# CloudMasonry CloudMasonry Reviews (15), Pricing, Services & Verified Ratings - Premier Verified - 5.0 out of 5 average review rating - 6 connections joined CloudMasonry's Network [Visit Website](https://cloudmasonry.com/?utm_source=clutch.co&utm_medium=referral) [Get a Custom Proposal](https://clutch.co/profile/cloudmasonry) **Salesforce | Success | Delivered** CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions. - Registered Salesforce Consulting Partner - Consulting Resources with +10 years of Salesforce Experience We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries. CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be. The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution. SERVICES PROVIDED: - Data Migration & Complex Integrations - End User Training - Salesforce Value Assurance / Health Checks - Salesforce Implementation Progam Oversight - Technology Roadmapping / System Design - Managed Services / Ongoing Innovation LEARN MORE: - Homepage: [https://cloudmasonry.com/](https://cloudmasonry.com/) - CloudMasonry Blog: [https://cloudmasonry.com/blog/](https://cloudmasonry.com/blog/) - Twitter: @CloudMasonry ## Company Information - Minimum project size: $5,000+ - Hourly rate: $200 - $300 - Number of employees: 50 - 249 - 4 Locations: - Chicago, IL (Headquarters) - Santa Monica, CA - New York, NY - Indianapolis, IN - Founded in 2018 - 2 languages: English, Spanish - 8 timezones: Greenwich Mean Time (GMT), Phoenix Standard Time (PNT), Central Standard Time (CST), Mountain Standard Time (MST), Eastern Standard Time (EST), Pacific Standard Time (PST), Alaska Standard Time (AKST), Hawaii Standard Time (HST) ## Services, Focus Areas, Industries, and Clients ### Service Lines - 100% CRM Consulting and SI ### Focus Areas - CRM Solutions: - 100% Salesforce CRM Consulting & Implementation - CRM Functions: - 50% CRM Customer Support - 25% Marketing automation - 25% Sales automation ### Industries - 5% Telecommunications - 10% Utilities - 5% Energy & natural resources - 15% Information technology - 5% Consumer products & services - 10% Financial services - 5% Education - 15% Media - 10% Non-profit - 5% eCommerce - 5% Medical - 5% Business services - 5% Manufacturing ### Clients - 10% Small Business (<$10M) - 40% Midmarket ($10M - $1B) - 50% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 5.0 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Clients appreciate CloudMasonry's competitive pricing and good value for cost, often highlighting that their budget needs were met. Project costs range from $15,000 to over $1 million, with consistent satisfaction regarding deliverables and project management efficiency. **Most Common Project Size**: $10,000 to $49,000 based on 11 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Custom Software Development: $10,000 to $49,000 based on 5 reviews - CRM Consulting and SI: $10,000 to $49,000 based on 4 reviews - Other IT Consulting and SI: $50,000 to $199,999 based on 2 reviews - BI & Big Data Consulting & SI: Less than $10,000 based on 1 review - Cloud Consulting & SI: $1,000,000 to $9,999,999 based on 1 review - Application Management & Support: Less than $10,000 based on 1 review - Email Marketing: $10,000 to $49,000 based on 1 review - Low/No Code Development: $10,000 to $49,000 based on 1 review - Direct Marketing: Confidential based on 1 review - Web Development: Confidential based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### CloudMasonry Review Insights Overall Review Rating: 5.0 - Quality: 4.9 - Schedule: 4.9 - Cost: 5.0 - Willing to Refer: 5.0 ### Top Mentions - Timely (9 mentions) - Easy to work with (6 mentions) - Flexible (5 mentions) - Communicative (4 mentions) - Efficient (4 mentions) - Great project management (4 mentions) - Collaborative (3 mentions) - Knowledgeable (3 mentions) - Personable (3 mentions) - Proactive (3 mentions) - Accommodating (2 mentions) - Well-organized projects (2 mentions) - Accessible (1 mentions) - Great team (1 mentions) - Honest (1 mentions) - Patient (1 mentions) - Professional (1 mentions) - Reasonable pricing (1 mentions) - Transparent (1 mentions) - Unique expertise (1 mentions) ### Review Highlights **Strong Salesforce Expertise** CloudMasonry is frequently praised for their deep understanding of Salesforce and related technologies. They are adept at implementing complex systems and customizing solutions to fit client needs, which has been beneficial across various industries. **Effective Problem Solving** Clients appreciate CloudMasonry’s problem-solving capabilities. They are skilled at identifying and addressing challenges, often providing innovative solutions that align with client objectives. **Proactive and Responsive Project Management** Clients consistently commend CloudMasonry for their proactive project management, timely delivery, and responsiveness to queries. They often go above and beyond to ensure project success, accommodating changes and addressing any issues promptly. **Positive Training and Knowledge Transfer** CloudMasonry provides effective training and knowledge transfer, enabling clients to manage and utilize new systems confidently. This support is highly valued by clients and contributes to long-term success. **Areas for Client Preparation** Some clients noted the importance of providing clear requirements and dedicating sufficient attention to the project. This preparation can enhance CloudMasonry's efficiency and the overall success of the project. **High Client Satisfaction** Many clients express high satisfaction with CloudMasonry’s services, often highlighting the team’s ability to meet and exceed project expectations. Their work often results in significant improvements in client processes and outcomes. **Occasional Delays Due to External Factors** While generally punctual, some projects experienced delays due to external factors beyond CloudMasonry’s control. Clients noted that the team communicated these issues promptly and managed expectations effectively. **Flexible and Accommodating Approach** CloudMasonry is recognized for their flexibility and willingness to accommodate client schedules and evolving project needs. Their adaptability ensures that projects remain on track despite any changes or challenges. **Impressive Client Communication** The team at CloudMasonry is noted for their excellent communication skills, making complex technical information accessible to clients. They maintain clear and consistent communication, which fosters a transparent and collaborative work environment. **Cultural and Value Alignment** CloudMasonry's alignment with client values and culture is frequently mentioned as a deciding factor in their selection. This alignment contributes to strong working relationships and successful project outcomes. ### CloudMasonry Reviews #### Salesforce Automation & Functionality Dev for Direct Energy (Featured Review) **The Project** - Services: Cloud Consulting & SI, Other IT Consulting and SI - Project size: $1,000,000 to $9,999,999 - Project length: Dec. 2018 - Ongoing **Project Summary**: CloudMasonry is consolidating a multichannel sales process into a single omnichannel platform through Salesforce. They’ve built out a detailed roadmap and have recently finished the first phase of roll-out. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Senior Manager of Sales Technology, Direct Energy - Industry: Utilities - Client size: 5,001-10,000 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 27, 2021 **Feedback Summary**: Transparent and reliable, CloudMasonry acts as a strategic partner. They’re capable of asking relevant questions to get to the heart of a project and make technical recommendations accordingly. The team consistently comes in on time for projects, allowing them to take on additional work. "“We use them to better assist our business and think ahead.” " **BACKGROUND** Introduce your business and what you do there. Direct Energy is an energy retailer company. I’m the senior manager of sales technology, specifically overseeing two Salesforce orgs. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with CloudMasonry? When I started my role, all of our sales channels (e.g., door-to-door sales, retail, inbound/outbound calling) were managed by 10 teams on different platforms. Supporting each platform was tough because nothing was consistent. We also didn’t have the infrastructure nor the team in place to act. I turned to CloudMasonry to create an omnichannel sales experience using Salesforce as our central platform. Our goal was to automate and enhance our existing functionality within Salesforce to better serve our end users. **SOLUTION** What was the scope of their involvement?  For this project specifically, CloudMasonry took a strategic approach to have all of our sales channels come in through Salesforce. They created a vision for an omnichannel sales experience, starting with a roadmap for each year of development. We started our first phase of work at the end of Q3 2020, and have completed one channel. They’re now moving on to the next phase. Beyond that, CloudMasonry has been working on a variety of projects, both small and large. We have a contract in place for them to provide us with services, meaning I have a block of dedicated hours throughout the year that I can use for whatever I need. That could be resolving product defects, helping with a dashboard, or even simple triaging. Sometimes we bring forward an idea that we want to flesh out, and they’ll advise us on which direction we should take and why. Not only will they create visionary slides that I can present to stakeholders who are higher up in my organization, but they’ll also provide a detailed project plan that’s useful for project management. The plan breaks down all of the work by functionality, weekly deliverables, and cost estimates. What is the team composition?  We work with about seven people directly. There’s a weekly check-in with the CEO who makes sure that all of our projects are executing properly. He’s actually the technical architect and lead on our big project. I also worked with their project manager, a solutions architect, and a couple of business analysts. Behind them is an off-shore team of developers. How did you come to work with CloudMasonry? I’d previously worked with the founders of CloudMasonry while at a Salesforce consulting firm, so I knew about the quality of their work. We had the same expectations around work, and I felt comfortable collaborating with them. Once I joined my role in Direct Energy, I immediately knew I wanted to bring CloudMasonry on to help. I actually bumped into their CEO at Dreamforce and discussed this project with him.  How much have you invested with them? We’ve probably spent a little over $1 million. What is the status of this engagement? We started working with them in December 2018, and the engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget. Right now, we’re wrapping up a project with about 160 hours leftover, so we’re pulling in more items into the scope. It’s really wonderful to work with a partner who’s that transparent and visionary.  How did CloudMasonry perform from a project management standpoint? I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining. What did you find most impressive about them? The main thing that comes to mind is their partnership. It’s not like I’m asking them to execute a specific task. Rather, they hear what we’re asking for and pose probing questions to get a better sense of our needs. It just evolves into a strategic collaboration from there. We use them to better assist our business and think ahead. In addition, they’re transparent and diligent in their testing. Instead of deploying roll-outs and moving on, they undergo rigorous testing periods to ensure that our changes will be smooth. If they catch an issue, they’ll bring it to the forefront immediately.  Are there any areas they could improve? No, anything we need to improve upon always happens because we give each other constant feedback at the end of each sprint or so. They do an incredible job of training our Direct Energy team, too. --- #### Communications Strategy for University **The Project** - Services: CRM Consulting and SI, Email Marketing, Low/No Code Development - Project size: $10,000 to $49,999 - Project length: July - Sep. 2024 **Project Summary**: CloudMasonry developed a communications strategy for a university. The team also created email templates, rebuilt the client's online inquiry form, and tested other forms to ensure a seamless data flow. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Graduate Recruitment Manager, Lehigh University - Industry: Education - Client size: 1,001-5,000 Employees - Review Type: Online Review - Verified **The Review** — Nov 21, 2024 **Feedback Summary**: CloudMasonry's work helped increase the client's applicant numbers. The team was able to deliver the project within a short timeframe. They kept the client on schedule and worked flexibly when the client encountered delays. Overall, CloudMasonry was responsive to the client's needs. ""We are grateful for the team's guidance, systemic approach, consideration of our needs, and project management."" **BACKGROUND** Please describe your company and position.I am the Graduate Recruitment Manager of Lehigh University, College of Arts & SciencesDescribe what your company does in a single sentence.Lehigh University is an institution of higher learning at the bachelors, master's, and doctoral levels.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Build a communications strategy to nurture prospective graduate students who have not yet applied to the College of Arts & Sciences at Lehigh.Ensure that inquiry forms and other data align with the new communications strategy.Create email templates that provide accurate information, a visibly appealing design, and a combination of both standard and dynamic content. **SOLUTION** How did you find CloudMasonry?We have worked with them in the past.Why did you select CloudMasonry over others?High ratingsGood value for costCompany values alignedTheir expert knowledge of the CRM and ability to meet deadlines.How many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The CloudMasonry team provided recommendations for developing an email communication strategy for prospective graduate students, which included design, structure, cadence, and flow. Once the email templates were developed, the team built and implemented the email journey, which is intended to guide prospective students to the point of starting an application. The team also rebuilt our online inquiry form and tested other forms the ensure that data would flow into the campaign. They provided expert knowledge and guidance on structuring the communication strategy. The project produced a series of 7 emails with click-thru links, dynamic content, branding, and visual images.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The most significant measurable outcome is tracking the conversion of prospective students to applicants, which will be attributed to the information they receive throughout the nurture campaign.Describe their project management. Did they deliver items on time? How did they respond to your needs?The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and work flexible when we encountered delays. What was your primary form of communication with CloudMasonry?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The CloudMasonry team was able to deliver this project within a short timeframe that exceeded our expectations. We have been stalled in trying to build this ourselves for years! And, we now have a fully functioning email campaign within a few weeks. We are already seeing and measuring the outcomes--our application numbers have increased significantly over the last few months. We are grateful for the team's guidance, systemic approach, consideration of our needs, and project management. Are there any areas for improvement or something CloudMasonry could have done differently?Nothing that comes to mind. --- #### Salesforce Marketing Cloud Optimization for Insurance Co **The Project** - Services: CRM Consulting and SI - Project size: $200,000 to $999,999 - Project length: May - Dec. 2024 **Project Summary**: CloudMasonry optimized a Salesforce Marketing Cloud environment for a global travel insurance provider. The team developed email attribution reporting and enhanced email nurture journeys. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** Chieft Growth Officer, Global Travel Insurance Provider - Industry: Insurance - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Oct 24, 2024 **Feedback Summary**: Thanks to CloudMasonry's work, the client saw improvements in their SFMC platform's data structure, KPIs, and email and journey reporting. CloudMasonry delivered key project milestones on time and maintained clear communication at every stage. Their responsiveness was key to the project's success. ""Their responsiveness and flexibility in adjusting to evolving project requirements made the entire process seamless."" **BACKGROUND** Please describe your company and position. I am the Chieft Growth Officer of an insurance company Describe what your company does in a single sentence.Global Travel Insurance provider. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Optimize Marketing Cloud email acquisition and nurture journeysDevelop email attribution reporting **SOLUTION** How did you find CloudMasonry?ReferralWhy did you select CloudMasonry over others?Pricing fit our budgetGood value for costReferred to meHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Optimization of the Salesforce Marketing Cloud environment to enhance email nurture journeys and acquisition emails. Also enable enhanced email attribution reporting. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Enhanced Data Schema and Contact Data Model: Improvements in the SFMC platform's data structure for better customer insights.Optimized Customer Journeys: Development and refinement of personalized customer journeys for onboarding, engagement, retention, and win-back, including A/B testing and send time optimization.Improved KPIs: Increased quote submissions, lead engagement, policy renewals, and reduced cancellations.Email and Journey Reporting: Detailed tracking of email campaigns, journey effectiveness, and dynamic content engagement based on customer segments.Customer Lifetime Value (LTV) Integration: Regular updates to customer LTV data to inform targeted marketing effortsDescribe their project management. Did they deliver items on time? How did they respond to your needs?CloudMasonry demonstrated exceptional project management throughout our engagement. They delivered key project milestones on time and maintained clear communication at every stage. Their team was highly responsive to our needs, quickly addressing any questions or adjustments we requested. The level of professionalism and attention to detail exceeded our expectations, ensuring that our Salesforce Marketing Cloud enhancements were implemented smoothly and efficiently. We highly recommend CloudMasonry for their expertise and dedication to delivering high-quality results within the agreed-upon timelines.What was your primary form of communication with CloudMasonry?Virtual MeetingWhat did you find most impressive or unique about this company?What impressed us most about CloudMasonry was their ability to deeply understand our needs and translate them into actionable solutions. Their expertise in Salesforce Marketing Cloud was evident, but it was their proactive approach, attention to detail, and commitment to delivering value that truly stood out. They consistently went above and beyond to ensure that we were not only meeting our immediate goals but also set up for long-term success. Their responsiveness and flexibility in adjusting to evolving project requirements made the entire process seamless.Are there any areas for improvement or something CloudMasonry could have done differently?N/A --- #### Custom Software Development for Financial Services Company **The Project** - Services: Application Management & Support, CRM Consulting and SI, Custom Software Development - Project size: Less than $10,000 - Project length: Feb. - May 2024 **Project Summary**: CloudMasonry performed a general system audit and process automation for a financial services company. They then improved the UX and crucial user types and permissions for better security.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Client Services, Financial Services Company - Industry: Financial services - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jun 7, 2024 **Feedback Summary**: CloudMasonry's efforts have reorganized the client's users, permissions, processes, and dashboards. Their communicative, flexible, and responsive approach resulted in a positive partnership. Ultimately, their Salesforce expertise complemented their technical expertise.  ""Our experience with CloudMasonry has been impressive."" **BACKGROUND** Please describe your company and position. I am the Client Services of a financial services company Describe what your company does in a single sentence.Asset management services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?System auditEnhancements to reportingProcess automationIntegration optimization and support **SOLUTION** How did you find CloudMasonry?Online SearchWhy did you select CloudMasonry over others?Great culture fitGood value for costTrainingHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.CloudMasonry first helped us do a general audit and clean-up of our organization, which included small changes to improve UX and bigger changes to our user types and permissions that were crucial to org security. They then helped us automate multiple processes through Flows, enhance our reporting capabilities, and build helpful dashboards with detailed data visualizations. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Reorganization of our users and permissionsMultiple automated processes and notificationsNew reporting capabilities through SnapshotData visualization dashboard with 17 chart widgetsCountless resources and documentation to reference after the relationshipDescribe their project management. Did they deliver items on time? How did they respond to your needs?Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her! What was your primary form of communication with CloudMasonry?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system- and kindly repeated herself if we didn’t. She was also very accommodating whenever the schedule or scope had to change a bit. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.Are there any areas for improvement or something CloudMasonry could have done differently?We underestimated the time and involvement that would be required on our end of the partnership. We learned quickly that the more attention we were able to dedicate to the projects, the more efficient our consultant could be with her work. In the end, our engagement working alongside our consultant only benefited our own knowledge of the system. However, it would have been helpful to have a better understanding of the expectations from the start. --- #### Salesforce Implementation for Nonprofit Organization **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Apr. - Oct. 2022 **Project Summary**: A nonprofit organization engaged with CloudMasonry to design and deploy their grant management system in Salesforce. The team handled the customization, navigation enhancements, and requirements setup. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Foundation & Program Manager, Nonprofit Organization - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Dec 13, 2022 **Feedback Summary**: CloudMasonry's efforts enabled the company to launch their program and grant application process successfully. The team's management style and communication of tasks were excellent and prompt. Overall, their ability to turn the client's vision to life and elucidate everything was notable. ""The team at CloudMasonry was excellent to work with."" **BACKGROUND** Please describe your company and your position there. I'm the Foundation & Community Benefit program manager for Illinois's leading dental benefits carrier. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire CloudMasonry, and what were your goals? We hired CloudMasonry to design and deploy our new Grants Management platform in Salesforce for our RFP processes for the Foundation **SOLUTION** How did you select this vendor and what were the deciding factors? Our IT organization connected us to CloudMasonry when it became evident they were not able to complete the work we neede.d Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. They customized the Grant Program object to support current grant programming, customized Grant Request object to capture the same information as captured in the current Grants Management tool, basic branding and Navigation enhancements for Grantee Users, setup of requirements object to support Grantee submission process, User onboarding and training for Grants Management team How many people from the vendor's team worked with you, and what were their positions? 2 people, a delivery manager and managing director **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? Program and first grant application process launched. Describe their project management style, including communication tools and timeliness. The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks What did you find most impressive or unique about this company? The ability of the staff to take the vision I had for our program and execute it. Additionally, as a non IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood. Are there any areas for improvement or something they could have done differently? Our timeline was delayed slightly, but I believe that was because of internal IT iissues --- #### Multi-Line Processing for IT Company **The Project** - Services: Custom Software Development - Project size: $200,000 to $999,999 - Project length: Aug. 2020 - Ongoing **Project Summary**: An IT company partnered with CloudMasonry to work on a complex project for their business. They were in charge of providing frontend development and adding additional lines of insurance for their clients. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Project Manager, NorthWinds Technology - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Oct 22, 2021 **Feedback Summary**: The company was most impressed with the CloudMasonry team's ability to quickly pivot their operations whenever the requirements and deadlines had to shift to accommodate the client. This allowed the company to continue with the project without wasting any time in regrouping efforts. ""They quickly provided estimates and new plans for next steps and resources needed to move forward."" **BACKGROUND** Please describe your company and your position there. NorthWinds is an IT company offering product solutions and managed services. My position is Project Manager. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire CloudMasonry, and what were your goals? NorthWinds hired them to work on a project called Multi-Line Processing, providing front end development to add an additional line of insurance for our client. **SOLUTION** How did you select this vendor and what were the deciding factors? I was not involved in the vendor selection process but I believe part of the decision was made because of the company's previous experience working with this vendor. Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. Key deliverables included Dev/QA to allow: Dental and Vision Plans to be rated differently Prospects to Purchase Dental and Vision together Policyholders to drop one line of insurance at a time Assurance that policyholders are notified of total billing amounts Client understanding of when a policyholder has dental and vision Integration with Client Vision Vendors to ensure they can complete other vision administration tasks Service of client and manage performance of contracted relationship How many people from the vendor's team worked with you, and what were their positions? There were 4 people from the vendor's team that I worked with: Engagement Manager Technical Architect Business Analyst Developer **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? Cloud Masonry has always been quick to pivot with the NorthWinds team when requirements and deadlines changed. They wasted zero time in regrouping on their end to be very accommodating to us and the our client. Describe their project management style, including communication tools and timeliness. The person in the PM role, Hunter, attended each of our stand-up meetings, never hesitating to provide additional help when we needed and was very proactive looking toward potential future needs. He was great at communicating back to his team and getting answers back to us in a timely fashion. We were always in touch concerning the project using email, calls or text. He was always available. What did you find most impressive or unique about this company? It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.   They also offered solutions for other resource needs when the team had a gap. They are great with providing weekly status and budget updates as well as forecasts for the future work and hour estimates. They have great people working their company, including the BA, Lily who has an awesome attitude and was very accommodating to the team's and client's needs. Are there any areas for improvement or something they could have done differently? There are no areas of improvement I can think of. --- #### Salesforce Web Development for Financial Institution **The Project** - Services: Custom Software Development, Web Development - Project size: Confidential - Project length: Apr. - Aug. 2021 **Project Summary**: On their most recent project together, CloudMasonry helped develop an Emergency Savings Fund portal for a financial institution. They added functionality and worked on the UI of the employer’s portal. **Review Rating**: 4.5 - Quality: 4.0 - Schedule: 4.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Sr. Project Manager & SCRUM Master, Financial Services - Industry: Financial services - Client size: 201-500 Employees - Review Type: Phone Interview - Verified **The Review** — Aug 25, 2021 **Feedback Summary**: The client was satisfied with CloudMasonry’s overall performance. The project management was seamless, and the team communicated effectively through video calls. They stood out for their working ethic and style, which keeps motivating the client to collaborate with them for future projects. ""The collaboration between our developers was great, and communication was clear."" **BACKGROUND** Introduce your business and what you do there. I’m a senior project manager and scrum master for a financial institution. We custody accounts, mostly retirement ones. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with CloudMasonry? We’ve worked with them on multiple projects. We primarily need help with Salesforce development, but they do web development for different products, making changes to existing functionality and building new functionality. **SOLUTION** What was the scope of their involvement? Our last project was a portal for the Emergency Savings Fund. We engaged with CloudMasonry to make changes to the portal, upload documents, update participants, and more. It was a series of enhancements to our existing product. There were two separate portals. CloudMasonry worked on the employer’s portal, which allowed administrators to sign up employees, set up the amount of money that can be taken out, and more. They changed the UI and added functionality, including the ability to upload documents. What is the team composition? We primarily worked with three people: a SCRUM master, a tech architect, and a developer. There could’ve been a fourth team member, but I don’t recall it. How did you come to work with CloudMasonry? I didn’t engage with them initially, so I don’t have that information. What is the status of this engagement? This particular project was completed between April–August 2021. We’ll continue to work with them on other projects. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? They did a great job. They provided budget and status reports. How did CloudMasonry perform from a project management standpoint? The SCRUM master led the project and made sure the work was done. We mainly communicated through video calls. What did you find most impressive about them? It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with. Are there any areas they could improve? We found many bugs in their work. They attributed it to a lack of clear requirements from our end, but I’d say they could make sure that they do additional QA testing before passing it on. Do you have any advice for potential customers? Make sure you provide thorough and detailed requirements. If we’d done that, we would’ve had fewer bugs. --- #### Salesforce Automation & Functionality Dev for Direct Energy **The Project** - Services: Cloud Consulting & SI, Other IT Consulting and SI - Project size: $1,000,000 to $9,999,999 - Project length: Dec. 2018 - Ongoing **Project Summary**: CloudMasonry is consolidating a multichannel sales process into a single omnichannel platform through Salesforce. They’ve built out a detailed roadmap and have recently finished the first phase of roll-out. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Senior Manager of Sales Technology, Direct Energy - Industry: Utilities - Client size: 5,001-10,000 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 27, 2021 **Feedback Summary**: Transparent and reliable, CloudMasonry acts as a strategic partner. They’re capable of asking relevant questions to get to the heart of a project and make technical recommendations accordingly. The team consistently comes in on time for projects, allowing them to take on additional work. "“We use them to better assist our business and think ahead.” " **BACKGROUND** Introduce your business and what you do there. Direct Energy is an energy retailer company. I’m the senior manager of sales technology, specifically overseeing two Salesforce orgs. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with CloudMasonry? When I started my role, all of our sales channels (e.g., door-to-door sales, retail, inbound/outbound calling) were managed by 10 teams on different platforms. Supporting each platform was tough because nothing was consistent. We also didn’t have the infrastructure nor the team in place to act. I turned to CloudMasonry to create an omnichannel sales experience using Salesforce as our central platform. Our goal was to automate and enhance our existing functionality within Salesforce to better serve our end users. **SOLUTION** What was the scope of their involvement?  For this project specifically, CloudMasonry took a strategic approach to have all of our sales channels come in through Salesforce. They created a vision for an omnichannel sales experience, starting with a roadmap for each year of development. We started our first phase of work at the end of Q3 2020, and have completed one channel. They’re now moving on to the next phase. Beyond that, CloudMasonry has been working on a variety of projects, both small and large. We have a contract in place for them to provide us with services, meaning I have a block of dedicated hours throughout the year that I can use for whatever I need. That could be resolving product defects, helping with a dashboard, or even simple triaging. Sometimes we bring forward an idea that we want to flesh out, and they’ll advise us on which direction we should take and why. Not only will they create visionary slides that I can present to stakeholders who are higher up in my organization, but they’ll also provide a detailed project plan that’s useful for project management. The plan breaks down all of the work by functionality, weekly deliverables, and cost estimates. What is the team composition?  We work with about seven people directly. There’s a weekly check-in with the CEO who makes sure that all of our projects are executing properly. He’s actually the technical architect and lead on our big project. I also worked with their project manager, a solutions architect, and a couple of business analysts. Behind them is an off-shore team of developers. How did you come to work with CloudMasonry? I’d previously worked with the founders of CloudMasonry while at a Salesforce consulting firm, so I knew about the quality of their work. We had the same expectations around work, and I felt comfortable collaborating with them. Once I joined my role in Direct Energy, I immediately knew I wanted to bring CloudMasonry on to help. I actually bumped into their CEO at Dreamforce and discussed this project with him.  How much have you invested with them? We’ve probably spent a little over $1 million. What is the status of this engagement? We started working with them in December 2018, and the engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget. Right now, we’re wrapping up a project with about 160 hours leftover, so we’re pulling in more items into the scope. It’s really wonderful to work with a partner who’s that transparent and visionary.  How did CloudMasonry perform from a project management standpoint? I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining. What did you find most impressive about them? The main thing that comes to mind is their partnership. It’s not like I’m asking them to execute a specific task. Rather, they hear what we’re asking for and pose probing questions to get a better sense of our needs. It just evolves into a strategic collaboration from there. We use them to better assist our business and think ahead. In addition, they’re transparent and diligent in their testing. Instead of deploying roll-outs and moving on, they undergo rigorous testing periods to ensure that our changes will be smooth. If they catch an issue, they’ll bring it to the forefront immediately.  Are there any areas they could improve? No, anything we need to improve upon always happens because we give each other constant feedback at the end of each sprint or so. They do an incredible job of training our Direct Energy team, too. --- #### Client Turnkey System for Events & Hospitality Company **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Jan. - Aug. 2020 **Project Summary**: CloudMasonry led the development of a turnkey solution for wedding and hospitality companies. The team developed a system that can track vendor payments so they can easily manage their payment processes. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Easton Events - Industry: Arts, entertainment & music - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 8, 2020 **Feedback Summary**: Thanks to CloudMasonry's work, the system is doing exceptionally and the clients are satisfied with it. Overall, the streamlined process has tremendously helped the client to skip the hard part of their business. They cited that the team allowed them to effortlessly adapt to the new process. ""Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations." " **BACKGROUND** Please describe your company and your position there. I am the founder of Easton Events a destination wedding planning company and Easton Porter a hospitality group that owns and manages restaurants, winery, and hotels. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire CloudMasonry? We plan and execute weddings with budgets typically 1M and up. For any given event we have about 50 vendors who need to be paid by the client and each will have multiple deposits. What were your goals for this project? We wanted to create a turnkey system for our clients so that we could track vendor payments. **SOLUTION** How did you select this vendor? CouldMasonry was recommended to us by SalesForce. Describe the project in detail. How do we make this process as streamlined as possible for the client? How do we seamlessly share contracts with clients, collect signatures, and outline deposit schedules? How do we track payments and help our clients to be accountable for these payments? Cloud Masonry built the solution for us. What was the team composition? We worked directly with Hunter. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? The system is humming and our clients are happy. We have taken a part of our business that was stressful for our clients and streamlined it for both us and them. How effective was the workflow between your team and theirs? Excellent! They were flexible with our schedule and extremely efficient every time we worked together. What did you find most impressive about this company? Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process. They provided insight into best-practices. Thoughtful training made ease of adoption positively painless! Are there any areas for improvement? Not that I can think of! --- #### B2B Analytics Deployment for Consumer Electronics Firm **The Project** - Services: BI & Big Data Consulting & SI - Project size: Less than $10,000 - Project length: Mar. 2020 - Ongoing **Project Summary**: CloudMasonry leads the implementation of SF and Pardot within the Einstein B2B Analytics platform. Other deliverables include the creation of custom dashboards and deployment of the tool. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Senior Marketing Manager, Consumer Electronics Firm - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Aug 4, 2020 **Feedback Summary**: Based on the initial vision, CloudMasonry's work so far is promising. The client appreciates that there's easy communication and that they work hard to meet all deadlines. They are dedicated, reliable, and professional at all times. ""They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry." " **BACKGROUND** Please describe your company and your position there. I am a Senior Marketing Manager for a company specializing in desktop and mobile device accessories. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire CloudMasonry? We use both SF and Pardot. We purchased the B2B Analytics Tool after a demo at Dreamforce last year and found the instructions for implementation were confusing at best; wrong, and incomplete at worst. We spoke with the team at CloudMasonry about our concerns. Before we even agreed to work together, they offered to help me get over a few initial hurdles. I was very impressed with that. What were your goals for this project? Get the analytics tool integrated with our existing instances of SF and Pardot. Then, to help build out needed dashboards to take a deeper dive into the data. **SOLUTION** How did you select this vendor? We had been working with 2 agencies previously but felt we needed a team with more implementation experience where they did the work. My team met Robert at Dreamforce and a few subsequent followups post-Dreamforce led to our first call. They helped solve a problem I was having for free on the spot. I was impressed, and after reviewing the materials they provided and seeing that their pricing was very reasonable we reached an agreement on a scope of work. Describe the project in detail. The scope of the project was to take our existing instances of SF and Pardot and implement them into the Einstein B2B Analytics platform. This required a working knowledge of all three tools and being able to figure out what was missing from the provided instructions. Once fully integrated, we needed custom dashboards created in order to get the details we were interested in reviewing. I served as Project Manager, working with the CloudMasonry team to get access set up in each instance and provide support where needed. Also, to communicate the needs of the greater organization. CloudMasonry was responsible for the implementation and deployment of the tool, as well as building out custom dashboards to track items that are important to us. What was the team composition? I worked with 2 great people. Robert the Co-Founder, and Hunter the Delivery Manager. It was not complicated! **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Our tool is set up, some additional work is still underway, but I like what I have seen. I have seen some eye-opening stats, and I am not pulling my hair out trying to implement the tool. I can easily share out my findings with my team in a visual way that I couldn't necessarily do before. I can also track statistics I care about in a concise way. How effective was the workflow between your team and theirs? I like that the team was small. In an initial call, I believe there were 4, maybe 5 people from the agency on the call. I ended up working with just 2. Sometimes when dealing with an agency there can be too many cooks in the kitchen and you are asking one person to answer this question, and another to answer others. Here it was easy. We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over. What did you find most impressive about this company? They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry. Great communication, never had to wait for anything. Always kept me in the loop, and I never had to worry about my hours. Also, if they didn't know something they took it upon themselves to go figure it out, this included working with the SF Support desk. It was easy to rely on them to get the info they needed without having to do the legwork for them. Are there any areas for improvement? Honestly, I really don't have anything negative to say. --- #### Custom Salesforce Build Out for Legal Cannabis Marketplace **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Oct. 2019 - Ongoing **Project Summary**: CloudMasonry developed a custom Salesforce build for a legal cannabis company. They started with a comprehensive business review, cleaned up their databases, and integrated their backend data mappings. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Commercial Counsel - Industry: Arts, entertainment & music - Client size: 51-200 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 27, 2020 **Feedback Summary**: CloudMasonry's deliverables always exceeded expectations. They balanced the competing interests of various stakeholders, developing a project satisfying all teams. Every project was delivered ahead of schedule and under the expected cost. "“I’ve never worked with somebody as on top of a project like they were. They get an A+ for their work.” " **BACKGROUND** Introduce your business and what you do there. I am the commercial counsel for Eaze, a legal cannabis company. I handle commercial legal matters and contracts. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with CloudMasonry? CloudMasonry developed a custom Salesforce build out for us. They also did some backend data mappings and integrations. **SOLUTION** What was the scope of their involvement? They started with a comprehensive review of our business. This included all of our contracting, our customer workflows, and immature learns of our inventory and tracking systems. They started building Salesforce on the basis of that so that it would work with all of our different business units. It helped to clean up our database, getting everything in one place and tied together our backend with Salesforce. What is the team composition? I primarily worked with a few people and then there was a team of three Salesforce solution architects. How did you come to work with CloudMasonry? They were referred to us by their Salesforce representative. They did a great pitch with competitive pricing. They got permission to show us a build they did for a competitor in our industry, which was important to us because cannabis is a highly regulated new industry. How much have you invested with them? The cost is between $15,000-$25,000. What is the status of this engagement? We began work in October 2019 and the work is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? It’s hard to give statistics because the system isn’t fully built out yet. However, we’ve had full buy-in from all of our different teams. They balanced the competing interests of our business, legal, and compliance teams quite well. How did CloudMasonry perform from a project management standpoint? They hit all of their self-imposed deadlines and the development process was much faster than we expected. I’ve never worked with somebody as on top of a project like they were. They get an A+ for their work. We mostly communicated via videoconferencing, some in-person meetings, and we emailed them. Also, we used Trello. What did you find most impressive about them? They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy. Are there any areas they could improve? No, not at all. Do you have any advice for potential customers? Have an in-person scoping meeting to lay out your whole plan. They’re really impressive. Also, take advantage of their availability. They’re incredibly willing to go the extra mile to help. --- #### Salesforce Consulting for Cannabis Marketplace Platform **The Project** - Services: Other IT Consulting and SI - Project size: $50,000 to $199,999 - Project length: Sep. 2019 - Ongoing **Project Summary**: The team at CloudMasonry built a Salesforce platform to assist with a marketplace's business needs and processes. They also provide ongoing consulting services.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Compliance Counsel, Eaze - Industry: Arts, entertainment & music - Client size: 201-500 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 26, 2020 **Feedback Summary**: The initial dashboard was a significant aspect of the business, assisting with onboarding and sales tracking. CloudMasonry's skilled expertise furthered the idea of continued engagement. Their communication style is also noteworthy.  ""The team at CloudMasonry is full of active workers." " **BACKGROUND** Introduce your business and what you do there. I’m the compliance counsel at Ease Technologies, a technology services marketplace. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with CloudMasonry? We were addressing the challenge of onboarding Salesforce and making sure that it fits our business model and needs. **SOLUTION** What was the scope of their involvement? From start to finish, we used CloudMasonry as Salesforce consultants. We had brainstorming sessions about our business model and growing pains. Then we worked on designing and building a sandbox version of Salesforce. Over a number of weeks, they helped us test that out while we providing them feedback. After making a few changes, they wrapped it up and delivered the final product. What is the team composition? Overall, there were three people involved. Hunter (Delivery Director) was our main point of contact. How did you come to work with CloudMasonry? I believe Salesforce recommended them to us. We have debated between a few companies, and I don’t remember who made the final decision in choosing CloudMasonry. But I believe our project lead researched their background and references. How much have you invested with them? I believe we invested $50,000–$80,000. What is the status of this engagement? We started working with CloudMasonry in September 2019. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? The dashboard is fully built, but we’ve retained CloudMasonry as consultants. They provide feedback and develop other tools for us, as needed. We’ve pivoted our business models since we engaged with them, so we’re working on how to change the dashboard to fit our new needs. The original dashboard was the perfect fit, and we’ve used it to onboard all of our partners. It’s also helped our sales team track deals. Our partnership with CloudMasonry is evolving, and I think it will continue for a long time. How did CloudMasonry perform from a project management standpoint? They’re fantastic. I can’t say enough nice things about them. From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. He consulted me on how to use it and how it could work with our business model. We had a couple of in-person meetings, but mostly we communicated through email because that was our preference. What did you find most impressive about them? This is the first time I’ve been through this type of build-out, but I would say that their team is full of effective communicators. It’s a massive undertaking to build out a Salesforce system for businesses. Their team was also great at listening to our feedback and implementing it incredibly quickly. The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes. Are there any areas they could improve? No, I don’t think so. Do you have any advice for potential customers? I would recommend working with Hunter. He’s a pleasure to work with. --- #### CRM Consulting & SI for Pharmaceutical Consulting Firm **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: July - Oct. 2025 **Project Summary**: A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead acquisition. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Sales Operations & Analytics, Eliquent - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Nov 19, 2025 **Feedback Summary**: Thanks to CloudMasonry's efforts, the client achieved a streamlined approach and better data reporting. The team was very knowledgeable and easy to work with. The client was highly satisfied with the project outcome and impressed with CloudMasonry's ability to guide them in the right direction. ""I am very satisfied with the project outcome."" **BACKGROUND** Please describe your company and position.I am the Director of Sales Operations & Analytics of EliquentDescribe what your company does in a single sentence.Pharmaceutical consuting firm  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Digitize our lead conversion process via Pardot **SOLUTION** How did you find CloudMasonry?ReferralWhy did you select CloudMasonry over others?High ratingsPricing fit our budgetHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.This engagement with Cloud Masonry went really well and Ishan was a wealth of knowledge.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We were able to turn off email alerts for lead acquisition and went to a Salesforce routing. This provided us a streamlined approach and better data reporting. Describe their project management. Did they deliver items on time? How did they respond to your needs?Ishan was very knowledgable and easy to work with. What was your primary form of communication with CloudMasonry?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Ishan was able to truly consult us and guide us in the right direction. I am very satisfied with the project outcome. Are there any areas for improvement or something CloudMasonry could have done differently? N/A --- #### Salesforce Support for Publishing Company **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: July 2024 - Ongoing **Project Summary**: CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Salesforce. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Head of Operations, Future PLC - Industry: Other industries - Client size: 1,001-5,000 Employees - Review Type: Online Review - Verified **The Review** — Jan 23, 2025 **Feedback Summary**: CloudMasonry has successfully delivered a new Salesforce Service Cloud instance and created all email-to-case types. The team adheres to deadlines and proactively addresses all the client's queries and concerns. They also immediately inform the client about challenges that are out of their control. ""They have strong foresight and product knowledge."" **BACKGROUND** Please describe your company and position.I am the Head of Operations of Future PLCDescribe what your company does in a single sentence.British publishing company for magazines subscriptions.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Technology implementationSalesforce consultancy partner **SOLUTION** How did you find CloudMasonry?ReferralWhy did you select CloudMasonry over others?Great culture fitGood value for costReferred to meCompany values alignedHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Implementation of new Salesforce Servicecloud instance and migrating all customer service emails from legacy platform into Salesforce.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Delivery of new salesforce servicecloud instance - all email to case types created Describe their project management. Did they deliver items on time? How did they respond to your needs?incredibly proactive - always ensuring that any blockers out of their control were raised at the earliest convenience. They have strong foresight and product knowledge. available throughout the day with quick timescales to respond to any queries. project delivered on time with a smile on their faces! What was your primary form of communication with CloudMasonry?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I was impressed with the pace of work and how proactive Cloudmasonry were in ensuring all questions/issues were covered. I also enjoyed how personable they were; a pleasure to work with! Are there any areas for improvement or something CloudMasonry could have done differently?none - were 10/10  --- #### Email Marketing for Educational Institution **The Project** - Services: Direct Marketing, Email Marketing - Project size: Confidential - Project length: Nov. 2022 - Ongoing **Project Summary**: An educational institution has hired CloudMasonry for email marketing. The team has assisted with contact data upload, management support, and automated messaging system buildout. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Mktg & Communications, Lehigh University - Industry: Education - Client size: 1,001-5,000 Employees - Review Type: Online Review - Verified **The Review** — Dec 28, 2023 **Feedback Summary**: CloudMasonry has successfully completed a message tree design, which they tested thoroughly. CloudMasonry leads a communicative and knowledgeable process. The client also praises the team's use of technology. ""They were responsive and knowledgeable."" **BACKGROUND** Please describe your company and position.I am the Director, Marketing and Communications of Lehigh UniversityDescribe what your company does in a single sentence.Located in Pennsylvania's beautiful Lehigh Valley, Lehigh is one of the nation's most distinguished private research universities. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Contact data managementPardot automated message tree development **SOLUTION** How did you find CloudMasonry?personal connectionWhy did you select CloudMasonry over others?Great culture fitHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Contact data upload and management support and buildout of automated messaging system to influence prospective students **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?process design and automated message tree design complete and tested thoroughlyDescribe their project management. Did they deliver items on time? How did they respond to your needs?Exceptional rpoject management and communication. They were responsive and knowledgeable about use of Saoeslfroce/Pardot technology to suit our needs.What was your primary form of communication with CloudMasonry?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Deep platform knowledgeAre there any areas for improvement or something CloudMasonry could have done differently?n/a --- #### CRM Consulting for University **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: Aug. 2022 - Ongoing **Project Summary**: CloudMasonry provides CRM consulting services for a university. The team is responsible for developing automated message trees across several academic programs. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Deputy Provost for Graduate Education, University - Industry: Education - Client size: 1,001-5,000 Employees - Review Type: Online Review - Verified **The Review** — Dec 19, 2023 **Feedback Summary**: With CloudMasonry's help, the client has successfully automated and customized messaging trees for prospective students. The team has been managing the project well — they always deliver on time and are quick to attend to any queries, concerns, and requests. ""They've been incredibly responsive to our needs."" **BACKGROUND** Please describe your company and position.I am the Deputy Provost for Graduate Education of an education company Describe what your company does in a single sentence.Higher Education **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire CloudMasonry to accomplish?Automated Message TreesCustomized Reporting in EnrollmentRx **SOLUTION** How did you find CloudMasonry?Online SearchOtherWhy did you select CloudMasonry over others?Great culture fitHow many teammates from CloudMasonry were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The work was related to the development of automated marketing message trees across a multitude of academic programs. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We have fully automated and customized messaging trees for prospective students.Describe their project management. Did they deliver items on time? How did they respond to your needs?Timely, efficient and professional.What was your primary form of communication with CloudMasonry?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.Are there any areas for improvement or something CloudMasonry could have done differently?They are wonderful to work with. --- ## Portfolio & Awards ### Global Electronic Manufacturer - Media Cloud CloudMasonry drove the design and rollout of a Salesforce Media Cloud solution tightly integrated with Salesforce billing.  ### National Energy & Utilities Provider - E&U Cloud CloudMasonry has supported a nationwide/publically traded Energy and Utility provider's Salesforce industry EUC roadmap for the past five years. ### National Bank - Global CR Transformation National Bank in the United States leveraged CloudMasonry's consulting services to design and deploy a multi-cloud Salesforce digital transformation.  ### Global Software Software Company - CPQ + Billing CloudMasonry drove the design and rollout of a Salesforce CPQ and Billing solution tightly integrated with a partner community to drive a global partner selling motion.  ### Global Furniture Manufacturer - SFMC Deployment Salesforce Marketing Cloud deployment for a global furniture manufacturer. ### National Dental Insurance - Multi-Cloud Salesforce CloudMasonry has deployed multiple Salesforce clouds with the national dental insurance provider: Salesforce Health Cloud, Salesforce Marketing Cloud, and Salesforce Experience Cloud. ### Series C - Commercial Realestate Platform National deployment of Sales Cloud for VC-backed Series B Commercial Realestate Platform. ### Project with FLEXERA .  ### Project with PROSCI     ### Largest North American Energy Provider - SFDC CloudMasonry has driven the Salesforce roadmap for one of North America's largest residential and commercial energy providers.  ### Strata Decision - Salesforce Managed Service Driving innovation on the Salesforce platform for Strata Decision Technology.  ### National Financial Services Provider - SFMC CloudMasonry drove ongoing innovation on the Salesforce Marketing Cloud platform for a Financial Service provider with $48bn in AUM.  ### Financial Services Provider - Experience Cloud Innovating on multiple customer-facing Salesforce Experience Cloud portals leveraging SAFe Agile methodology for a leading Financial Service provider of retirement solutions with $50bn in AUM.  ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_crm_consulting_company_chicago_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_chicago_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_los_angeles_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_2022_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_2021_award.svg) ### Industry Recognitions - Partner with Docusign - Salesforce Partner Program - Partner with BOX - Top Salesforce Consulting Firm - Boston - CRM Cons - Top Salesforce Consulting Firm - Chicago - CRM Con - Top Salesforce Consulting Firm - Los Angeles - CRM - Top Salesforce Consulting Firm - NY - CRM Consulti - #3 Top Salesforce Consulting - Chicago - UpCity - Top Salesforce Consulting Firm - London - CRM Firm - #2 Top Salesforce Consulting - CRM Consulting ## Packages ## About the Team ### Our Story CloudMasonry is a Salesforce consultancy built for enterprises with complex Salesforce environments. Our 60+ US/UK-based consultants hold 350+ certifications and have delivered 557+ successful projects across Sales Cloud, CPQ/Agentforce Revenue Management, and the wider ecosystem. We're practitioners first, people who've actually run orgs, not order-takers. 89% of our clients return for more than one engagement. Headquartered in Indianapolis with offices in Chicago, New York, and London. ### What Sets Us Apart - AI-Augmented Salesforce Delivery: Our seniors use Claude every day to move faster on discovery, documentation, code, and analysis. AI extends what our consultants deliver; it doesn't replace their judgment. You get the senior practitioner you hired, amplified by the right tools in the right hands. - Senior-Led, Every Engagement: The big SIs pitch with partners and deliver with juniors. We don't. Every CloudMasonry engagement is led by a senior consultant who's actually run a Salesforce org, and the people on your project are the people you met in the sales cycle. No bait and switch. No learning on your dime. - Root Cause Over Workaround: When something breaks, most consultancies patch the symptom and move on. We diagnose the underlying cause and recommend the permanent fix, even when a faster patch exists. Workarounds get documented as workarounds, not sold as solutions. You leave the engagement with a healthier org. ### Quick Facts - 15 Verified Clutch Clients - 8 years in business ### Tools and Technology - Salesforce - Slack - Google Meet - Google Drive ### Commonly Asked Questions **Who is CloudMasonry the right fit for?** CloudMasonry serves mid-market and enterprise Salesforce customers who have outgrown small admin shops but don't want the overhead and junior staffing of the big SIs. The sweet spot is an organization running two or more Salesforce clouds (typically Sales plus Service, CPQ, Marketing Cloud, or Data Cloud) with enough complexity to require senior practitioners. Public clients include JP Morgan Chase, NRG, Flexera, and Articulate. If you have fewer than 50 Salesforce users on a single-cloud implementation, a smaller boutique or AppExchange consultant is probably a better economic match than CloudMasonry. **What Salesforce products and industries does CloudMasonry specialize in?** Active delivery practices across Sales Cloud, Service Cloud, Revenue Cloud Advanced (formerly CPQ and Billing), Marketing Cloud, Data Cloud, Agentforce, MuleSoft, Experience Cloud, Field Service, and the Industry Clouds for Media, Energy & Utilities, Health, and Financial Services. Deepest industry experience is in Communications/Media/Technology, Financial Services, Energy & Utilities, and Healthcare/Life Sciences. Delivery coverage spans all 50 US states plus the United Kingdom, with English and Spanish-language consultants on staff. **How does CloudMasonry compare to large SIs and other boutiques?** Three differences. First, every engagement is senior-led. The consultant who scopes the work is the consultant who delivers it; there is no partner-sells, junior-delivers model. Second, CloudMasonry is structurally AI-Augmented. Senior consultants use Claude and Granola in daily delivery, which compresses timelines without sacrificing senior judgment. Third, the firm fixes root causes rather than patching symptoms, which is why 89% of clients return for more than one project. The big SIs offer scale, and the small firms offer low rates; CloudMasonry sits in the middle with deliberate senior staffing as the core promise. **How does CloudMasonry use AI in delivery?** AI is embedded in CloudMasonry's delivery model under the operating principle "consultant-led, AI-amplified." Senior consultants use Claude for analysis, documentation, design review, and code, and Granola for meeting capture and synthesis. AI extends what senior consultants can deliver; it never substitutes for their judgment, and clients never work with junior consultants learning Salesforce on the engagement. The firm publishes internal AI configuration standards and acceptable use policies, and operates under SOC 2 Type II controls. **What does CloudMasonry's track record look like?** A 4.9 out of 5 customer satisfaction score on the Salesforce AppExchange across 36 verified reviews, an 85% client retention rate, and an 89% repeat-client rate. Ranked by Clutch in 2024 as the #1 Salesforce consulting firm and #7 among the top 10 CRM consulting firms globally. The team holds 350+ Salesforce-verified certifications across 60+ US and UK consultants. Public success stories are available for JP Morgan Chase, NRG, Flexera, and Articulate. ## Verification Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services. - Verified Client Reviews: 15 - Overall Review Rating: 5.0 Last Updated: 2026-06-12T11:27:13Z ### Business Entity - Business Entity Name: CLOUDMASONRY, LLC - Source: INBiz - Jurisdiction of Formation: Indiana - Date of Formation: June 22, 2018 - Status: Active - Last Updated: November 15, 2022 - ID: 201806221264396 ### Credit Report Results - International Credit Risk Assessment: Low Risk - Source: Creditsafe - Last Updated: November 15, 2022 ## Locations (4) ### Chicago, IL (Headquarters) - 20 W Kinzie, 17th Floor, Suite 9015 - Chicago, IL 60654 - United States - 21 - 30 employees - Phone: 888-668-2525 ### Santa Monica, CA - 1541 Ocean Avenue, Suite 200 - Santa Monica, CA 90401 - United States - 6 - 9 employees - Phone: 888-668-2525 ### New York, NY - 33 Irving Place - New York, NY 10003 - United States - 10 - 15 employees - Phone: 888-668-2525 ### Indianapolis, IN - 111 Monument Circle, Suite 4450 - Indianapolis, IN 46204 - United States - 10 - 15 employees ## Connections - Thomas DiGregorio (ELIQUENT Life Sciences) - Manoj Bhumbhaliya (Palni Inc) ## Contact CloudMasonry [Send a message](https://clutch.co/profile/cloudmasonry) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/cloudmasonry) - [X](https://twitter.com/CloudMasonry)