Services/Strategy & Advisory

Build a Roadmap That Balances ROI, Risk, and Capacity

Every organization wants Salesforce to drive results. But without a clear roadmap, you risk spending time and budget on the wrong priorities. Our Salesforce advisory services help you make confident decisions about where to invest, what to build, and how to get your team on board.

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You Need to Prove ROI, But Don’t Know Where to Start

Problem

Every Salesforce investment must demonstrate clear, measurable business impact. With competing priorities and limited resources, it’s hard to know which projects will deliver the fastest return.

Solution

We identify initiatives that drive the metrics you care about: enrollment conversion, donor retention, field execution efficiency, or compliance outcomes. We build a roadmap that prioritizes ROI, balances risk, and fits your capacity, with accurate consumption estimates and predicted ROI before you commit.

Your Salesforce Environment Has Become Too Complex

Problem

Years of growth mean years of workarounds. Custom code, disconnected integrations, and outdated architecture create technical debt that makes every change slower and more expensive. Fragmented data across systems limits your ability to get the insights that drive decisions.

Solution

We conduct a technical architecture assessment to identify where complexity is costing you the most. We help you modernize by consolidating data into Data Cloud, simplifying integrations, and eliminating unnecessary customizations. We prioritize areas that will reduce complexity and unlock the most value.

Employee Adoption is Low

Problem

You’ve implemented Salesforce, but your team isn’t using it. Business units resist new processes and still rely on spreadsheets. Low adoption leads to poor data quality, and leadership is starting to question whether the investment was worth it.

Solution

We design processes that make sense for how people actually work, identify adoption champions within your organization, and create training plans that stick. We help you track adoption metrics so you can see what’s working and adjust what isn’t. When adoption improves, data quality improves, as do your outcomes. 

ImpactPath Advisory Services

A proven advisory framework for clear priorities and predictable outcomes.

You leave with a clear roadmap, prioritized backlog, ROI hypotheses, and a delivery plan your team can execute with confidence.

Featured Client Story: Antioch University

70% More Counselor Appointments With Predictive AI

Facing an enrollment cliff, Antioch University partnered with Jax to implement predictive recruitment algorithms and personalized web content. The result? A 70% increase in counselor appointments and 5% more submitted applications, powered by Data Cloud and Marketing Cloud Personalization.

Read Their Story

Salesforce Advisory Services FAQs

What deliverables do we get from a strategy engagement?

You’ll receive a documented roadmap with prioritized initiatives, an ROI hypothesis for each project, a technical architecture assessment (if applicable), consumption cost estimates for AI and Data Cloud, and a clear implementation plan. We also provide adoption metrics and success criteria so you can measure progress.

How long does a strategy engagement take?

Advisory engagements are intentionally time-boxed and typically span weeks. They begin with focused workshops and targeted analysis, with the exact timeline depending on scope and complexity. The goal is to move quickly to clarity and direction.

Do you only work with organizations that are implementing Salesforce for the first time?

No. We work with organizations at every stage of their Salesforce journey: first-time implementations, optimization projects, technical debt remediation, and AI adoption planning. Many of our clients come to us because their current Salesforce environment isn’t delivering the value they expected.

How do you help us prioritize which projects to tackle first?

We evaluate initiatives based on three factors: ROI (which projects deliver measurable business impact), risk (which projects have dependencies or technical complexity), and capacity (what your team can realistically execute). This framework ensures you’re working on what matters most without overwhelming your resources.

Can you help us plan for AI and Data Cloud adoption?

Yes. Our Salesforce advisory services include AI strategy and roadmap development. We help you identify use cases where predictive AI, Agentforce, and Data Cloud will drive the most value, determine consumption costs, and build a phased adoption plan that delivers quick wins while setting you up for long-term success.

What if we’re not sure Salesforce is the right platform for our needs?

If Salesforce isn’t the right fit, we’ll tell you. But in most cases, the issue isn’t the platform but rather how it has been implemented or configured. Our technical assessments help you understand what’s working, what’s not, and what changes will unlock the value you need. We focus on solutions over sales.

Jax Insights

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Turning Point Brands – Building a Scalable, Data-Driven Field Sales Operation

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Christian Care Ministry – Experience Cloud Redesign/Build

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Big Picture Learning – Intent-Driven Internship Discovery with Agentic AI

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Antioch University – Predictive Engagement and Personalization Drive Enrollment Growth

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Focus on the Family – Scaling Mission Impact Through Personalized Digital Experiences

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Lifeway – Rapid Implementation Unlocks Platform Value Across Departments

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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.

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