Run the numbers before someone runs them on you.
Free tools built from real engagement models. Start with a thirty-second estimate below, then take the full assessment to get a CFO-ready PDF report. No login. Email only when you want the report.
Quick numbers
30 seconds · no emailAgentic AI service ROI
A first pass at what autonomous agents are worth in your service operation.
Assumes run costs at 20% of the saving. Want payback, NPV and a ranked roadmap? Take the full assessment.
Salesforce licence waste
The number most orgs would rather not know. One honest guess required.
Audits routinely find 20–40% of seats inactive, duplicated or on the wrong licence type. A licence review usually self-funds inside the first day.
The full tools
Free PDF report at the endClaudeforce Readiness Assessment
Everyone says connecting Claude to Salesforce is easy. It is. That’s the risk. Score how safely your org can connect — and which use cases need a harness in the middle.
- Score out of 30 across six dimensions
- The connection call: harness conversation, direct candidate, or foundations first
- Your three priority moves, scoped and timed
Agentforce Readiness Assessment
Before you buy another Agentforce licence: will this actually land? Most rollouts stall on the same six things, and none of them are the technology.
- Score out of 30 across six dimensions
- Your three priority moves, scoped and timed
- Benchmark vs. peers who’ve shipped
Salesforce ROI Calculator
Turn your Salesforce and AI spend into a CFO-ready business case. Pick the functions you’re modelling; it asks only what it needs.
- Payback period and 3-year NPV at 10%
- Ranked use-case roadmap by ROI × difficulty
- Conservative / base / stretch sensitivity
AI Maturity Assessment
Before you spend a cent on AI: can your foundations actually carry it? A broader organisational score across six dimensions.
- Maturity score across data, governance, skills
- Where you sit vs. your industry
- The 90-day plan to close the gaps
Salesforce Licence Optimisation Tool
Three leaks empty most Salesforce budgets: inactive seats, over-tiered licences, and accounts that belong to people who left.
- Waste breakdown across the three leaks
- Conservative recovery number for renewal
- The audit checklist your admins can run this week
Migration Cost Calculator
Moving a legacy CRM to Salesforce has a knowable cost shape — including the multipliers that never make the sales deck.
- Cost and timeline ranges, drivers ranked
- Data-quality and cutover multipliers applied
- The pre-contract checklist for partner negotiations
Org Performance Benchmarker
Seven signals you can pull from Setup in five minutes, scored against the typical mid-market org. No scanner, no metadata access.
- Health score out of 100, four dimensions
- Where you sit vs. the typical mid-market org
- Your three moves, scoped and timed
Rather walk through it with a human?
Book a free 30-minute session and we’ll run your numbers together.