Leading Private Research Institution (Higher-Ed)
Business Issue
- Client had a transactional Salesforce relationship and had previously adopted Sales Cloud and Community Cloud
- Interested in adopting multiple new Salesforce products including ExactTarget and Social Studio
- Needed to ensure they had the proper pricing in place for net-new products as well as secure flexibility and long-term protections as part of their go-forward contractual relationship
Services & Results
UpperEdge empowered the client through the following:
- Provided a detailed analysis of commercial relationship with Salesforce including pricing and contractual construct
- Assisted client with navigating Salesforce organization including executive sponsors, to discuss requirements and build a strategic relationship to achieve long-term objectives
- Ensured the client’s go-forward contractual relationship included best-in-class pricing and a high degree of flexibility with long-term price protections
- Resulted in $300K in savings over a 6-year period
