Client: Pax8
TECHNOLOGY
- Salesforce Data Cloud
- Agentforce
- Salesforce Sales Cloud
ABOUT CLIENT
Pax8 is a cloud marketplace that simplifies how IT professionals buy, sell, and manage cloud solutions, connecting thousands of managed service providers with cloud vendors across the partner ecosystem.
NEED
As Pax8 grew, it wanted to bring CRM, marketing, and marketplace data together so sales teams could understand partner activity and forecast with confidence.
APPROACH
CloudMasonry unified Pax8’s data by bringing marketplace behavior into Salesforce Data Cloud, then built the sales process and support layer on top of a foundation that could support both.
- Integrated marketplace analytics into Salesforce Data Cloud alongside CRM and marketing data.
- Configured identity resolution to build comprehensive partner profiles, merging behavioral, transactional, and engagement data.
- Redesigned the opportunity lifecycle for clearer lead management and handoffs.
- Built custom Salesforce dashboards giving real-time visibility into partner health and product adoption.
- Deployed an Agentforce agent powered by Unified Knowledge to handle partner support requests.
OUTCOME
Pax8’s Customer 360 implementation brought marketplace behavior, platform usage, and transaction trends into a single view, changing how the business engages its partners. Revenue forecasting now runs on connected data, lead handoffs are cleaner, and account teams can see partner health as it changes rather than after the fact.
- Marketplace behavior, platform usage, and transaction data unified in one partner view.
- Revenue forecasting grounded in connected data.
- Real-time insight into partner health and product adoption.
- Agentforce handling routine partner support, with the knowledge base behind it.
- Ecosystem scale supported through proactive account management without losing personalized partner interaction.
