Licences and products
Confirm the edition, products, user roles and terms you need. Use a current supplier quote and check currency, tax treatment and renewal conditions.
Salesforce costs
Budget for the whole Salesforce operation.
Licence fees are one part of the cost. A useful budget also considers setup, data, connections, training and ongoing support, based on what your team needs the platform to do.
Book a free introductionThe costs to work through
Implementation and data
Allow for discovery, configuration, migration, reconciliation and testing. The quality and complexity of existing data affect the work required.
Integration and adoption
Include connections to other systems, training and the time your own team will contribute.
Support and change
Plan for maintenance, user support, future improvements and any usage-based charges that apply.
Compare scope as carefully as price.
Ask each provider to state the assumptions, deliverables, exclusions and responsibilities behind the quote. Check what happens when requirements change or data needs more work than expected.
A lower initial figure can cover a smaller scope. A higher figure is only useful if the extra work supports a business need.
Work out the value alongside the cost.
Identify the problems the investment is meant to solve, establish a baseline and agree how results will be reviewed. Include the ongoing cost of running the system when assessing the benefit.
We start with your business process and current setup. That gives us a basis for a scoped proposal, rather than a generic price that may not fit your situation.
Start with a conversation
Let's talk through your business.
Book a free 30-minute call. We'll talk through what's getting in the way, where we can help, and how we can work together to move things forward.