This eBook outlines six practical best practices for integrating sales organizations and Salesforce instances after a merger or acquisition, emphasizing that sales and marketing convergence is critical to realize both cost reductions and revenue upside while minimizing disruption and anxiety for teams. It recommends standardizing the combined sales process via an objective audit, creating a global pipeline view with shared stages, terminology, and forecasting criteria for leadership visibility, reorganizing sales teams early with clear segmentation and role hierarchies, deciding whether to consolidate duplicate customer accounts into a unified master list, enabling cross-sell and upsell by aligning product structures and account history, and deliberately choosing whether to merge Salesforc

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