Built to Find What Others Miss

ROI Steward goes deeper than any other tool in the Salesforce ecosystem, analyzing license usage across User Licenses, Permission Set Licenses, and Feature Licenses to give you a complete picture of your optimization opportunities.

Complete Visibility Across 100+ License Types

Most license tracking stops at user seat counts. ROI Steward analyzes your entire Salesforce licensing landscape, including Permission Set Licenses and Feature Licenses that are nearly impossible to track manually.

The analysis covers three categories:

  • User Licenses — per-seat licenses like Enterprise, Platform, and Identity
  • Permission Set Licenses — add-on capabilities like Sales Cloud, Service Cloud, and Einstein Analytics
  • Feature Licenses — granular features like Marketing User, Knowledge User, and Chatter

For each license type, ROI Steward identifies: total assigned, actively used, inactive, and underutilized — giving you a clear picture of where optimization opportunities exist.

License type usage dashboard

Every Recommendation Comes with a Dollar Value

Knowing you have unused licenses is only half the story. ROI Steward calculates the exact cost impact of every optimization opportunity using real Salesforce entitlement pricing.

This means you can prioritize actions by financial impact, build a business case for license changes with hard numbers, and track cumulative savings over time.

Optimizer summary with savings

The Right License for Every User

ROI Steward identifies users who could move to a lower-cost license tier without losing the functionality they actually use. It also surfaces users who log in infrequently and could benefit from login-based pricing instead of a full per-seat license.

Recommendations are grouped by Permission Set and User Profile, so you can analyze optimization opportunities by team, department, or role.

User license usage

Data-Driven Renewal Conversations

ROI Steward takes scheduled snapshots of your license usage over time, building a historical record that shows trends in utilization. This data is invaluable when preparing for Salesforce renewal negotiations — you can demonstrate exactly how license usage has changed and make informed decisions about future commitments.

License distribution and cost

Agentforce Consumption-Based Licensing

We analyze Agentforce (AI agent) usage — conversations and actions — and model the impact of deflecting some conversations to self-service. Savings are based on your per-conversation and per-action costs and a configurable target deflection rate, so you can optimize consumption-based spend.

Agentforce usage summary

Flow Usage and Business Process Optimization

We analyze Flow usage and link it to business processes to find unused or redundant flows. Savings are estimated from reduced maintenance effort and consolidation opportunities, so you can trim automation cost and complexity.

Flow usage summary

Start your free audit today and see what ROI Steward finds in your environment.

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