Client: SP+
- 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. The workflows behind rate relief, terminations, credit and bond handling, and deal amendments had grown inefficient and error-prone, and the business needed them refined to run more cleanly and accurately.
APPROACH
CloudMasonry delivered a service plan that addressed immediate needs while preparing the platform for future work.
- Refined the rate relief and termination processes.
- Enhanced the credit and bond handling workflow.
- Improved the deal amendment logic.
- Transitioned the Deal Journey interface to Salesforce Lightning Web Components, reusing existing Angular logic while future-proofing with Salesforce-supported components to reduce technical debt.
OUTCOME
SP+’s Salesforce environment now runs on optimized workflows for rate relief, terminations, credit and bond handling, and deal amendments, cutting down on the inefficiencies and data errors those processes used to create. Moving the Deal Journey interface to Lightning Web Components made it more responsive and easier to maintain, giving SP+ a modernized system built to scale with the business.
- Optimized workflows for rate relief, terminations, credit and bond handling, and amendments.
- Fewer inefficiencies and data errors across core processes.
- A more responsive, easier-to-maintain Deal Journey interface on Lightning Web Components.
- A modernized system built to scale with the business.
