Training Academy · Video Series

The Salesforce Negotiation Series

Twelve short research briefings that teach you to negotiate with Salesforce: how the machine sells, what is only winnable at the first purchase, where leverage really comes from, and how to price Agentforce before you sign it. Two Redress advisors per session, about five minutes each, in order or on demand.

12 briefingsAbout 5 minutes each3 live nowFree
The series · 3 of 12 live · new sessions added in batches
01
How Salesforce Sells: Reading the Machine

The 31 January fiscal year, the quota machine, and the price environment after the August 2025 increase.

5:20Watch →
02
Every Salesforce Product Is a Different Negotiation

The edition ladder to Agentforce 1, licence types, the metric behind each cloud, and the acquired estate.

5:50Watch →
03
The Order Form Is the Contract

The MSA, the order form and the Product Terms, reading a quote, and the five checks before any signature.

5:31Watch →
04
Know Which Negotiation You Are In

New purchase, renewal, expansion, early renewal, downsize, SELA, M&A: different leverage physics in each.

In production
05
Five Terms You Only Get at the First Purchase

Uplift caps, price holds, swap rights, true down rights and opt outs: clauses first, discount last.

In production
06
The Renewal: What Moves and What Does Not

The 180 to 240 day runbook, the reprice threat, auto renewal and notice windows, and the double escalation.

In production
07
Where Leverage Comes From

Their Q4, expansion dollars, credible alternatives, shelfware evidence, and what is not leverage at all.

In production
08
The Early Renewal: Their Favourite Play

When the pull forward genuinely serves you, when it is a trap, and how to price the difference.

In production
09
Shrinking a Salesforce Estate

Downsizing against the no true down default, shelfware restructures, divestitures, and the distressed renewal.

In production
10
Estimating Agentforce Before You Sign

Conversations, Flex Credits and per user models, the sizing math, and the credit protections that matter.

In production
11
Agentforce 360, Headless 360 and Your Next Renewal

The platform rebrand, Data 360 and Informatica, MuleSoft repackaging, and negotiating around a roadmap.

In production
12
The Salesforce Negotiation, End to End

One estate, one calendar: renewal, Agentforce expansion and MuleSoft co term sequenced into one position.

In production

The presenters in these briefings are AI generated avatars of Redress Compliance advisor personas. The research, figures, and guidance are real, produced by Redress Compliance analysts from our consulting engagements and market network.

Facing a Salesforce renewal? Bring us the finished deal before you sign.
Salesforce Advisory