Salesforce license audit illustration with hands, a magnifying glass, a calculator and documents

August 08, 2021

Do You Have More Salesforce Licenses and Products Than You Need?

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TL;DR

Wrong Salesforce licenses drain ROI: Improper or underutilized Salesforce licenses are often the biggest reason customers report poor ROI from their Salesforce investment.
Salesforce now has hundreds of license combinations: Multiple editions and more than ten license types and SKUs make picking the right mix of Sales Cloud, Service Cloud, Lightning Platform and Experience Cloud licenses complex.
The right license mix saves thousands each year: Not every employee needs a full Sales Cloud license, and the savings can fund tools such as High Velocity Sales or Pardot.
Salesforce pays off when licensed well: SMBs using Salesforce report an average of 26% more deals and 32% more leads.
A license and product audit finds the savings: The Salesforce experts at Vertex audit licenses and products to help organizations maximize their Salesforce ROI.

Let Our Salesforce Experts Audit Your Organization and Find Cost Savings

When Salesforce started out back in 1999, it was purely a cloud-based CRM, offering customers little more than the ability to manage their Accounts, Contacts Opportunities, and Forecasts.

Today Salesforce is the biggest SAAS platform in the world, offering multiple editions and more than ten different license types and SKUs, leading to 100s of permutations and combinations.

While the basics of Sales Cloud licenses for managing your sales pipeline remain unchanged, there are more nuances when it comes to picking the right edition, license types, and mix of products that align with your company’s Salesforce vision.

For instance, not all your employees may need a full Sales Cloud license, and a Service Cloud or a Lightning Platform License may be more suited for them.

Similarly, choosing the right Experience Cloud License for your Customers and Partners could save you thousands of dollars, annually.

These savings can be used for further accelerating your Sales and Marketing strategies by purchasing High Velocity Sales licenses for your inside Sales team, or Pardot for B2B Marketing.

Choosing the wrong licenses and products can greatly decrease the ROI on your Salesforce investment.

We often see customers come to us a few months or years into their Salesforce journey, complaining about the poor ROI from Salesforce.

And often, we see the use of improper or underutilized licenses being the biggest culprit.

SMBs using Salesforce report an average of 26% more deals and 32% more leads.

The journey to achieve those metrics starts by identifying the right licenses and products for your organization’s Salesforce journey.

Unless you have the expertise in-house, teaming up with the right Salesforce Partner, at inception, to help define the roadmap and the right combination of licenses and products is the best way to maximize your Salesforce ROI.

Do you feel that you’re not getting the highest return on investment from your Salesforce system?

If not, your organization may benefit from a License and Product audit by the team of Salesforce experts at Vertex Computer Systems.