The context
Rapid growth exposed inconsistent experiences, complex sales processes and data-visibility issues that were creating bottlenecks for SafetyCulture’s teams.
Cloudwerx story
SafetyCulture
Cloudwerx helped SafetyCulture connect quoting, contracts, subscriptions and approvals through Salesforce.
The opportunity
A shared source of truth and clearer automation could reduce bottlenecks across selling, approvals and operations.
The approach
Cloudwerx established Salesforce as the source of truth and implemented Salesforce CPQ, Advanced Approvals and connected workflow improvements.
The outcome
SafetyCulture gained more consistent and transparent processes, with better visibility across teams.
Published evidence
Selected facts and outcomes from the published customer story.
- Connected workflows
- Quoting · contracts · subscriptions · approvals
- Connected platforms
- Sales Cloud · Revenue Cloud · Service Cloud
- Source
- Official Cloudwerx case study and customer interview