Platform Science Revenue Cloud Client Story

Client: Platform Science

TECHNOLOGY

Revenue Cloud Advanced
Experience Cloud

ABOUT CLIENT

Platform Science is a connected vehicle technology company providing fleet management and telematics solutions that help transportation companies monitor, manage, and optimize their vehicles and drivers at scale.

NEED

After growing through acquisition, Platform Science wanted a single, automated quoting and approval process across its product lines.

APPROACH

CloudMasonry has worked with Platform Science since 2022, starting with a Developer Experience Cloud build and ongoing managed services. The current engagement is a Salesforce Revenue Cloud Advanced implementation to unify the PS Enterprise and PS Plus sales motions into a single automated quote-to-cash workflow.

Product catalog rationalization with tiered and volume-based pricing.
Automated approval chains with real-time margin calculations.
Integrations with Platform Science’s finance systems.
Data migration into the new platform.

OUTCOME

Platform Science is bringing its sales motions together in a single automated quote-to-cash workflow on Revenue Cloud Advanced. The new system gives revenue teams real-time margin visibility, same-day quoting, and one automated approval chain across product lines.

One automated quote-to-cash workflow across product lines.
Real-time margin visibility.
Same-day quoting turnaround.
A single approval chain across the business.

Client Success Stories

Through an ongoing partnership and Salesforce innovation cadence, CloudMasonry helps CREXi respond to the changing needs of its business as it grows rapidly.

CloudMasonry unified Pax8’s marketplace, CRM, and marketing data in Salesforce Data Cloud, then deployed Agentforce for partner support on top of it.

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

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

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

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

CloudMasonry is leading a Salesforce org carve-out for One Identity, migrating legacy CPQ to Revenue Cloud Advanced and modernizing service with Agentforce.

CloudMasonry partnered with EverConnect to strengthen its Marketing Cloud Next and Data Cloud foundation and migrate contacts from Marketo.

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

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