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Financial Services
Merger & Acquisition CRM Consolidation
Complexity
Very High
Timeline
20-28 weeks
Outcomes
4+
Challenge
Acquiring firm needing to consolidate 3 different CRM systems (Salesforce, Dynamics, Redtail) into single Salesforce FSC instance.
Solution
Phased data migration from multiple source systems with deduplication, data quality enhancement, and user training across combined teams.
Key Outcomes
- 3 CRMs consolidated to 1 platform
- 127,000+ records migrated
- Intelligent duplicate detection
- 94% user adoption post-merger
Tags
M&AMigrationConsolidationChange Management
Implementation Timeline
20-28 weeks
Very High Complexity