As businesses undergo mergers and acquisitions (M&As), merging multiple Salesforce instances can create data silos, limited customer visibility, and broken automation. An M&A will bring your poor data hygiene, misaligned processes, and selling challenges to light – if you’re not prepared.
This on-demand demo will teach viewers how to solve the key challenges involved in a Salesforce org merge. They’ll also learn how to ensure that businesses can capitalize on new sales opportunities and maintain a positive experience for existing customers.
Watch Ann-Marie Fleming, Product Marketing Manager, and Rohan Chauhan, Solutions Consultant, as they showcase how Traction Complete simplifies Salesforce M&As with Complete Hierarchies and Complete Clean.
You’ll learn:
- How to gain visibility into the combined customer base before deduplication
- How to easily merge duplicate records without losing key customer data
- How to use automated account hierarchies to ensure account ownership and visualize selling opportunities post-M&A
