ZELUS Revenue Cloud Advanced Client Story

Client: ZELUS

TECHNOLOGY

Salesforce Revenue Cloud Advanced
Salesforce Omnistudio

ABOUT CLIENT

ZELUS is a 3D scanning and reality capture company specializing in Virtual Design and Construction. The company delivers precise as-built data to construction, engineering, and facility teams working on complex projects.

NEED

ZELUS ran its entire quoting process through Excel. Pricing logic had accumulated over eight years, and only a handful of people fully understood how the calculations worked. Sales reps logged requests in Salesforce, then handed off to an Excel calculator to build estimates. Proposals went out as untracked PDFs, discount approvals happened informally, and leadership had no direct visibility into pricing or pipeline.

APPROACH

CloudMasonry rebuilt the ZELUS pricing model in Salesforce Revenue Cloud Advanced. The team translated eight years of Excel logic into a structured product catalog and configurator, added profit-based approval workflows for discounting, and connected document generation directly to e-signature.

Translation of legacy Excel pricing logic into a structured product catalog and configurator.
Profit-based approval workflows to govern discounting.
Document generation connected directly to e-signature.
Clean data migration, with no prior Configure, Price, Quote (CPQ) system to unwind.

OUTCOME

ZELUS went live on schedule, moving off Excel entirely and into a single quoting system. Leadership now has centralized, real-time visibility into pricing calculations and quote data that previously lived in a few people’s heads.

Entire quoting process consolidated into one system, with Excel retired.
Eight years of pricing complexity captured in a platform built to scale.
Discount approvals moved from informal sign-off to governed workflow.
Real-time leadership visibility into pricing and quote data for the first time.

Client Success Stories

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CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

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

How we nailed digital transformation with Brava Roof Tile and Salesforce CPQ. Reduced waste, improved processes, and scalability set up Brava Roof Tile for success.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

How CloudMasonry helped Bernie’s Book Bank turn the page using Salesforce Non Profit Success Pack and setup Bernie’s for long term success with their volunteer efforts for children’s literacy.

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

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

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

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

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.