AI intake for Salesforce consultancies
Porto learns the client’s setup, the products in use, the problem to solve and the timeline, so your consultants scope the engagement on the first call.
Bramblewood Consulting
AI assistant
Hi, I’m Bramblewood Consulting’s AI assistant. What are you working on in Salesforce?
We’ve been live for four years, but our reports don’t match finance’s numbers and nobody trusts the data.
Org history already covered
So it moves on to the team
That’s a common starting point. How many users do you have, and is there an admin in house today?
What Porto does for Salesforce consultancies
Porto replaces the contact form on a Salesforce consultancy’s website with a short AI conversation. It learns whether the client is new to Salesforce or already live, the products in use, the problem to solve and the timeline, and sends your delivery lead a brief before the scoping call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Stage
New implementation, optimization or rescue project
Products
Salesforce products and connected tools in use
Problem
What is broken or missing today
Team
User count and in house admin support
Timeline
Deadlines, renewals or fiscal year dates
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Trellis Medical Supply
80
Strong fit
Stage
Live four years, needs cleanup
Problem
Reports don’t match finance numbers
Team
About 120 users, one part time admin
Timeline
Fixed before the new fiscal year
Questions from Salesforce consultancies
Can Porto scope the work?
No. It collects what your consultants need and leaves scoping to them.
Can it route by product or project type?
Yes. Porto sends each inquiry to the consultant who handles that work.
Does it connect to our CRM?
Yes. The brief and fit score go to the CRM you connect, along with your inbox or Slack.
See Porto set up for Salesforce consultancies
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo