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How we negotiated $13M in savings for a financial services firm

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Reducing Salesforce contract from $25M to $12M

One of our recent clients was a financial services company with $15B+ in annual revenue and 5,000+ employees.

We worked with the client to:
  • Identify current state of contracts across the globe
  • Identify key stakeholders within IT and business units that utilized similar software packages
  • Coordinate global business units and stakeholder meetings to discuss opportunity, gather feedback and drive results
  • Utilize proprietary tools, templates and techniques to assign global roles & responsibilities, action items and negotiation tactics in interest of speaking from one voice

The results:
  • $13M+ in client savings
  • Negotiated client’s agreement with Salesforce down from $25 million to $12 Million for a 3-year contract
  • We also identified additional cost-savings opportunities that benefited multiple business units across their organization

Schedule a Free Consultation
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Edina, MN  55436
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  • Home
  • Services
    • Full Negotiation Support
    • Software Asset Management
    • Right Price Benchmarking
    • Contract Review Risk Mitigation
  • About
    • Who We Are
    • Why We're Different
    • Join Our Team
  • Learning Hub
    • Featured Articles
    • Case Studies
    • State of the CIO Podcast
  • Contact Us