Cutting a Paris fintech off the Salesforce treadmill
120-person B2B payments fintech, Paris
Sales, success and finance all lived in Salesforce Enterprise. New seats triggered Process Builder rework every quarter, and the only certified admin had a 6-week ticket queue. Reps were exporting to spreadsheets to do work the CRM was supposed to do.
60 Sales Cloud Enterprise seats at $165/user/month plus Sales Engagement add-on and a part-time external admin: roughly €200k all-in. The 6% August list-price rise had already added €11k to the renewal quote on the table.
- ✕Most of Sales Cloud's 'editions' features (Forecasting, Territories, CPQ)
- ✕Einstein activity-capture — turned off after compliance review
- ✕Salesforce Inbox / Outlook integration (reps used Gmail directly)
- ✕Most validation rules and approval flows — silently bypassed by reps
- ✕Tableau dashboards bundled with the renewal
An eight-week build: a leads + opportunities + accounts schema in Postgres, a Kanban pipeline with three named stages, Gmail sync via Google Workspace API, and six fixed dashboards their CRO actually opens. RBAC is three roles, defined in code. We ran Salesforce read-only for 30 days; the team voted to kill it after week two.
≈ £180k saved over 3 years · paid back in 11 months · no admin queue