Case Study: AXA Wealth achieves stronger collaboration and faster CRM adoption with Cloud Sherpas and Salesforce

Collaboration Is Key to AXA Wealth’s Salesforce.Com Adoption

AXA Wealth, part of the global AXA Group, faced a challenge following an acquisition that left its UK and Ireland operations using two distinct, decentralized Siebel CRM systems. Their users required a more collaborative and mobile platform, leading them to partner with vendor Cloud Sherpas to implement a unified solution using Salesforce's Sales Cloud and Chatter.

Cloud Sherpas worked with AXA to execute a rapid, agile implementation plan that heavily involved business users. This collaborative approach resulted in a highly successful pilot with strong user adoption, a shift in collaborative work practices using Chatter, and faster decision-making. Due to this success, AXA Wealth plans to expand its use of Salesforce, with Cloud Sherpas credited for providing the expertise that helped avoid errors and ensure the project's positive outcome.

AXA

Denise Mahoney

Solutions Consultant, AXA Wealth