Organizational Merger of Salesforce instances for MajorKey
A leading global software solutions provider.
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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
Industry
500+
Company Size
$100+ Million
Est. Revenue
Salesforce Org/ Pardot Merger & Consolidation
Solution
The Challenge
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:
- Migration and Records Merging
- Revised User Permissions
- Leads/Accounts/Opportunities Cleanup & New Sync Rules
- 3rd Party App Integrations
- Update Products with external IDs
- Reporting and Dashboards
- Define New Organizational Setup
The Solution
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:
- Single source of truth for sales data
- Consolidate view of sales pipelines and forecasts
- Improved reporting and analytics
- Streamline data view for finance
- Help sales teams to see the opportunities for cross sell and upsell
- Improve and streamline demand generation activity
- Reduce administrative overhead
- Reduce licensing costs
The Result
Moreover, MajorKey’s operational capabilities were enhanced resulting in:
Greater Management Visibility
One place for all roll-up/drill-down reporting
Collaboration
Maximize the corporate rolodex: Increase Upsell & Cross-Sell Productivity
Standardization of Process
Better Case Management, Opportunity Management, Customer Lifecycle
Business Adaptability
Achieved business agility to keep up with the market dynamics
Client Testimonial
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