Salesforce License Management

Support the strategic management of Salesforce contracts, with insight into your cost-reducing optimization opportunities with Certero for SaaS – Salesforce Module.

Why Reducing Costs with Salesforce is a Challenge

Salesforce is a valuable solution to businesses and has a pricing structure to match. Whilst the challenge of ensuring that SaaS subscriptions are being utilized and provide business value is similar across most SaaS products, the added rigidity of Salesforce contracts can mean that license-optimization savings can be harder to achieve, if contracts don’t allow customers to reduce license volumes without incurring financial penalties and ‘lost discounts’, for example.

It is therefore essential that potential Salesforce customers utilize their pre-contract and pre-renewal negotiating leverage to best effect, in order to avoid being out of control and feeling stuck within an agreement that will automatically renew whilst steadily increasing in cost.

Negotiating new commercial terms requires solid business intelligence and that’s what Certero for SaaS – Salesforce Module brings; the essential evidence required to confidently reduce Salesforce licensing costs through strategic procurement.

How Certero for SaaS – Salesforce Module Works for You

Certero for SaaS – Salesforce Module is an out-of-the-box license management solution that gives you clarity and control over your Salesforce licenses and how they’re used: 

Reduce Salesforce Overspending

Identifying unallocated licenses and under-utilized licenses that can be reduced and refined upon renewal or reharvested and reassigned.

Manage your Salesforce Entitlements and Limits

Track, trend, measure and alert on how close you are to resource limits within your contracts (data and file storage for example). Prevent breeching Entitlements that would incur extra cost.

Perform Salesforce Cost / Benefit Analysis

Salesforce Organizations (systems) can offer radically different value propositions to the business, depending on their purpose. Understand costs better with clarity over assigned licenses, types and utilization.

Avoid Salesforce Cloud Sprawl

Avoid uncontrolled proliferation of Apps and Plugins from the Salesforce AppExchange portal.

Support Security and Deprovisioning Processes

Understand active and inactive users, with automatically applied intelligence from Active Directory (AD). 

Get Clarity over Salesforce User Profiles

Understand roles and permissions, protect company data and avoid unauthorized access to information, with a ‘single pane of glass’ view of all your Salesforce organizations and contracts.

Maintain Compliance with Seasonal-Use Licenses

Ensure costs are controlled by adhering to time-sensitive licensing rules.

Manage Salesforce Renewals with Ease

With complete visibility of all Salesforce contracts in a single pane of glass you can proactively manage your Salesforce renewals and negotiate the best possible commercial arrangements.

ISO 27001 Certified

Certero is committed to providing customers with the highest levels of security,  which is why Information Security is embedded as part of our culture. From the board down, our Information Management Processes have helped customers have a safer, more reliable IT hardware, Software, SaaS and Cloud solutions and Services throughout the year.


Certero’s Salesforce license management and optimization module gives you the power and control you need over your cloud expenditure.


Improve visibility and governance of multiple Salesforce.com instances from one single application 


Certero’s Salesforce license management and optimization module gives you the power and control you need over your Salesforce expenditure.


Eliminate overspending on unused or oversubscribed licenses


Improve sales and marketing performance by identifying obsolete data for suppression


Safeguard automated processes to protect data integrity and business performance


Improve the efficiency and effectiveness of your CRM system and its processes


Protect access to CRM data, applications, permissions and processes across the enterprise


Automate the consolidation of user, license, role and profile data into one area


Manage all cloud applications within Certero for SaaS, on the Certero Platform

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