Скачать или смотреть Managing Salesforce Orgs Post Mergers & Acquisitions

As part of your corporate strategy, you may identify unique acquisition opportunities that will enhance your portfolio of products and services, revenue streams, and technologies.

Some of these acquisitions will result in additional CRM (Sales, Service, Marketing) systems and teams to manage.

An acquisition may add an additional Salesforce org to your portfolio of CRM technology investments. “Org” is Salesforce speak for a customer’s unique instance or version of Salesforce. The customer information, leads & opportunities, quotes and sales processes unique to the acquired company now need to be integrated along with their Salesforce org.

You have a decision to make – to continue to run the orgs separately or to merge them into a consolidated org. The video summarizes the considerations and available options for you as the decision maker.

#CRM #Salesforce #Governance #M&A