When to implement a CSP? (Merging CRM/Salesforce instances)

Grant Jones · 2022-09-19T20:56:49+00:00

Scenario: Three companies have merged into one newly branded company. They need to merge their instances of Salesforce or start from scratch (this is currently being worked on with a hired consulting firm to figure out best path forward). At the same time, this newly formed company knows they need a customer success…