How to Reduce Your Salesforce Licensing Cost Smartly - PowerPoint PPT Presentation

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How to Reduce Your Salesforce Licensing Cost Smartly

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Salesforce licensing cost is complex to understand for businesses and they end up paying more than needed. Here is how you can optimize your license and its cost. – PowerPoint PPT presentation

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Title: How to Reduce Your Salesforce Licensing Cost Smartly


1
How to Reduce Your Salesforce Licensing Cost
Smartly
Salesforce is the worlds no. 1 CRM with over
150,000 companies across various industries as
its customers. Right from small businesses to
FORTUNE 500 companies, Salesforce is helping
them all grow their businesses. It is a secure
and scalable cloud platform and comes with
world-class applications for commerce, service,
sales, and more.
There is, however, a common problem that
businesses - especially small-sized and
middle-sized companies often face with
Salesforce. They find the Salesforce licensing
cost
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  • structure a bit complex to understand. As a
    result, a large number of apps they install from
    Salesforce AppExchange, fail. The reason is the
    lack of complete understanding of Salesforce
    license pricing structure and failure to optimize
    licenses. To add insult to the injury, they
    sometimes end up paying more than they require
    for an app or more.
  • If you are also a business owner with Salesforce
    CRM, this post is for you. We are going to go
    through ways you can reduce your Salesforce
    licensing cost and prevent app failures and
    over-expenditure.
  • Pay for Only What You Need
  • The more, the better sounds good in general but
    doesnt suit Salesforce license pricing.
    Consider it with a Salesforce license pricing
    structure on Salesforce site itself.
  • If you go to Salesforce licensing pricing for S
    ervice, you can see that there are four
    packages. They are Essentials worth

25 USD/user/month, Professional
USD/user/month, Enterprise
worth 75 worth 150
USD/user/month, and Unlimited worth
300/user/month. As you can see, Enterprise
edition gives unlimited access to
all the standard and custom applications. It also
offers
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  • additional functionalities like offline access,
    Salesforce Identity, Advanced Reporting
    Features, and more.
  • Most organizations dont think much about whether
    they really need these many functionalities or
    not. They just think they are getting more and
    pay the cost. They find out several features to
    be of little use for their business requirements
    later, and realize they have paid more
    Salesforce licensing cost than needed.
  • So, dont always run after more features.
    Evaluate the usability of an edition from your
    business point of view. Analyze all the
    editions, compare their features, and then
    decide which one would be the best for you.
  • There is one more example that you can understand
    for better clarity.
  • Salesforce, Salesforce Platform, Salesforce
    Platform Lite, are among the primary Salesforce
    licenses businesses choose.
  • The Salesforce License provides full access to
    all the standard CRM apps and custom apps. In
    other words, it is full-blown access to anything
    and everything in CRM.
  • The Salesforce Platform License provides full
    access to custom apps but not standard CRM
    functionality. A Salesforce Platform License
    user can access core

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  • platform functionalities like accounts, contacts,
    reports, dashboards, documents, and custom tabs.
  • They, however, cannot access some standard tabs
    and objects like forecasts or opportunities.
  • The Salesforce Platform Lite license also is
    similar to Salesforce Platform license but comes
    with limits to monthly log-ins per user.
  • If you have your own set of custom objects to
    handle new data, it is recommended to go for
    Platform or Platform Lite. In case you need full
    access to standard CRM, Salesforce Enterprise
    Edition is the ideal choice for you.
  • To sum it up, make a smart choice and not a
    costly choice to optimize your Salesforce
    licensing cost.
  • To get help picking the right license and
    optimize your Salesforce licensing cost, you can
    contact us.
  • CTA - Request Consultation Use Force.com
    Licenses
  • Your organization can save on Salesforce
    licensing cost by purchasing Force.com licenses
    instead of Salesforce Enterprise Edition
    licenses. While the Enterprise license

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costs you around 3000 USD per user per year, a
Force.com license can cost as low as 300 per
user per year. This means that your organization
can save 2700 per user per year. In terms of
custom objects also, Platform Starter License
to 10 custom objects with the same
functionality as that in Enterprise. Platform Plus
on
offers access
Force.com is an upgrade that offers access to 100
custom objects for 1200 USD per user per year.
It still saves you 1800 per user per year.
Within Force.com license, there are two
licensing options - Force.com One App and
Force.com-Free. In One App, the users can access
only one custom app. It is similar to Salesforce
Platform License but is restricted to only one
app and read-only access to Accounts and
Contacts. With Free license, a user can run one
custom app. It is similar to One App but doesnt
allow the user to access any standard CRM
functionality at all. Adopt Salesforce Modular
Build License Approach If you dont want to have
it all at once, Salesforce also offers a
flexible Salesforce License Pricing scheme for
you. You can call it Modular Approach. To reduce
your overall Salesforce licensing cost, you can
pick an edition that has the features you need.
Later as you expand and need more functionality,
you can integrate add-on offerings. There are
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various functionalities like mobile
functionality, visual workflow, community portal
etc. that come for extra charge. You can pick
one or more as per your business requirements
later on. This modular approach helps save a
huge upfront Salesforce licensing cost. You can
begin with the minimum basic package and scale
it up with add-ons. Embrace Pro-Active
Management of Users Whichever license you take,
you still can get only one user to log in with
one license. You also cannot share login
credentials for one user with others. A way to
circumvent this limitation is License
Reduction. You can log a case with License
Reduction in the subject field. When a user is
deactivated, you can follow it up. This way, you
dont need to re-assign the license to someone
else. Organizations that have a large number of
licenses can use this technique to reduce
Salesforce Licensing Cost over time. Try
Negotiation - A human Tactic Keep track of actual
app usage over time. If you find it low,
negotiate with your vendor to get some relaxation
in Salesforce licensing cost at the time of
license renewal. Use a Third-Party Customer
Portal Sometimes, a third-party customer portal
can help cut down on your Salesforce licensing
cost. If you have a
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third-party portal solution that lets your users
extract CRM entities, it can help. If a user can
access CRM objects at say 100 per month with a
Salesforce license, it can sound costly. If the
same user can access CRM objects at a lower
price, say 30 with a third-party portal, it can
save you a lot on your licensing cost. On top of
that, you can also define user roles and grant
or restrict access to various objects just like
with a license. You can manage your customers and
their cases as well. In short, you can avail of
all the functionalities with a feature-rich
portal solution - that too at a much lower
price. Over to You Its pretty evident that
understanding Salesforce License Pricing is not
a cakewalk. Nevertheless, you can always prevent
extra expenses in the licensing cost by following
smart tips and using a portal. Our Salesforce
Customer Portal for Dynamics 365 is a fully
scalable and flexible customer portal solution
for Salesforce. It comes with robust ticket
management, drag drop builder, real-time
notifications, access to unlimited customers,
standard and custom object support, and more
features that you seek in a portal. Our
Salesforce-certified portal solution can help
reduce Salesforce licensing cost and enhance the
overall productivity as well. To explore the
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Salesforce portal more and integrate it, you can
get in touch with us.
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ress-custo m er-portal.htm
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