Techila AI helps Salesforce customers in Singapore and Southeast Asia identify unused licence capacity, workflow inefficiencies, adoption gaps and underused platform capability before committing to additional spend.
Common symptoms
- Users work in spreadsheets instead of Salesforce.
- Sales activity is incomplete or difficult to trust.
- Service teams switch between systems to answer customers.
- Managers cannot see pipeline, capacity or follow-up clearly.
- Licences are assigned but not fully used.
- Teams want AI but the data and process foundation is not ready.
What we review
Commercial usage
Licence allocation, active usage, role fit, edition fit and areas of duplication.
Business process
Lead management, opportunity progression, forecasting, service handling, quoting, approvals and handovers.
Adoption and data
Required information, user behaviour, reporting reliability, duplicate data and process workarounds.
AI readiness
Which workflows are suitable for Agentforce, Claude or automation, and which should remain human-led.
The output
You receive:
- A current-state value and risk assessment
- A list of quick wins and structural issues
- A licence and capability optimisation view
- A prioritised 90-day action plan
- A business-case model with assumptions
- A recommendation on whether an AI pilot is justified
How the work is measured
We agree the baseline before recommending change. Depending on the problem, this may include time per case, quote cycle time, follow-up completion, forecast confidence, active-user rate, report-processing time or licence utilisation.
No projected saving is presented as an achieved result. Assumptions remain visible so your leadership team can challenge them.
Who this is for
This service is designed for Salesforce customers with an executive sponsor, a live business problem and a decision to make within the next 6–12 months.
It is not intended for organisations looking for a generic chatbot or a technology review without access to the relevant data and users.
Relevant evidence
Techila’s customer stories include connected customer information, pipeline visibility, field-service scheduling, Financial Services Cloud and media inventory workflows. Review the customer evidence.