Prepared for Nerdio

Consolidating onto Salesforce Agentforce 1 Edition

A five-year view of upgrading Nerdio's Sales Cloud Enterprise seats to Agentforce 1 and retiring Gong and Salesloft — folding conversation intelligence, sales engagement, and agentic AI into a single platform. This model is interactive: adjust any assumption below and the case updates live.

Executive summary

Nerdio's revenue team runs on three overlapping systems today: Salesforce (Sales Cloud Enterprise), Gong for conversation intelligence, and Salesloft for sales engagement. Upgrading to Agentforce 1 Edition brings those capabilities — plus agentic AI — onto one platform, so Gong and Salesloft can be retired.

The economics are straightforward. Agentforce adds $575K/yr of incremental Salesforce spend, while retiring $1.10M/yr of Gong + Salesloft. The consolidation is self-funding — even before productivity gains — and simplifies the stack to one contract, one login, and one source of truth.

Over five years the move delivers $2.94M in cumulative net savings, with the upfront investment recovered in 1.4 years.

5-year cumulative net savings

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nominal · net of one-time investment

Payback

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from go-live

5-yr ROI

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net savings ÷ upfront investment

Interactive model — adjust any assumption

Deal & modeling assumptions

Sales seats upgraded Proposal

Contract term (yrs) Benchmark

Analysis horizon (yrs)

Discount rate — to today's $ Benchmark

Seat growth / yr Proposal

New seat price Proposal

$/mo

Shield add-on (% of SF spend) Benchmark

Growth model: every line adds +30 seats/yr. New Salesforce seats bill at $247.50/seat/mo ($2,970/yr — the Agentforce net rate from the proposal) on both SF lines; Gong & Salesloft grow at their own per-seat rates. Shield is already in the net figures and grows at 12% of the incremental Sales Cloud spend. Replaces the old price escalators.

Salesforce — current vs. proposed

Current annual net (all SF) Proposal

Proposed annual net (Agentforce) Proposal

Incremental SF spend (proposed − current) is the number consolidation offsets. Recomputes automatically.

Displaced vendors (consolidation savings)

Gong — seats Benchmark

Gong — $ / user / yr Benchmark

Gong — platform fee / yr Benchmark

Salesloft — seats Benchmark

Salesloft — $ / user / yr Benchmark

Other retired tools — $ / yr Benchmark

Implementation (one-time / capex)

Implementation & integration svcs Benchmark

Training & change management Benchmark

Internal project team Benchmark

Capitalize & amortize over term? Benchmark

One-time cash outflow in Year 0. If capitalized, the P&L view amortizes it straight-line over the contract term; the cash-flow view always uses the full upfront spend.

Ongoing run cost (opex)

Admin/tooling savings from consolidation Benchmark

Net reduction in run cost (e.g. 0.5 FTE no longer administering two extra platforms). Positive = savings.

Productivity value (toggle)

Sellers benefiting Benchmark

Loaded cost / seller / yr Benchmark

Capacity freed by AI agents Benchmark

Value realization rate Benchmark

Off by default — the headline stays hard-dollar. Toggle on to layer in reclaimed selling capacity (freed × loaded cost × realization).

Proposal from the Salesforce quote Benchmark industry average — adjust to Nerdio's actuals

Include productivity value

Steady-state annual savings

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Year 5, run-rate

5-yr cumulative net savings

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nominal, net of capex

Total one-time capex

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implementation + change

Vendors retired (Yr 1)

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Gong + Salesloft + other

Annual cost: status quo vs. consolidated

Total run cost each year. The gap is the gross annual saving.

Status quo (SF + Gong + Salesloft) Consolidated (Agentforce)

Cumulative net cash flow

Running total after the upfront investment. Crossing zero is payback.

Cumulative net savings Break-even

Cost–benefit analysis

Exactly where the value comes from — hours reclaimed, software retired, and the net cost to get there.

5-year model detail

Full cash-flow build.

Appendix — assumptions, benchmarks & sources

Key terms

ROIReturn on Investment — total net savings over the horizon divided by the upfront investment. How many times the project pays for itself.

IRRInternal Rate of Return — the annual return the project's own cash flows earn. A project-level yield, independent of any company-wide cost of capital.

Today's $Value in today's dollars — future savings adjusted with a simple annual time-value discount so they can be compared to money today. Not a formal WACC calculation.

PaybackTime for cumulative savings to offset the upfront investment.

CapexCapital Expenditure — one-time upfront cost (implementation, migration); often capitalized and amortized.

OpexOperating Expenditure — recurring run cost (subscriptions, admin labor).

TCOTotal Cost of Ownership — all costs across the analysis horizon.

ACVAnnual Contract Value — the annualized subscription value of a contract.

FTEFull-Time Equivalent — one full-time employee's worth of cost/effort.

P&LProfit & Loss — the income statement; where amortized capex and opex land.

SISystems Integrator — third-party partner delivering the implementation.

EscalatorAnnual % price increase applied at or within renewal.

Net priceInvoiced price after discount (SaaS subscriptions are billed pre-tax).

RealizationShare of freed capacity actually converted to hard value — a conservatism haircut.

Assumptions & sources

Input	Value used	Basis / rationale	Basis
Sales seats	370	From the Agentforce quote (Sales Cloud – Agentforce 1, qty 370).	Proposal
SF current net	$595,588	Current annual net across all Salesforce lines, from the proposal.	Proposal
SF proposed net	$1,170,240	Proposed annual net (Agentforce 1 + Backup + Shield), from the proposal. Incremental spend = $574,652 — matches the proposal's Estimated ACV.	Proposal
Contract term	3 yrs	Typical Salesforce enterprise term; price held flat within term.	Market norm
Analysis horizon	5 yrs	Standard evaluation window for a platform decision.	Market norm
Discount rate	9% / yr	A simple time-value adjustment to express future savings "in today's dollars" — not a company-wide WACC. Adjust to whatever rate Nerdio uses to value future cash.	Market norm
Seat growth	+30 seats / yr	Applied to every line (Salesforce, Gong, Salesloft) in place of a price escalator — models headcount growth rather than renewal uplift.	Proposal
New SF seat price	$247.50 / seat / mo	Agentforce 1 net seat price from the proposal ($550 list × 55% discount = $2,970/yr); applied to added seats on both SF lines.	Proposal
Salesforce Shield	12% of Sales Cloud spend	Shield is already in the net totals (the proposal prices it at $124,740 = 12% of the $1,039,500 Agentforce line); the model grows it at 12% of incremental Sales Cloud spend.	Proposal
Gong	$1,440/user + $10K	Per-seat license typically $1,200–$1,600/yr plus a size-scaled platform fee; to be confirmed against Nerdio's contract.	Industry avg.
Salesloft	$1,500/user/yr	Advanced tier ≈ $125/user/mo; to be confirmed against Nerdio's contract.	Industry avg.
Implementation svcs	$480,000	≈ 0.75× first-year incremental license — mid of the 0.5–1.5× SI range; final scope to be quoted.	Illustrative
Training & change mgmt	$277,500	≈ $750/seat one-time enablement across 370 seats.	Illustrative
Internal project team	$130,000	≈ 3 FTEs × 4 months at a $130K loaded annual cost.	Illustrative
Admin savings	$65,000 / yr	≈ 0.5 FTE freed from administering two retired platforms (admin ratio ~1:150 users).	Illustrative
Productivity (toggle)	10% × 30%	10% seller capacity freed by AI agents at a conservative 30% realization, valued at a $150K loaded cost. Off by default.	Illustrative

About these figures. Salesforce values are drawn from the customer's Agentforce quote. Gong and Salesloft do not publish list pricing, so those figures are triangulated from publicly discussed SaaS pricing ranges (buyer / RevOps communities, third-party SaaS pricing-benchmark databases, and review sites) and are shown as representative averages, not quotes. Financial and implementation figures follow standard corporate-finance and systems-integration norms. Everything not tagged Proposal is an industry benchmark to be validated against Nerdio's own data before contracting.

Proposal — the actual Salesforce quote.
Market norm / Industry avg. — a defensible market range to confirm with Nerdio's finance team and current Gong / Salesloft contracts.
Illustrative — a planning placeholder to be replaced with a scoped implementation quote and Nerdio's own staffing data.

Two levers that most affect the result: the actual Gong & Salesloft seat counts (Gong is often licensed to a subset of reps) and Nerdio's cost of capital. Even on a conservative vendor case (~$1,200/user each, ≈ $893K/yr combined), retired spend still exceeds the $575K/yr incremental Salesforce spend — so the consolidation is self-funding across the range.

Prepared by Logan Ulrich · Salesforce
Illustrative model prepared for discussion with Nerdio. Figures are industry benchmarks unless tagged Proposal and should be validated against actuals before contractual use. Salesforce, Agentforce, Gong, and Salesloft are trademarks of their respective owners.