# Win Salesforce work with a pursuit process that learns. > 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. Source: https://synconai360.com/features/engagements ## Key facts - **9**: Steps in every engagement - **5**: Lead sources: manual, email, LinkedIn, referral, inbound - **Your**: Rate card and currency, from the practice profile - **1**: Deal room per pursuit for the client ## 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. - **Blank-page proposals.** Each proposal is written from nothing, even when the practice has done the same work many times. - **Lost proof.** Relevant case studies exist somewhere, but finding the right one for this client takes too long. - **Inconsistent pricing.** Rates and currency vary by whoever wrote the estimate. - **No learning loop.** Why a deal was won or lost lives in one person's memory. ## 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 ## 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 ## 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 ## 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 ## 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 ## A pursuit, start to finish 1. **Capture.** Create the engagement from the client brief. 2. **Qualify and price.** Score fit and price from your rate card. 3. **Prove.** Match proof from past wins. 4. **Propose.** Generate the proposal and SOW and share the deal room. 5. **Learn.** Track, debrief and feed lessons into the next bid. ## 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 | ## Who runs engagements - **Consultancies.** Run 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 consultants.** Produce 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 leads.** See 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 leads.** Receive 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. ## Frequently asked questions ### What is an engagement in SyncOnAI 360? A nine-step workspace for a consulting pursuit: fit, price, proof, proposal, SOW, deal room, track, debrief and learn. ### What is the deal room? A shared space where the client sees the proposal and, optionally, the statement of work. ### What is the Proof Vault? A library of past wins with outcomes, duration and value, tagged by Salesforce cloud and industry and matched to new pursuits. ### Which currency is used? The default currency set in your practice profile, along with your rate card. ### Does a won engagement become a project automatically? No. Engagements and projects are separate; accepted work is put onto a project board, where findings keep their evidence and estimates. ### Can engagements use audit findings? Yes. Selected findings become a priced statement of work in one step. ### Where do we see the pipeline? In the Command Center: recent pursuits, deal rooms, win rate and proof cases. ### Are engagements on every plan? Yes. Every plan includes every feature. ### Can we choose which past wins appear in deal rooms? Yes. Each Proof Vault case records whether it may appear in deal rooms.