--- title: "Things to Know About Merger and Acquisitions" description: "By their own nature, mergers and acquisitions are complex Exercises that require deep thinking and exact implementation, encompassing people, process" author: "Alis Cane" published: 2019-09-13 updated: 2019-11-16 canonical: https://www.mindstick.com/articles/188269/things-to-know-about-merger-and-acquisitions category: "data structure" tags: ["business process", "business promotion"] reading_time: 2 minutes --- # Things to Know About Merger and Acquisitions Post-merger integration of [customer relationship management](https://www.mindstick.com/blog/302946/customer-relationship-management-crm-enhancing-customer-loyalty-and-retention) ([CRM](https://www.mindstick.com/services/crm-software-development)) systems can become a challenging and time-consuming endeavor for the simple reason they don't necessarily match a structured and programmatic strategy that can be effectively articulated in a point-by-point integration practice. This point-of-view paper addresses corporate pain factors by detailing the critical factors required for a successful post-merger integration of CRM systems. It assumes the CRM system of the acquiring company is Salesforce.com (SFDC), which all CRM functionalities will be merged in SFDC. ## Pre-merger • IT [due diligence](https://answers.mindstick.com/qa/116227/what-is-due-diligence-report) team • [Identification](https://www.mindstick.com/articles/12871/technology-every-educational-institute-retail-store-needs-radio-frequency-identification) of IT asset and stock - robust asset management • Merger • Corporate strategy/M&A group, Legal • Integration Management Office (IMO) installation • Identify and achieve Short-term, tactical operational imperatives • Devise brief - and long-term strategy for Salesforce-related asset management • Post-merger • Decommissioning of redundant assets • Enact new Arrangements with Salesforce **[Data migration](https://www.mindstick.com/articles/324597/what-are-the-best-data-migration-practices-for-businesses)** Information from the acquired company's CRM system needs to be migrated to the Salesforce instance of the merged company entity. Doing so guarantees that the acquired company's [business processes](https://answers.mindstick.com/qa/105149/what-are-the-benefits-of-mobile-business-processes) are carried over and executed successfully to accomplish the synergy envisioned by the M&A. To deal with the selection and complexity of the data migrated, it is vital to prepare a high-level process to regulate the necessary micro-steps during the data migration. **[Change management](https://www.mindstick.com/blog/12363/significance-of-change-management-in-organisation)** In a supply [chain management](https://yourviews.mindstick.com/view/82918/the-importance-of-supply-chain-management-in-the-healthcare-industry) consulting projects Change management is one of the crucial drivers for a successful M&A. In the direction through the on-ground workforce, various elements of change management have to be implemented to both [organizations](https://yourviews.mindstick.com/view/84018/why-should-b2b-organizations-use-content-marketing). In practice, change direction has to be implemented in two broad levels -- internal and external. Managing internal change entails communicating to staff members of both organizations; formula of staffing practices to be followed post M&A, preparation the organization structure; procedure decisions; Salesforce training, etc.. Managing external change involves [communications](https://answers.mindstick.com/qa/44988/who-is-the-minister-of-communications-independent-charge-railways-ministry) to external entities (customers/regulatory authorities/ media, etc.), new product offerings, and marketing support. ## Planning the post-merger integration A good deal of Single / multiple Salesforce instance(s). In a procurement consulting we advocate using a top-notch Strategy To record all elements of a CRM environment, post-merger integration (as Revealed in Figure 11). The progress of the preparation can be monitored by an easy Report on the progress of the actions and associated tasks. --- Original Source: https://www.mindstick.com/articles/188269/things-to-know-about-merger-and-acquisitions Copyright © MindStick Software Pvt. Ltd. This Markdown version is provided for developers, AI systems, and offline reading.