Independent · Fixed-Fee · Salesforce Experts

Salesforce Advisory
Services

Stop overpaying Salesforce. Whether it’s a renewal, a SELA review, shelfware audit, or pricing benchmarking — we negotiate with real data and real leverage. We represent you, and only you.

100+
Salesforce Engagements
$80M+
Client Savings
SELA & MCA
All Contract Types
100%
Independent
Fixed
Fee Engagements

Salesforce Advisory Services

We don’t resell Salesforce licences. We have no Salesforce partnership. Every recommendation is built to cut your Salesforce costs, reduce shelfware, and give you leverage — not lock-in.

⚖️

Contract Negotiation

Salesforce wants expansion. We want fairness. We restructure BOMs, challenge bundling, negotiate price caps, and secure terms that protect your budget across the full contract term.

Example: Delivered $2.8M in savings on a $12M Salesforce renewal by restructuring editions and removing unused add-ons.
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🔍

Licence Optimisation

Full visibility into your Salesforce entitlements vs. actual usage. We identify shelfware, over-provisioned editions, and unused add-ons that are silently draining your budget.

Example: Identified $1.6M in unused Sales Cloud and Service Cloud licences across 12 business units for a global insurer.
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📊

Renewal Benchmarking

Know where you stand before you negotiate. We benchmark your Salesforce pricing, discounts, and terms against industry peers so you know if you’re overpaying — and by how much.

Example: Revealed a Fortune 500 retailer was paying 22% above market rate for Salesforce Platform licences.
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🔐

SELA & Unified Contract Review

Salesforce’s SELA and Unified Contracts contain hidden clauses that lock you in and limit future flexibility. We review every term, flag the traps, and negotiate protections.

Example: Removed auto-escalation clauses and secured 3-year price caps on a $9M SELA for a European bank.
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💵

Shelfware Reduction

Most enterprises are paying for Salesforce licences nobody uses. We map actual consumption against entitlements and build a plan to cut waste without disrupting operations.

Example: Eliminated $840K/year in unused Marketing Cloud and CPQ licences for a media company.
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🔁

M&A Salesforce Advisory

Mergers create Salesforce sprawl. We assess inherited instances, identify consolidation savings, and negotiate unified terms that avoid duplicate licensing and vendor overlap.

Example: Consolidated 3 Salesforce instances post-acquisition, saving $1.1M annually with a unified contract.
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Salesforce Renewal on the Horizon?

Let us benchmark your current contract and show you exactly where the savings are — with a no-obligation business case and projected ROI.

Or call us directly: +1 (239) 402-7397

From First Call to Measurable Savings
in 5 Simple Steps

No commitment until you see a business case with projected savings. The entire onboarding process typically takes less than two weeks.

1
🔒

Sign an NDA

We sign a mutual NDA to protect your confidential information before any data is shared. Standard process, typically same-day.

2
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Discovery Call

A confidential call to discuss your Salesforce landscape, renewal timeline, editions, add-ons, and usage patterns. No obligation.

3
📄

Share Your Contracts

Share your Salesforce order forms, SELA, and renewal proposals. We review them under NDA and identify every optimisation opportunity.

4
📈

ROI Business Case

We deliver a detailed business case showing projected savings, benchmarked pricing, and our fixed advisory fee — so you can see the ROI before you commit.

5
🚀

We Get Started

Once approved, we hit the ground running. Your Salesforce engagement kicks off immediately with a dedicated advisory team.

Start with Step 1 — Book a Call

No commitment. No cost until you see the business case.

Why Enterprises Choose Us for Salesforce

We don’t resell Salesforce. We don’t hold Salesforce partnerships. We just help you stop overpaying.

💡

100% Independent

No Salesforce partnerships. No reseller conflicts. Every recommendation is built to protect your budget and your leverage — not Salesforce’s expansion targets.

🧠

Deep Salesforce Commercial Expertise

We know how Salesforce structures deals, bundles products, applies escalation clauses, and uses SELA terms to lock customers in. We counter every tactic with data and strategy.

🏆

Benchmarked Pricing Intelligence

We benchmark your Salesforce pricing against 100+ enterprise deals. You’ll know exactly what peers pay for Sales Cloud, Service Cloud, Marketing Cloud, and Platform licences.

Salesforce Case Studies

Real outcomes from real Salesforce engagements. Every case started with a client facing Salesforce pressure — and ended with measurable savings.

Salesforce Renewal$2.8M Saved

Global Financial Services — Contract Negotiation

Salesforce proposed a $12M renewal with forced edition upgrades. We restructured the BOM, removed unused add-ons, and secured $2.8M in savings with improved flexibility.

Read case study →
Salesforce SELA$1.9M Protected

European Bank — SELA Review & Renegotiation

Identified auto-escalation clauses and restrictive terms in a $9M SELA. Negotiated 3-year price caps and removed penalties, protecting $1.9M in future spend.

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Salesforce Shelfware$1.6M / Year

Global Insurer — Licence Optimisation

Mapped actual usage across 12 business units. Identified $1.6M in unused Sales Cloud and Service Cloud licences and built a remediation plan for the next renewal cycle.

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Salesforce CPQ$840K / Year

Media Company — Marketing Cloud & CPQ Reduction

Enterprise was paying for Marketing Cloud and CPQ licences across teams that had moved to other platforms. Eliminated $840K/year in unused subscriptions.

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Salesforce M&A$1.1M / Year

Technology Group — Post-Acquisition Consolidation

Consolidated 3 inherited Salesforce instances into one unified contract. Eliminated duplicate licences and negotiated volume discounts, saving $1.1M annually.

Read case study →
All Vendors500+ Outcomes

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Oracle, Microsoft, SAP, Salesforce, IBM, Broadcom, AWS, and GenAI. Browse 500+ real-world outcomes across 9 vendor practices and 40+ countries.

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