Era is a SaaS platform that automates Salesforce license audits, delivering continuous usage tracking and forensic‑level data to help consultants identify downgrade eligibility and engage clients well before renewal. By replacing manual spreadsheets with real‑time inventory and right‑sizing recommendations, the tool reduces overhead, increases client savings, and enables proactive renewal strategies. Era also offers a bi‑directional referral network for negotiation support through trusted partners.
Funding
Funding not disclosed
Founders
Product
Problem
Advisory firms and Salesforce consultants often rely on manual spreadsheet audits to track license usage, which is time‑consuming, error‑prone, and provides limited insight into actual utilization. This makes it difficult to identify downgrade opportunities before contract renewals, leading to missed cost‑saving opportunities for clients.
Solution
Era offers an automated SaaS platform that continuously monitors Salesforce license inventory and usage at the user level. The system collects granular usage data in real time, applies forensic‑grade analysis to determine which licenses are under‑utilized, and surfaces downgrade eligibility well before renewal dates. By delivering data‑driven right‑sizing recommendations, Era enables consultants to shift from reactive spreadsheet audits to proactive client engagement. The platform also includes a bi‑directional referral workflow that connects consultants with partner negotiators when negotiation support is needed, positioning Era as a technology partner for advisory practices.
Target Audience
Era is designed for Salesforce consulting firms, advisory practices, and managed service providers that perform license audits and renewal strategy for their clients.
Features
- Continuous, automated collection of license inventory and usage metrics across all Salesforce users
- Forensic‑level analytics that identify the least expensive license tier for each user without sacrificing functionality
- Early‑warning alerts that highlight downgrade eligibility months ahead of contract renewal
- Exportable reports and dashboards that support precise, data‑backed right‑sizing recommendations
- Built‑in bi‑directional referral system to route clients to vetted negotiation partners when additional support is required