Rightsizing Users: Matching Salesforce License Types to Employee Needs – Ensuring Each Employee Has the Appropriate (and Lowest Necessary) License Tier
Introduction: Salesforce licensing is notorious for its complexity and cost.
For procurement leads, CIOs, and CRM program owners, one thing is clear: many organizations overspend on Salesforce because users are on higher-tier licenses than they need.
Salesforce license optimization through “rightsizing” is a forward-looking strategy that reduces Salesforce license costs without compromising productivity.
It means matching each employee with the lowest necessary license tier for their job. The result? Immediate cost savings, less Salesforce license waste, and better leverage when Salesforce renewal negotiations come around.
The following guide provides a straightforward approach to conducting a Salesforce license review, identifying unused or oversized licenses, and downgrading them appropriately – all while maintaining smooth operations.
Read more about our overview of how you can Optimize Salesforce Licenses and Usage to Cut Costs.
Why License Rightsizing Matters
Keeping a tight rein on Salesforce licenses is about more than cutting costs – it’s about strategic alignment of resources.
Enterprises often find they’re paying for far more Salesforce functionality than their teams use. Rightsizing ensures that each user has the Salesforce license type that fits their actual needs, neither more nor less. This matters because:
- Cost Savings: Unneeded licenses (“shelfware”) drain budgets. Rightsizing frees those funds to invest elsewhere. Many companies have reduced their Salesforce spend by 15–30% by eliminating or downgrading excess licenses.
- Maximized ROI: When you optimize your Salesforce license mix, every dollar spent is delivering value. You stop funding features or products no one uses, and instead channel that budget into tools that drive business outcomes.
- User Productivity: With the right license, employees have exactly the tools and features they require – nothing that complicates their experience, and nothing critical missing. This balance means users stay productive and aren’t overwhelmed by unnecessary complexity.
- Security & Compliance: Rightsizing can even tighten security. By limiting users to only the access they need, you reduce the risk of data exposure. It also ensures you remain in compliance with Salesforce terms – no more, no less, which is important in avoiding audits or penalties for misuse.
In short, Salesforce license rightsizing matters because it aligns your Salesforce investment with business reality. It’s a proactive stance against waste and a step toward a leaner, more efficient CRM operation.
Understanding Salesforce License Types and Costs
To optimize Salesforce license mix effectively, you must understand the landscape of Salesforce license types and their relative costs. Salesforce offers a range of user license categories, each with different capabilities and price points. Matching the right type to each employee’s role is key to rightsizing.
Here are the major license tiers and their typical use cases:
- Full Salesforce (“Sales Cloud”/“Service Cloud”) Licenses: These are the Cadillac licenses, providing users with access to standard CRM objects, such as Leads, Opportunities, and Cases, as well as the full breadth of platform features. They are also the most expensive. Power users (such as sales reps managing pipelines and support agents working cases) and admins typically require this level. However, many employees do not require all the features a full license provides.
- Salesforce Platform (Lightning Platform) Licenses: Platform licenses come at a fraction of the cost of a full CRM license. They allow access to custom objects and basic standard ones (often Accounts and Contacts), but typically exclude modules like Opportunities or Cases. These are ideal for users in back-office or support roles who work mainly with custom apps or data – for example, an operations team updating custom records, or a department that only needs to read customer info without managing sales deals. If a user doesn’t interact with core sales/service objects, a Platform license can often cover their needs at a much lower cost.
- Employee Apps and Limited Access Licenses: Salesforce offers specialized licenses for specific use cases. For instance, an “Employee Apps” license (formerly known as Force.com or Lightning Platform Starter) is intended for employees who just use Salesforce for non-CRM purposes (like an internal help desk, HR requests, time-off approvals, etc.). These tend to be lower-cost or even free for certain utilities. Salesforce license optimization involves utilizing these streamlined licenses for users who require minimal Salesforce access (for example, a field technician who updates a timesheet or a manager who logs in only to approve requests).
- Chatter and Community Licenses: Some employees might only need to collaborate or view data, but not use core CRM functions. Salesforce’s Chatter Free licenses allow basic collaboration at no cost. Additionally, Salesforce Experience Cloud (community) licenses can sometimes be leveraged to provide access to specific data or processes for external stakeholders or occasional internal users, without granting full internal user licenses. While internal employees generally need internal licenses by contract, leveraging community access for partners or customers can relieve your internal license counts.
- Add-On and Feature Licenses: Beyond core user licenses, consider whether each user requires specific add-ons. For example, Salesforce Inbox, Platform Encryption, or premium support licenses carry extra costs. Understanding which users truly benefit from these vs. who can do without will further trim spend. Often, features like advanced analytics or AI add-ons should be given only to the roles that derive clear value from them.
Each license tier comes with a different price. Full CRM licenses might cost several hundred dollars per user per year more than a Platform license.
The lesson is: one size does not fit all. Understanding Salesforce’s license menu enables you to assign the most cost-effective license that meets each person’s requirements.
If you default everyone to an Enterprise full license, you’re almost certainly overpaying. Instead, map roles to license types deliberately – this sets the foundation for rightsizing and significant cost reduction.
Common Causes of License Waste
Why do so many organizations end up with Salesforce license waste in the first place? Several common scenarios cause companies to overspend or hold idle licenses.
Recognizing these helps you target areas to save during a Salesforce license review:
- Inactive Users: Perhaps the biggest waste comes from paying for users who aren’t using the system. Employees leave the company or change roles, but their Salesforce user accounts (and licenses) remain active. Over time, this accumulates “shelfware” – licenses assigned to people who don’t log in. Without a process to promptly deactivate or reassign these, companies can be burning money on phantom users.
- Over-Provisioning by Default: Many organizations automatically assign a top-tier license to every new user, “just in case.” This one-size-fits-all approach means roles with light usage (or read-only needs) get the same expensive license as power users. Similarly, when rolling out Salesforce, companies may overbuy licenses, anticipating 100% adoption, which often does not materialize. Overestimating needs leads to excess capacity that sits unused.
- Underutilized Feature Sets: You might have users on a high edition (Enterprise or Unlimited) or with add-on packs, yet they only use basic CRM features. For example, if a chunk of users never use Opportunities or analytics, but have full Sales Cloud licenses, that’s a misalignment. Paying for advanced capabilities that people aren’t leveraging is pure waste.
- Duplicate or Redundant Licenses: In large enterprises, it’s possible to have overlapping systems or multiple orgs. Sometimes users end up with two accounts or two licenses (such as after a merger or separate Salesforce orgs for different divisions) when one would suffice. Also, if you’ve moved a process off Salesforce but forgot to reduce licenses, you’re paying for redundancy.
- Forgotten Add-Ons and Services: Companies often purchase extra sandbox licenses, data storage, or premium support, but then fail to utilize them fully. Or they continue to pay for an AppExchange app license that isn’t widely used. These line items often auto-renew if not actively managed, quietly adding to waste.
- License “Creep”: Over time, without governance, users may request higher access or new products, and admins grant them licenses ad hoc. New features get turned on, new Salesforce products get purchased for a project, but later those licenses aren’t scaled back. This creep results in gradually growing license counts that outpace actual business needs. Without periodic cleanup, you end up with bloat.
Identifying these sources of waste is the first step. In many cases, simply shining a light on usage can uncover quick wins – for example, finding that 50 out of 500 licenses haven’t been used in months, or that an entire department could be on a cheaper license type.
Next, we’ll discuss how to systematically find those opportunities via a user license audit.
Read more about Data Cleanup and Archiving: Reducing Storage Costs in Salesforce.
Building a User License Audit
A thorough Salesforce license review or audit is the backbone of rightsizing. This process provides you with the data needed to make informed adjustments.
Here’s how to build and execute a user license audit:
- Inventory All Licenses: Begin by extracting a list of every active Salesforce user in your organization and note the license type (and edition) each user has. Cross-check this with your billing statements to verify the total number of licenses you’re paying for. This provides a comprehensive view of your license deployment.
- Assess User Activity: For each user (or at least each team), evaluate how Salesforce is being used. Run login history reports – who hasn’t logged in for the last 30, 60, 90 days? Identify essentially inactive users. Additionally, utilize Salesforce’s built-in Optimizer or adoption dashboards to view feature usage. If 100 users have a certain license but only 70 regularly log in, flag the 30 for follow-up.
- Match Roles to License Needs: Map each role or department to the features they require. For example, sales representatives likely require full Sales Cloud functionality, whereas a marketing analyst may only need read-only access to reports and contacts. Compare this ideal mapping to what they currently have. This exercise often reveals clear mismatches – like a user in a purely reporting role holding an expensive license that they don’t utilize fully.
- Identify Downgrade Candidates: Based on activity and role needs, list users who could potentially be moved to a lower license tier. Look for cases such as a user with an Enterprise license who only updates a custom object or a Service Cloud user who never accesses the service console. Also, note any completely unused licenses (users who could be removed entirely). Quantify the potential savings if those licenses were downgraded or eliminated.
- Engage Stakeholders: Before making changes, discuss findings with business unit leaders or the users’ managers. There may be context behind low usage (seasonal roles, etc.), or impending changes (a user might soon take on new responsibilities). Collaboration ensures you won’t inadvertently cut something important. It also helps gain buy-in – people are more receptive to a license change if they understand it’s based on careful analysis.
- Document and Plan Actions: Create a plan that details which licenses to reclaim or downgrade, along with the steps to execute each change. Prioritize quick wins (e.g., deactivating accounts of departed employees immediately) and schedule more complex changes (such as moving groups of users to a different license type) during low-impact periods or with pilot tests.
By conducting this audit regularly (at least annually, preferably quarterly), you maintain a continuous pulse on license utilization. One enterprise example: a company’s audit revealed that 15% of their paid Salesforce licenses were assigned to former employees or inactive users.
They promptly identified unused Salesforce licenses and freed them up, thereby avoiding the need for new purchases for new hires and saving thousands of dollars. This kind of data-driven cleanup is exactly how rightsizing starts delivering value.
Downgrading Without Disruption
Once you’ve pinpointed opportunities to downgrade Salesforce licenses, the next challenge is doing it smoothly. Users might fear losing capabilities, and IT teams worry about breaking something.
However, if handled carefully, downgrading can be virtually seamless. Here are strategies to implement license changes without disrupting the business:
- Prioritize Low-Impact Downgrades: Start with changes that are least likely to affect daily work. For example, removing licenses for departed staff or contractors is straightforward. Next, consider downgrading users who barely use Salesforce – if someone logs in once a month to view a dashboard, moving them to a lower license is a low-risk approach. Each easy win builds confidence for tougher changes.
- Test with Pilot Users: Before mass changes, do a trial run. Identify one or two users who are willing to try operating with a lower license tier (perhaps someone in a non-critical role). For instance, if you plan to move a set of back-office employees from full Sales Cloud to Platform licenses, pilot it with one user first. Verify that with the Platform license, they can still do all their necessary tasks (maybe with some permission adjustments). This pilot can uncover any hidden gotchas in a controlled way.
- Profile and Permission Adjustments: Downgrading a license may require updating the user’s profile to one associated with the new license type. Ensure that the new profile has the permissions needed for their job. You may need to create custom profiles or permission sets that grant access to essential objects or apps under the new license. For example, if an employee is transitioning from a Service Cloud license to a Platform license, ensure their new profile still allows them to view Accounts or any custom case-tracking objects that their role utilizes. By aligning permissions ahead of time, the user shouldn’t experience errors or lost access after the switch.
- Communicate with Users: Surprises can cause disruption. If you’re downgrading a user’s license, please inform them of the plan and the reasoning behind it. Emphasize that this is to better align their access with their needs, and that it should not affect their day-to-day work. Provide a channel for them to report any issues after the change. Often, users won’t even notice a difference if the rightsizing is properly targeted – but being transparent helps maintain trust.
- Stagger Changes and Monitor: Don’t flip the switch on dozens of users at once. Instead, implement downgrades in phases (by team or license type) and closely monitor for a week or two. Make sure those users continue to function normally. If any unexpected limitation surfaces, address it immediately – whether by granting an additional permission or, if necessary, rolling the user back to the higher license. A measured pace ensures continuity of operations.
By following these steps, you can retire or reduce licenses methodically. A rightsizing initiative need not be a “big bang” upheaval; it can be a series of well-managed tweaks. The result is the same – a leaner license footprint – but without the chaos. When done right, many users and customers won’t even realize anything changed, except for the finance department that sees lower Salesforce bills.
Using Rightsizing to Strengthen Negotiations
One often-overlooked benefit of Salesforce license rightsizing is how much it strengthens your hand in contract negotiations. When renewal time approaches, having a clear, data-backed picture of what you need (and don’t need) is a powerful tool.
Here’s how rightsizing can feed directly into better Salesforce renewal negotiations:
- Data-Driven Leverage: Vendors thrive on opacity. If Salesforce’s sales team thinks you’re unsure of your usage, they’ll push for additional licenses “just in case” or maintain that you need everything you have. By rightsizing, you can counter any upsell with hard data: “We currently have 500 licenses, but only 420 active users. We will be renewing for 420, not 500.” This evidence-based approach prevents overselling. It signals to Salesforce that you’re an informed customer who won’t pay for shelfware.
- Willingness to Walk Away (from Excess): When you identify licenses that are truly not needed, be prepared to cut them – and let Salesforce know you will. This creates negotiation leverage. For example, if you plan to drop 100 licenses, Salesforce may try to entice you to keep them by offering a discount or throwing in an add-on for free. In one case, a tech firm informed Salesforce that it would shed a significant number of unused Sales Cloud seats. Eager to preserve its annual revenue, Salesforce offered a substantial price reduction on those seats and even bundled some lower-cost Salesforce Platform licenses for a different department. The company ended up saving 20% overall, essentially by calling the vendor’s bluff on what they truly needed.
- Optimized License Mix Deals: Rightsizing isn’t only about cutting volume; it’s also about getting the mix right. If your analysis shows you need more of one license type and fewer of another, bring that to the table. Salesforce may initially quote you a renewal based on last year’s allocation. But you can say, “We only need 50 Enterprise licenses now, and we need 50 additional Platform licenses instead of 50 Enterprise from last year.” You’re effectively downsizing the expensive licenses and upsizing the cheaper ones. Negotiating this swap can dramatically reduce costs. Vendors won’t volunteer this option – you must propose it.
- Early Renewal Planning: Begin rightsizing and internal negotiations well in advance of the contract end date. Armed with a clear usage picture, engage Salesforce account reps early with your intention to renew only what’s necessary. This avoids the last-minute rush where Salesforce might use time pressure against you to accept a suboptimal deal. Early, transparent negotiation, where you highlight your efficient license usage, can even prompt Salesforce to present more creative pricing options (such as multi-year discounts or flexible plans) to retain your business.
- Consider Strategic Bundles Carefully: Salesforce may offer an Enterprise License Agreement (SELA) – an all-you-can-eat style deal – as a way to simplify costs. If you’ve rightsized, you can more accurately evaluate such offers. Sometimes a big bundle can save money if you truly plan to expand usage, but often it results in paying for a lot of unused capacity. Use your rightsizing data to model whether a SELA or other bundle makes sense, or if sticking to a precise per-user model is cheaper. Declining a big bundle because you know it overshoots your needs is in itself a negotiation stance that can pressure Salesforce to refine the proposal.
Overall, rightsizing flips the script: instead of Salesforce dictating your renewal based on their sales goals, you’re dictating it based on your actual needs.
This vendor-skeptical posture, backed by facts, frequently leads to better pricing and terms. You might secure concessions like fixed pricing for a few years, the flexibility to swap license types, or added value at no extra cost, all because you demonstrated you’ll only pay for what’s necessary.
Ultimately, a well-prepared customer can negotiate from a position of strength and ensure that their Salesforce contract is as optimized as their license usage.
Avoiding Rightsizing Pitfalls
While the case for rightsizing is strong, it’s not without challenges.
A poorly executed license optimization effort can cause hiccups or even backlash from users. Here are common pitfalls and how to avoid them in your Salesforce license optimization project:
- Cutting Too Deep (Under-Licensing): In the zeal to reduce Salesforce license costs, some companies swing the pendulum too far and remove or downgrade licenses that were important. Under-licensing means users lack critical functionality, which can negatively impact productivity and data visibility. Avoid this by thoroughly analyzing job needs before downgrading. It’s better to leave a user on a higher license if you’re unsure, then revisit later, than to strip away a needed tool. Always balance cost savings with business continuity.
- Ignoring User Experience and Change Management: Remember that licenses affect what users see and can do in Salesforce. If you downgrade someone and suddenly a feature or object they relied on vanishes, you’re going to hear about it – and rightly so. To avoid disruption, communicate changes in advance and ensure that alternatives are in place. For instance, if a certain analytics feature will be removed with a downgrade, ensure that the user can access the information via a shared dashboard or another workaround. Rightsizing should be virtually invisible to end-users if done correctly.
- Lack of Executive and Stakeholder Buy-In: Rightsizing shouldn’t be an IT-only initiative forced on the business. Involve leadership early and present it as a cost-efficiency and productivity alignment effort. When department heads understand that Salesforce license optimization frees up budget for their other needs (or prevents cuts elsewhere), they are more likely to champion it. Conversely, if you revoke licenses without discussion, business owners may push back or reinstate them later. Collaborative planning avoids this whiplash.
- Overlooking Contract Constraints: Be mindful of how and when you can reduce licenses. Salesforce contracts often only allow reductions at renewal, not during the term. If your analysis indicates that 50 licenses should be dropped, but you’re mid-contract, you may need to wait or negotiate an exceptional adjustment. Plan rightsizing actions in line with contractual terms to avoid compliance issues or financial penalties. And keep an eye on any minimums or bundles in your contract – dropping one license type might affect discounts on another if not handled strategically.
- Not Checking Compliance Boundaries: In trying creative cost-savings (like using external community licenses for internal users, or splitting orgs to use a lower edition), be careful not to violate Salesforce’s licensing policies. Salesforce can audit and penalize misuse. For example, every internal employee using Salesforce generally must have an internal license; using a partner community license for an internal user would breach the terms. It’s fine to be vendor-skeptical and find alternatives, but always within the bounds of the agreement. When in doubt, consult with a licensing expert.
- Set-and-Forget Mentality: A big pitfall is treating rightsizing as a one-off project. Licenses tend to creep back up over time if not continuously managed. Avoid the trap of undertaking a major cleanup, celebrating the savings, and then losing those gains the following year due to complacency. We’ll address ongoing governance next, but it’s worth noting here: sustained discipline is key.
By anticipating these pitfalls, you can navigate around them. The goal is to achieve savings without causing new problems.
Think of rightsizing as a careful recalibration of your Salesforce engine – tune it for efficiency, but don’t remove a part the engine needs. With thoughtful execution, you’ll avoid unintended consequences and lock in the benefits of optimization.
Governance for Ongoing License Discipline
After the initial rightsizing effort, the real work is maintaining optimized licenses over the long term. Without governance, it’s easy for old habits to return and license creep to reestablish itself.
Enterprises need robust practices to maintain ongoing license discipline:
- Assign a License Steward: Designate a person or team (often within IT asset management or the Salesforce admin group) responsible for continuous license oversight. This “license manager” maintains the official count of licenses, monitors usage trends, and is involved in every user onboarding and offboarding process from a licensing perspective. When someone leaves, this role ensures their license is promptly removed or reassigned. When a manager requests a new user license, this role verifies the right type and checks if an unused license can be allocated instead of purchasing a new one.
- Formalize the Request Process: Don’t let anyone with admin access grant licenses on an ad hoc basis. Implement a simple approval workflow for new license assignments or upgrades. For example, if a department asks for five new Enterprise licenses, require justification: why Enterprise and not Platform? Are these net-new users or replacements for former users? A quick internal review can catch unnecessary spending before it happens.
- Regular Usage Reviews: Conduct quarterly business reviews of Salesforce usage with each department to ensure optimal usage and performance. Include metrics like active users vs. licenses, feature adoption, and any idle accounts. This creates accountability; department heads see what they’re paying for and will be prompted to identify users who might not need access. It’s an opportunity to adjust license counts in smaller increments throughout the year rather than facing a huge true-up at renewal.
- Automate Monitoring: Leverage Salesforce reports or a third-party SaaS management tool to flag anomalies automatically. For instance, set up a report of users inactive for 45+ days, to be reviewed monthly. Or have dashboards showing license utilization rates (e.g., 90% of marketing’s licenses are used, but only 60% of finance’s are). These analytics make it easier to spot waste early. Salesforce’s Optimizer and AppExchange license management apps can assist with this.
- Stay Educated on License Changes: Salesforce licensing is not static – the company regularly introduces new editions, bundles, or policy changes. Assign someone to stay abreast of updates (via Salesforce’s announcements or licensing blogs). For example, if Salesforce launches a new, lower-cost product or changes how a feature is licensed, you may have an opportunity to save or need to adjust your strategy. Staying informed ensures you’re never caught off guard and can proactively re-align your licensing as Salesforce evolves.
- Prevent License Creep with Policy: Make license optimization part of your IT governance charter. Document guidelines such as: default new hires to the lowest appropriate license; conduct semi-annual license audits; remove access promptly on role change or exit; and require an up-to-date license count report before any contract renewal. When license management is baked into your processes, it becomes a normal part of operations rather than a sporadic cleanup.
- Celebrate and Reinforce Success: When your governance avoids a cost or finds savings, publicize it internally. For instance, if, due to vigilant monitoring, you avoided buying 20 extra licenses that would have sat unused, let leadership know how much was saved. This positive reinforcement builds a culture that values Salesforce license optimization and encourages teams to be mindful of their consumption.
With strong governance in place, your organization can enjoy sustained savings year after year. It keeps you in control, rather than the vendor.
Essentially, you transform Salesforce licensing from a static expense into a continuously optimized investment that adapts to your business needs.
Read more about Data Cleanup and Archiving: Reducing Storage Costs in Salesforce.
Future Trends
Looking ahead, the importance of rightsizing and proactive license management will only grow. Several trends are shaping how enterprises will handle Salesforce (and other SaaS) licensing in the future:
- Rising License Costs: Salesforce (like many vendors) has been incrementally raising prices. For example, core cloud license list prices have increased in recent years. As costs per license go up – and as new premium products (e.g., AI features or industry clouds) carry hefty price tags – the pressure to make every license count intensifies. Future IT budgets will demand even more scrutiny of license ROI. Rightsizing is one of the few levers to counteract vendor price hikes.
- AI and Add-On Proliferation: Salesforce is integrating AI into its platform (such as Einstein GPT and other machine learning features), which often come as add-ons or higher-tier editions. Without careful evaluation, companies might over-buy these shiny new capabilities for all users. The forward-looking approach is to pilot new features with a small group and validate the value before scaling licenses. Rightsizing principles will be applied not just to core licenses but to these emerging add-ons – ensuring you only expand access when it truly benefits the business.
- Enterprise License Agreements (ELAs/SELAs): Salesforce is likely to push more customers toward all-encompassing multi-cloud deals (Salesforce Enterprise License Agreements). While convenient, these deals can lead to paying for more than you use. We anticipate that more enterprises will adopt a hybrid strategy: using an ELA for some products where they foresee growth, while keeping other products on a flexible model. The ability to carve out and rightsize even within large deals will be a trend, requiring savvy negotiation and internal tracking.
- Advanced SaaS Management Tools: The market for SaaS management platforms is experiencing significant growth. Future tools will provide even deeper insights into usage, automatically suggest license optimizations (such as flagging a user for a downgrade based on activity patterns), and even manage license allocation dynamically. This means the technical side of rightsizing could become easier, though the organizational will to act on it will still be key.
- Integrated License Governance as Part of FinOps: Financial Operations (FinOps) for cloud spend is a rising discipline, and it’s extending to SaaS. We foresee rightsizing practices being formally integrated into companies’ FinOps or IT asset management strategies. It will be standard to have cross-functional teams (IT, finance, and procurement) continually reviewing SaaS usage and optimizing spend. In other words, license cost optimization will be an ongoing business function, not an ad hoc project when times get tough.
- Vendor Skepticism and Audit Preparedness: As enterprises get savvier, they will approach vendor claims with more skepticism. For Salesforce, this means customers will increasingly demand transparent usage data and contract flexibility. Additionally, while Salesforce audits are less frequent than those of some software vendors, they could become more common as the product portfolio grows. Companies will adopt rightsizing not just to save money, but also to ensure they’re always compliant and audit-ready, thereby avoiding unpleasant surprises.
In summary, the future will reward organizations that treat software licenses as living assets to be managed rigorously. Those who cling to the old “set it and forget it” approach will face mounting costs.
By staying ahead of these trends – continuously optimizing Salesforce license mix, evaluating new offerings critically, and using automation – you’ll keep your Salesforce environment cost-effective and agile.
Conclusion & Call-to-Action
Every dollar counts in enterprise IT budgets, and Salesforce is often one of the biggest line items. Salesforce license rightsizing is a smart, strategic approach to ensure you’re not pouring money into unused or oversized licenses.
We’ve seen why it matters and how to achieve it: understand your license types, audit usage regularly, eliminate unnecessary waste, and assign each employee the appropriate (lowest necessary) license tier to perform their job.
This not only reduces Salesforce license costs, but it also empowers you in vendor negotiations and drives a culture of efficiency.
Call to Action: If you’re ready to unlock significant Salesforce savings and need expert guidance on where to start, consider reaching out to Redress Compliance.
Our team specializes in Salesforce license audits and rightsizing strategies that optimize Salesforce license usage.
We take a vendor-skeptical, data-driven approach to help you identify unused licenses, execute downgrades safely, and navigate renewal negotiations with confidence.
Don’t wait until the renewal crunch – contact Redress Compliance today to ensure every Salesforce license in your organization is truly necessary and perfectly aligned with your employees’ needs. Let us help you cut the waste and take control of your Salesforce costs.
Read more about our Salesforce Contract Negotiation Service.
