Salesforce Transformation

Salesforce, Reimagined for the Intelligent Enterprise.

Transform CRM into an intelligent business platform with Salesforce, Data 360, Agentforce and industry-specific solutions.

Delivered by Forward Deployed Engineers who embed with your teams, from architecture through production.

01
Consult
02
Implement
03
Connect
04
Intelligent
05
Optimize

We don’t just implement Salesforce.
We transform what your business can do with it.

AX3 helps organizations move beyond traditional CRM implementation. We connect Salesforce with AI, unified enterprise data, automation and industry-specific processes to create intelligent business platforms designed around measurable business outcomes.

Need this delivered by engineers embedded directly in your environment? See Salesforce FDE →

Need to hire for this? Hire a Salesforce developer → Hire a Salesforce architect → or browse Salesforce roles.

Capabilities

Six practices. One accountable partner.

Engagement models

Three ways to start.

Every engagement is scoped to your org and objectives. These are the shapes most programs take, and they can be sequenced from a first sprint through to an ongoing partnership.

01

Discovery Sprint

2 weeks

A focused sprint to scope one high-value Salesforce or Agentforce use case, with a clear technical assessment and ROI baseline before you commit to a full program.

  • Health check on one target area
  • Architecture and effort estimate
  • Clear go/no-go recommendation
02

Implementation Launch

6–12 weeks, varies by scope

End-to-end delivery of a defined Salesforce or Agentforce initiative — consulting, implementation, and integration under one accountable team.

  • Dedicated delivery team
  • Weekly progress reporting
  • Production go-live support
03

Managed Partnership

Ongoing, quarterly roadmap

Continuous administration, enhancement, and Agentforce expansion — your Salesforce platform gets better every quarter, not just at go-live.

  • SLA-backed managed services
  • Quarterly roadmap reviews
  • Dedicated or shared support model

Durations are indicative. Scope, timeline and commercials are confirmed during scoping.

Illustrative model

What could automation be worth?

Adjust the inputs to see an indicative annual value of time returned to your teams. This is a simple illustrative model, not a forecast or a commitment.

50 users
3 hours
45 per hour
Indicative annual value of time returned
$351,000

Calculated as users x hours saved each week x 52 weeks x loaded hourly cost. Real outcomes depend on your processes, data quality, adoption and scope, and AX3 builds a grounded business case during scoping rather than from a slider.

Build a Real Business Case
The AX3 Difference

Salesforce + AI + Industry Intelligence

AX3 brings together Salesforce expertise, enterprise data, AI and industry knowledge to build intelligent business platforms rather than isolated CRM implementations.

  1. 01Industry Expertise
  2. 02Salesforce
  3. 03Data 360
  4. 04Agentforce
  5. 05Automation
  6. 06Business Outcomes
Product Landscape

Beyond CRM.

Explore the Salesforce capabilities changing how enterprises operate.

Agentforce

AI agents that reason, act and automate business workflows.

Data 360

Turn fragmented enterprise data into unified, AI-ready intelligence.

Revenue Management

Transform quote-to-cash, contracts, orders, subscriptions, consumption and billing.

Agentforce for Manufacturing

AI-powered manufacturing sales, service, warranty, inventory and partner workflows.

Consumer Goods Cloud

Connect sales planning, trade promotion, retail execution and customer engagement.

Financial Services Cloud

Industry-specific customer, relationship, service and financial workflows.

Automotive Cloud

Customer, vehicle, dealer, service and finance transformation.

Nonprofit Cloud

Unify fundraising, program delivery, grantmaking and volunteer management for mission-driven organizations.

Explore
Innovation Demo

AX3 Salesforce Innovation Lab

See what Salesforce can do beyond CRM.

AI Sales ConciergeInnovation Demo
Business Challenge
Complex product discovery, configuration and pricing slow down sellers.
Salesforce Capability
Sales Cloud, Revenue Management, product & pricing data
AI Layer
Agentforce sales agent grounded in catalog and entitlement data
Business Workflow
Discover → Configure → Quote → Approve → Order
Expected Transformation
Shorter quote cycles and more consistent pricing discipline.
AI Service AgentInnovation Demo
Business Challenge
High case volume with repetitive, knowledge-heavy resolution paths.
Salesforce Capability
Service Cloud, Knowledge, Case Management
AI Layer
Agentforce service agent with retrieval over knowledge and case history
Business Workflow
Intake → Triage → Resolve → Escalate → Learn
Expected Transformation
Higher first-contact resolution and lower handling effort.
AI Warranty ConciergeInnovation Demo
Business Challenge
Warranty eligibility and claims processes are manual and inconsistent.
Salesforce Capability
Service Cloud, Asset & Entitlement data, Field Service
AI Layer
Agentforce agent validating coverage and orchestrating claims
Business Workflow
Register → Validate → Adjudicate → Dispatch → Settle
Expected Transformation
Faster claim decisions and fewer warranty leakage events.
AI Partner Sales AssistantInnovation Demo
Business Challenge
Channel partners lack real-time product, pricing and pipeline context.
Salesforce Capability
Partner Community, Sales Agreements, Data 360
AI Layer
Agentforce partner assistant with guided selling
Business Workflow
Register deal → Configure → Co-sell → Fulfil → Settle
Expected Transformation
Stronger channel productivity and cleaner partner data.
CPG Retail Execution IntelligenceInnovation Demo
Business Challenge
Retailer, distributor and field execution data sit in silos.
Salesforce Capability
Consumer Goods Cloud, Data 360, Analytics
AI Layer
Agentforce store visit and perfect-store recommendations
Business Workflow
Plan → Visit → Execute → Measure → Optimize
Expected Transformation
Better shelf compliance and promotion effectiveness visibility.
Financial Services AI AdvisorInnovation Demo
Business Challenge
Advisors work across fragmented customer and product systems.
Salesforce Capability
Financial Services Cloud, Customer 360
AI Layer
Agentforce advisor copilot with compliant response grounding
Business Workflow
Prepare → Advise → Document → Service → Review
Expected Transformation
More prepared client conversations with auditable trails.
Data 360 Customer IntelligenceInnovation Demo
Business Challenge
AI initiatives stall without trusted, unified customer context.
Salesforce Capability
Data 360, harmonization, identity resolution
AI Layer
AI-ready data products feeding agents and analytics
Business Workflow
Ingest → Harmonize → Resolve → Activate → Measure
Expected Transformation
One customer view usable by both people and agents.
Quote-to-Cash AutomationInnovation Demo
Business Challenge
Configuration, quoting, contracting, orders and billing are disconnected.
Salesforce Capability
Revenue Management, ERP integration
AI Layer
AI-assisted approvals, pricing guidance and exception handling
Business Workflow
Configure → Quote → Contract → Order → Bill
Expected Transformation
Fewer revenue exceptions and cleaner order-to-invoice flow.
Transformation Playbooks

Salesforce Transformation Playbooks

Playbook 01

AI Sales Concierge for Manufacturing

Challenge: Complex product discovery, pricing and sales workflows.

Solution: Salesforce + Agentforce + product and pricing data.

Playbook 02

AI Warranty Concierge

Challenge: Complex warranty and service processes.

Solution: Agentforce + Salesforce Service + entitlement data + automation.

Playbook 03

CPG Retail Execution Intelligence

Challenge: Disconnected retailer, distributor and field execution data.

Solution: Consumer Goods Cloud + Data 360 + Agentforce.

Playbook 04

AI Financial Relationship Manager

Challenge: Fragmented customer and financial information.

Solution: Financial Services Cloud + Data 360 + Agentforce.

Playbook 05

Quote-to-Cash Transformation

Challenge: Disconnected configuration, quoting, contracts, orders and billing.

Solution: Revenue Management + Salesforce + ERP integration.

Playbook 06

Data 360 → Agentforce

Challenge: AI without trusted enterprise context.

Solution: Enterprise Data → Data 360 → Customer Intelligence → Agentforce → Business Action.

Illustrative transformation playbooks. Customer case studies are shown separately and only where verified.

Explore All Transformation Playbooks →
Client engagements

Salesforce transformation in action.

Verified, approved engagements delivered by AX3 Salesforce teams. Engagements are described without client names while approvals are in progress; named references are available under NDA on request.

Salesforce transformation

Global semiconductor equipment manufacturer

Challenge
Quoting for configurable capital equipment ran across spreadsheets and a heavily customised legacy CRM, making pricing governance and forecast accuracy difficult across regions.
What AX3 did
AX3 re-architected the revenue stack on Sales Cloud and CPQ, rationalised the custom code estate, and rebuilt the quote-to-order flow around a single product and pricing model.
Outcome
A governed quoting process with region-consistent pricing rules, a materially smaller customisation footprint, and forecast data leadership can act on.
Industry Practices

Salesforce, built around your industry.

Manufacturing

Transform sales, service, channel, warranty and customer operations with intelligent Salesforce solutions.

Explore

Financial Services

Unify customer, relationship and service workflows across banking, insurance, lending and wealth with Financial Services Cloud, Data 360 and Agentforce.

Explore

CPG & Retail

Connect customers, retailers, distributors, field teams and commerce through intelligent Salesforce solutions.

Explore

Semiconductor & Technology

Complex B2B sales, global accounts, partner ecosystems and long design-win cycles, orchestrated on an intelligent Salesforce platform.

Explore

Healthcare & Life Sciences

Unify patient, member, provider and HCP engagement across health systems, payers, pharma, biotech and medical device organizations with Health Cloud, Data 360 and Agentforce.

Explore

Energy & Utilities

Connect grid operations, field service, outage response and customer programs with Energy & Utilities Cloud, Net Zero Cloud, Data 360 and Agentforce.

Explore

Logistics & Supply Chain

Run freight quote-to-cash, shipper and carrier engagement and exception management on a connected Salesforce, Data 360 and Agentforce foundation.

Explore

Travel, Transportation & Hospitality

Build a connected guest and traveller 360, loyalty engagement and disruption service model with Salesforce, Marketing Cloud, Data 360 and Agentforce.

Explore

Telecom, Media & Technology

Manage complex subscriber lifecycles, bundled offers and high-volume service with Communications Cloud, CPQ, Data 360 and Agentforce.

Explore

Automotive

Connect OEMs, dealers and service networks around a shared vehicle 360 with Automotive Cloud, Data 360 and Agentforce.

Explore

EV & Mobility

Support direct digital vehicle purchase, charging network experience and subscription mobility models with a connected EV customer 360.

Explore

Nonprofits

Unify fundraising, program delivery, grantmaking and volunteer management on one Salesforce platform so mission teams spend less time on admin and more time on impact.

Explore
Salesforce Health Check

How healthy is your Salesforce org?

  • Adoption
  • Architecture
  • Data
  • Automation
  • Integration
  • Performance
  • Security
  • AI Readiness
Get a Salesforce Health Check
Agentforce Readiness

Is your Salesforce org ready for Agentforce?

  1. 01CRM Foundation

    Clean objects, processes and adoption across sales and service.

  2. 02Data Foundation

    Unified, harmonized and governed enterprise data.

  3. 03Automation

    Flows, orchestration and integration removing manual steps.

  4. 04AI Readiness

    Grounding, permissions, guardrails and measurable use cases.

  5. 05Agentforce

    Agents that reason and act inside real business workflows.

Assess Your AI Readiness

Need Salesforce expertise fast?

  • Salesforce Architects
  • Developers
  • Consultants
  • Administrators
  • Business Analysts
  • QA Specialists
  • Integration Specialists
  • Agentforce Specialists
  • Salesforce Nonprofit Cloud Consultants

Engagement models

  • Dedicated Teams
  • Project Teams
  • Staff Augmentation
  • Managed Services
Build Your Salesforce Team

Your Salesforce platform should keep getting better.

  • Monitor
  • Optimize
  • Enhance
  • Automate
  • Secure
  • Scale
Assess My Salesforce Org
Salesforce Insights Hub

Perspectives on Salesforce, AI and data.

Agentforce

Is Your Salesforce Org Ready for Agentforce?

Manufacturing

Why Manufacturing Companies Are Moving Beyond Traditional CRM

Data 360

How Data 360 Changes Your Salesforce AI Strategy

Agentforce

Agentforce for Manufacturing: High-Value Use Cases

CPG & Retail

How CPG Companies Can Modernize Retail Execution With Salesforce

Revenue Management

Revenue Management: The Next Generation of Quote-to-Cash

FAQ

Salesforce — frequently asked questions

What does AX3 do with Salesforce?

AX3 delivers Salesforce consulting, implementation, integration, Data 360, Agentforce AI and managed services, combined with deep industry expertise in manufacturing, semiconductor and technology, financial services, and CPG and retail.

How is AX3 different from a typical Salesforce implementation partner?

AX3 combines Salesforce delivery with enterprise integration, unified data and industry process knowledge, so the platform becomes an intelligent business system rather than an isolated CRM.

Can AX3 assess an existing Salesforce org?

Yes. AX3 runs a structured health check covering adoption, architecture, data, automation, integration, performance, security and AI readiness.

Does AX3 provide Salesforce talent?

Yes. AX3 provides Salesforce architects, developers, consultants, administrators, business analysts, QA, integration and Agentforce specialists through dedicated teams, project teams, staff augmentation or managed services.

How do AX3 Salesforce engagements start?

Most engagements begin with a short discovery sprint that scopes one high-value use case and produces an architecture view and effort estimate. From there, work can continue as a defined implementation or as an ongoing managed partnership.

Does AX3 work with Salesforce Nonprofit Cloud?

Yes. AX3 delivers Nonprofit Cloud implementation, NPSP to Nonprofit Cloud migration, grantmaking, program and case management, and volunteer management for mission-driven organizations. Fundraising and program data sit on one platform so impact reporting does not depend on spreadsheets.

How does AX3 estimate the value of a Salesforce program?

Value is estimated from the specific processes in scope, the volume of work they carry and the current cost of doing them, then validated with your team during scoping. Illustrative models are useful for framing a conversation, but they are not a substitute for a grounded business case.

New & Emerging

What’s new in Salesforce.

The platform is moving quickly. These are the capabilities reshaping how enterprises sell, serve and operate — and where AX3 focuses its industry work.

Agentic AI

Agentforce

Autonomous agents that reason over trusted enterprise data and take action inside real business workflows, with defined boundaries and human escalation.

  • Agent design and grounding
  • Governance and guardrails
  • Industry agent patterns
Data Foundation

Data 360

Unified, AI-ready enterprise data — ingestion, harmonization, identity resolution and activation across the systems that run the business.

  • Identity resolution
  • AI-ready data products
  • Real-time activation
Revenue

Revenue Cloud

A connected commercial stack across CPQ, contracts, orders, subscriptions, consumption and billing on one revenue data model.

  • Quote-to-cash
  • Subscriptions and consumption
  • Contract lifecycle
Industry

Industry Clouds

Prebuilt industry data models and processes that shorten the distance between platform capability and how a sector actually operates.

  • Industry data models
  • Sector-specific processes
  • Faster time to value
Service

AI-Powered Service

Agentic and assistive AI across case triage, knowledge retrieval, resolution and escalation, grounded in entitlement and history.

  • Case deflection
  • Agent assist
  • Knowledge grounding
Sales

AI-Powered Sales

Guided selling, account intelligence and quote generation grounded in catalog, pricing and installed-base context.

  • Guided selling
  • Account intelligence
  • Pipeline quality
Field Service

AI-Powered Field Service

Scheduling intelligence, remote resolution and technician assistance connecting customers, assets and the people who service them.

  • Scheduling optimisation
  • Technician assist
  • Predictive maintenance
Experience

Intelligent Customer Experience

Personalization and service continuity across commerce, marketing, portal and support channels on shared customer data.

  • Journey orchestration
  • Self-service
  • Channel continuity
AI & Data

Enterprise AI

AI beyond CRM — document intelligence, forecasting, predictive operations and decisioning built on governed enterprise data.

  • Model governance
  • Evaluation and monitoring
  • Responsible deployment