CRM mergers and acquisitions
Guides for bringing CRMs together after an acquisition: consolidating add-ons in a private equity roll-up, matching customers across two systems, deciding which records win, and checking a target's CRM before close.
How to consolidate CRMs across a private equity roll-up
Every add-on brings its own CRM. How PE-backed platforms merge each one into one clean system, step by step, and get faster with every deal.
How to merge two Salesforce orgs after an acquisition
Salesforce has no merge button. Decide whether to merge, pick the surviving org, audit both, then move metadata, data, users and integrations in order.
How to deduplicate accounts across two Salesforce orgs
Salesforce duplicate rules only see one org. How to match accounts across two orgs after an acquisition and load them without duplicates or lost history.
How to find shared customers after an acquisition
The customers two companies share drive the cross-sell plan and account ownership. Match them across both CRMs and turn the overlap into a plan.
Survivorship rules: which record wins in a CRM merge
When the same customer is in two CRMs, survivorship rules decide which record survives and which value wins for each field. How to write them.
How to merge two HubSpot portals after an acquisition
HubSpot can't combine two portals natively. How to move one portal into another after an acquisition without duplicates, lost history, or broken links.
What to check in a target company's CRM during due diligence
A CRM due diligence checklist for acquirers: test whether the target's pipeline, customer list, and ARR hold up, and what it means for integration.
How to merge two Salesforce orgs after an acquisition
Salesforce has no merge button. Decide whether to merge, pick the surviving org, audit both, then move metadata, data, users and integrations in order.
How to deduplicate accounts across two Salesforce orgs
Salesforce duplicate rules only see one org. How to match accounts across two orgs after an acquisition and load them without duplicates or lost history.
How to find shared customers after an acquisition
The customers two companies share drive the cross-sell plan and account ownership. Match them across both CRMs and turn the overlap into a plan.
Survivorship rules: which record wins in a CRM merge
When the same customer is in two CRMs, survivorship rules decide which record survives and which value wins for each field. How to write them.
How to merge two HubSpot portals after an acquisition
HubSpot can't combine two portals natively. How to move one portal into another after an acquisition without duplicates, lost history, or broken links.
What to check in a target company's CRM during due diligence
A CRM due diligence checklist for acquirers: test whether the target's pipeline, customer list, and ARR hold up, and what it means for integration.
See what we find in your data
It starts with a 15-minute call. Then we run a diagnostic, show you the issues in your data, and build agents for them.
Prefer email? Reach us at hello@tryquill.com. We respond to every message personally.
Tell us what's broken
One last step
Everything you entered is filled in below. Pick where you'd like to send it from.