Cut through the complexity, right-size your licenses, and unlock real value from your Salesforce ecosystem.
Annual price hikes, expensive top-tier licenses, and unused seats and features drive Salesforce costs up.
Accurate data on real license usage or feature adoption is murky at best, and hard to act on.
Short timelines and limited leverage for negotiation lead to suboptimal renewal outcomes.
Costly features like CPQ or Marketing Cloud are underutilized but add cost.
Hundreds of licenses are tied to inactive or misaligned user personas.
Astablish a complete view of your Salesforce estate by extracting license, usage, and access data across all orgs.
Map user roles and business functions to actual Salesforce activity to expose over-licensing.
Get a detailed license reallocation and downgrade plan based on real usage patterns. Quantify projected savings and flag compliance risks before audit exposure.
Deploy Salesforce pricing benchmarks, deal strategy, and term redlines to challenge sales-led proposals and secure favorable terms.
Implement license governance and a forecasting model to maintain alignment as your needs evolve. Renewal visibility, policy controls, and planning frameworks sustain long-term license efficiency.
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.
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.
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.
Define user personas through interviews and workshops with business units to map their daily workflows to license types. Identify mismatches where features are over-licensed and underutilized.
Assess use of Salesforce across business functions (e.g., sales, service, marketing) to determine whether the current license configuration reflects actual operational needs.
Segment user base by usage intensity and access requirements. This enables strategic down-tiering or consolidation of license types (e.g., moving from Enterprise to Platform or from full user to Chatter).
Realign license assignments based on usage data and operational mapping, identifying where licenses can be downgraded, consolidated, or reassigned.
Flag any areas of overuse, unauthorized access, or non-compliant configurations (e.g., custom app access on a restricted license type), helping to preempt audit exposure.
Create a detailed financial model of current vs. optimized licensing scenarios, identifying short-term savings (via term adjustments or reductions) and long-term benefits.
Leverage market benchmarks and recent client deal data to provide pricing targets across SKUs, add-ons, and renewal terms. This supports data-driven negotiations rather than sales-led guidance.
Get tailored negotiation strategies, including hard and soft concessions, bundling tactics, and contract clause analysis. We help clients challenge Salesforce’s pricing structures and avoid non-negotiable traps.
We support your procurement and legal teams with terms review, counterproposal drafting, and internal business case documentation to accelerate internal approvals.
Design a governance model for ongoing license tracking, usage reviews, and user onboarding policies. This includes guidance on internal roles for license assignment and periodic usage audits.
Build a roadmap to anticipate key renewal dates and true-up events, giving clients time to evaluate cost drivers and revalidate needs.
Integrate Salesforce licensing into your broader IT planning, so growth initiatives (e.g., new modules or orgs) can be forecasted and budgeted with licensing implications in mind.psum dolor sit amet, consectetur adipiscing elit.
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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.
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.
Read our success stories 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.
Read our success stories 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.
Read our success stories 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 15 times the cost of our services through both realized cost savings and cost avoidance.
2Data is an independent software licensing advisory specializing in Microsoft, Oracle, SAP, Salesforce and IBM optimization. We help companies reduce contract costs, manage risk, and simplify their software licensing.
Regular assessments to identify and eliminate inefficiencies.
Ongoing adjustments to maximize license utilization and prevent waste.
Proactive monitoring and strategic adjustments to reduce overspending.
Discover new savings opportunities with every cycle.
Savings achieved are reinvested into further optimization.
Optimization services become self-funding over time, continuously driving added value.
Customizable service scope, cadence and vendor focus based on evolving business needs.
Dynamic focus to address unexpected events like audits.
Access to licensing expertise and negotiation support.
Stay audit-ready with proactive license management and vendor compliance.
