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Automated sales process thanks to Salesforce Sales Cloud and Service Cloud

Self Storage Group is a leading self storage provider in Scandinavia with more than 100,000 square meters of rentable space. The company operates under two brands – City Self Storage and OK Minilager. Self Storage Group has been working with Cloudity since 2017.

Sales cloud – click and learn more  I  Self-Storage Group Success Story



A complicated and time-consuming process for creating subscriptions for customers;
Lack of a single place to collect storage reservation information;
Manual and time-consuming order creation.


Project scope

Support in improving Sales Cloud, Service Cloud
Improving the integration with:

the invoicing system – 24SevenOffice
the payment system – QuickPay

Integration with Scrive and Bisnode (data provider) 
Migration of data from the previous system



Simplified and shortened order creation process, which resulted in time savings for employees;
Automated warehouse reservation process – it is done without the involvement of employees;
Automated sales process from the moment of renting the warehouse to the end of the relationship between the renter and the company.

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Technology Industy  I  Avrios Success Story


  • 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.

Wouter Hendriks

Head of Revenue Operations

What does our client say?

Cloudity proved to be very agile and pragmatic, which allowed them to run efficient and effective project management in a fast-changing environment. I recommend partnering with Cloudity!