World Advisors Sales Cloud Client Story

Client: World Advisors

TECHNOLOGY

Salesforce Sales Cloud

ABOUT CLIENT

World Advisors is a major wealth management and retirement plan consulting firm.

NEED

World Advisors wanted its advisor compensation statements to pull commission data from Salesforce accurately and consistently across formats.

APPROACH

CloudMasonry refined how compensation data flows from Salesforce into advisor statements, then extended the partnership to support World Advisors’ broader roadmap.

Rebuilt the Conga and Excel templates.
Refined how commission data flows from Salesforce into each statement.
Aligned Word, PDF, and Excel output formats.
Expanded the engagement to support a broader Salesforce roadmap.

OUTCOME

World Advisors’ financial advisors receive consistent, accurately formatted compensation statements generated directly from Salesforce, with commission splits flowing into every statement and Word, PDF, and Excel outputs aligned.

Consistent compensation statements generated directly from Salesforce.
Commission splits flowing from Salesforce into every statement.
Aligned Word, PDF, and Excel formats.

Client Success Stories

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

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

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 Millennium Trust to develop and support its customer-facing Salesforce Experience Cloud portals.

CloudMasonry partnered with Beamery to transform their end-to-end selling process and to provide ongoing innovation services allowing Beamery to respond quickly to changes in technology or business need.

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 implemented Salesforce Spiff for OpenX, automating incentive compensation across its global sales organization.

CloudMasonry partnered with Seven Corners to improve customer journeys and email performance in Salesforce Marketing Cloud.

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

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

CloudMasonry unified Pax8’s marketplace, CRM, and marketing data in Salesforce Data Cloud, then deployed Agentforce for partner support on top of it.

CloudMasonry consolidated ELIQUENT’s post-acquisition Salesforce instances and deployed Salesforce Contracts, cutting contract processing time by 70 percent.