Mergers and Acquisitions (M&A) are great opportunities to achieve growth, expand lines of business and create transformational change. However, they also bring a large deal of uncertainty, confusion and risk regarding personnel, best practices and redundant business applications. We take care of your Salesforce.com M&A transactions so you can focus on growth strategy.

Scalability, application integration, and creating an optimized IT lifecycle support model for CRM are critical to complete a successful M&A consolidation. Jade Global M&A consolidation services integrate multiple sales, marketing and service applications into a simpler, nimbler, and better footprint. Our experts are adept in translating M&A objectives and contract terms into an implementation IT roadmap to assure M&A business goals are met within time and budget guidelines. Our experience from numerous completed initiatives will help your organization reduce the number of integration points and workarounds. 

Why Jade Global for M&A Transactions?

Jade Global’s dedicated Salesforce.com Deployment and Data Management teams help you leverage the best features and capabilities within the Salesforce platform. Our industry best practices and accelerators simplify application conversions and integrations to CRM, ERP, and other third-party applications. We provide our customers with data archiving and purging, standardized change management processes for each stage, and stabilization support. With Jade’s M&A Consolidation services, business teams can transcend smoothly from multiple platforms and instances into one streamlined solution without disruption. 

How you Benefit?

  • Relevant and Effective Objective Setting Jade drives the planning and program chartering process, establishing expectations and creating trust among employees, management and IT teams.
  • Business Process Reengineering We help you build consensus and eliminate redundant instances for sales and service applications. In turn, this lowers TCO and enables teams to sell and support a larger basket of products and services.
  • Data Quality Dashboards Dashboards help organizations execute perfect data migration, with pipeline, entitlement, and customer data.
  • Proprietary Data Analysis Tools Get proactive detection of data migration issues, drastic reduction of data migration errors, simplified impact and issue identification.
  • Archived Legacy and Configuration Data Prior to consolidation, we archive legacy and configuration data of your CRM systems to ensure access for compliance purposes and any future data forensics requirements.
  • Transaction Data Migration Best Practices Your data transaction integrity is guaranteed throughout the migration. Workflow integrity enables customer agents and sales staff to continue ongoing transactions in the new system without resets.
  • Simplified Integrated CRM Architecture Your organization benefits from standardization with third party ETL tools, assuring improved integration accuracy while achieving elegant orchestrations.
  • Templated Project Delivery Our prebuilt templates save you time and money by providing a proven success framework to help teams move quickly and focus on growth strategy.
  • Standardized Change Management Processes and communication artifacts for each stage of your CRM M&A project increase program execution velocity and inform stakeholders of activity milestones.

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