Proposal scoping ran blind; Salesforce copilot used Professional Services Automation (PSA) availability for staffing
Sellers scoped proposals without visibility into expert availability, causing optimistic timelines, staffing conflicts, and rework. Intelligex added a resource?aware copilot in the CRM that used PSA utilization and PTO to suggest feasible teams and start dates. Plans fit delivery, holds reduced scrambles, and expectations aligned pre?signature.

