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The Path to Salesforce Licence Optimisation

Understanding where Aequus fits — and why independent expertise matters for your organisation's Salesforce investment.

Our Role

Where Aequus Fits In

The process of Salesforce Licence Optimisation (SLO) requires a unique set of skills and lies at the key intersection between the commercial, partner, architectural and business functions within your organisation. However, with no one of these groups "owning" the problem — but all having a stake in the outcome — the process often becomes extremely fraught and drawn out.

Each function will have its own goals: commercial may want the lowest cost, architecture is looking for the best technical outcome for Salesforce and the wider ecosystem, and the business wants all of its problems solved. Aequus provides the key leadership and facilitation role between all of these functions to help your organisation reach the right outcome.

By using our unique blend of commercial, architectural and business skills — combined with in-depth knowledge of Salesforce licensing — we provide that key leadership role to help educate, facilitate and drive the SLO process to the right conclusion at the right time for your organisation. This is true whether at the beginning of a project, at the point of renewal, within a major transformational change, or where more high-level advice and governance are needed.

What We're Trying to Achieve

The goal of the Aequus approach is to strategically manage and align your organisation's usage — or proposed usage — of its Salesforce licences to ensure maximum efficiency, cost-effectiveness, and compliance. This involves assessing your Salesforce ecosystem, understanding user roles, and evaluating your licensing needs to match them with the appropriate licence types, subscriptions, and editions.

The SLO process aims to eliminate redundancies, avoid unnecessary costs, and ensure that your organisation has the right combination of licences to support its business processes now and in the future. Additionally, the process may involve adapting your licensing structure to changing business requirements and ensuring that your organisation only pays for what it actively needs.

By engaging with Aequus, your organisation can enhance user productivity, reduce overall licensing expenses, and maintain compliance with Salesforce agreements — while maximising the value derived from your Salesforce investment.

Which Service Is Right for You?

Please select the option that best describes your current situation:

Not sure which applies to you? That's fine — just reach out and we'll figure it out together.

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