Retail and corporate banking · Salesforce
Major Caribbean Bank
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
Assess
Salesforce License Review
Pay only for the Salesforce licenses you use. We find unused and mismatched licenses, check your editions and add-ons, and give you a plan before your next renewal.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Review Your Salesforce Licenses
Spend that matches use
Licenses, editions and add-ons compared with how people really use Salesforce.
Before your renewal
A clear view of what to keep, change or drop, in time to act on it.
The right license for each role
Full licenses where people need them, lighter ones where they don’t.
Salesforce experience
A Salesforce Partner for 10 years, with 100+ Salesforce certifications.
License usage
See who logs in, what they use and which licenses sit idle.
See the Salesforce health checkCapabilities
- Inactive and rarely used users
- Users on a bigger license than their work needs
- Shared or duplicate accounts
- Seasonal and contractor users
Controls
- Based on your org’s own login and usage data
- Every change checked against what people need
Editions and add-ons
Check that your edition, clouds and add-ons match what you use today, not what you planned years ago.
See Salesforce implementationCapabilities
- Edition fit for your features
- Add-ons and managed packages nobody uses
- Storage and API limits
- Overlaps between Salesforce and other tools you pay for
Controls
- Features you rely on checked before anything is dropped
- Options set out with their trade-offs
Your renewal plan
A short, practical plan for your next renewal and for keeping licenses in line afterwards.
See Salesforce managed servicesCapabilities
- What to keep, change or drop
- User clean-up steps you can run safely
- A simple process for joiners and leavers
- What to raise with Salesforce at renewal
Controls
- Walked through with your team
- Changes made only when you decide
What We Look At
One customer record, shared by your teams and the portals your customers use.
- User licenses
- Permission set licenses
- Editions
- Add-ons
- Managed packages
- Storage
- API limits
Connected with
Health check
Review your licenses and your org’s health in one piece of work.
Managed services
Keep licenses in line month by month as people join and leave.
Agentforce
Plan AI costs alongside licenses as Agentforce comes in.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Energy storage consortium · Salesforce + ArcGIS
Energy Storage Consortium: Global Ecosystem Map
- $20,000-$30,000 annual savings
- Scalable global visualization
- Secure member portal
- Real-time ecosystem updates
Solar project management · Salesforce
“Brazen Group initially built a system that solved our project management challenges. However, the deep trust and understanding they developed with our team led to a much longer partnership.”
Clients we work with
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
See Salesforce Working for Your Team
Tell us how many Salesforce users you have and when your renewal is. We’ll tell you what a license review would look at.
- A review based on your own usage data
- A plan in time for your renewal
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce License Review FAQ
How can we reduce our Salesforce license costs?
By removing licenses nobody uses, moving people to the license their work needs, and dropping add-ons you no longer use. A license review shows where each of these applies to you.
When should we do a license review?
A few months before your renewal, so there is time to clean up users and decide what to change.
Will users lose access to anything?
Not without your say. We check what each person relies on before recommending a change, and changes are made only when you decide.
Does this cover Agentforce costs?
We can include them: Agentforce is priced differently from user licenses, so we look at how your planned AI use fits alongside your licenses.
