Salesforce ROI & Optimization Audit
Most companies are paying more for Salesforce than they need to — and getting less from it than they should. This advisor helps you identify underused licenses, shelfware, and configuration gaps that are costing you money. It's like having a financial analyst who specializes in Salesforce spend five minutes reviewing your setup.
ROI & Optimization Advisor
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What This Advisor Covers
A financial lens on your Salesforce investment — where you're overpaying and where you're underutilizing.
License Utilization Analysis
Identify which licenses are actively used versus sitting dormant — and what that's costing you every month.
Shelfware Identification
Surface Salesforce products and features you're paying for but not using, from Einstein to CPQ to Marketing Cloud.
Adoption Rate Assessment
Evaluate whether your team is actually using Salesforce to its potential, or working around it in spreadsheets.
Process Efficiency Opportunities
Pinpoint configuration gaps and workflow inefficiencies that are costing your team time and your org money.
What You'll Walk Away With
Real clarity on where your Salesforce dollars are going — and where they shouldn't be.
Directional estimate of potential cost savings based on your current setup
One actionable quick win you can execute immediately — no consultant required
Clarity on where your Salesforce investment is underperforming relative to what you're paying
A framework for approaching your next renewal conversation with leverage
Want a full optimization review with dollar figures attached?
Schedule a Salesforce audit with Matt to get a detailed analysis of your spend, a prioritized list of savings opportunities, and a negotiation strategy for your next renewal.
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