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’ commission calculations were not making it through cleanly to the documents that actually pay its financial advisors. The split percentage that determines how commission gets divided was not reflecting correctly on the advisor compensation statements generated through Conga, turning a template issue into a pay-accuracy problem.

APPROACH

CloudMasonry fixed the problem at its source rather than patching the output, then extended the work as trust grew.

Rebuilt World Advisors’ Conga and Excel templates.
Fixed the underlying data pull so commission splits flowed correctly from Salesforce into every compensation statement.
Aligned Word, PDF, and Excel output formats for consistency across documents.
Expanded the engagement to support a broader 2025 Salesforce roadmap.

OUTCOME

World Advisors’ financial advisors now receive accurate, consistently formatted compensation statements, in place of a template that had been miscalculating pay. Commission splits flow correctly from Salesforce into every statement, so the split percentage that determines how commission is divided is right the first time rather than corrected after the fact. With Word, PDF, and Excel outputs aligned, the team produces advisor pay documents that are consistent and dependable across formats.

Accurate compensation statements replacing a template that miscalculated pay.
Commission splits flowing correctly from Salesforce into every statement.
Consistent Word, PDF, and Excel output formats.
Advisor pay documents that are dependable the first time, without manual correction.

Client Success Stories

CloudMasonry remediated EverConnect’s Data Cloud configuration, rebuilt their Marketing Cloud Next implementation, and migrated existing contacts off Marketo on deadline.

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

CloudMasonry rebuilt World Advisors’ Conga and Excel templates so advisor commission splits flowed correctly from Salesforce into every compensation statement.

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 supported Sojern across CRM, CPQ, and marketing automation, rebuilding lead routing and extending CPQ to absorb newly acquired brands.

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

Through ongoing partnership and an Salesforce innovation cadence, CloudMasonry has enabled CREXi to respond to the changing needs of its business as it experiences tremendous organizational growth.

CloudMasonry implemented Salesforce Spiff as OpenX’s centralized incentive compensation platform, replacing manual spreadsheets with automated calculations across complex global plans.

CloudMasonry partnered with Direct Energy to develop additional functionality and provide ongoing support for a custom mobile application used by over 500 sales representatives in the field.

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

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry built a phased marketing automation framework for Lehigh University, standardizing graduate recruitment communications across its colleges with Marketing Cloud Account Engagement.