# The operating system for Salesforce consultancies. > SyncOnAI 360 for consultancies connects the whole client lifecycle in one workspace: connect a client org, audit it with evidence and priced findings, build the statement of work, run the engagement and the project, deliver every change through validation and two-person approval, and prove the work with deploy receipts, re-audits and read-only client reports. Source: https://synconai360.com/solutions/salesforce-consultancies ## Key facts - **30**: Production client orgs on the Business plan, sandboxes free - **55**: Audit checks behind every client assessment - **1**: Workspace from first audit to final proof - **0**: Token meters: paid plans include AI ## Why consultancy margin leaks between the tools A Salesforce practice runs discovery in workshops, estimates in spreadsheets, delivery in a ticketing tool, changes in each client's org and reporting in slides. The work gets done. The margin goes on the hand-offs, the rework and the arguments about scope. - **Discovery nobody pays for.** Weeks of workshops to learn a client's org before the first change, often written off to win the deal. - **Scope that is easy to dispute.** Estimates built from interviews give the client nothing to check, so every overrun becomes a negotiation. - **Risky changes in client orgs.** Consultants work in production orgs they did not build. One unreviewed change can cost the relationship. - **Value the client cannot see.** At renewal the client asks what they got for the money, and the answer is a status deck rather than evidence. ## How do you assess a new client's Salesforce org quickly? Connect the client's sandbox or production org with Salesforce OAuth and the first sync reads its configuration and source. You get a health score with confidence and coverage kept apart, an audit of 55 checks with evidence behind every finding, a dependency map, technical debt and change history, without weeks of workshops. Each client org has its own health, audit and history, and the Command Center shows every client org together so you can see which one needs attention before the client calls. Share a read-only health or audit report with the client through a link you can withdraw at any time. - Health, audit, lineage and debt after the first sync - Every client org side by side - Read-only reports for the client, withdrawable ## How do you turn an org audit into a priced statement of work? Every finding carries an effort band, minutes, hours or days, based on what the fix involves rather than how severe it sounds, priced at a rate stated on screen of $150 an hour. Select the findings the client cares about and they become a statement of work with each line written as an outcome the client is buying. The price covers remediation only. The annual carrying cost and three year exposure of leaving each finding alone stay in the business case, where they make the argument for the work. The client can see the evidence for every line they are paying for, which ends most scope arguments before they start. - SOW lines priced from evidence and effort - Outcomes the client understands, not check names - Business case with carrying cost and exposure ## How does SyncOnAI 360 help a consultancy win work? Engagements take each pursuit through nine steps: fit, price, proof, proposal, SOW, deal room, track, debrief and learn. Fit scores the brief against your practice profile; pricing uses your rate card and currency; the Proof Vault matches past wins by Salesforce cloud and industry; and the deal room shares the proposal and, optionally, the statement of work. Debrief records the win or loss and the lessons, and Learn feeds them into future pursuits, so the practice gets sharper with every bid. The Clients directory links each client to their pursuits and their connected orgs. - Fit, price, proof, proposal, SOW and deal room - Proof Vault matched by cloud and industry - Debrief and learn loop for every pursuit ## How do consultants change client orgs safely? Accepted work lands on a project board with its evidence and estimate. Consultants build in chat or on the Flow, Apex, Lightning component and page builders, with AI that works from the client's own org, and every change becomes a proposal with named checks and its blast radius. Production changes in a client org need an approval from an admin other than the person who made them, and every deploy leaves a receipt with rollback. Nothing reaches a client's production org on one person's say-so, which is exactly what a client wants to hear from a partner. - AI that works from the client's own org - Two-person approval for client production - Receipts and rollback for every change ## How do you prove the value of Salesforce consulting work? Work items link to the proposals and deploys that delivered them, so progress comes from what shipped rather than from status updates. When the audit runs again, each fixed finding is marked verified fixed, or regressed if it came back, and the org's grade moves accordingly. Send the client a read-only link to the updated health report or audit and they see the evidence for themselves. At renewal, the conversation is about the next set of findings, not about whether the last invoice was worth it. - Progress from deploy receipts - Re-audits that verify every fix - Before and after the client can open themselves ## The consultancy lifecycle in one workspace 1. **Connect.** Connect the client's org and get health, audit and lineage. 2. **Price.** Turn chosen findings into a priced statement of work. 3. **Win.** Run the engagement and share it in a deal room. 4. **Deliver.** Plan the work and ship every change through two-person approval. 5. **Prove.** Re-audit, verify each fix and share the result with the client. ## Running a practice, with and without SyncOnAI 360 | Without | With SyncOnAI 360 | |---|---| | Weeks of unpaid discovery | The client org assessed after the first sync | | Estimates the client cannot check | SOW lines backed by evidence in their org | | Proposals written from scratch | Proof matched from your past wins | | One consultant can change client production | A second admin approves every production change | | Value argued at renewal | Verified fixes and reports the client can open | | A seat per tool per consultant | One workspace priced by production org | ## Frequently asked questions ### Is SyncOnAI 360 built for Salesforce consultancies? Yes. The connected chain from client org audit to statement of work, project, governed change and proof is designed for consultancies and Salesforce partners, and the plans are priced by the number of production orgs you run. ### How many client orgs can we connect? Pro covers 3 production orgs, Team 10 and Business 30, each with its sandboxes. Enterprise is sized to your practice. Linked sandboxes do not count against the plan. ### Is each client's data kept separate? Each org has its own health, audit, history and knowledge, and engagements and projects keep each client's work apart. Each customer's workspace is isolated from every other customer at the database level. ### Can clients see the work without an account? Yes. Share read-only links to health summaries, health reports and audits. Links expire and can be withdrawn at any time. ### How are statements of work priced? From each finding's effort band at $150 an hour, a rate stated on screen. Only remediation is priced; carrying cost and exposure stay in the business case. ### Can our consultants change client production orgs directly? Only through approved proposals. Sandbox deploys go straight through; production needs an admin other than the author to approve, and every deploy leaves a receipt with rollback. ### Do we pay per AI token? No. Paid plans include AI with no credit balance to watch. The Free plan runs on your own Anthropic or OpenAI key. ### Does it work for CPQ, Field Service and Agentforce clients? Yes. It reads those orgs like any other, and the Knowledge Hub includes delivery patterns for CPQ pricing, Field Service scheduling, Agentforce agent design and Financial Services Cloud data models. ### Can we try it on a client org first? Yes. The Free plan covers one user and one production org with its sandboxes, with no credit card, so you can run a full assessment before rolling it out. ### Can several consultants work in one workspace? Yes. Team covers 8 users and Business 25. Members build, propose and deploy to sandboxes; admins approve production, set the deploy policy and roll back. ### Can we track delivery across all client projects? Yes. The Command Center shows backlog and sprint progress, the sales pipeline and every client org's health on one screen.