SyncOnAI360

For Salesforce consultancies

The operating system for Salesforce consultancies.

Audit a client's org, price the findings, turn them into a statement of work, deliver through governed change, and show the client proof of every fix, across every client org you run.

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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 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.

Production client orgs on the Business plan, sandboxes free
30Production client orgs on the Business plan, sandboxes free
Audit checks behind every client assessment
55Audit checks behind every client assessment
Workspace from first audit to final proof
1Workspace from first audit to final proof
Token meters: paid plans include AI
0Token meters: paid plans include AI

01The problem

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.

  1. 01

    Discovery nobody pays for

    Weeks of workshops to learn a client's org before the first change, often written off to win the deal.

  2. 02

    Scope that is easy to dispute

    Estimates built from interviews give the client nothing to check, so every overrun becomes a negotiation.

  3. 03

    Risky changes in client orgs

    Consultants work in production orgs they did not build. One unreviewed change can cost the relationship.

  4. 04

    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.

02assess

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

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

03price

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

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

04win

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

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

05deliver

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

Proposal: Case intake fault handling

Acme Production

Checks passed

Made by

D. Chen, admin

Cannot approve own production change

Approver

M. Okafor, admin

Policy: production requires an admin other than the author. Recorded on the receipt.

06prove

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

Org Audit

Acme Production · last run 6 minutes ago

Grade C
high

SOQL query inside a loop

Drafted a fix for OpportunitySync.cls: one query before the loop, results mapped by Id. Validated against the org. Proposal waiting for approval.

  1. Detected

  2. Fix proposed

  3. Fix deployed

  4. Verified fixed

07How it works

The consultancy lifecycle in one workspace

Client orgs in, proof of work out.

  1. 01

    Connect

    Connect the client's org and get health, audit and lineage.

  2. 02

    Price

    Turn chosen findings into a priced statement of work.

  3. 03

    Win

    Run the engagement and share it in a deal room.

  4. 04

    Deliver

    Plan the work and ship every change through two-person approval.

  5. 05

    Prove

    Re-audit, verify each fix and share the result with the client.

08Before and after

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

09Questions

Frequently asked questions

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.

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.

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.

Yes. Share read-only links to health summaries, health reports and audits. Links expire and can be withdrawn at any time.

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.

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.

No. Paid plans include AI with no credit balance to watch. The Free plan runs on your own Anthropic or OpenAI key.

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.

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.

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.

Yes. The Command Center shows backlog and sprint progress, the sales pipeline and every client org's health on one screen.

10Keep exploring

Related

Org Audit55 checks, priced findings, a letter gradeAudit to SOWFindings to a priced statement of workProjectsDelivery linked to what shippedDeliveryProjects, pages and engagementsDeploy and ApprovalsChecks, approval, receipts, rollbackPricingEvery feature on every plan

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Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.

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  • Anthropic
  • OpenAI