Sojern Salesforce CPQ Client Story

Client: Sojern

TECHNOLOGY

Salesforce Sales Cloud
Marketing Cloud Account Engagement
Salesforce CPQ
Salesforce Billing

ABOUT CLIENT

Sojern is a travel marketing platform for hotels, attractions, and destinations, using data to help travel businesses find, engage, and convert travelers online.

NEED

Sojern engaged CloudMasonry for ongoing Salesforce support as it scaled, including lead scoring and routing for its global sales teams, integration improvements, and bringing products from newly acquired brands into its CPQ environment.

APPROACH

CloudMasonry provided Salesforce support across several project teams, running improvements and new builds in parallel.

Strengthened integrations supporting Sojern’s customer portal.
Optimized CPQ pricing logic and automated connections with third-party tools including Asana.
Rebuilt lead qualification and routing in Marketing Cloud Account Engagement with improved scoring and regional alignment.
Expanded CPQ to include subscription products from two newly acquired brands, without disrupting existing sales processes.

OUTCOME

Sojern’s sales and marketing teams work on a stable, well-integrated Salesforce platform. The CPQ expansion gives the business a way to bring in new acquisitions without rebuilding, protecting the platform investment already made.

A lead qualification and routing system directing warm leads by region and vertical, rated 4.9 out of 5 by the client.
Reliable integrations and pricing logic.
CPQ extended to carry subscription products from acquired brands.

A platform able to absorb future acquisitions without disrupting existing sales operations.

Client Success Stories

CloudMasonry partnered with ZELUS to move quoting into Salesforce Revenue Cloud Advanced, giving leadership real-time visibility into pricing.

CloudMasonry partnered with SP+ to refine key Salesforce workflows and modernize its deal interface on Lightning Web Components (LWC).

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

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

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

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

Through an ongoing partnership and Salesforce innovation cadence, CloudMasonry helps CREXi respond to the changing needs of its business as it grows rapidly.

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

CloudMasonry is partnering with Platform Science to unify its sales motions in one automated quote-to-cash process on Revenue Cloud Advanced.

CloudMasonry built Wings for Life a Donor Data Playbook that standardized how every donation source is imported into Salesforce, verified, and reconciled against QuickBooks.

How CloudMasonry rebuilt World Bicycle Relief’s fragile fundraising platform integration and built executive Tableau dashboards, giving the nonprofit real-time visibility into donor performance and grant tracking.

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