NexDiscovery× Salesforce Ecosystem

NexDiscoveryFor Salesforce Partner Sales

NexDiscovery & the Salesforce ecosystem

Find the signal between systems.

Identify and quantify revenue, margin, cost and risk opportunities across Salesforce and the enterprise systems around it.

NexDiscoveryFor Salesforce Partner Sales

NexDiscovery & the Salesforce ecosystem

Find the signal between systems.

Identify and quantify revenue, margin, cost and risk opportunities across Salesforce and the enterprise systems around it.

Why this matters02 / 08

Turn cross-system signals into measurable customer outcomes.

NexDiscovery identifies where value is hiding, quantifies the business case and creates a clear reason to act.

Find the opportunity

Identify business problems that individual systems cannot see.

Quantify the value

Build an evidence-backed business case before implementation begins.

Create the path to action

Give Salesforce sellers and partners a qualified opportunity that can become implementation and expansion work.

Where NexDiscovery fits03 / 08

Discovery creates the reason to act.

01NexDiscovery

Find & Quantify

Find cross-system opportunities
Quantify value at stake
Provide source-linked evidence
Prioritize where to act

02Salesforce Partner

Validate & Design

Validate the opportunity
Apply industry expertise
Build the business case
Define the business and technology response

03Salesforce

Implement & Expand

Sales Cloud · Service Cloud
Marketing Cloud · Commerce Cloud
Revenue Cloud · Agentforce
Data 360 · MuleSoft · Tableau · Slack

NexDiscovery does not replace Salesforce or the SI. It gives them a quantified reason to act.

When to bring us in04 / 08

When should you
bring NexDiscovery in?

01An executive is asking for measurable ROI or business outcomes.
02A customer has Salesforce plus multiple enterprise systems, but no unified view of where value is leaking.
03A Salesforce seller or SI needs the next high-value expansion opportunity.
04An Agentforce or automation conversation exists, but the highest-value use case is unclear.

If the customer has the data but not the answer, NexDiscovery is a strong fit.

How to explain NexDiscovery

“NexDiscovery looks across Salesforce and the rest of a company's enterprise systems to find and quantify business opportunities that no individual system can see on its own.”

How an opportunity becomes work05 / 08

From hidden opportunity to measurable outcome.

Discover

NexDiscovery

Find cross-system opportunities.

Quantify

NexDiscovery

Quantify value with source-linked evidence.

Validate

Salesforce Partner

Validate business relevance and priority.

Implement

Salesforce Partner

Implement through Salesforce and adjacent systems.

Measure & Expand

Joint

Measure impact and identify the next opportunity.

Every measured outcome surfaces the next opportunity.

Where value hides06 / 08

Four places to look first.

Revenue & Profitability

Pricing leakage
Customer profitability
Cross-sell opportunities

Cost & Operations

Cost-to-serve
Process bottlenecks
Operating leakage

Risk & Compliance

Fraud patterns
Control gaps
Policy exceptions

AI & Agentforce

Workflows worth automating
Value quantified before building
Impact measured after deployment

Before building another workflow or agent, determine where the highest-value opportunity actually exists.

Proof07 / 08

What NexDiscovery has already uncovered.

Anonymized mid-sized financial-services company

$2.3M

Fraud exposure identified in 72 hours

12 systems correlated. False positives reduced 95%.

12 systems-95% false positives

Anonymized financial-services custodian

$610K

Near-term cost-to-serve opportunity identified

Four independent improvement paths identified across 50+ tables and millions of data points.

50+ tables4 paths

Anonymized high-growth e-commerce company

99.7%

Data accuracy achieved across 15 systems

Full data lineage established in two weeks.

15 systems2 weeks

Runs inside the client environment. No data egress. Findings remain source-linked and auditable.

Next step08 / 08

Name one account or partner.
Let's find where NexDiscovery can create measurable value.

One account

A customer with multiple enterprise systems, an executive sponsor and a meaningful business problem.

One partner

An SI positioned to validate and implement the opportunity.

One discovery motion

NexDiscovery identifies and quantifies the opportunity before significant implementation begins.

Engaging with Salesforce ecosystem partners including OSF Digital around joint client opportunities.

Start with one opportunity. Prove the outcome. Expand from there.

Jeremy Vince

CEO & Co-Founder

jeremy.vince@nexdiscovery.com