Get Your Second Opinion on Salesforce Licenses

Are you struggling with Salesforce licensing? You’re not alone.

My approach is grounded in these principles:

Independent Advice: I have no partnerships or affiliations influencing my suggestions, ensuring unbiased guidance.
Needs-Driven Product Fit: I focus on understanding your goals to suggest products that truly fit your requirements.
Comprehensive Evaluation: This includes suggestions, including non-Salesforce products, that are best fit for your organization.

My motivations are based on seeing examples like these:

Spending seven figures annually with extremely low adoption
Products that are never used on multi-year contracts, also known as “shelfware”
Salesforce and their consulting partner pushing products that are not feature-complete or are half-baked
Car salesperson tactics pushing customers to sign before the “end of the week” to secure a measly 20% discount
Customers that are unable to reduce their contracts

And that’s just a handful. There are plenty more.

First Name*

Last Name*

Email*

Organization Name*

What role do you play within the organization?*Feel free to have fun with it, doesn't need to be your title and rank. We've all wrangled cats before at some point, right?

What is your organization looking for from Salesforce's products that you don't have today?*

Who did you consult with to see if Salesforce's products are a fit for your organization?*

Salesforce employees
Salesforce consulting / implementation partners
Colleagues or friends with experience in Salesforce's products
Independent consultant / advisor
Other

What teams within your organization are or will be using Salesforce?*Example: sales, marketing, customer support, fundraising team. Bonus points for providing more context about each in terms of size, structure, etc.

Provide details about what Salesforce products you're evaluating*For each line item, list the product name, quantity, and optionally, unit pricing. Also, you may want to include contract duration and payment terms.

What systems does your organization already use and will keep using outside of Salesforce's product suite?*Example: Microsoft 365 or Google Workspace, HubSpot for email marketing, Snowflake for data warehouse, etc.

What systems will your organization be implementing alongside the Salesforce products that you are looking at?

What else did your organization evaluate as alternatives to Salesforce's products?

Is there anything else that you would like to provide as context about why you're filling out this form today?Examples: whether business or IT stakeholders initially expressed interest, any hesitations amongst stakeholders, who your Salesforce account executive and consulting partners are, etc.

Get a Second Opinion on Salesforce Licenses

An unbiased expert’s review to ensure you get the right products at the right price