Florida Dreamin: M&A Framework for Success Presentation

In late October, I had the chance to speak at Florida Dreamin’ on Building an M&A Framework for Success with Rebecca Gray from Capstorm. If you’d like to view a recap of this presentation, you can view it below: During the presentation, we also shared some Resources you can use in your own company toContinue reading “Florida Dreamin: M&A Framework for Success Presentation”

M&A CRM Project Components

When planning for an M&A Lead to Cash Tech Stack Migration, the CRM migration has 7 individual components within an overall project scope. These individual components can help you gauge the overall status of your project and can help you determine what “Project Done” looks like. These 7 components can be used to report internallyContinue reading “M&A CRM Project Components”

M&A Framework for Success

I’ve had the joy of migrating 6(!!) acquired companies into our Salesforce org and am working on/planning for 5(!!!) more concurrently. Integrating an acquired company into your Salesforce org is one of the biggest projects any Salesforce Admin, Business Analyst, Program Manager, or Developer can take on. It almost has to be seen as aContinue reading “M&A Framework for Success”