Insight Powered

Empowering your business through Salesforce and Data

Highlights System & Data Assessments: 1) Define current state system process and data flows2) Highlight opportunities for improvement within current systems3) Identify possible complimentary solutions to solve functionality gaps Salesforce Build & Maintenance:1) Design and deliver Salesforce platform configuration and development2) Manage ongoing support needs without adding FTEs3) Integrate systems with Salesforce to reduce manual entry Reporting & Analytics:1) Create visibility for producers to their actual metrics vs. goal2) Establish automated and consistent reporting for management3) Leverage data to build dynamic forecasts based on historical trends Description Insight Powered provides seasoned consultants with deep healthcare and professional services industry knowledge. We work with our clients to shape Salesforce to their business processes so that it quickly become a multiplier for your team and significant ROI can be recognized.Certified Salesforce Partner for Implementation, Optimization, and Support:1) Analysis of business process compared to system configuration with recommendations to improve system adoption and data quality (e.g. optimized page layouts or customized quick actions)2) Standard maintenance activities such as adding/removing fields, creating/modifying validation rules and workflows, and configuration of Salesforce functionality (e.g. territory management and forecasting)3) Custom Salesforce reports and dashboards4) Configuration of standard Salesforce integrations (e.g. marketing automation and sales productivity tools)5) Custom Salesforce development to extend the platform beyond CRM functionality (e.g. applicant tracking or operational workflows)

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# Focus

# Salesforce Expertise


# Certifications (36)

Salesforce Certified Administrator

9 x Salesforce Certified Administrator

App Builder

4 x App Builder

Sales Cloud Consultant

4 x Sales Cloud Consultant

Platform Developer I

3 x Platform Developer I

Salesforce Certified Business Analyst

3 x Salesforce Certified Business Analyst

Financial Services Cloud Accredited Professional

2 x Financial Services Cloud Accredited Professional

Service Cloud Consultant

2 x Service Cloud Consultant

Advanced Administrator

2 x Advanced Administrator

OmniStudio Developer

1 x OmniStudio Developer

Platform Developer II

1 x Platform Developer II

Experience Cloud Consultant

1 x Experience Cloud Consultant

Application Architect

1 x Application Architect

Sharing & Visibility Architect

1 x Sharing & Visibility Architect

Data Architecture & Management Designer

1 x Data Architecture & Management Designer

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud Administrator

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Florida, Kentucky, Michigan, North Carolina, Tennessee, Wisconsin

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 39

AppExhange Reviews: 16

AppExhange Rating: 4.9

International: 2 Countries

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