Springboard Collaborative Client Story

Client: Springboard Collaborative

TECHNOLOGY

Salesforce Sales Cloud
Salesforce Experience Cloud

ABOUT CLIENT

Springboard Collaborative is an education-focused organization that partners with school sites to deliver literacy programs.

NEED

Springboard wanted cleaner Account and Opportunity data, invoicing aligned to accounts, and smoother onboarding for partner users.

APPROACH

CloudMasonry started with a focused project, then moved into discovery and roadmapping.

A focused Account and Opportunity data project, with invoicing tied to the right accounts.
Refined partner user provisioning for smooth onboarding.
A Discovery and Roadmapping engagement to map the future state.

OUTCOME

Springboard Collaborative has reliable Account and Opportunity data, invoicing tied to the right accounts, and smooth onboarding for partner users. The Discovery and Roadmapping work gave Springboard a clear map of its future Salesforce state.

Reliable Account and Opportunity data.
Invoicing aligned to accounts.
Smooth onboarding for partner users.
A clear future-state roadmap.

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 partnered with Articulate to enable digital transformation through Salesforce CPQ.

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 integrated mPulse’s messaging platform into Salesforce with SSO and a custom app, letting clients access messaging features without leaving Salesforce.

CloudMasonry and Vista Outdoor partnered to maximize their investments in Salesforce Marketing Cloud and Data Cloud.

CloudMasonry delivered a five-cloud Salesforce platform for ASME, replacing legacy PIM and order entry systems and connecting quote-to-cash with digital commerce.

CloudMasonry partnered with World Advisors to streamline advisor compensation statements generated from Salesforce.

CloudMasonry enabled the dental care startup Evenly, to hit the ground running with a purpose-built Salesforce solution. In a few short weeks, CloudMasony was able to design and deliver an integrated solution that met both the needs of today while still accommodating the anticipated need to scale in the future.

CloudMasonry built a custom appointment scheduler on Salesforce Health Cloud for Sunstone Therapies, purpose-built for clinical trial visit scheduling.

CloudMasonry built a Salesforce inventory and customer management system for Vantage Data Centers, unifying four project management tools into one platform with global visibility.