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Streamline your sales process with Salesforce Sales Cloud

Boardriders is a leading action sports and lifestyle company that designs, produces, and distributes branded apparel, footwear and accessories. The company’s brands are Quiksilver, Billabong, Roxy, DC Shoes, RVCA, Element, and VonZipper.

Sales Cloud – click and learn more  I  Boardriders Success Story



Consultants worked in Salesforce Classic, which offered less functionality because it is no longer developed by Salesforce;
There was a lack of tools for global sales planning and analysis, and identification of less effective outlets;
The company lacked internal expertise and human resources. For three months, the project could not be implemented as planned.


Project scope

Support in the transition from Salesforce Classic to Salesforce Lightning;
3 months on-site support in France by Cloudity employee;
Creation and implementation of MyForecast – sales planning tool and realization monitoring;
Managing new brands’ go-live for 200 new users (Merger between the Billabong group with Boardriders);
Implementation of chatbot and live bot.



Transition to Salesforce Lightning: modern service console, mobile app;
Implementation of SMU Requests: creation and acceptance of orders, integration with external systems – greater flexibility and competitiveness in the market;
Faster and more effective agent communication.

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  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.


  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Nicholas Decloedt

IT Project Manager of

What does our client say?

I strongly recommend anyone using Salesforce to partner with Cloudity on any project – you will receive the highest quality service and products in the industry. Cloudity's extensive knowledge of the system and its capabilities, as well as their business acumen, is the best we’ve found.