

Insights for IT Negotiations
UpperEdge
The world's most trusted IT negotiation advisors for innovative IT sourcing and risk mitigation strategies
Episodes
Mentioned books

Feb 27, 2025 • 8min
Salesforce Q4 FY25 Earnings: Growth, Misses, and the Future of AI & Data
Adam Mansfield breaks down Salesforce's Q4 FY25 earnings, revealing mixed results with single-digit growth and some key misses on analyst expectations. CEO Marc Benioff is doubling down on AI (Agentforce) and Data Cloud, but most specifically the "Holy Trinity" of CRM (Apps / Customer 360) + AI + Data. With CFO (Weaver) and COO (Millham) transitions, shifting revenue models, and an aggressive push for customer adoption of AI solutions with consumption-based licensing, what does this mean for businesses? Understanding discounting that is available, level of transparency needed, renewal protections, and the evolving consumption model is more critical than ever. For more innovative IT sourcing and risk mitigation insights: • Contact Us - https://upperedge.com/who-we-are/contact-us/ • Subscribe to the UpperEdge Newsletter - https://upperedge.com/knowledge-cente... • Subscribe to the UpperEdge Podcast - https://upperedge.com/knowledge-cente... • Follow us on LinkedIn - https://www.linkedin.com/company/upperedge-llc/ • Follow us on Twitter - https://twitter.com/upperedge

Feb 25, 2025 • 4min
Navigating SaaS Pricing: Key Strategies for Actually Locking in Pricing
In this insightful discussion, we explore the critical aspects of negotiating software-as-a-service (SaaS) pricing with major vendors like Microsoft, Salesforce, ServiceNow, SAP, andOracle. From ensuring upfront discounts translate to long term savings to leveraging volume discount structures and scrutinizing future pricing tables, this conversation highlights essential strategies to avoid unexpected costincreases. Learn how to secure better terms, protect renewal pricing, and push vendors for fairer deals in an evolving consumption-based pricing landscape.

Feb 20, 2025 • 30min
How to Master Your Oracle Negotiations: Actionable Tips As We Approach Oracle's Year End
In this episode of Insights for IT Negotiations, hosts John Belden and Kylie Chisholm are joined by Oracle advisory experts Jeff Lazarto and Shane Griffin from UpperEdge. They dive deep into Oracle's pricing strategies, Fusion ERP, and critical negotiation tactics. Learn how to navigate Oracle contracts, secure the best pricing, and avoid common pitfalls that could cost millions. Whether you're facing an upcoming renewal or a net-new deal, this episode arms you with the insights you need to negotiate with confidence.Resources:Explore Our Oracle Advisory PageBLOG - 4 Tips for Negotiation with OraclePODCAST - Strategies for Effectively Negotiating Oracle’s OCI and UCC ModelsFor a more tailored conversation around your Oracle strategy, Contact Us to learn how UpperEdge can help.For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.About the Show: Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join John Belden, UpperEdge’s Chief Research and Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.

Feb 13, 2025 • 43min
Navigating AI Ethics and Legislation in Your IT Contracts with Sarah Alt
In this engaging conversation, Sarah Alt, Chief Process and AI Officer at Michael Best & Friedrich LLP, shares her expertise on AI ethics and legislation. She dives into Wisconsin's innovative AI legislative efforts and the importance of aligning technology with ethical standards. Sarah emphasizes how organizations can gain a competitive edge by adopting responsible AI practices. The discussion also covers global compliance challenges and the implications of new technologies like DeepSeek on security and regulation. Tune in for invaluable insights into navigating the AI landscape!

Feb 12, 2025 • 6min
SaaS Vendors' Shift to Consumption-Based Licensing
As the biggest SaaS vendors (Microsoft, ServiceNow, and Salesforce) pivot to consumption-based licensing models for AI products and services, how will it impact customers' pricing and long-term value? In this episode, we break down the major industry licensing shift, what’s driving it on the vendors' side, and what customers need to negotiate to ensure they aren’t left behind. From upfront discounts to renewal protections and volume discount structures, we discuss the key strategies businesses must adopt to navigate this changing landscape. If you have an upcoming negotiation, this is a must-listen!Explore ourAdvisory Services here.

Feb 7, 2025 • 6min
Salesforce Shakeup - New Leadership, AI Strategy and Market Reactions
Salesforce just made a game-changing announcement—combining the COO and CFO roles into one, appointing Robin Washington to lead the charge. But with longtime executives Brian Millham and Amy Weaver stepping down, the market is reacting with skepticism. In this episode, we break down what this leadership shift means for Salesforce’s AI-driven future, how customers should prepare for these changes, and why Benioff is doubling down on Agentforce. Stay tuned for expert insights on what’s next for the cloud giant.

Feb 6, 2025 • 8min
Salesforce Needs Customers to Use Agentforce - This Could be a Good Thing for Customers
In this episode, we dive into the latest Salesforce renewal negotiations and the growing emphasis on AI and Data Cloud. With Salesforce pushing hard for Agentforce adoption, our Salesforce expert breaks down what this means for customers, the hidden costs behind consumption-based pricing, and the strategies you need to maximize value from your existing investments. Learn how to navigate pricing structures, secure discounts, and avoid future surprises. If you're a Salesforce customer facing renewal discussions, this is an episode you can't afford to miss!
Learn more about how we can support your Salesforce negotiations by exploring our Salesforce Advisory Services.

Jan 31, 2025 • 8min
Microsoft’s Q2 FY2025 Earnings: Cloud Growth, AI Focus, and Enterprise Negotiation Opportunities
Microsoft just reported its Q2 FY2025 earnings, highlighting strong cloud growth but falling short on future guidance. With AI-driven revenue at the forefront, Microsoft is pushing hard for greater adoption of Copilot, Microsoft 365 E5, and Azure services. If you’re an enterprise customer, this is the moment to negotiate better pricing, ensure transparency, and secure renewal protections. Microsoft needs you to use more—leverage that to get the best deal possible. Don’t miss this breakdown from UpperEdge’s expert Microsoft advisor on what it all means for your business.
For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

Jan 31, 2025 • 9min
ServiceNow Q4 FY2024 Earnings: AI Growth, Bold Revenue Goals, and Negotiation Insights
ServiceNow just reported its Q4 FY2024 earnings, revealing strong revenue growth but falling slightly short of analysts’ expectations. AI remains a major focus, with significant growth in its ProPlus offerings and a push toward increased customer adoption of Now Assist. With ambitious revenue targets of $15 billion by 2026 and $30 billion in the future, ServiceNow is looking to expand its footprint across IT, HR, and customer service. If you’re a customer, now is the time to negotiate better value and ensure transparency in pricing and consumption models. Don’t miss this deep dive from our ServiceNow expert advisor on what it all means for you.
For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.

Jan 30, 2025 • 28min
3 Market Forces Driving the IT Landscape in 2025
Welcome to Insights for IT Negotiations, a podcast by UpperEdge, a leading IT sourcing, negotiation, and project execution advisory firm. Join John Belden, UpperEdge’s Chief Research and Strategy Officer, and Kylie Chisholm, UpperEdge’s Marketing Manager, every other week as they share valuable insights to help you maximize the value of your key IT relationships.
In this first episode of 2025, John and Kylie explore the key market forces set to shape the IT vendor landscape in the year ahead. They discuss the maturity of generative AI and its impact on Systems Integrators, the rising challenge of technical debt, and the federal policies that could significantly impact IT budgets and vendor strategies. Tune in for expert insights on how these trends will influence IT negotiations and how UpperEdge can help organizations navigate the shifting landscape.
Resources:
GRAPHIC – Visit the UpperEdge landing page for this episode to see an infographic on these market forces
BLOG – Generative AI and AI Infrastructure from the Cloud Services Providers
PODCAST - Innovative AI: A Conversation with EY’s Michael Casey and Gaurav Rastogi
For a more tailored conversation around your 2025 strategy and Gen AI goals, Contact Us to learn how UpperEdge can help.
For more innovative IT sourcing and risk mitigation insights, subscribe to the UpperEdge newsletter and follow UpperEdge on LinkedIn and Twitter.


