Salesforce Consulting Services
Strategy, architecture and roadmaps that connect Salesforce investment to measurable business outcomes.
Talk to AX3 About SalesforceThe business problems we solve
- Salesforce is live but adoption and business value have plateaued.
- Architecture decisions were made project by project, not platform-wide.
- Multiple orgs, overlapping processes and unclear ownership.
- No credible roadmap connecting CRM spend to business outcomes.
The AX3 approach
Assess
Structured review of org health, architecture, data, automation, integration and adoption.
Architect
Target platform architecture, data model and governance aligned to industry processes.
Activate
Sequenced roadmap with value hypotheses, delivery increments and change plan.
Accelerate
Continuous optimization cadence with measurable platform and business KPIs.
Capabilities
- Salesforce Strategy
- Org Assessment & Health Check
- Solution Architecture
- Data Model Design
- CRM Transformation Roadmap
- Governance & Operating Model
- Licensing & Value Review
- Transformation Advisory
Use cases
- Multi-org consolidation strategy
- Post-acquisition CRM rationalization
- AI and Agentforce readiness assessment
- Business case and roadmap for CRM modernization
Technology ecosystem
- Sales Cloud
- Service Cloud
- Data 360
- Agentforce
- Revenue Management
- MuleSoft
Salesforce Consulting — frequently asked questions
What does a Salesforce assessment cover?
Adoption, architecture, data quality, automation, integration, performance, security and AI readiness — each scored with prioritized remediation.
How long does a Salesforce roadmap engagement take?
Most assessment and roadmap engagements run a few weeks, scaled to org complexity and the number of business units in scope.
Talk to AX3 About Salesforce
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