Summit Session

Salesforce Supplier Briefing

Originally Aired: February 8, 2022 Now Your Desk!

Briefings provide a quick update from our analysts on many of the top technology vendors in the industry. This session will review Salesforce’s sales strategy and tactics, areas of contract risk, the importance of spend modeling, and best practices in driving a successful negotiation. By attending this sessions, participants will gain valuable insights and tips for executing competitive deals with Salesforce.

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Dan Beyh

Senior Analyst

Dan joined ClearEdge in early 2019 to specialize in Software-as-a-Service (SaaS) cases, with a focus on ServiceNow and Salesforce. Prior to ClearEdge, Dan served as an analyst and later as the Manager of Investment Operations at Northwestern Mutual, where he inspected, traded and re-balanced client accounts according to their risk tolerance and investment objectives. Dan graduated from Bucknell University with a B.S. in Mathematics and Economics.

Rachel Annello

Principal Consultant

Rachel joined ClearEdge in 2016 to focus on software suppliers, including Salesforce, IBM, Red Hat, Tableau and ServiceNow. She is a subject matter expert on CRM solutions, and provides insight into pricing practices and contracts in these complex software solution sales. Prior to ClearEdge, Rachel worked as a pension analyst at Mercer, where she performed pension benefit calculations, and analyzed and tested system configurations against client customized requirements. Rachel graduated from Bentley University with a B.S. in Mathematics, and minored in Psychology and Business Studies.