SP+ Salesforce Client Story

Client: SP+

TECHNOLOGY

Salesforce Sales Cloud
Salesforce Service Cloud

ABOUT CLIENT

SP+ offers comprehensive parking and transportation management services, including facility operation, shuttle services, event parking, technology solutions, consulting, and valet services across the USA.

NEED

To streamline operations and support scale, SP+ engaged CloudMasonry to improve its Salesforce architecture by refining the workflows behind its core deal processes.

APPROACH

CloudMasonry delivered a service plan that addressed immediate needs while preparing the platform for future work.

Refined key deal lifecycle workflows.
Enhanced contract and financial handling within deals.
Improved deal amendment logic.
Moved the deal interface to Lightning Web Components for long-term maintainability.

OUTCOME

SP+ runs its core deal processes on streamlined Salesforce workflows with improved data accuracy. Moving the deal interface to Lightning Web Components made it more responsive and easier to maintain, giving SP+ a modern system built to scale.

Streamlined deal workflows.
Improved data accuracy across core processes.
A responsive, maintainable deal interface.

A modern platform built to scale.

Client Success Stories

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

CloudMasonry migrated West Point Partners off Apto onto Financial Services Cloud, then added Marketing Cloud Account Engagement and an Agentforce records pipeline.

CloudMasonry partnered with Brava Roof Tile to optimize Salesforce CPQ and order management, improving order accuracy by 35 to 40 percent.

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

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

CloudMasonry partnered with Springboard Collaborative to strengthen its Salesforce data, invoicing, and partner portal and map its roadmap.

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

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

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 i-media to modernize its Salesforce platform, proposal tooling, and sales reporting.

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