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Salesforce, renewed
without the uplift.

Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, MuleSoft, Tableau, Slack and Agentforce. Salesforce renewals are arithmetic: per-user-per-month, multiplied by user count, multiplied by an automatic uplift — unless the contract is structured to resist it. Our Salesforce practice exists to make sure it is.

$310M+
Salesforce contract value negotiated
95+
Salesforce engagements
34%
Average Salesforce saving
10 yrs
Salesforce practice depth
Practice overview

The Salesforce commercial reality.

A Salesforce contract is rarely just a Salesforce contract anymore. It is a portfolio: edition mix across Sales and Service Cloud, Marketing Cloud SKUs that have just been renamed, Data Cloud consumption credits, MuleSoft cores, Tableau Creator/Explorer/Viewer, Slack seats, and now Agentforce conversations. The pricing model behaves like a SaaS bundle on paper and an enterprise agreement in practice — with true-ups, automatic renewal uplifts, and a step-up programme towards Unlimited and Einstein 1 editions.

Our Salesforce practice exists to build the MSA, the order forms and the renewal posture so that the unit economics — per user, per Data Cloud credit, per Agentforce conversation — remain defensible across the term.

Where the practice applies

  • Sales and Service Cloud renewals. Edition rationalisation, uplift caps, multi-year ramp redesign and seat-count true-down rights.
  • Marketing Cloud and Data Cloud. Engagement Plans, MIQs, Data Cloud credit consumption, and the unbundling of historic Marketing Cloud SKUs.
  • Agentforce and Einstein 1. Per-conversation pricing, ramp design, pilot carve-outs and the documented evidence that the bundle is genuinely required.
  • MuleSoft commercials. Core-based pricing, environment counts, ramp design and the move from CloudHub 1.0 to 2.0.
  • Tableau commercials. Creator/Explorer/Viewer mix, embedded analytics, server versus cloud, and bundling with the rest of the Salesforce stack.
  • MSA construction. Renewal uplift caps, true-up rules, mid-term swap rights, and exit assistance language.

What we don't do

We are not a Salesforce reseller. We do not hold a Salesforce partner status. We do not take referral fees from Salesforce or any other vendor. The only side of the table we sit on is yours.

Typical engagement

Salesforce renewal

8 to 12 weeks. Edition optimisation, seat right-sizing, ramp redesign and the negotiation itself.

Typical engagement

Data Cloud / Agentforce add

4 to 8 weeks. Consumption modelling, ramp design, pilot scope and documented per-conversation economics.

Typical engagement

MSA reconstruction

6 to 10 weeks. Uplift caps, true-up rules, mid-term flexibility and exit-assistance language across the portfolio.

Engagement model

Fixed-fee or success-based

Most Salesforce work is fixed-fee. Larger renewals are sometimes structured success-based against a documented baseline. See engagement models →

How we work

The Salesforce negotiation, in six phases.

01

Entitlement and edition map

We rebuild the Salesforce entitlement view across all clouds and editions, with seat allocation, true-up history and renewal calendar in one place.

02

Usage and waste analysis

We profile actual usage by org, by user, by edition. Salesforce waste — unused seats, Sales Cloud Unlimited where Enterprise is the right answer, Marketing Cloud SKUs no longer in use — is the most under-reported line item in the portfolio.

03

Strategy and leverage design

We design the renewal posture: edition step-downs, ramp redesign, multi-year alternatives, and the documented evidence that supports the buyer's position with the Salesforce account team.

04

Counter-proposal and paper

We draft the counter-proposal, redline the MSA and order forms, and pre-empt the standard Salesforce playbook — mandatory uplift, multi-cloud bundling, and the “Einstein 1 or nothing” framing.

05

Negotiation execution

We lead or co-lead the negotiation alongside your procurement, sales-ops and finance leadership. We take the Salesforce account-team calls you do not want to take, and we hold the line on the clauses that matter.

06

Post-signature handover

We hand over a clean Salesforce file: signed MSA, order-form summary, true-up rules, Data Cloud and Agentforce ramp, and the renewal calendar for the next cycle.

What it covers

The Salesforce terms we routinely move.

Commercial 01
Uplift cap and renewal protection
Hard-cap on automatic renewal uplift, multi-year price protection, and removal of mid-term price-list movement on existing seats.
Commercial 02
Edition mix and seat optimisation
Edition step-down rights, seat true-down windows, swap rights between Sales and Service Cloud, and documented protection against forced step-ups.
Commercial 03
Data Cloud and Agentforce ramp
Consumption ramp shape, drawdown rights on unused credits, swap rights between consumption pools and protection against price-list movement on credits.
Legal 01
True-up rules and audit posture
True-up notice periods, mid-term flexibility, and clear protection against retroactive overage charges on burst usage.
Legal 02
Data, AI and tenant boundaries
Customer-data ownership in Data Cloud and Agentforce, model-training restrictions, tenant boundary commitments and Einstein Trust Layer detail.
Operational 01
Exit assistance and data return
Data-return mechanics, exit assistance language, and the right to maintain read-only access for a defined post-termination period.

"They removed the automatic uplift from our MSA, rationalised the edition mix and quietly returned a quarter of our seats. The renewal landed below the prior year for the first time in our history with Salesforce."

Director of Revenue Operations
Global SaaS Company
Outcomes

Recent Salesforce engagements.

All case studies

Have a Salesforce renewal in flight?

Tell us the renewal date, the portfolio scope and the Salesforce ask in front of you. We will respond within one business day with the Salesforce practice lead.