Quixo Consulting for Salesforce

Smart Solutions Fast

Highlights Approach - Understand the business processes that Salesforce needs to support. Create solutions using Salesforce’s configuration components that Client admins can modify. Initially, we recommend minimal custom code to promote self-sufficiency. QuickStart Process (1) Requirements gathering (2) Configuration review - iterative as needed (3) Data manipulation - preparing, standardizing, de-duplicating, uploading (4) Dashboards & Reports (5) Training and “go-live” coaching support Results - We work toward a long term vision by implementing multiple short/attainable phases (6 - 12 weeks). “Go-live” is supported with hands-on, process guided training and several support coaching sessions for both end-users and super-users/admins. Description Quixo Consulting has been analyzing business processes and providing streamlined solutions with Salesforce for the past ten years. Our projects evaluate current activities, plan for new processes, and design/develop solutions, followed by testing and training of end-users/system administrators. Each project involves extensive collaboration with client. We offer two services:(1) QuickStarts – A guided process to move your organization from spreadsheets and paper to Salesforce efficiency(2) Optimizations – Your organization currently uses Salesforce. You’d like to a. Improve efficiency - take advantage of some new functionality released by Salesforce b. Modify Salesforce – align Salesforce to support your business processes which have changed over time c. Support additional business processes on the Salesforce platform d. Train new users – end users or system administrators e. Improve your data - Clean-up the existing data; create rules to maintain data hygiene; add/remove data. f. Add AppExchange software

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  • Quixo Consulting for Salesforce
  • Quixo Consulting for Salesforce
  • Quixo Consulting for Salesforce

# Focus

# Salesforce Expertise


# Certifications (9)

Salesforce Certified Administrator

4 x Salesforce Certified Administrator

Sales Cloud Consultant

2 x Sales Cloud Consultant

Education Cloud Consultant

2 x Education Cloud Consultant

Service Cloud Consultant

1 x Service Cloud Consultant

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Illinois, Michigan, Missouri, Texas

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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: 45

AppExhange Reviews: 20

AppExhange Rating: 4.9

International: 2 Countries

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