Case study iv · Salesforce · Renewal Benchmarking · Fixed Fee

Financial services firm rationalises Salesforce. $4.2M a year comes off the bill.

A US financial services firm with 12,000 Salesforce users approached its three-year renewal at $11.4M annual spend across Sales Cloud, Service Cloud, Marketing Cloud and four add-ons. Salesforce proposed $13.2M with new Einstein and Data Cloud bundles, while adoption metrics suggested significant over-licensing.

Result · $4.2M Annual Savings

The engagement

What Admodum did.

  1. Utilisation audit across 12,000 seats found 3,400 users inactive for 90+ days.
  2. Marketing Cloud audit confirmed 60% of contracted capacity unused.
  3. Add-on audit found two of four products with zero active users.
  4. Benchmarked against comparable financial-services deployments.
  5. Built the renewal package — right-sized core, add-ons eliminated, Einstein pilot at controlled scale — and negotiated alongside procurement.
The outcome

What the client achieved.

The lesson

What the case teaches.

The Salesforce sales motion is structured to add capacity and products, never to remove them. Renewal preparation that starts six months out typically identifies 20–40% addressable shelfware.

Engagement details

How it ran.

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Client identities are anonymised under engagement-letter confidentiality. Admodum is not a partner, reseller, or affiliate of Salesforce, or of any other software vendor.