Answer 7 questions to evaluate your readiness for your upcoming Salesforce renewal and identify negotiation leverage.
7-10%
Annual Uplift Risk
7
Questions
3 min
To Complete
Question 1 of 7Salesforce Renewal Advisory
Question 1 of 7
📅
When does your current Salesforce contract expire?
Starting renewal planning 12+ months early gives the strongest negotiation position.
More than 12 months away
6-12 months away
3-6 months away
Preparation time is limited
Less than 3 months or in negotiation
Question 2 of 7
📊
Do you have accurate data on your current Salesforce licence utilisation?
Knowing active vs provisioned users, login frequency, and feature adoption is essential for right-sizing.
Yes — detailed utilisation data across all products
Mostly — login data but limited feature analytics
Partially — only total licence counts known
No reliable utilisation data
Question 3 of 7
💰
Have you benchmarked your Salesforce pricing against market rates?
Without benchmarking, you cannot know if your pricing is competitive. Pricing varies significantly between customers.
Yes — independent benchmark completed
Partially — compared with peer organisations
Relying on Salesforce-provided comparisons
No benchmarking done
Question 4 of 7
📜
Do you understand the auto-renewal and uplift clauses in your contract?
Salesforce contracts typically include auto-renewal with 7-10% annual uplifts. Missing opt-out windows locks you in.
Yes — all terms reviewed, opt-out dates calendared
Aware of renewal date but terms not reviewed
Signed but not reviewed since
Never reviewed contract terms
Question 5 of 7
🛡️
Do you have credible competitive alternatives to Salesforce?
HubSpot, Microsoft Dynamics 365, or Zoho create leverage even if you intend to stay.
Yes — active evaluation of alternatives
Aware of alternatives, not formally evaluated
Deeply embedded in Salesforce ecosystem
100% Salesforce, no alternatives considered
Question 6 of 7
📦
Are new Salesforce products being bundled into the renewal?
Salesforce often bundles Data Cloud, Einstein, Agentforce into renewals. Each adds cost and may not deliver value.
No new products proposed
Minor additions — evaluated independently
Significant new products bundled
Large expansion proposed, not evaluated
Risk of unnecessary spend increase
Question 7 of 7
🤝
Have you engaged independent advisory support?
Salesforce AEs are professional negotiators. Independent advisors ensure market-competitive terms.
Yes — independent advisor engaged
Evaluating advisory firms
Negotiating directly with Salesforce
Relying on Salesforce AE for guidance
Your AE is incentivised to increase spend
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