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Salesforce Optimization

Cut through the complexity, right-size your licenses, and unlock real value from your Salesforce ecosystem.

Salesforce is Draining Your Budget

Between confusing license tiers, unused add-ons, and aggressive renewal cycles, companies regularly overspend by 20 to 40% on Salesforce licenses. Without clear visibility into actual usage, you’re likely paying for features you don’t need - or missing opportunities to negotiate better terms.

Rising Costs

Rising Costs

Annual price hikes, expensive top-tier licenses, and unused seats and features drive Salesforce costs up.

Lack of Insight

Lack of Insight

Accurate data on real license usage or feature adoption is murky at best, and hard to act on.

Renewal Pressure

Renewal Pressure

Short timelines and limited leverage for negotiation lead to suboptimal renewal outcomes.

Complex Add-Ons

Complex Add-Ons

Costly features like CPQ or Marketing Cloud are underutilized but add cost.

User Management Gaps

User Management Gaps

Hundreds of licenses are tied to inactive or misaligned user personas.

2Data’s Salesforce Methodology

License & Org Discovery

Identify all active Salesforce licenses across your instances, including Sales Cloud, Service Cloud, CPQ, Experience Cloud, and add-on modules. This includes reviewing legacy contracts, license bundles, and Salesforce Order Forms.

Usage & Access Data Extraction

Collect and normalize license usage data across all users, roles, and permission sets. This includes login trends, API consumption, feature use, and login history, giving a full picture of what’s being used vs. what’s paid for.

Entitlement & Contract Mapping

Entitlements are reconciled against actual usage and business needs. We map SKUs to real user roles, enabling early detection of over-licensing and dormant allocations.

Reduce contract costs, manage risk, and simplify your Salesforce licensing.

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Frequently Asked Questions

Welcome to our FAQ section! Here you’ll find answers to some of the most common questions we receive. If you don’t find what you’re looking for, feel free to reach out to us directly, and we’ll be happy to assist you.

Are optimizations successful with both SMBs and large enterprises?

We run successful projects across multiple organizational sizes, industries, and geographies. On average, companies reduce their contract costs by 32% with
2Data regardless of company size.

LSP’s can be helpful for compliance maintenance, but because they resell vendor licenses there’s an obvious conflict of interest. An independent advisor safeguards your best interests by remaining totally vendor and tool agnostic.

An LSP is there to support you with the operational aspects of your contract. Our focus at 2Data is on helping you reduce costs through market insights, benchmark data, and proven tactics to support you in your contract negotiations separate to your LSP.

This depends on your organizational needs. Most once-off optimizations take between 3-6 months, while our Optimization as a Service offering gives you comprehensive coverage over a longer period.

We use an equitable pricing model that accounts for number of devices/users and geographic considerations. We offer the choice between a flat fee, or a success fee tied to the outcomes of the project.

On average, companies make back 25X their investment on optimization efforts through both cost savings and cost avoidance.

Why OaaS Saves You More

Continuous Optimization

Continuous Optimization:

Regular assessments to identify and eliminate inefficiencies.

Ongoing adjustments to maximize license utilization and prevent waste.

Cost Savings and Overspend Prevention

Cost Savings and Overspend Prevention:

Proactive monitoring and strategic adjustments to reduce overspending.

Discover new savings opportunities with every cycle.

Self-Funding Model

Self-Funding Model:

Savings achieved are reinvested into further optimization.

Optimization services become self-funding over time, continuously driving added value.

Flexible Program Objectives

Flexible Program Objectives:

Customizable service scope, cadence and vendor focus based on evolving business needs.

Dynamic focus to address unexpected events like audits.

High-Touch Expertise

High-Touch Expertise:

Access to licensing expertise and negotiation support.

Stay audit-ready with proactive license management and vendor compliance.