Organizational change is a reality of business. Companies acquire or merge with other businesses. Multiple divisions within an enterprise become joined into one unit as companies grow or adjust to market changes. Regardless of the circumstances, organizational change can have a huge impact on customer data, including how it is managed and how it is used.

For Salesforce CRM customers, organizational changes might necessitate the consolidation of multiple instances, also called an 'org merge.' An org merge melds multiple Salesforce CRM instances into a single instance, also know as the 'Single Global Org,' so businesses have a universal view of the customer even as the organization evolves and grows.

Org merge projects involve both risks and benefits. If done correctly, an org merge can help organizations enjoy benefits such as a single source of reliable customer information, standardized processes and costs savings. If done poorly, a merge can result in low-quality customer data and dissatisfied users and customers, ultimately affecting poor process execution from sales, marketing to finance. This paper will describe why and when companies need an org merge and best practices for ensuring a successful merge instance consolidation.



Anatomy of an Org Merge

When two salesforce.com customers merge operations-for example during a corporate acquisition-it creates an environment where there are two separate sets of Salesforce CRM data. Typically, each data set has been tailored to the particular need of the business and its users. As a result, each data set has a different structure and varied level of complexity.

The new organization will likely need to bring information from one Salesforce CRM instance into another so that there is one consistent source of customer data available to all users. When performing an org merge, managers initially need to conduct a thorough analysis to determine what they want the new, merged Salesforce CRM system to include and which processes the application will support.

Key Factors to Consider During an Org Merge:

  • Which organization will be the master
    organization?
  • Which fields or data sets must be included,
    which ones would be nice to have, and which
    ones can be dropped?
  • What resources are available to support the
    implementation effort?
  • What governance model is in place?
  • What's the implementation timeline?
  • What kind of consolidation will be done among
    business processes?
  • How will different departments in the
    organization access and interact with the data
    on an ongoing basis?
  • How will the data be used to make business
    decisions?
  • What new security/access considerations are
    needed?
  • Are there multi-currency and multi-language
    issues?

-1-

1  2  3  4  

   Next Page

Explore Our Topics

  • EDITOR'S BRIEFING
ebizQ editorial highlights and updates, compiled by ebizQ staff
  • BaaS bonus: In this podcast, Gartner Research Director Gordon Van Huizen discusses the Backend as a Service marketplace and the approach's pros, cons and challenges.
  • Cloud quiz: How much do you know about business process management in the cloud? Test yourself with this six-question cloud BPM quiz.
  • Three key steps: Clay Richardson of Forrester Research describes ways to emphasize user experience in business process design.
  • ebizQ editorial: Browse ebizQ's collection of independent editorial content, including articles, tips, Q & As, podcasts, guest columns, book excerpts and more.
  • Virtual Conferences
  • Webinars
  • Roundtables

BPM in Action

March 10, 2011

The sixth annual BPM in Action 2011 Virtual Conference will explore cutting-edge market developments in BPM and describe how to leverage them for improved business operation and performance. More

View All Virtual Conferences

Smart Case Management: Why It's So Smart.

Date:Nov 05, 2009
Time:12:00 PM ET- (17:00 GMT)

REGISTER TODAY!

Date:Oct 29, 2009
Time:15:00 PM ET- (19:00 GMT)

REGISTER TODAY!
View All Roundtables
  • Research Library
  • Podcasts
  • News

Joe McKendrick: Part II of II: Designing Evolve-ability into SOA and IT Systems

In part two of Joe McKendrick's recent podcast with Miko Matsumura, chief strategist for Software AG, they talk about how SOA and IT systems need to change and grow and adapt with the organization around it.

Listen Now

Phil Wainewright: Helping Brands Engage with Social Media

Phil Wainewright interviews David Vap, VP of products at RightNow Technologies, and finds out how sharing best practices can help businesses understand how best to engage with online communities.

Listen Now

Peter Schooff: Making Every IT Dollar Result in a Desired Business Outcome: Scott Hebner of IBM Rati

Scott Hebner, Vice President of Marketing and Strategy for IBM Rational, discusses a topic on the top of every company's mind today: getting the most from IT investments.

Listen Now

Jessica Ann Mola: Where Will BI Fit In? Lyndsay Wise Explains

In BI, this tough economy and the increasing role of Web 2.0 and MDM are certainly topics on people's minds today. WiseAnalytics' Lyndsay Wise addresses each of them in this informative podcast.

Listen Now

Dennis Byron: Talking with...Deepak Singh of BPM Provider Adeptia

Deepak Singh, President and CTO of Adeptia, joins ebizQ's Dennis Byron in a podcast that gets its hand around the trend of industry-specific BPM.

Listen Now
More Podcasts
  • Most Popular
  • Quick Guide
  • Most Discussed

Quick Guide: What is BPM?

Learn More

Quick Guide: What is Event Processing?

Smart event processing can help your company run smarter and faster. This comprehensive guide helps you research the basics of complex event processing (CEP) and learn how to get started on the right foot with your CEP project using EDA, RFID, SOA, SCADA and other relevant technologies. Learn More

Quick Guide: What is Enterprise 2.0?

A lot of people are talking about Enterprise 2.0 as being the business application of Web 2.0 technology. However, there's still some debate on exactly what this technology entails, how it applies to today's business models, and which components bring true value. Some use the term Enterprise 2.0 exclusively to describe the use of social networking technologies in the enterprise, while others use it to describe a web economy platform, or the technological framework behind such a platform. Still others say that Enterprise 2.0 is all of these things. Learn More

Featured Bloggers

Steven Minsky's Latest Blog Posts:

Read Steven Minsky's Blog
Scott Cleveland's Latest Blog Posts:

Read Scott Cleveland's Blog
Adrian Grigoriu's Latest Blog Posts:

Read Adrian Grigoriu's Blog
Noam Tamarkin's Latest Blog Posts:

Read Noam Tamarkin's Blog
Janne J. Korhonen's Latest Blog Posts:

Read Janne J. Korhonen's Blog
Dion Hinchcliffe's Latest Blog Posts:

Read Dion Hinchcliffe's Blog
Michael Poulin's Latest Blog Posts:

Read Michael Poulin's Blog

View All ebizQ Bloggers