SyncOnAI360

Engagements

Win Salesforce work with a pursuit process that learns.

Every pursuit moves through nine steps, from fit and pricing to a client deal room and a debrief, with proof matched from your past wins and lessons that sharpen the next bid.

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Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

In one paragraph

SyncOnAI 360 Engagements is a nine-step workspace for Salesforce consulting pursuits: fit, price, proof, proposal, statement of work, deal room, track, debrief and learn. Pricing uses your rate card and currency, the Proof Vault matches past wins by cloud and industry, and the deal room shares the proposal with the client.

Steps in every engagement
9Steps in every engagement
Lead sources: manual, email, LinkedIn, referral, inbound
5Lead sources: manual, email, LinkedIn, referral, inbound
Rate card and currency, from the practice profile
YourRate card and currency, from the practice profile
Deal room per pursuit for the client
1Deal room per pursuit for the client

01The problem

Why Salesforce pursuits take so much unbilled time

Every new opportunity starts from a blank proposal, an estimate built by hand and a hunt for a relevant case study. Win or lose, the lessons are rarely captured, so the next pursuit starts from scratch again.

  1. 01

    Blank-page proposals

    Each proposal is written from nothing, even when the practice has done the same work many times.

  2. 02

    Lost proof

    Relevant case studies exist somewhere, but finding the right one for this client takes too long.

  3. 03

    Inconsistent pricing

    Rates and currency vary by whoever wrote the estimate.

  4. 04

    No learning loop

    Why a deal was won or lost lives in one person's memory.

02steps

What are the steps of a Salesforce consulting engagement?

Fit scores how well a client brief matches your practice. Price builds tiered pricing from your firm's rate card in the currency from your practice profile. Proof matches case studies from your Proof Vault. Proposal generates and edits proposal sections. SOW drafts the statement of work.

Deal room shares the proposal with the client, with the statement of work optionally visible. Track follows up and records client activity. Debrief captures the win or loss and the lessons, and Learn feeds them back into future AI prompts.

  • Fit, price, proof, proposal, SOW
  • Deal room, track, debrief, learn
  • Lessons feed future pursuits

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

03proof

How does a proof vault help win Salesforce work?

Store each delivery win with its summary, client context and industry, measurable outcome, duration and value in your currency, plus matching tags and Salesforce cloud pills such as CPQ, Service Cloud or Agentforce. Choose whether a case can appear in deal rooms.

When a pursuit reaches the proof step, cases are matched by cloud, industry and tags. The library can be searched and filtered by Salesforce product and industry at any time.

  • Outcomes, duration and value per case
  • Tagged by cloud and industry
  • Matched to each pursuit

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

04clients

How are clients and pursuits organised?

Create an engagement with a title and the client brief, link a client, choose the source, manual, email, LinkedIn, referral or inbound, and set the deal room contact. Starting from a client's record pre-selects the client.

The Clients directory links contacts to pursuits and, where connected, to their Salesforce orgs, with pursuit counts and org health on each card. The Command Center shows recent pursuits, deal rooms, win rate and proof cases.

  • Five lead sources
  • Clients linked to pursuits and orgs
  • Pipeline in the Command Center

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

05evidence

How do engagements use org evidence?

When a client's org is connected, the audit produces evidenced findings with an effort band and a cost, and selected findings become a priced statement of work in one step, each line written as an outcome.

An engagement is separate from a delivery project: when a pursuit is won, the accepted work goes onto a project board, where findings carry their evidence and estimate into delivery.

  • Audit findings as SOW lines
  • Outcomes, not check names
  • Accepted work onto a project board

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

06learn

How do engagements reuse what the practice already knows?

Every debrief records why a pursuit was won or lost, and Learn feeds those lessons into the prompts behind future proposals, so the practice's experience shapes each new bid. The Proof Vault grows with every delivery win you record.

Combined with one rate card and currency, that turns proposals from individual effort into a practice asset that improves with use.

  • Lessons feed the next proposal
  • A Proof Vault that grows
  • One rate card for everyone

Engagement: Service Cloud remediation

Northwind Solutions

  1. Fit
  2. Price
  3. Proof
  4. Proposal
  5. 5SOW
  6. 6Deal room
  7. 7Track
  8. 8Debrief
  9. 9Learn

Statement of work

  • Restore fault handling on Service automation$1,200
  • Consolidate Case triggers into one handler$2,400
  • Remove unused Case fields$600

07How it works

A pursuit, start to finish

Nine steps, one workspace.

  1. 01

    Capture

    Create the engagement from the client brief.

  2. 02

    Qualify and price

    Score fit and price from your rate card.

  3. 03

    Prove

    Match proof from past wins.

  4. 04

    Propose

    Generate the proposal and SOW and share the deal room.

  5. 05

    Learn

    Track, debrief and feed lessons into the next bid.

08Before and after

Pursuits, with and without SyncOnAI 360

Without

With SyncOnAI 360

Proposals from a blank page

Proposals generated and edited in place

Case studies hard to find

Proof matched by cloud and industry

Pricing varies by author

One rate card and currency

Lessons forgotten

Debrief and learn on every pursuit

Estimates without evidence

SOW lines from audit findings

09Who uses it

Who runs engagements

ConsultanciesRun every pursuit through the same nine steps, priced from one rate card, with proof matched from past wins, so the quality of a proposal no longer depends on who wrote it.Independent consultantsProduce a proposal, a statement of work and a client deal room for each opportunity without a sales team, and keep the lessons from every win and loss.
Practice and sales leadsSee recent pursuits, deal rooms, win rate and proof cases in the Command Center, and feed debrief lessons back into how the next proposal is written.
Delivery leadsReceive won work with its evidence attached: when a client's org is connected, audit findings carry their estimates into the statement of work and onto the project board.

10Questions

Frequently asked questions

A nine-step workspace for a consulting pursuit: fit, price, proof, proposal, SOW, deal room, track, debrief and learn.

A shared space where the client sees the proposal and, optionally, the statement of work.

A library of past wins with outcomes, duration and value, tagged by Salesforce cloud and industry and matched to new pursuits.

The default currency set in your practice profile, along with your rate card.

No. Engagements and projects are separate; accepted work is put onto a project board, where findings keep their evidence and estimates.

Yes. Selected findings become a priced statement of work in one step.

In the Command Center: recent pursuits, deal rooms, win rate and proof cases.

Yes. Every plan includes every feature.

Yes. Each Proof Vault case records whether it may appear in deal rooms.

11Keep exploring

Related

Audit to SOWFindings to a priced statement of workSalesforce consultanciesClient orgs to proof of workIndependent consultantsSeveral client orgs, one workspaceDeliveryProjects, pages and engagementsOrg Audit55 checks, priced findings, a letter gradePricingEvery feature on every plan

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