Service
Service
Business Value from CRM Investment
Independent answers to the questions finance keeps asking.
Are we using data credits optimally — use it or lose it? Are licences being used to their full potential? Can we optimise across teams? Can AI tools reduce how many we need? We audit the design and the execution, and give you evidence instead of vendor assurance.
- Independent — we resell nothing
- Grounded in your actual configuration
- Credit forecast before renewal
- Automation options assessed honestly
Advantage:
Tangible Outcomes
Agentforce · Data · Salesforce
Data credits are consumed by design decisions, not by intentions — how the agent is built, how Data Cloud is configured, and how often the underlying process actually runs. Most organisations discover the relationship between those three things after the commitment is signed.
We audit them together and independently. We do not resell licences, so there is no version of this engagement where our recommendation is to buy more. Where an AI tool would genuinely remove repetitive work — and therefore seats — we will say so, and where it would not, we will say that too.
Scope
What the audit examines
Expected credit consumption
A forecast built from the three things that actually drive it: your Agentforce design, your Data Cloud configuration, and the real execution frequency of the business processes behind them.
- Consumption model per agent interaction
- Data Cloud ingestion, transform and query drivers
- Process volume mapped to credit burn
- Forecast against committed entitlement
Use it or lose it exposure
Where entitlement is on track to expire unused, and where consumption is trending past commitment. Both are expensive; they are usually invisible until late in the term.
- Entitlement burn-down against term
- Over- and under-consumption trajectory
- Seasonality and campaign spikes
- Renewal timing implications
Licence utilisation
Which licences are being used to their full potential, which are carrying a fraction of their capability, and which users are on a tier they do not need.
- Active versus provisioned usage
- Feature utilisation by licence type
- Tier-to-role fit analysis
- Dormant and duplicated assignment
Optimisation across teams
Licences are usually bought per team and stranded per team. We look across the estate for reallocation that does not require anyone to lose capability.
- Cross-team reallocation candidates
- Shared versus dedicated capacity
- Permission set and access rationalisation
- Joiner, mover, leaver leakage
Where AI can reduce the need
An honest read on repetitive tasks and updates that a tool such as Claude could automate — including which ones would genuinely reduce seat demand and which would simply move the effort.
- Repetitive task and bulk-update inventory
- Automation candidates ranked by effort saved
- Seat impact stated separately from time saved
- Guardrails and review for automated changes
Negotiation-ready evidence
The output is a pack your commercial team can take into a renewal: assumptions visible, sensitivities modelled, and every number traceable to a configuration or a volume.
- Assumptions and sensitivity ranges
- Traceability from number to source
- Prioritised action list with owners
- Re-run method for next term
How the audit runs
Step 1
Collect
Entitlements, assignments, Agentforce and Data Cloud configuration, and the process volumes behind them.
Step 2
Model
Build the consumption and utilisation model, then test it against observed usage to date.
Step 3
Challenge
Pressure-test the assumptions with your admins and process owners, and range the ones that stay uncertain.
Step 4
Recommend
Deliver the prioritised actions, the evidence pack, and the method for re-running it next term.
What good looks like
What the audit gives you
A defensible forecast
Expected credit consumption tied to design decisions and volumes, not to a vendor estimate.
Early warning
Over- and under-consumption visible in time to act, rather than at renewal.
Licences where they earn
Reallocation and tier corrections identified without anyone losing capability they use.
A realistic automation view
Repetitive work that AI tooling can genuinely absorb, with seat impact stated separately from time saved.
Independence
No licence resale, no implementation upsell riding on the recommendation.
A repeatable method
The model and approach handed over, so your team can re-run it each term.
Get an independent read before your next renewal.
Send us your entitlement position and current Agentforce or Data Cloud design and we will tell you what the audit would cover.