Customer Success Story
Accelerating Post-Acquisition Mergers
Industry: High Tech
Products: Sales Cloud, Service Cloud
Our client, located in Illinois, is part of the Management, Scientific, and Technical Consulting Services Industry. The company has 15,000 total employees across a family of 62 companies, and generates $1.91 billion in annual sales.
The Challenge
The acquiring company needed to merge the acquired company’s commercial technology and operations into their existing Salesforce environment.
Our client had has completed similar projects in the past, in support of other acquisitions, but wanted to improve upon processes that would help them expedite the integration process.
The Solution
Organized and quickly executed a rollout plan, staggered into multiple phases.
Reconciled the acquired company’s medical sales process and products within their existing workflow and configuration scheme.
Migrated all historical sales data into a single environment.
Designed and developed a custom integration to send sales data from Sales Cloud into the other company’s Health Cloud instance.
Documented best practices for client to reference when integrating any subsequent acquisitions of similar size and scope
Benefits
Enabled both sales teams to hit the ground running selling the others’ products and services.
Minimized disruption to the acquired company’s Sales team by allowing them to remain on their mature operations platform.
Client’s Salesforce technology team now has a repeatable and scalable process that will serve to streamline any future acquisition process
