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Reclaiming Wasted Licences and Automating Staff Offboarding
Are You Sure Your Departed Staff are Completely Locked Out of Your CRM?
We automate your Salesforce offboarding, enforce a 1-hour access revocation SLA, and ensure customer relationships are never lost.
When an employee leaves an organisation, HR and IT checklists can get incredibly busy. Unfortunately, Salesforce access is frequently overlooked on their final day. In our 18 years of hands-on platform experience, we see this issue again and again: former employees retaining active CRM access months after leaving the company.
Leaving an ex-employee's CRM login active is a major UK GDPR breach risk and a direct compliance violation. It also represents a massive financial leakage. Every active login that goes unused is a Salesforce license that your organisation is paying for unnecessarily, inflating your monthly software overhead.
Additionally, when staff members are deactivated, their assigned customer accounts, active leads, and ongoing email discussions do not automatically re-route. If this transfer is not handled systematically, valuable client relationships, active discussions, and pending sales deals get lost in the system—resulting in missed revenue and client friction.
How Zon Projects Automates Staff Offboarding & Licencing
We enforce rigorous, automated processes that guarantee data security and eliminate software license waste:
Our Staff Governance & License Care
• Guaranteed 1-Hour User Offboarding SLA: As part of our CRM Caretaker and CRM Guard retainers, we execute a rapid access-revocation protocol within 1 hour of notification.
• Automated Leaving-Date Access Control: We design and deploy custom workflows that automatically deactivate user accounts based on their HR leaving date, eliminating human error.
• Systematic Record Transfer: We audit and reassign all open leads, active accounts, and ongoing customer discussions to active team members, avoiding missed opportunities.
• Monthly Seat and License Audits: We monitor your active user seats against your overall Salesforce plan, helping you reclaim unused licenses and reduce overhead costs.