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Arcturious Reveals How to Get More from Your Salesforce Licence

In the ever-evolving business landscape, it's crucial to ensure that every investment delivers maximum value. Many companies invest heavily in Salesforce licences but don't fully utilise all the included features. At Arcturious, we specialise in helping businesses unlock hidden value from their existing Salesforce licences, empowering you to innovate and achieve more by fully utilising your existing resources.


This article is the first in a series where we share our top tips for maximising your investment in Salesforce. Stay tuned for more insights in the coming weeks!


4 Expert Tips to Maximise Your Salesforce Investment and avoid the licence graveyard


Licence Graveyard

Expert Tip 1: Determine What Was Purchased

One of the simplest yet most effective ways to uncover value from your Salesforce licences is to review what you have already purchased. Here’s how you can do it:


1. Access Your Contracts:


  • Go to: Setup

  • Navigate to: Your Account

  • Click on: View Your Contracts

This section will provide a list of all your Salesforce contracts, including the details of what has been purchased. It's a good starting point to understand the scope of your current licences.


2. Review Company Information:


  • Go to: Setup

  • Navigate to: Company Information

Under the Company Information section, you will find related lists that include details about your Salesforce organisation, such as the number of licences available, the number of licences currently in use, and other key metrics. This information can help you gauge the extent of your usage and identify any discrepancies or unused licences.

According to the 2024 SaaS Management Index, companies are only using half (49%) of their provisioned licences. This oversight can be costly, leading to significant waste while choking innovation​​ - source.

Expert Tip 2: Understand Your Entitlements


The most under-utilised entitlement is that any "Cloud" product includes access to the "Platform." For example, "Sales Cloud" provides access to sales functionality such as Leads, Campaigns, and Opportunity management, and also entitles you to leverage the complete range of development tools to build custom apps, automation, and install apps from AppExchange. The “Platform” is your biggest asset, not just the “Cloud” product​​.


Expert Tip 3: Start Leveraging Quick and Easy Out-of-the-Box Entitlements


Take advantage of the out-of-the-box (OOB) features that are quick to set up and easy to use. These entitlements can provide immediate benefits with minimal effort. In addition, make sure you introduce the features to your team and ensure they are trained to use them effectively.


A few examples:


  • Salesforce’s mobile-first approach means that you can enable a whole team to work on mobile from anywhere at any time with just a few clicks. Simply go to: Setup > Salesforce Mobile Quick Start > click Launch.

  • Educate Salesforce users to take advantage of high-value features only available on mobiles and tablets, such as taking and uploading a photo directly from mobile, and using voice-to-text for adding comments/notes.


Expert Tip 4: Develop a Strategic Plan to Maximise Your IT Asset


After understanding your entitlements, create a strategic plan to optimise their use. Focus on solutions that offer the most impact. This may include improving or automating workflows, developing custom drag-and-drop applications, or planning for the replacement of other apps – all of which can lead to significant economic savings and ROI.


Need Help? Book a Consultation


At Arcturious, we offer specialised consultations to help you unlock the value from your current Salesforce licences. Reach out for a commitment-free discussion with a Salesforce professional. Our consultations are designed to fit your schedule and can be conducted virtually for your convenience.


Conclusion


Maximising your Salesforce efficiency is not just about adding new features but also about making the most of what you already have. At Arcturious, we are dedicated to helping businesses discover hidden opportunities within their existing Salesforce licences, ensuring they get the most value from their investment.


About Us


At Arcturious, we're passionate about helping businesses make the most of their Salesforce investments. Our team of experienced Salesforce professionals is dedicated to providing expert guidance, identifying cost savings, and creating customised solutions that fit your unique needs. We love tackling complex challenges, from intricate integrations to multi-cloud implementations. Many of our clients have shared their success stories on stage and online, a testament to the impactful solutions we deliver. We're proud to work with incredible companies that are Australian-owned and/or focused on sustainability.


Let's connect! Reach out to us via our contact form or visit our website at https://www.arcturious.com/ to learn more about how we can help you maximise your Salesforce investment. Don’t let unused features and licences drain your budget. Let Arcturious help you unlock hidden value and achieve greater efficiency.

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