C
Calculate the True Cost
Know what Salesforce is really costing before you renew.
We calculate the full cost of the current Salesforce environment, including licenses, editions, add-ons, support plans, admin effort, consultant dependency, integrations, reporting work, and AI-related spend. The question is not only “what does Salesforce cost?” — the better question is “what does it cost the business to keep operating this way?”
Deliverables
- Current-state cost model
- Renewal-risk summary
- License and edition review
- Add-on and AI cost review
- Admin and consultant burden estimate
- Initial savings and risk profile
Customer value: Leadership gets a defensible number before making a renewal, reduction, or migration decision.
L
Locate the Business Logic
Find the workflows your business actually depends on.
The hardest part of changing CRM systems is not exporting data. It is discovering too late that critical rules, reports, approvals, automations, integrations, and handoffs were buried inside Salesforce. This phase identifies what the business actually needs Salesforce to do. Most migration firms talk about moving data; Moringa maps the business logic that must be preserved, simplified, rebuilt, or retired.
Deliverables
- Workflow inventory
- Automation and approval map
- Critical report and dashboard inventory
- Integration dependency map
- Object and field usage review
- Permissions and role review
- “Do not break” business-logic register
Customer value: The company understands what must be protected before anyone recommends a cleanup, rebuild, or migration.
E
Evaluate the Right Path
Decide whether to keep, simplify, surround, or switch.
Once the true cost and business logic are visible, the decision becomes much clearer. Moringa compares the four possible paths: keep and optimize Salesforce; simplify and reduce cost; surround Salesforce with lean automation; or plan a phased switch to a leaner stack. Any recommendation to leave Salesforce must pass the Three Exit Gates: financial, operational, and risk.
Deliverables
- Four-path recommendation
- Cost comparison
- Risk comparison
- Workflow impact summary
- AI opportunity map
- Renewal considerations
- Executive decision memo
Customer value: Leadership receives a clear recommendation that can be defended financially, operationally, and technically.
A
Architect the Leaner, AI-Ready Stack
Design the future state before rebuilding anything.
After the path is selected, Moringa designs the future system. That may mean a cleaner Salesforce environment, a reduced Salesforce footprint, lean automation around Salesforce, or a phased move to another CRM or custom operating layer. AI is included only where it improves the workflow: faster follow-up, better reporting, fewer manual steps, cleaner handoffs, or stronger customer communication.
Deliverables
- Target architecture
- Optimization or migration roadmap
- AI workflow design
- Integration plan
- Data migration plan, if needed
- Phased rollout plan
- Cost and ROI model
Customer value: The company knows what will be built, what it replaces, how much risk is involved, and how the investment will be measured.
R
Run the Transition and Refine ROI
Execute carefully, measure continuously, and keep improving.
Moringa helps implement the chosen path and measure whether the new system is producing the expected business result. The work does not end at launch. CRM decisions affect adoption, reporting, revenue operations, customer experience, and leadership visibility — the system should keep improving as the business changes.
Deliverables
- Implementation oversight
- Workflow rebuild or optimization
- AI automation deployment
- Data migration support, if needed
- User-adoption support
- Monthly KPI review
- Cost-savings and productivity tracking
- Ongoing optimization roadmap
Customer value: The business gets senior systems guidance without adding a full-time enterprise architect.
