< return

How to automate the Salesforce consulting experience

How to automate the Salesforce consulting experience

Author:

Director of Product Strategy

Last Updated:

June 25, 2024

Become the expert of your customer’s org in minutes. Learn how to automate org audits, identify new opportunities, scale managed services, and grow your business—all without customer Admin Credentials.

Learn how to grow your business across:

  • Presales: Become the expert of your customer’s org in minutes, create more accurate estimates, and build trust from day one with automated metadata audits.
  • Delivery: Reduce red accounts and increase transparency by leveraging powerful visualizations that demonstrate project progress and org health over time.
  • Managed services: Automate your roadmap and proactively monitor org health to drive long-term, trusting customer relationships and close renewals more easily.

category:

Live Demos