Salesforce Licensing & Software Asset Management (SAM)

Salesforce specializes in customer relationship management (CRM) and is the leading SaaS-based platform across multiple industries. Salesforce allows users to organize and manage prospects and customer interactions, as well as provide users with sales tools and analytics. As Salesforce becomes more of an integral part of a business core functionality, it is important to maintain oversight over every function that Salesforce touches. Anglepoint partners with organizations to help them understand their Salesforce licensing usage, ensure license optimization, maximize their strategy, and find value for their investment.


Through a Salesforce Contract Review, we gather all relevant Salesforce licensing contracts and review each document to determine which Salesforce products are licensed and what terms and conditions govern their use. Following the review, we will provide you with a consolidated entitlement report with all purchased Salesforce products, quantities, and user allocation.




Our License Managed Service provides Salesforce licensing support throughout the year for periodic reporting, optimization, renewal support, and help regarding certifications during the course of your life-cycle with Salesforce.


Our Optimization Services begin with a review of baseline deployment counts and is followed by discussions about optimization opportunities. Topics that would be discussed would cover areas such as licenses, governance, user management, and contracts.


  • Nick C, Blue Cross Blue Shield (Mass.)

    “After engaging with the team at Anglepoint, our annual Microsoft true-up process was the easiest one yet. Each year, they help us by identifying the exact number of licenses we need to add, which frees up our internal resources. They also help us to avoid unnecessary spend by optimizing our environment with the licenses we already own.”

    Nick C, Blue Cross Blue Shield (Mass.)
    Senior IT Contracts Manager
  • Lester V, Cass Regional Medical Center

    “With Anglepoint, we have been able to identify accurate utilization information through an easy process. Anglepoint was supportive of what we needed to accomplish while respecting my time.”

    Lester V, Cass Regional Medical Center
    Manager of Information Services
  • Patrick L, Torys LLP

    "Working with Anglepoint was a pleasure. I would recommend Anglepoint to any colleague at other organizations and will certainly look to engage them again going forward."

    Patrick L, Torys LLP
    Director of Information Services