The Business Value Evaluator is a structured framework that shows how much value your organization is realizing from its Salesforce investment, and where untapped value lies. It combines AI-driven analysis of license and feature usage with consultant-led validation, turning raw org data into a defensible business case.
The engagement runs in four stages:
- Baseline: We work with your stakeholders to capture contract entitlements, commercial context and business objectives across Sales Cloud, Service Cloud and B2B Commerce.
- Evaluate: Our AI accelerator analyzes your org to find entitled-but-unused licenses, under-adopted features and capabilities you pay for but don’t use. Each finding comes with financial evidence.
- Validate: Our consultants review the results with your team. They calibrate assumptions against your actual pricing and usage patterns, and separate genuine opportunities from deliberate choices.
- Prioritize: Findings become a value roadmap of license optimization, adoption initiatives and high-impact use cases, each quantified in savings and potential returns.
The outcome is a clear, data-backed view of your Salesforce ROI that finance and IT leaders can act on together. Organizations gain the clarity to right-size spend, accelerate adoption and redirect investment toward the capabilities that drive measurable results.