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"6 Best Practices for Optimizing Salesforce Orgs After Mergers or Acquisitions"

Considerations When Merging Disparate Sales Organizations and Salesforce Instances

With many organizations utilizing mergers and acquisitions (M&A) as a key growth strategy, the convergence of strategic functions such as sales and marketing are imperative. If you’ve been through it, or are going through it now, you know the integration process is focused on both cost reduction and revenue opportunity. Employees are anxious to know what their roles will be in the new combined firm, what the organizational structure will look like and any procedural changes that will impact how they work.

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