Applying user centered, iterative approaches to Salesforce implementations

There are a LOT of salesforce consulting firms out there. What makes us different is our proven methodology that applies lean startup and design thinking principles to create a solution that creates value and user adoption for YOU. We provide a small team of experts who will do things like user observations to understand their pain (building empathy), implement fast manual prototypes to test proposed solutions, and deliver configuration and code in small, frequent releases (minimum viable products) to start delivering value quickly.

We are also partners with Skuid and TaskRay, as we think they help create more user-centered solutions.

  • Extensive experience in lease and loan financing on Salesforce
  • Extensive experience in Energy and Renewables (Solar and Storage).
  • Our business is almost entirely driven by referrals, let us put you in touch with one of our clients for a reference!
  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email

  • Phone

  • Visit Website

  • LeanCog

# Focus

# Service lines

# Salesforce Expertise


# Certifications (7)

Salesforce Certified Administrator

3 x Salesforce Certified Administrator

App Builder

1 x App Builder

Service Cloud Consultant

1 x Service Cloud Consultant

Sales Cloud Consultant

1 x Sales Cloud Consultant

Energy and Utilities Cloud Accredited Professional

1 x Energy and Utilities Cloud Accredited Professional

# Portfolio

Key clients: BrightGrid Solar, The Nature Conservancy, MasterCard, SolarNexus, Smart Energy Solutions

# Geographic Focus

Languages: English

International: United States, Canada

United States: California, Massachusetts, New Jersey, Oregon

Canada: Ontario

# You will also like these Salesforce partners




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: 45

AppExhange Reviews: 20

AppExhange Rating: 4.9

International: 2 Countries

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The Marketing and Sales Operations Experts

As a Salesforce Summit Partner, we understand the technology that fuels your Revenue Operations from end-to-end. Security is our top priority, so we are independently audited and SOC 2 Type II compliant, servicing clients across North America.

Certified Professionals: 53

AppExhange Reviews: 69

AppExhange Rating: 4.9

International: 2 Countries

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