Better together · For consultancy clients
Your consultancy + dx0.
A clearer picture. A better project.
Your consultancy sent you this because they want to use dx0 on your project. Here's what they're asking for — and what you get from it.
They bring the expertise. dx0 brings a shared understanding of how your systems work. Together, they can investigate your environment, assess changes and give you recommendations grounded in what's actually there.
Used by enterprise teams and their technology partners
What is dx0?
Software that understands your business systems.
dx0 maps how Salesforce, HubSpot, NetSuite, Zapier and your connected applications work: the business processes, automations and dependencies, including how they connect across systems.
It builds and maintains that knowledge automatically. Your consultancy can use it through dx0, Claude or other AI tools via a single MCP connection, rather than rebuilding the context for every question.
It doesn't replace your consultancy. It helps them understand your environment so they can apply their expertise where it matters.
If the project crosses applications, that context matters even more: a Salesforce change may affect a NetSuite process or a Zapier automation, not just Salesforce itself.
What this means for you
Better-informed work.
Fewer avoidable surprises.
01
Less time discovering. More time delivering.
Your consultants can investigate unfamiliar processes and automations without starting from scratch. More of the project can focus on solving your problem, rather than working out what you already have.
02
Know the impact before making a change.
A field, flow or integration rarely works in isolation. Mapping what depends on it helps your consultancy identify risks, plan testing and explain the work involved before changing it.
03
Build on what you already paid for.
Your consultancy can check whether existing functionality supports a requirement before recommending more development. Recommendations start with your actual systems, not assumptions.
04
Understand the recommendations yourself.
Plain-language explanations help business and IT teams discuss the same processes, assess the options and make informed decisions. You don't need to read code to take part.
Consultancies already doing this
Real projects. Not a hypothetical return.
CRM Panamá and MVRK use dx0 to understand their clients' Salesforce environments before recommending what to change. Here's what they found.
MVRK
3 real use cases
Troubleshooting, requirements validation, and integration migration planning
How MVRK untangles inherited Salesforce environments and guides complex migrations
CRM Panamá
30 rules + 36 automations
Uncovered around one Salesforce field with two prompts
How CRM Panamá uncovered 66 Salesforce dependencies and won new business
“Now I'm bringing more value to my client and I'm eliminating the need to have to dig deep and dive into a complex solution.”
These are reported customer experiences, not a guarantee of results for every engagement.
Security you can review
Your security team shouldn't have to take our word for it.
dx0 is built by HappySoup Ltd, an ISO 27001-certified company based in Dublin 15, Ireland. We publish how we protect data and meet our GDPR obligations, so your team can evaluate the product before approving its use.
ISO 27001
Certified information security management.
EU-based
An Irish company under EU data protection law.
40+
Enterprise environments. Customers in 7 countries.
Architecture, access, encryption, AI providers, retention and GDPR obligations.
Processing responsibilities, safeguards and contractual commitments.
How personal information is collected, used and protected.
The providers involved in processing customer data.
The terms governing use of the platform.
View the independent certification evidence.
What saying yes involves
Your project. Your approval.
The request is to let your consultancy use dx0 to support your engagement — not to replace your systems or hand over the decisions about them.
01
Agree the scope with your consultancy.
Which project is this for? Which applications will be connected? Who needs access to the findings? Ask your consultancy to make those boundaries clear.
02
Review access, security and terms.
Bring in your system owner, security or legal team as needed. The documentation below explains data handling, permissions, AI processing and contractual protections.
03
Confirm the commercial arrangements and sign off.
Agree with your consultancy who covers the cost and how dx0 will be used in the engagement. Give approval through your normal process; this page does not grant access or record consent.
Before you decide
Questions are welcome.
So is your security team.
Ask your consultancy about the project scope and commercial arrangements. For questions about dx0 itself, data protection or a security review, speak directly with our team.
Ask the dx0 team