Salesforce · Insurance · Multi-Cloud Renewal Negotiation
Global Insurance Group Saves $3.2M on Salesforce Multi-Cloud Renewal
A global insurance group with 4,200 Salesforce users across Sales Cloud, Service Cloud, Financial Services Cloud, and MuleSoft was approaching a three-year renewal. Salesforce's renewal proposal included a blanket Unlimited Edition upgrade across the entire user base, Einstein AI add-ons for 60% of users, and a 9% annual escalation clause, producing a total three-year commitment 44% above the expiring contract value.
Atonement Licensing was engaged six months before the renewal date. We conducted a full utilisation analysis across all four clouds and identified that 22% of Salesforce seats had not generated a single record in the preceding quarter, 680 users were on Enterprise Edition despite never accessing any Enterprise-exclusive functionality, and no user group in the organisation had been formally evaluated for Einstein AI use cases that would justify the proposed add-on cost.
We presented Salesforce with a counter-proposal eliminating 920 shelfware licences, downgrading 680 users to Professional Edition, removing Einstein AI from the initial term with a structured pilot evaluation framework, and capping annual escalation at 4%, CPI-linked. Salesforce accepted the proposal in its substantially unchanged form rather than risk competitive displacement on a strategic financial services account. Total three-year saving: $3.2M.
920
Shelfware Licences Eliminated
44%
Proposed Increase Avoided
4%
Escalation Cap Negotiated