Organizational Merger of Salesforce instances for MajorKey

A leading global software solutions provider.

The Customer

MajorKey is a leading global technology strategy, design, and enterprise operations partner to public and private sector clients. They provide multiple types of custom and configured solutions in the business to business enterprise market. They have a field sales function that is separated into geographical and solution-based teams, in some cases, selling different solutions to the same end-users.

The company has more than twenty years of experience in Enterprise Service Management, Identity Governance, Cloud Operations, DevOps, and Managed Services.

Business Consulting

Business Consulting

Industry

500+

500+

Company Size

$100+ Million

$100+ Million

Est. Revenue

Salesforce Org/ Pardot Merger & Consolidation

Salesforce Org/ Pardot Merger & Consolidation

Solution

The Challenge

A recent acquisition of the MajorKey has resulted in the need to create a single entity for operational and reporting purposes. The company has identified a need to combine two separate Salesforce organizations and Pardot Instances used in the business into a single instance.

Based on the outcome of the initial discovery session, it was determined that it is most practical to keep the Company A instance and merge the Company B records into it, based on the number of records, and the use of objects such as Quotes.

The challenges that were involved in the project were:

The Solution

Our certified Salesforce Consultants and Developers always ensure a smooth data transition and focus on mitigating data migration risks.

We created a transformational roadmap to maximize our client’s salesforce investment, ensure security, and meet their organizational compliance. We made sure to maintain record linkages and imported objects in the logical order, transferring all of their data from Salesforce legacy/external systems to Salesforce Org.

We helped MajorKey to merge two separate Salesforce companies into one successfully for enhanced overall functionality. Through the merger, the following objectives were achieved:

The Result

The migration process was completed with zero data loss and according to the data governance regulations, resulting in improved data quality to generate more actionable insights.

Moreover, MajorKey’s operational capabilities were enhanced resulting in:
Greater Management Visibility

Greater Management Visibility

One place for all roll-up/drill-down reporting

Collaboration

Collaboration

Maximize the corporate rolodex: Increase Upsell & Cross-Sell Productivity

Standardization of Process

Standardization of Process

Better Case Management, Opportunity Management, Customer Lifecycle

Business Consulting

Business Adaptability

Achieved business agility to keep up with the market dynamics

Client Testimonial

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.
Gabrielle Sampson
Major Key

More Salesforce Success Stories

EVO

Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.

Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.

The connector achieved the following benefits for Evo Systems.

  • Seamless communication between Salesforce and other systems.
  • Opportunity Management in Salesforce
  • Deal Management in Salesforce
  • Proposal Management in Salesforce
Client name
Evo
Industry
Distribution
No.of Employees
50 - 100+
Company
Evo Systems
Est. Revenue
$100+Million