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How to Reduce Your Salesforce Licensing Cost Smartly

Salesforce licensing cost is complex to understand for businesses and they end up paying more than needed. Here is how you can optimize your license and its cost.

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How to Reduce Your Salesforce Licensing Cost Smartly

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  1. How to Reduce Your  Salesforce Licensing Cost  Smartly  Salesforce is the ​world’s no. 1 CRM with over 150,000 companies across various industries as its customers. Right       from small businesses to         Salesforce is helping them all grow their businesses. It is a           secure and scalable cloud platform and comes with         world-class applications for commerce, service, sales, and       more.                                   FORTUNE     500   companies,                             There is, however, a common problem that businesses -         especially small-sized and middle-sized companies often       face with Salesforce. They find the Salesforce licensing cost                                   sales@crmjetty.com​

  2.   structure a bit complex to understand. As a result, a large           number of apps they install from Salesforce ​AppExchange​, fail. The reason is the lack of complete understanding of             Salesforce license pricing structure and failure to optimize       licenses. To add insult to the injury, they sometimes end up             paying more than they require for an app or more.                                                           If you are also a business owner with Salesforce CRM, this             post is for you. We are going to go through ways you can             reduce your Salesforce licensing cost and prevent app       failures and over-expenditure.                                     ● Pay for Only What You Need  “The more, the better” sounds good in general but doesn’t         suit Salesforce license pricing. Consider it with a Salesforce       license pricing structure on Salesforce site itself.                           If you go to Salesforce licensing pricing for ​Service​, you can see that there are four packages. They are Essentials worth           $25 USD/user/month,     USD/user/month, Enterprise   USD/user/month, and Unlimited worth $300/user/month.                       worth                   Professional   worth     $75 $150 As you can see, Enterprise edition gives unlimited access to           all the standard and custom applications. It also offers                             sales@crmjetty.com​

  3.   additional functionalities like offline access, Salesforce     Identity, Advanced Reporting Features, and more.           Most organizations don’t think much about whether they       really need these many functionalities or not. They just think         they are getting “more” and pay the cost. They find out           several features to be of little use for their business           requirements later, and realize they have paid more       Salesforce licensing cost than needed.                                                        So, don’t always run after more features. Evaluate the           usability of an edition from your business point of view.           Analyze all the editions, compare their features, and then         decide which one would be the best for you.                               There is one more example that you can understand for           better clarity.             Salesforce, Salesforce Platform, Salesforce Platform Lite, are     among the primary Salesforce licenses businesses choose.            ● The Salesforce License provides full access to all the  standard CRM apps and custom apps. In other words, it  is full-blown access to anything and everything in CRM.  ● The Salesforce Platform License provides full access to  custom apps but not standard CRM functionality. A  Salesforce Platform License user can access core  sales@crmjetty.com​

  4.   platform functionalities like accounts, contacts,  reports, dashboards, documents, and custom tabs.   They, however, cannot access some standard tabs and       objects like forecasts or opportunities.             ● The Salesforce Platform Lite license also is similar to  Salesforce Platform license but comes with limits to  monthly log-ins per user.   If you have your own set of custom objects to handle new               data, it is recommended to go for Platform or Platform Lite.           In case you need full access to standard CRM, Salesforce             Enterprise Edition is the ideal choice for you.                                 To sum it up, make a smart choice and not a costly choice to               optimize your Salesforce licensing cost.                To get help picking the right license and optimize your           Salesforce licensing cost, you can contact us.            CTA -​​Request Consultation  Use Force.com Licenses  Your organization can save on Salesforce licensing cost by         purchasing ​Force.com licenses     Enterprise Edition licenses. While the Enterprise license                       instead     of   Salesforce     sales@crmjetty.com​

  5.   costs you around $3000 USD per user per year, a Force.com           license can cost as low as ​$300 per user per year. This means that your organization can save ​$2700 per user per year.                                                           In terms of custom objects also, Platform Starter License           offers access to 10 custom         functionality as that in Enterprise. Platform Plus on         Force.com is an upgrade that offers access to 100 custom         objects for $1200 USD per user per year. It still saves you           $1800 per user per year. Within Force.com license, there are           two licensing options -         Force.com-Free. In One App, the users can access only one         custom app. It is similar to Salesforce Platform License but             is restricted to only one app and read-only access to           Accounts and Contacts. With Free license, a user can run         one custom app. It is similar to One App but doesn’t allow             the user to access any standard CRM functionality at all.     objects                                 with   the     same                         One             and Force.com       App                                           Adopt Salesforce Modular Build License Approach  If you don’t want to have it all at once, Salesforce also offers                 a flexible Salesforce License Pricing scheme for you. You         can call it Modular Approach. To reduce your overall         Salesforce licensing cost, you can pick an edition that has       the features you need. Later as you expand and need more           functionality, you can integrate add-on offerings. There are                                                                         sales@crmjetty.com​

  6.   various workflow, community portal etc. that come for extra charge.       You can pick one or more           requirements later on. This modular approach helps save a         huge upfront Salesforce licensing cost. You can begin with       the minimum basic package and scale it up with add-ons.     functionalities   like   mobile       functionality, visual     per your                         as   business               Embrace Pro-Active Management of Users  Whichever license you take, you still can get only one user         to log in with one license. You also cannot share login             credentials for one user with others. A way to circumvent         this limitation is “License Reduction”. You can log a case         with “License Reduction” in the subject field. When a user is         deactivated, you can follow it up. This way, you don’t need           to re-assign the license to someone else. Organizations that           have a large number of licenses can use this technique to           reduce Salesforce Licensing Cost over time.                                                                                                Try Negotiation - A human Tactic  Keep track of actual app usage over time. If you find it low,           negotiate with your vendor to get some relaxation in       Salesforce licensing cost at the time of license renewal.                               Use a Third-Party Customer Portal  Sometimes, a third-party customer portal can help cut       down on your ​Salesforce licensing cost​. If you have a                               sales@crmjetty.com​

  7.   third-party portal solution that lets your users extract CRM       entities, it can help. If a user can access CRM objects at say               $100 per month with a Salesforce license, it can sound           costly. If the same user can access CRM objects at a lower             price, say $30 with a third-party portal, it can save you a lot           on your licensing cost. On top of that, you can also define           user roles and grant or restrict access to various objects just           like with a license. You can manage your customers and             their cases as well. In short, you can avail of all the           functionalities with a feature-rich portal solution - that too       at a much lower price.                                                                                                                             Over to You  It’s pretty evident that understanding Salesforce License         Pricing is not a cakewalk. Nevertheless, you can always           prevent extra expenses in the licensing cost by following         smart tips and using a portal.                           Our Salesforce Customer Portal for Dynamics 365 is a fully       scalable and flexible customer portal solution for Salesforce.       It comes with robust ticket management, drag & drop         builder, real-time notifications,     customers, standard and custom object support, and more       features that you seek in a portal. Our Salesforce-certified             portal solution can help reduce Salesforce licensing cost and         enhance the overall productivity as well. To explore the                                                     access       to   unlimited                           sales@crmjetty.com​

  8.   Salesforce portal more and integrate it, you can get in touch         with us.                  Source:  https://www.crmjetty.com/salesforce-wordpress-custo mer-portal.htm  sales@crmjetty.com​

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