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Salesforce continuous optimization advisory boardroom
Advisory / Salesforce

Salesforce Continuous Optimization

Quarterly user true down, edition mix discipline, and multi cloud rationalization. We hold the line between renewals.

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15 to 25%Spend Drift Recovered
QuarterlyTrue Down Cycle
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Watch the briefingPart 9 of 12 · 4:44

Shrinking a Salesforce Estate

Session 9 of the Salesforce Negotiation Series. Reductions against the no true down default: the evidence that makes a cut credible, trading shelfware for products Salesforce wants to sell, divestitures and carve outs, and the distressed renewal where the estate must shrink.

Watch the full The Salesforce Negotiation Series series Open this episode with transcript and chapters →
500+ Enterprise Clients Industry Recognized $2B+ Under Advisory 11 Vendor Practices 100% Independent
When we help

Three moments we step in

Scenario 01
License utilization audit
User counts have drifted. Active versus assigned has gone out of sync. You want a real picture before the next quarter or true up reads it back.
Scenario 02
Multi cloud rationalization
Sales, Service, Marketing, Data, Tableau, MuleSoft, and Slack all sit on the same paper. The bundle has overlap. You want it rationalized before the next ramp.
Scenario 03
Quarterly governance
No one owns the Salesforce position between renewals. You want a quarterly cadence that catches drift before it becomes a renewal problem.
How we help

Four phase engagement procedure

Phase 01
Baseline and instrument
User activity baseline, edition mix, and license utilization across every Salesforce product in the contract. Quarterly cadence instrumented.
Phase 02
Quarterly review
Active versus assigned, inactive user clean up, edition mismatch surfaced, and Agentforce credit burn versus committed pool reconciled.
Phase 03
True down motion
Reduction recommendations modelled against renewal calendar. Swap moves and ramp adjustments prepared for the next account team conversation.
Phase 04
Governance handover
Quarterly report pack, owner assigned, and a running renewal position so the next cycle opens with a baseline already locked.
Deliverables

What you get at close

01
Quarterly utilization pack
Active versus assigned by edition, product, and business unit. Trend view across the last four quarters.
02
Edition mix discipline
Unlimited, Enterprise, and Professional users mapped to real entitlement need. Reclassification list with savings attached.
03
Multi cloud rationalization
Tableau, MuleSoft, Slack, and Data Cloud overlap surfaced. Swap and termination motions modelled.
04
Agentforce credit reconciliation
Burn rate versus committed credit pool. Recommendation on adjustment ahead of the next renewal.
05
Renewal position tracker
Running your side position so the next renewal opens with target prices and swap motions already on the desk.
06
Executive scorecard
CFO and CRO summary of drift recovered, edition discipline, and governance maturity.
Outcome

What changes after we engage

15 to 25%
Annual drift
recovered
4x
Quarterly true
down cycles
100%
Inactive users
cleaned up
3yr
Price lock
at next renewal
48hr
Engagement
opening time
Engagement model

Two ways to engage

Pick the option that matches your posture. Fixed Fee for a single optimization sprint. Vendor Shield for continuous always on Salesforce oversight across the calendar year.

Option A

Fixed Fee Engagement

Scope
Single optimization sprint. Utilization audit, edition mix review, and multi cloud rationalization. Fixed scope from day one.
Timeline
Six to ten weeks typical. Same week start once scope is signed.
Pricing
Fixed fee. Quoted on scope. No hourly billing.
Best for
A one off clean up ahead of the next renewal or a CFO mandate to recover Salesforce drift.
Contact Us →
Option B

Vendor Shield

Scope
Continuous Salesforce optimization. Quarterly review, true down motion, and standing negotiation counsel.
Timeline
12 to 24 month subscription. Renews annually.
Pricing
Annual subscription. Quoted on estate size.
Best for
Estates over a thousand seats where drift compounds and a quarterly cadence pays for itself.
Vendor Shield detail →
“
Between renewals nobody owned the Salesforce position. Redress put the quarterly cadence in place and we recovered nearly twenty percent of drift before the next true up window even opened.
Head of Software Asset Management
Global retail group
Buyer side advisory boardroom

Salesforce drift is recoverable

Inactive users. Edition mismatch. Agentforce credits burning down. We hold the line between renewals.

Contact Us → Download the Playbook

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