Licence Optimisation — Project Initiation

New Projects

Starting Out with Salesforce Licensing

When you start out with an idea or a problem, progress to a business case and then finally a software project, you will eventually have to deal with the difficult problem of software licensing — and this is certainly the case with Salesforce.

Salesforce has a reasonably high level of complexity and, with numerous acquisitions and the organic growth of the platform, this has only increased in recent years.

There are multiple questions to answer: Which clouds do you need? What licence types, subscriptions, editions or add-ons? Which variation of contract terms and conditions? And what is the impact of different duration options?

Finding the right set of answers for your organisation requires a unique combination of skills — moving between and across the commercial, technical, legal and analysis functions to facilitate the right answer. The ownership of licence optimisation lies at the key intersection between procurement, project leadership, architecture and business analysis, and this is the area where Aequus excels.

Salesforce Licence Areas to Consider

• 1
  Clouds — e.g. Salesforce Core, Industry, Marketing Cloud, Mulesoft
• 2
  Editions — e.g. Professional, Enterprise, Unlimited
• 3
  Licence Types and RULs — e.g. Service Cloud, Platform, Community, Industry
• 4
  Add-ons — e.g. Shield, Premier Support, Sandboxes
• 5
  Support models and contractual durations
• 6
  Org strategies and their implications — Single, multi, and hybrid

If you have completed your analysis cycle and are about to enter into procurement and negotiations to purchase licensing, please contact us now.