Salesforce Licence Review & Advice

What this engagement is

Expert 1-2 hour analysis of your Salesforce licensing to optimise costs and maximise value. Strategic advice on utilisation, compliance, growth planning and contract negotiation — focused sessions with immediate actionable insights. Most reviews surface meaningful savings opportunities and a clear renewal strategy.

What’s included

• Detailed breakdown of current licence utilisation and cost efficiency across all products
• Cost optimisation opportunities through rightsizing, feature optimisation and usage patterns
• Strategic licensing recommendations to support growth and expansion
• Compliance and audit readiness review
• Contract optimisation analysis with negotiation guidance for renewals
• Long-term licensing roadmap aligned to business objectives
• ROI analysis and value maximisation recommendations

Frequently asked questions

How do we get started?

Book a free 30-minute consultation. We’ll confirm whether this is the right engagement for you. If it isn’t, we’ll tell you — and often suggest where to look next.

What if we need something slightly different?

The scope is a starting point, not a contract. We adapt once we’ve met the team and seen the real situation. Any scope changes are agreed in writing before we start.

Who actually delivers the work?

Engagements are delivered through Xenai Digital, with Robin leading the work. For larger pieces, specialist partners are brought in for specific disciplines — always named in the scope before we start.

What happens after we’re done?

You own everything we produce. We stay available for follow-up questions at no extra charge for 30 days. After that, we can roll into a lighter ongoing advisory arrangement if useful.