Org Mergers & Migrations

Salesforce

As organizations grow and scale, companies may find themselves with multiple Salesforce orgs and business units.

Sometimes maintaining multiple orgs is the right choice for organizations, but significant business growth or structural changes can mean that mergers or migrations make sense.

These projects require careful planning, training, and change management, and typically are not jobs that internal teams have the resources and capacity to execute on. The experts at Ateko are pros. We know there is not a one-size-fits-all approach, and we’re ready to work with you, as your partners, to execute a successful project.

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Salesforce Org Mergers & Migrations benefits:

  • Merger Assessment – determine the best Multi-Org strategy for your organization and the next steps, resources, and timelines involved
  • Org Merger & Multi-Org Strategy – a complete roadmap of your project from beginning to end
  • Implementation of Org Merger and Multi-Org strategy – ensure that your project launches as a success and continues to thrive
  • Post-Merger/Migration support and training

When would you merge/migrate? :

  • You’ve acquired a new company (or been acquired)
  • You are using a different solution (eg: Hubspot, Marketo) and want to move to Salesforce
  • You are migrating from a standard Sales/Service Cloud instance to an Industry Cloud
  • Two or more divisions or business units are being consolidated
  • You require a more centralized view of all reports and dashboards
  • The maintenance of multiple orgs has become too expensive in terms of time and resources
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Get the most out of Salesforce Org Mergers & Migrations

Find out how your organization could benefit from a Org Mergers & Migrations today. Most organizations recoup the cost of the audit within weeks of starting their retainer.

At Ateko, we deal with people, process, and technology holistically to roadmap scalable tactics for revenue generation. We begin with an audit, identify gaps, and build customized solutions and training for your organization.

* Must have Salesforce Enterprise edition or above to qualify for the Rev Ops audit.

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