The average enterprise carries 25–40% Salesforce shelfware — unused licences, over-tiered editions, and abandoned add-ons worth $500K–$3M annually. This playbook provides the audit methodology, product benchmarks, and right-sizing framework that transform utilisation data into 15–25% better renewal outcomes.
4-step audit methodology, product-by-product shelfware benchmarks, 4-tier right-sizing framework, edition optimisation guide, negotiation tactics, and 7 priority actions.
Not a feature overview. A licence optimisation playbook built from 100+ Salesforce audits — with product-by-product shelfware benchmarks, a 4-tier right-sizing framework, edition downgrade analysis, and the negotiation tactics that convert utilisation data into 15–25% better renewal pricing.
Login activity analysis, feature utilisation assessment, add-on & product cloud audit, and sandbox/storage analysis. The data foundation for every optimisation and negotiation action.
Shelfware rates benchmarked across Sales Cloud (20–30%), Service Cloud (25–35%), Marketing Cloud (30–45%), Platform, CPQ, Pardot, Einstein Analytics, and Shield. 100+ enterprise data points.
Immediate eliminations → edition downgrades → add-on de-scoping → contact tier reductions. Each tier quantified in annual dollar savings. Your BATNA at renewal.
Unlimited vs. Enterprise vs. Professional feature comparison. The methodology for identifying the 30–50% of Enterprise users eligible for Professional downgrade at $85/user/month savings.
Late auditing, count-only focus, add-on blind spots, no right-sizing provisions, accepting Salesforce’s data, and missing competitive leverage. The mistakes that leave 40–60% of value on the table.
100% independent. Not a Salesforce Partner. Zero vendor affiliations. Based on 100+ audits with 15–25% renewal improvement. Every recommendation in your interest.
Moving 350 Enterprise users to Professional saves $357K annually — without reducing licence count by a single seat. Edition downgrades are the highest-ROI optimisation action for most enterprises, yet 80% of organisations focus exclusively on licence count.
REDRESS COMPLIANCE — SALESFORCE PRACTICE