Pax8 Data Cloud Client Story

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

Pax8’s rapid growth exposed blind spots in partner management. CRM data, marketing automation, and marketplace analytics were not connected, so sales teams had no view of how partners actually behaved on the platform. That fragmentation held back lead qualification and revenue forecasting, and it meant partner activity could not be turned into usable sales insight.

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 AWS Redshift into Salesforce Data Cloud to bring marketplace analytics 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 rather than partial CRM records.
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.

Client Success Stories

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

CloudMasonry unified VIZIO’s dual Salesforce instances through a phased Media Cloud transformation, delivering end-to-end quote-to-cash across advertising and media operations.

CloudMasonry and HNI partnered increase their website lead conversion rate through the use of Salesforce Pardot (Account Engage)

CloudMasonry consolidated ELIQUENT’s post-acquisition Salesforce instances and deployed Salesforce Contracts, cutting contract processing time by 70 percent.

CloudMasonry and Packback embarked on a Salesforce transformation.

CloudMasonry and Millennium Trust collaborated to enhance customer facing Salesforce experience clouds.

CloudMasonry partnered with Direct Energy to develop additional functionality and provide ongoing support for a custom mobile application used by over 500 sales representatives in the field.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

CloudMasonry worked collaboratively with Prosci and others to re-architect their existing Salesforce environment to accommodate newly integrated business systems while minimizing the disruption to existing user processes.

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry remediated EverConnect’s Data Cloud configuration, rebuilt their Marketing Cloud Next implementation, and migrated existing contacts off Marketo on deadline.