SALESFORCE EXIT ASSESSMENT

What Would It Actually Cost to Leave Salesforce?

The Salesforce Exit Window is open — and narrowing.Read the brief →

See what your current Salesforce spend could look like on Microsoft Dynamics 365 Sales — including estimated licensing savings, implementation cost, and your potential break-even point.

No migration commitment required.

Start with the economics. Then decide whether moving makes sense.

The Match-Up

Two platforms. One bottom line.

Stop picking sides. Start following the money.

Microsoft Clippy vs Salesforce Astro — the ultimate CRM showdown

Both platforms win features. Only one wins on economics. Let's run the numbers.

Step 1 · Understand

Start With What Salesforce Actually Costs You

Salesforce license price is only one part of the equation. Enter what your organization is actually spending today.

The sellers, admins and support users on Salesforce today.

$

Include licenses and the products/services required to operate your sales environment.

Compare to Microsoft Dynamics 365 Sales

RECOMMENDED COMPARISON

Microsoft public list pricing shown for directional comparison only. Actual licensing may vary based on agreement, geography, existing Microsoft relationship, additional applications, usage and licensing requirements. View Microsoft Dynamics 365 Sales Pricing →

Current Salesforce

$420,000/year

Dynamics 365 Sales Enterprise

$63,000/year

Potential Savings

$357,00085.0% lower

Estimated 3-Year Licensing Savings$1,071,000
Estimated 5-Year Licensing Savings$1,785,000

Step 2 · Quantify

Licensing Savings Aren't the Whole Business Case

Changing CRM platforms requires implementation, data migration, integration, testing, change management and user adoption. Select a directional size to see the full picture.

Not sure which size fits?

Answer 7 quick questions for a preliminary recommendation.

Directional Planning Estimates

These ranges are intended only for early-stage business-case planning. Actual implementation cost depends on requirements including users, applications, customization, data volume and quality, integrations, security, regulatory requirements, automation, reporting, environments, testing, training and change management. A detailed discovery is required before providing a formal implementation estimate.

Your Preliminary Business Case

Based on Medium implementation · $150,000

Year 1 Net Impact

$197,000

incl. $10K Exit Strategy

Estimated Break-Even

5.0 months

3-Year Net Savings

$921,000

5-Year Net Savings

$1,635,000

Step 3 · Choose

Your Preliminary Salesforce Exit Business Case

Salesforce users50
Current annual Salesforce spend$420,000
D365 comparisonDynamics 365 Sales Enterprise
Estimated annual D365 licensing$63,000
Potential annual licensing savings$357,000
Potential licensing reduction85.0%
Estimated implementation sizeMedium
Directional implementation estimate$150,000
Estimated break-even5.0 months
Estimated 3-year net savings$921,000
Estimated 5-year net savings$1,635,000

$10,000 Salesforce Exit Strategy

Before committing to the estimated implementation investment, validate the assumptions by building the D365 Digital Twin and detailed exit roadmap.

The calculator is free and anonymous — contact info is only requested here.

Before You Migrate

Build the D365 Version Before You Bet on the Migration.

A traditional CRM project can require a significant commitment before executives or sellers really understand what the new system will look like. We reverse that sequence.

Fixed-price assessment

$10,000

No migration commitment required. You receive the assessment and decide what to do next.

What You Get

1

Salesforce Environment Assessment

Understand the important components of your current Salesforce environment: sales processes, objects, fields, automations, reporting, integrations, user experience and security considerations.

2

Dynamics 365 Digital Twin

A representative Dynamics 365 Sales environment showing how your key Salesforce processes could operate within Microsoft’s platform — focused on what’s necessary to evaluate feasibility, user experience and business value.

3

Licensing Business Case

Documented estimated D365 licensing, current Salesforce spend, annual potential savings, 3-year savings, 5-year savings and potential break-even.

4

Implementation T-Shirt Size

A directional implementation classification — Small, Medium, Large or XL — with assumptions and major cost drivers.

5

Salesforce Exit Roadmap

What moves, what changes, what should be retired, what should be redesigned, data migration approach, integration considerations, risks, recommended phases, estimated implementation range and recommended next step.

At the end, you may decide to stay on Salesforce.

And that is perfectly acceptable. You will have spent $10,000 to understand your alternatives before making a much larger technology decision.

Why This Approach

Start With the End in Mind.

1

Understand

Salesforce Today

Map what you actually have and what it really costs.

2

Prove

Digital Twin

See your processes running in Dynamics 365 before committing.

3

Quantify

Business Case

Licensing savings, implementation size, break-even.

4

Choose

Decide

Move forward, redesign, or stay — with real evidence.

Most CRM migrations begin with requirements gathering and a large implementation proposal. This approach starts with a different question:

Is there enough business value to justify changing platforms at all?

Do the work necessary to answer that question before asking the company to approve the migration.

Platform Context

The Decision Isn't Just CRM vs. CRM.

Organizations already invested in Microsoft's ecosystem should evaluate the broader architecture — not just the CRM license line item.

Microsoft 365

Teams

Outlook

Power BI

Power Platform

Copilot

Azure

Dynamics 365

One Microsoft Business Platform

Organizations already invested in Microsoft should evaluate whether consolidating more customer, collaboration, automation, analytics and AI workloads onto the Microsoft platform can simplify their technology architecture.