A commercial software client acquired multiple competitors to make a gain in market share within cyber security software domain.

The newly merged companies had unique business lines and sales funnels. They were all running their own instances of Salesforce. Pareto was asked to assist the Business Transformation office in evaluating the sales funnels and purposing new sales systems.

Pareto provided the client several business process modeling consultants to lead workshops and document findings. These consultants interviewed newly merged teams to create a road map to consolidate the sales systems. At the end of the engagement months, Pareto placed Salesforce resources that carried out the integration and overall maintenance of the new system.

The client and the newly acquired division were able to share critical client and order details in a true enterprise fashion. This allowed for better visibility of the sales funnel for all executives, sales, and provisioning teams.