The problem
Most companies negotiate their Salesforce contract without knowing their own position precisely: which licenses are actually used? Which clauses drive costs in the years to come? Is the current offer at market rate — or well above it? Without that clarity, you negotiate blind.
And one question almost always gets lost along the way: do you actually need all of it? Offers and order forms have become so complex that hardly anyone can judge, line by line, what is truly required. That is exactly where I start — the most common outcome of my analysis is line items that can simply be removed.
What I do
I analyze your contracts, order forms and actual usage and compare them against a market reference. The result is a sober assessment — not a sales deck, but a factual basis.
- Needs analysis: every line item checked against your actual requirements — what is needed, what is oversized, and what can be dropped entirely.
- CRM Health Check: adoption, active users, unused licenses, technical debt.
- Contract & license analysis: editions, add-ons, annual uplift clauses, notice and renewal deadlines.
- Value Check: price benchmark against comparable deals.
- AI assessment: which AI products (Agentforce, Data Cloud, Einstein) have a real business case — and which only raise the bill.
Approach
Kick-off, review of your documents, a guided self-assessment with your team, then a concise results report with prioritized levers. Hands-on, without weeks of workshops.
Typical result
A solid starting position for the renewal: you know your over- and under-coverage, the critical clauses and the realistic price range — before you talk to sales. Often the biggest lever is not the discount but the omission: line items that leave the contract before their price is ever negotiated.