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 simpler pipeline management and reporting that its teams would use every day.

APPROACH

CloudMasonry started with discovery, then improved data quality, streamlined workflows, enhanced integrations with Patreon’s analytics tools, and built pipeline and forecasting dashboards.

Improved data quality and field mapping behind pipeline reporting.
Streamlined workflows and automation for data tracking and lead management.
Enhanced integrations with Patreon’s analytics tools and API.
Dashboards and reports for pipeline health and forecasting.
Salesforce established as the single source of truth, supported by sandbox testing and an adoption strategy.

OUTCOME

Patreon’s teams work from Salesforce as their single source of truth, with real-time visibility into pipeline health and sale’s metrics.

Real-time visibility into pipeline health and sales metrics.
Salesforce as the single source of truth.
Accurate data across integrated tools.

Dashboards tailored to pipeline health and forecasting.

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 implemented Salesforce CPQ for Smith System, automating quote-to-cash across two business entities and replacing manual quoting and pricing.

CloudMasonry implemented Salesforce Marketing Cloud Engagement for CoinFlip, launching automated campaigns across customer segments and training the team to run marketing operations independently.

CloudMasonry built a Salesforce Experience Cloud collaboration platform for MCIC Vermont, connecting subscribers and internal teams.

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

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

CloudMasonry partnered with Tri Pointe Homes to streamline homebuyer appointment scheduling with Salesforce Lightning Scheduler.

CloudMasonry is leading a Salesforce org carve-out for One Identity, migrating legacy CPQ to Revenue Cloud Advanced and modernizing service with Agentforce.

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

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 unified Pax8’s marketplace, CRM, and marketing data in Salesforce Data Cloud, then deployed Agentforce for partner support on top of it.

CloudMasonry built a MuleSoft integration architecture for Smash Park, consolidating guest and operational data from multiple systems into BigQuery and Salesforce Marketing Cloud for automated reporting and targeted campaigns.