DX Foundation

From 10 Months of Frustration to 4 Weeks of Real Results ?? We knew we had work to do when we stepped into this Salesforce implementation. A project that should have been 4 months had stretched to 10 months, leaving the client frustrated and skeptical about what could be salvaged. We don’t blame them. They had been through confusion, delays, and misalignment. Something we see all too often when implementations lose focus. ? But in just 4 weeks, we were able to turn that around. ?- A clear, structured process ? -?A demo that made sense—not more confusion ? ?- A tool the team could actually use and grow with ? Hearing feedback like “Oh my God, we’re going to have a tool we can actually use!” and “You’ve way exceeded my expectations” after just one sprint? That’s why we do what we do. This isn’t just about moving fast. It’s about moving intentionally, focusing on real outcomes, and ensuring our clients feel heard every step. ?? If your Salesforce implementation isn’t delivering value early and often, it’s time to rethink the approach. Let's talk: https://lnkd.in/eYi9_Hrv

Luck won’t fix your data,?but we can. ?? When it comes to getting real value from your Salesforce investment, luck won’t cut it. Execution will. At DX Foundation, we don’t leave success to chance. ? We ask the right questions. ? We uncover the gaps others miss. ? We ensure your technology works for you, not the other way around. So if your strategy feels more like a roll of the dice ?? than a solid plan, let’s talk. Smart decisions > good luck, every time.

Too often, we see businesses treating Salesforce like a tool instead of a growth engine. ?? At DX Foundation, we don’t just implement—we optimize, align, and scale Salesforce solutions so they actually move the needle for your business. We help with: ? Untangling complex integrations so your data flows seamlessly ? Optimizing AI-driven automation to eliminate inefficiencies ? Customizing Sales & Service Cloud for measurable impact Rethinking Salesforce? Let’s Talk.

Last week in San Francisco, while TrailblazerDX was in full swing, Brian Kuntz, Dan Keseloff, and Derek Sexter were all in hosting, learning, and making big things happen. From high-stakes strategy discussions to actual high-stakes (at the craps table), it was a week to remember! Hosted a Team of Elites – We spent time with top minds in the Salesforce ecosystem, diving deep into what’s next for AI, CRM 2.0, and how to drive real business outcomes. Casino Night for Salesforce Leaders – Because when it comes to client success, you shouldn’t gamble. We brought together incredible Salesforce leaders to talk about how the right strategy, architecture, and tech investment stack the odds in favor of long-term success. Customer Breakfast & Agent Use Cases – Over coffee (and probably way too little sleep), we explored real-world Agentforce use cases, including: ? Automating client one-pagers & meeting prep ? Identifying transaction outliers in Snowflake ? Supercharging sales coaching with AI-driven insights The energy, the conversations, and the momentum from last week were unmatched. Huge thanks to everyone who joined us, whether at the table, at the breakfast, or just for a quick hallway chat. Let’s keep pushing what’s possible! Swipe through some of our favorite moments from the event! ????

We kicked off the morning at TrailblazerDX with great coffee, great people, and even better discussions. Our own Dan Keseloff joined a panel to dive into one of the biggest challenges in tech: How do we finally bridge IT and business to drive real engagement? The answer? Agentforce + Data Cloud. AI, automation, and data come together to make CRM smarter and faster. If you missed it, don’t worry—we’ll be sharing key takeaways soon!

We’re excited to share that the DX Foundation team will be at TrailblazerDX 2025 in San Francisco next week! ?? If you’ll be there, too, let’s connect! We’d love to chat about Agentforce, automation, and how AI is shaping Salesforce's future. ?? Attending TDX? Drop a comment or DM!

?? Stop Leaving Millions on the Table – Are You Solving the Right Problem? A client recently told us: “In five weeks, you understand our business better than partners who’ve been here for years.” Too often, companies approach technology projects with a fixed list of requirements: build the thing, check the boxes, and move on. But what if the biggest opportunities aren’t even on that list? Here’s what that looks like in action: A client came to us wanting to streamline their customer onboarding process. Simple request. But instead of just executing, we asked why. That’s when we found it. Their CMO casually mentioned that some customers were dropping off halfway through onboarding. So, we asked: ? “How much is that costing you?” ?? The answer: $3M–$6M per year. And it wasn’t just lost revenue, incomplete applications were clogging the system, blocking new opportunities, and compounding the issue. By digging deeper, we uncovered a $2M+ solvable opportunity, something they didn’t even realize was draining revenue. ?? This is the difference between an order-taker and a true consulting partner. At DX Foundation, we don’t just implement systems—we uncover hidden value and drive real business outcomes. While big SIs get bogged down in overhead and layers of management, we stay lean, focused, and relentlessly client-centric. ?? If your tech projects aren’t having a measurable impact, it’s time to rethink your approach. The right questions can unlock millions. Are you solving the right problem? Let’s talk. ??

Are You a Financial Institution Struggling with Siloed Systems? Let’s Fix That. If you work in banking, insurance, or wealth management, you know these challenges all too well. The problem? Siloed systems slow you down, create compliance risks, and make it nearly impossible to deliver the high-touch, personalized service that today’s customers expect. That’s where Financial Services Cloud (FSC) comes in. How we help financial institutions streamline operations with FSC: ? We integrate your core banking systems (like nCino, FIS, Jack Henry, FISERV, and more) with FSC to create a unified, 360-degree customer view ? We automate workflows & enable AI-driven decision-making so teams can spend less time on manual processes and more time on strategic, high-value interactions ? We simplify complex integrations to ensure compliance, efficiency, and seamless omnichannel engagement ?? What’s the biggest tech challenge your financial institution is facing today? Comment below or check out our page for more information: https://lnkd.in/eTnzsVZ8

At DX Foundation, our values aren’t just words. ?? They shape how we work, collaborate, and create impact. This week, Dan Keseloff, Principal Consultant & Founder, shares his favorite DXF value: "Business-First Boosts Success." "This means technology actually comes second! We first seek to deeply understand your business before we propose a solution. We design through the eyes of your customers, users, engineers, and executives to achieve a holistic implementation that minimizes technical debt, aligns with your business goals, and maximizes adoption.” At DXF, we don’t believe in one-size-fits-all solutions.???? By putting business first, we ensure every Salesforce implementation truly works for the people using it.

?? Congrats to our latest AI expert, Nathaniel Manns, for earning his Salesforce AI Specialist certification! This certification isn’t just a badge; it’s a deep dive into how AI enhances sales, service, and customer experience inside Salesforce, from intelligent automation to smarter decision-making. This isn’t just a personal win for Nathaniel, but it’s a big step forward in our mission to make Salesforce smarter, more efficient, and (of course) more fun. Drop a ?? in the comments to celebrate with us!