patreon is a platform that enables creators to earn recurring income by connecting them with fans who support their work through memberships and subscriptions.

NEED

Patreon wanted to simplify sales pipeline management by replacing a complex and outdated reporting system with something the team would actually use. The existing setup lacked reliable integrations, accurate data, and real-time insight, which made it harder to support acquisitions, keep teams aligned, and build Salesforce adoption across the organization.

APPROACH

CloudMasonry began with a paid discovery engagement, then optimized the platform across data, workflow, and integration rather than treating adoption as a training problem.

Resolved data inconsistencies and field mapping issues underlying the reporting problems.
Streamlined workflows and implemented sustainable automation for data tracking and lead management.
Enhanced integrations with third-party tools including Databricks and Mode, alongside Patreon’s own API.
Built dashboards and reports tailored to pipeline health and forecasting.
Established Salesforce as the single source of truth, supported by sandbox testing, adoption strategy, and security enhancements.

OUTCOME

Patreon’s teams now work from a cleaner, more efficient Salesforce platform with real-time visibility into pipeline health and sales metrics, in place of the complex, outdated reporting system they relied on before. Salesforce holds as the single source of truth, with data inconsistencies resolved, workflows streamlined, and integrations to tools like Databricks, Mode, and Patreon’s own API keeping information accurate across systems. Dashboards and reports tailored to pipeline health and forecasting give teams the insight to collaborate and make decisions faster.

Real-time visibility into pipeline health and sales metrics.
Salesforce holding as the single source of truth, with data inconsistencies resolved.
Accurate data across integrations to Databricks, Mode, and Patreon’s API.
Dashboards and reports tailored to pipeline health and forecasting.

Client Success Stories

CloudMasonry unified VIZIO’s dual Salesforce instances through a phased Media Cloud transformation, delivering end-to-end quote-to-cash across advertising and media operations.

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

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 rebuilt Patreon’s sales pipeline reporting in Salesforce, resolving data inconsistencies and integrations to improve visibility and drive adoption.

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

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

CloudMasonry rebuilt Routeware’s misaligned Salesforce CPQ implementation around their actual pricing models, automating renewals and integrating Sage Intacct.

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 rebuilt John Burns Real Estate Consulting’s Salesforce platform around user feedback, scaling it to meet housing market demand and making renewals visible.

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

Through ongoing partnership and an Salesforce innovation cadence, CloudMasonry has enabled CREXi to respond to the changing needs of its business as it experiences tremendous organizational growth.