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 wanted to move quoting out of spreadsheets and into Salesforce so pricing, approvals, and proposals could run in one scalable system.

APPROACH

CloudMasonry translated the ZELUS pricing model into a structured product catalog and configurator. The team added discount approval workflows and connected document generation to e-signature.

Translated the ZELUS pricing model into a structured product catalog and configurator.
Approval workflows to govern discounting.
Document generation connected directly to e-signature.
Clean data migration into the new platform.

OUTCOME

ZELUS went live on schedule with quoting fully in Salesforce, consistent approvals, and real-time leadership visibility into pricing and quote data.

The full quoting process running in one system.
A pricing platform built to scale with the business.
Consistent, governed discount approvals.

Real-time leadership visibility into pricing and quote data.

Client Success Stories

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

CloudMasonry implemented Salesforce Marketing Cloud Engagement for CoinFlip, launching automated campaigns across customer segments and training the team to run marketing operations independently.

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

CloudMasonry partners with Spring Health to build a scalable provider rate and onboarding architecture on Salesforce Health Cloud.

CloudMasonry built a MuleSoft integration architecture for Smash Park, consolidating guest and operational data from multiple systems into BigQuery and Salesforce Marketing Cloud for automated reporting and targeted campaigns.

CloudMasonry implemented Salesforce CPQ for Smith System, automating quote-to-cash across two business entities and replacing manual quoting and pricing.

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

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