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.
CloudMasonry is noted for providing good value for cost, with project budgets ranging from $15,000 to over $1 million. Clients appreciate their flexibility and proactive approach, often highlighting the affordability of their services and the quality of outcomes delivered.
The company's effective communication strategy, including regular updates and status reports, is praised for keeping clients informed and engaged.
Strong Salesforce Expertise
CloudMasonry consistently demonstrates strong proficiency in Salesforce, delivering tailored solutions that align with client needs across various industries including publishing, education, and finance.
Occasional Need for Detailed Requirements
While generally effective, some clients noted the need for more detailed requirements to minimize issues such as bugs, suggesting room for improvement in pre-project scoping.
Positive Client Relationships
Clients often describe their interactions with CloudMasonry as personable and enjoyable, contributing to a positive working relationship.
Proactive Problem Solving
CloudMasonry is commended for their proactive approach to identifying and solving potential issues, often going above and beyond to ensure project success.
Customization and Innovation
CloudMasonry's ability to customize solutions and innovate with tools like Salesforce Marketing Cloud and Pardot is frequently highlighted as a key strength.
Salesforce Consulting for Cannabis Marketplace Platform
Other IT Consulting and SI
$50,000 to $199,999
Sep. 2019 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The team at CloudMasonry is full of active workers."
Feb 26, 2020
Compliance Counsel, Eaze
Anonymous
Arts, entertainment & music
San Francisco, California
201-500 Employees
Phone Interview
Verified
The team at CloudMasonry built a Salesforce platform to assist with a marketplace's business needs and processes. They also provide ongoing consulting services.
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.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Salesforce Support for Publishing Company
CRM Consulting and SI
Confidential
July 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They have strong foresight and product knowledge."
Jan 23, 2025
Head of Operations, Future PLC
Sidd
Publishing
Bath, England
1,001-5,000 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Head of Operations of Future PLC
Describe 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 implementation
Salesforce consultancy partner
SOLUTION
How did you find CloudMasonry?
Referral
Why did you select CloudMasonry over others?
Great culture fit
Good value for cost
Referred to me
Company values aligned
How many teammates from CloudMasonry were assigned to this project?
2-5 Employees
Describe 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 Meeting
Virtual Meeting
Email or Messaging App
What 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
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"Efficient and fun to work with!
Email Marketing for Educational Institution
Direct MarketingEmail Marketing
Confidential
Nov. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were responsive and knowledgeable."
Dec 28, 2023
Director of Mktg & Communications, Lehigh University
Chris Larkin
Education
18015 Bethlehem, PA
1,001-5,000 Employees
Online Review
Verified
An educational institution has hired CloudMasonry for email marketing. The team has assisted with contact data upload, management support, and automated messaging system buildout.
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.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director, Marketing and Communications of Lehigh University
Describe 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 management
Pardot automated message tree development
SOLUTION
How did you find CloudMasonry?
personal connection
Why did you select CloudMasonry over others?
Great culture fit
How many teammates from CloudMasonry were assigned to this project?
2-5 Employees
Describe 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 thoroughly
Describe 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 Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Deep platform knowledge
Are there any areas for improvement or something CloudMasonry could have done differently?
n/a
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting for University
CRM Consulting and SI
Confidential
Aug. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They've been incredibly responsive to our needs."
Dec 19, 2023
Deputy Provost for Graduate Education, University
Anonymous
Education
Bethlehem, Pennsylvania
1,001-5,000 Employees
Online Review
Verified
CloudMasonry provides CRM consulting services for a university. The team is responsible for developing automated message trees across several academic programs.
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.
The client submitted this review online.
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 Trees
Customized Reporting in EnrollmentRx
SOLUTION
How did you find CloudMasonry?
Online Search
Other
Why did you select CloudMasonry over others?
Great culture fit
How many teammates from CloudMasonry were assigned to this project?
2-5 Employees
Describe 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 Meeting
Email or Messaging App
What 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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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