Solutions · By role

Start every engagement already knowing the org.

Discovery is the part of every Salesforce engagement clients don't want to pay for and your team can't skip. Hubbl scans a client org and hands your consultants the inventory, the risks, and a ranked plan on day one, so the first weeks go to delivery, not archaeology.

Built for Salesforce SIs, consultancies & managed services teams
Win the work Scope it right Deliver faster Stay on as the org evolves
The problem

Discovery eats the margin before the real work starts.

Every new client org is a black box: fields no one owns, flows layered on flows, packages installed by a partner three partners ago. Your best people spend the first weeks of a project interviewing admins and reading metadata by hand. It's slow, it's hard to bill, and it still misses things that surface mid-project as change orders nobody wanted.

Win the work

Walk into the pitch with their org already mapped.

Run a Guided Org Assessment for a prospect and bring a readout grounded in their actual org: security exposure, technical debt, apps with low adoption, and where process improvement pays. You're not pitching a hypothesis. You're showing them their own org.

  • Guided Org Assessment — the full scan plus a readout your team delivers.
  • Specific, not generic — named permissions, flows, and packages, not best-practice slides.
  • Credible from the start — a platform built on and backed by Salesforce.
Screenshot — a client readout with Hubbl Score and top findings
Scope it right

SOWs based on what's in the org, not what the client remembers.

Hubbl shows what a change touches before you price it, and every issue comes with priority and effort attached. Scope from evidence, flag the risky areas up front, and cut the change orders that erode trust mid-project.

  • Dependency context — see what a field, flow, or object touches.
  • Priority and effort on every issue — a backlog you can price.
  • Fewer surprises — the risky corners surface before kickoff, not in week six.
Screenshot — issue list with priority, effort, and category columns
Deliver faster

Your consultants, grounded in the org from the first prompt.

Give your team the Hubbl MCP and they can ask Claude or Agentforce Vibes about the client org and get answers grounded in current scan data. Every recommendation comes with the detail to act on: a Jira ticket, or a prompt an agent runs in the client's Salesforce.

  • MCP access for every consultant — the org's context in the tools your team already uses.
  • Fixes ready to run — Jira tickets or agent prompts, not findings to interpret.
  • Faster ramp — new team members get up to speed on the org without weeks of shadowing.
Screenshot — a consultant asking Claude about a client org, answered from Hubbl
Stay on as the org evolves

Turn a one-time project into an ongoing relationship.

Most findings need services to fix. When the project ends, always-on scanning keeps surfacing the next thing, and you're the partner who sees it first. Show clients the Hubbl Score improving under your watch.

  • Always-on findings — new issues flagged as the client org changes.
  • Proof of value — a Hubbl Score trend that makes your work visible to the client.
  • Get found — certified partners are listed in the Hubbl partner directory.
Screenshot — Hubbl Score trending up across a client engagement
The CRM Success Ladder

Every solution runs the same play.

No matter the role or the goal, Hubbl follows one motion — turn the lights on, understand and act, then stay clean and get AI-ready.

Stage 1 · Turn the lights on

See the whole org

A credential-free X-ray in about two minutes — inventory, security exposure, and process reality no admin could map by hand.

Stage 2 · Understand & act

Fix what matters first

A ranked backlog with the fix attached to every item — ticket it, prompt it, or delegate it, and close tech debt at the speed of AI.

Stage 3 · Stay clean & ready

Keep it healthy

Continuous monitoring holds the line as the org evolves — and turns your ongoing work into a health score you can show.

The outcome

Less time on discovery. More time on the work clients hire you for.

Hubbl takes the slowest, least billable part of every engagement and compresses it into a scan. Your team walks in informed, scopes with confidence, and delivers at the speed clients now expect from AI.

  • Win more with readouts grounded in the prospect's own org.
  • Protect margin with scopes built on evidence.
  • Keep the client with always-on findings that lead to the next project.
Become a Partner Find a partner
Screenshot — partner view: client orgs, scores, and open findings
Is this you?

Hubbl is built for the teams who fix Salesforce for a living.

Practice lead

"Our discovery phase is a margin killer."

Compress weeks of discovery into a scan and a readout.

Presales & solution architects

"I need to show value before the SOW is signed."

Walk into the pitch with the prospect's own findings.

Managed services lead

"We support dozens of orgs we barely know."

Current context on every client org, and the next fix already ranked.

What powers this

The capabilities behind your solution.

Same platform, pointed at your job. Here's where to go deeper.

Partners start faster when the org is already mapped.

Placeholder metrics — swap for real Hubbl data.

2 min
to a full org map
6,368
orgs scanned
350K+
manual hours saved
4.8/5
rating on G2

Diagnose your next client org in minutes.

Join the Hubbl partner program to run assessments for clients and prospects, or book a demo to see Hubbl on an org you already support.