Applying Salesforce AI to Real Business Problems
We deploy all three types of AI solutions to solve your toughest challenges.
Predictive AI (Einstein Studio)
Forecast enrollment likelihood, donor retention, application conversion, or field performance. We build custom prediction models trained on your data that trigger workflows, personalize experiences, and guide decision-making.
Use cases: Likelihood to submit, likelihood to melt, likelihood to donate, likelihood to re-engage, program propensity scoring, churn prediction.
Generative AI (LLMs)
Summarize complex documents, draft personalized content, generate recommendations, and create dynamic responses. We integrate large language models into Salesforce workflows to reduce manual work and improve content quality.
Use cases: Grant writing assistance, case note summaries, advocacy message drafting, course catalog updates, automated report generation.
Agentic AI (Agentforce)
Deploy autonomous agents that take action without human intervention. We build three types of agentic AI:
- Interactive Agents – Respond to user requests with answers, recommendations, and guided workflows.
- Action Agents – Execute specific tasks when triggered by events or user input.
- Autonomous Agents – Operate independently to complete jobs without human triggers; the highest ROI AI we build.
Use cases: Student recruitment agents, case management agents, donor qualification agents, complaint routing agents, application screening agents, career pathway agents.
The Jax Approach to Salesforce AI
Anyone can deploy a basic Salesforce AI agent that summarizes a record. Jax builds agents that analyze trends, recommend who to contact, execute initial outreach, determine ask amounts, and operate almost completely autonomously. Our technical depth means we tackle the complex, high-ROI AI implementations that other firms can’t deliver. We’re the only partner successfully implementing autonomous agents at scale, and we do it with governance, monitoring, and measurable outcomes built in from day one.
Proven Results from AI-First Implementations
Antioch University
Deployed predictive AI that forecasts likelihood to submit and likelihood to melt, triggering automated task assignments and personalized website content. Results: 70% increase in counselor appointments, 5% increase in submitted applications.
Focus on the Family
Implemented Marketing Cloud with AI-powered personalization and behavioral tracking across email, SMS, and web. Results: 30% increase in family engagement, 20% increase in donor retention.
Turning Point Brands
Unified data into Data Cloud and deployed predictive models for category propensity and field execution insights. Results: 35% faster reporting, 60% reduction in maintenance hours.
Ready to Deploy Salesforce AI?
We start with AI strategy workshops to identify high-impact use cases, then deploy proof-of-concept builds in 2-4 weeks. You see working AI quickly, measure ROI with real data, and scale with confidence.
Jax Insights
Turning Point Brands – Building a Scalable, Data-Driven Field Sales Operation
Christian Care Ministry – Experience Cloud Redesign/Build
Big Picture Learning – Intent-Driven Internship Discovery with Agentic AI
Antioch University – Predictive Engagement and Personalization Drive Enrollment Growth
Focus on the Family – Scaling Mission Impact Through Personalized Digital Experiences
Lifeway – Rapid Implementation Unlocks Platform Value Across Departments
Let’s Talk About
Your Salesforce Goals
We’re here to help you navigate your Salesforce journey with ease. Tell us about your needs and we’ll follow up to schedule a free consultation.
"*" indicates required fields