Taxrise - CloudMasonry

Client: Taxrise

TECHNOLOGY

Salesforce Platform
Conga
Experience Cloud
Lightning Web Components

ABOUT CLIENT
TaxRise is a young US-based financial services company helping customers resolve tax problems through utilizing streamlined & automated systems and processes driven by Salesforce.

NEED

As a fast-growing startup, TaxRise needed to implement Salesforce to run & automate their business, from lead qualification to invoice. To accomplish this, TaxRise worked with various partners over multiple years, ultimately landing with a partnership with CloudMasonry after previous partners could not implement with the quality and speed needed.

APPROACH

CloudMasonry entered the scene and was able to make the necessary system changes to enable TaxRise to launch Salesforce, helping train employees and give in-app guidance to customers on their online community. The new Salesforce system includes integrations with external systems like Conga to automate legal document creation & signatures. Additionally, through this partnership, CloudMasonry was able to proactively recommend architecture changes to enable TaxRise to release future enhancements more quickly and load pages faster to deliver a better customer experience and CloudMasonry is now working with TaxRise to implement these architecture changes.

OUTCOME

TaxRise now runs and automates its business on Salesforce, from lead qualification through to invoice, after previous partners could not deliver at the quality and speed the company needed. Legal document creation and signatures are handled automatically through an integration with Conga, and customers get in-app guidance inside TaxRise’s online community. The architecture changes made along the way set the platform up for faster page loading and quicker future enhancements, so the team can keep improving the customer experience without rework.

A single Salesforce system running the business from lead qualification to invoice.
Automated legal document creation and signatures through Conga.
In-app customer guidance inside the online community.
An architecture built for faster page loading and quicker future enhancements.

Client Success Stories

CloudMasonry has led JPMorgan’s Global Philanthropy and Corporate Responsibility team’s through a Salesforce digital transformation.

CloudMasonry and NRG partnered to deliver a best in class field selling experience build on the Salesforce platform.

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

Mercer Advisors and CloudMasonry partnered to align Salesforce Marketing Cloud functionality to the businesses needs.

CloudMasonry and HNI partnered increase their website lead conversion rate through the use of Salesforce Pardot (Account Engage)

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

CloudMasonry optimized SP+’s Salesforce workflows and moved its Deal Journey interface to Lightning Web Components, cutting inefficiencies and data errors.

CloudMasonry moved CoreSite off a third-party quoting package onto native Salesforce CPQ, unifying multi-site quoting, renewals, amendments, and billing in one data model.

CloudMasonry led Tri Pointe Homes through the implementation and improvement of Salesforce CPQ and scheduling in their Salesforce environment.

CloudMasonry partnered with Articulate to enable digital transformation through Salesforce CPQ.

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

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