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Most companies’ fiscal year end is December 31, meaning your budget and eggnog have a similar holiday cheer.

But, if you use Salesforce.com for CRM networking, customer support, or other core services, it is important to know that Salesforce’s fiscal year ends on January 31. At this time of year, several things happen:

  • Salesforce account reps have more leeway on negotiating
  • On February 1, account executives typically change for most accounts

While your contract may have a different renewal date, January is still a great time to plan for growth in your Salesforce account and make any needed adjustments. To get you started, here are a couple things to consider:

  • Assess your needs for upcoming year: Before you reach out to your account executive, work with your team to plan your needs for the upcoming year. Often you have just completed your budget so this is a great time to take inventory of how your business growth strategies are working.
  • Additional users: Do you have more people you would like to have access to salesforce?
  • Added functionality: If you are not yet on Salesforce’s Enterprise plan, you may have encountered instances during the year where you needed additional functionality. January is the best time to negotiate an increase to your license.
  • Reach out to your account executive: Your salesforce account executive can be extremely helpful for aspects such as salesforce help and training; if you don’t yet know them, you can quickly find out who they are.
  • Get ready to negotiate: A number of factors determine whether your account executive has wiggle room on pricing. Here is a good article with a few negotiating tips.

So, as the end of the year rolls around, make one of your New Year’s resolutions to reconnect with your account executive to maximize your use of Salesforce.Prialto CRM Management Toolkit  Ebook

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