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Your client bought Salesforce for one team. DAY ONE brings the rest of the business onto it

Many services firms use Salesforce for pipeline and little else. Delivery runs in one tool, time in another, and finance rebuilds the account at invoice time. DAY ONE is a product built on Salesforce, listed on AppExchange. It runs the whole engagement on the platform, from Prospect to Payment, so every team works through the same process on the same record.

View DAY ONE on AppExchange (opens in a new tab)Introduce an account

The listing opens on appexchange.salesforce.com.

Run this in the room

Three questions to ask on a services account. Yes to all three is a strong fit.

Three questions to ask on a services account

Listen for

    Finance asking delivery what happened on the account. An invoice corrected after it goes out. A WIP figure nobody can defend. A credit note that follows a dispute.

    A generic task-management need on its own is a poor fit.

    What changes for the account

    Salesforce stops being the sales tool and becomes the way the whole business works. The customer may be new to Salesforce or long established on it.

    See How it worksSee Invoicing and WIPSee Editions

    1. More of the business on the platform

      Delivery, time and finance work in Salesforce, not beside it.

    2. Work stays inside Salesforce

      One record, under the access rules the customer already runs.

    3. One account, shared for the long term

      You and DAY ONE look after the same customer, new or existing.

    Questions for an AE

    Can't see your question? Ask us directly.

    Is DAY ONE for an existing Salesforce customer only?

    No. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce.

    What if only one team has Salesforce licences today?

    The people in delivery and finance who use DAY ONE work on the Salesforce platform, so licences and users are worked out with the customer in the first conversation.

    Does an introduction commit the customer to Quickstart?

    No. The first step is to check the work and the people who own it. Any scoped rollout needs a separate agreement.

    Where is the AppExchange listing?

    View the DAY ONE listing on Salesforce AppExchange. Partner terms are shared directly, not on this page.

    Name one account

    Pick a services customer where Salesforce serves one team, or not yet any. Tell us what you are hearing. No confidential customer details are needed.

    Introduce an account

    Tomorrow Software Pty Ltd, trading as DAY ONE Software, collects these details to respond to your enquiry. You can leave optional fields blank, but we cannot respond without your name, email and company. We store your details in Salesforce, our customer records system, and keep a copy on our website for 24 months. We use Google Workspace for email. Some providers handle information outside Australia, including in the United States. Our privacy policy explains how to access or correct your details and how to make a complaint.