Fractional Salesforce and Agentic AI Advisory For Revenue Teams Who Want More From Their Stack
Most teams are sitting on an expensive Salesforce and MarTech stack that isn't fully adopted, isn't aligned with GTM, and costs more than it should.
Helping growth-stage and mid-market companies turn Salesforce, Agentforce, and their MarTech stack into a predictable revenue engine—while trimming wasted spend on licenses and contracts.
Free Guide: Using AI in Real Life
Practical examples anyone can try today
Most Teams Are Sitting On An Expensive Salesforce And MarTech Stack That Isn't Fully Adopted, Isn't Aligned With GTM, And Costs More Than It Should.
M3 Consulting provides fractional leadership at the intersection of Growth Strategy, Salesforce & Agentforce, and Commercial Optimization—so you can scale faster, spend smarter, and ship AI-powered customer experiences that actually drive revenue.
Transform Your Salesforce Investment
More Revenue from the Same Stack
Turn disconnected tools into a connected GTM system. Align marketing, sales, service, and AI agents around clear pipeline, conversion, and retention goals.
Less Waste in Your Salesforce & SaaS Spend
Identify unused licenses, mismatched SKUs, and unfavorable terms. Negotiate smarter so you stop overspending and start reinvesting savings into growth.
Agentforce & AI That Feels Tangible, Not Theoretical
Move beyond AI hype. Design Agentforce use cases that improve case resolution, seller productivity, and customer experiences—with clear metrics and guardrails.
Trusted By Revenue Leaders
See what clients say about working with M3 Consulting
"Matt Kelly has worked for me at 3 different companies because he delivers! Matt's strong working knowledge of Salesforce.com has allowed him to outperform his peers in every sales role he's held, and it also makes him a particularly effective Sales Manager; he can perform many administrator level functions in Salesforce.com including workflow rule creation, custom report creation, custom field creation, page layout modification, dashboard creation, and mass email creation. Matt has also proven his ability to effectively close deals with both small and medium sized businesses ranging from $200 to hundreds of thousands in Annual Contract Value. In short, Matt Kelly is an incredible asset in any Sales or Sales Management Role, and his prowess for technology tools and growing revenues speaks for itself."
"Matt is a subject matter expert within the Salesforce Marketing Cloud space and he is also such a humble, kind, genuine person who really cares about doing the right thing for his clients. It's really no surprise that he has enjoyed so much success in his career so far - his enthusiasm is infectious- he is optimistic but realistic - and he always does what he says he is going to do. If you're offered the chance to work with Matt, I would recommend you grab the opportunity with open arms, you wont regret it."
"I've had the pleasure of partnering closely with Matt as part of our Salesforce work, and I can confidently say he's one of the most collaborative and energizing colleagues I've worked with. As a leader on our growth team, Matt consistently brings a thoughtful, solutions-oriented approach to every conversation and genuinely cares about driving success for both our team and our clients. His energy is contagious, and his ability to align business value with product strategy makes him an invaluable partner."
Want to see more recommendations?
View All LinkedIn RecommendationsHow We Work Together
Discover & Diagnose
We start with a Salesforce + GTM + contract audit to understand where value is trapped.
Design the Playbook
We co-create a 90-day roadmap across strategy, systems, and spend.
Fractional Leadership
M3 embeds as your part-time GTM/Salesforce leader, driving execution with your internal teams and partners.
Ready to get more from the Salesforce and Agentforce investments you already have? Let's design a smarter path forward.
Decoding the Salesforce Renewal
Navigate the "moat" to control costs and reclaim leverage in your negotiations. Learn how to protect your budget against 7% price increases and 3x switching costs.
The Agentic Enterprise in Action
Learn how autonomous AI agents are transforming sales operations. Real case studies showing 92% reduction in research time and 90% reduction in email creation.
Ready to Optimize Your Salesforce Investment?
Let's start with a conversation about where you are and where you want to be.
Schedule A CallGet In Touch
Ready to transform your Salesforce investment? Let's talk.
Contact Information
Office Hours
09am - 05pm
Carmel, Indiana