Post-Acquisition Salesforce Org Consolidation

iOffice logo

iOffice offers a family of workplace management software packages to help companies optimize space and manage employee services

Salesforce Products
Salesforce Sales Cloud logo

Chatter
Salesforce Mobile
Salesforce CPQ

Specializations

Salesforce Consolidation
Sales Process
Sales Productivity
Sales Operations

CHALLENGES

iOffice needed to combine three office software firms into one Salesforce org to provide better visibility into sales processes, and to enable efficient cross-selling between divisions.

Beyond the technical and data consolidation challenges, the three companies needed to blend three discrete sales teams to operate on a core set of processes and metrics.

SOLUTIONS

The Salesforce org consolidation served as a mechanism to define a new company and sales culture at the combined firm. 

Rosetree was responsible for the technical implementation, but a key part of the success of that project came from guiding sales teams during discussions to harmonize key metrics and sales processes.

RESULTS

Salesforce implementation is not simply a mechanical process. The flexibility of the platform allows it to serve as a reflection of company processes. 

At iOffice, team discussions during the implementation process converted three former rivals into a focused sales team.