Platform Science Revenue Cloud Client Story

Client: Platform Science

TECHNOLOGY

Revenue Cloud Advanced
Experience Cloud

ABOUT CLIENT

Platform Science is a connected vehicle technology company providing fleet management and telematics solutions that help transportation companies monitor, manage, and optimize their vehicles and drivers at scale.

NEED

Following its acquisition of a global telematics business, Platform Science operated two disconnected sales processes with manual approvals, 400+ SKUs, and incompatible dual NetSuite instances. This fragmentation forced reliance on manual Excel calculations and prevented real-time margin visibility, creating significant risk as the company scaled.

APPROACH

CloudMasonry has worked with Platform Science since 2022, starting with a Developer Experience Cloud build and ongoing managed services. The current engagement is a Salesforce Revenue Cloud Advanced implementation to unify the PS Enterprise and PS Plus sales motions into a single automated quote-to-cash workflow.

Full product catalog rationalization across 400+ SKUs with tiered pricing and volume-based discount logic.
Automated approval chains with real-time margin calculations replacing manual Excel-based processes.
Bidirectional Boomi integrations with both NetSuite environments to maintain operational continuity.
Full data migration to support the transition from two disconnected systems to one.

OUTCOME

Platform Science is consolidating its PS Enterprise and PS Plus sales motions, previously split across two incompatible NetSuite instances, into a single automated quote-to-cash workflow on Salesforce Revenue Cloud Advanced. The new system replaces manual Excel-based margin calculations with real-time visibility, brings quoting to same-day turnaround, and gives revenue teams one automated approval chain instead of two disconnected processes.

Two disconnected sales processes unified into one automated quote-to-cash workflow.
Real-time margin visibility replacing manual Excel calculations.
Same-day quoting turnaround for revenue teams.
Single automated approval chain across both product lines.

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