Automate YourSalesforce Audits.

Pinpoint downgrade eligibility and engage clients months ahead of renewal.

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Native Security • Zero Data Extraction

Elevate Your Advisory Practice.

Move beyond spreadsheet audits. Era provides the automated intelligence you need to lower overhead and increase client savings.

Force Early Engagement

Monitoring utilization takes time. Era's continuous tracking encourages clients to engage earlier in the contract cycle, moving you from reactive to proactive.

Kill the Spreadsheets

Tracking and auditing licenses manually is a waste of time. Era automates the inventory process so you can focus on strategy.

Right Sizing Recommendations with Confidence

Without forensic audits, you leave money on the table. Era surfaces granular usage data to justify downgrades that manual user interviews miss.

Bi-Directional Referrals

We are a technology partner, not a consultancy. When our direct clients need negotiation support, we refer them exclusively to our partners.

The Consultant's Secret Weapon.

Stop relying on spreadsheets. Era gives you forensic-level data to drive your client's renewal strategy.

Understand License Inventory

Automate inventory and cost analysis of every license in your Salesforce.

License inventory dashboard

Cut Unutilized Licenses

Pinpoint Users who aren't utilizing their licenses and licenses that are not assigned.

Unutilized licenses dashboard

Right Size Licenses

Identify the least expensive license option for each User without sacrificing functionality.

Right sizing dashboard

Era is your Technical Researcher.

Augment Your Advisory.

We handle the data. You handle the strategy.

  • Automated Data CollectionWe do the grunt work.
  • Verification & AnalysisWe prove the numbers.
  • Strategic Renewal PlanYou deliver the value.
Partner Portal: Acme Corp
Last Scan: 2m ago
Aria StoneSALES OPS
Eligible
Caden HollandMARKETING
Eligible
Benjamin RiveraACCOUNT EXEC
Not Eligible

Enterprise Security,
Natively Built.

Era runs 100% inside your client's Salesforce. Their data never leaves their environment, providing security that external tools cannot match.

Native Execution

Logic executes entirely on-platform, utilizing Salesforce's own secure infrastructure.

Zero Extraction

Usage data and metadata never leave your Org. No external servers, databases, or third-party storage.

Salesforce Approved

Fully passed the official AppExchange Security Review, meeting the highest industry standards for trust.

Frequently Asked Questions

Everything you need to know about the Partner Program and Era.