ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
YOUR COMPANY M&A Project Overview
2
3
Current Stage:Description
4
PlanningGather overview of users, business requirements, and data.
5
DesignIdentify steps needed to ensure migration will be successful.
6
DevelopmentImplement design.
7
DeliveryAcquired company is live on YOUR COMPANY CRM and Users have been trained.
8
Post-Live SupportProvide ongoing support.
9
RetroactiveIdentify lessons learned.
10
11
Components:Description
12
Account MasteringMap the acquired company’s accounts to your accounts. This can be a central account database or your CRM. It is vital that a coordinated mapping is done between all internal systems using Account Data so ABC Company in the CRM is also ABC Company in Billing.
13
Product MasteringMap the acquired company’s products into your company’s product database, and ensure all impacted parties agree on the structure. Sales needs to know how to sell the products, pricing needs to know how to price them, Operations needs to be able to implement them, and Billing needs to be able to invoice the customer.
14
Data MigrationMoving data from the legacy system into your CRM. Accounts, contacts, opportunities, etc.
15
System ConfigurationThis is the CRM configuration changes (pick list value changes, field additions, etc.) required to move in the acquired company.
16
Sales UserUser configuration, communication, and training. This is fundamental to ensuring a positive experience for these Users. These Users will help the company achieve the cross sell goals set and can help customers see the future vision for the merged company. Make sure it is a positive experience for them too.
17
Service UserUser configuration, communication, and training. This is fundamental to ensuring a positive experience for these Users. These Users resolve customer issues so creating a positive experience for them will help make it a positive experience for your customers.
18
Training and Post Live Support:Salesforce training is not a one and done activity. It is a two step activity.
Step 1 is teaching them HOW TO USE THE SYSTEM. This is how you add a Contact, this is how you close an Opportunity, etc.
Step 2 is HOW THEY USE THE SYSTEM. Helping them get the most value out of the system by making it work for them.
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100