One company, unified systems
After the deal closes, the real work begins. Skydog consolidates CRMs, data, and revenue processes across acquired entities so the combined company runs on one architecture from day one.
M&A is messy. RevOps doesn't need to be.
Mergers & acquisitions are exciting...until somebody asks you for a dashboard. Skydog gets your systems working, so you can get back to running your business.
Pre-M&A strategy
Plan the integration before the ink dries.
- Systems & data diligence
- Future-state architecture map
- Day-1 readiness plan
CRM merger
Two CRMs become one — without the chaos.
- Salesforce, HubSpot & legacy migrations
- Pipeline & history preserved
- Unified process on day one
Data reconciliation
One customer, one record, one truth.
- Account & contact deduplication
- Product catalog alignment
- Shared customer IDs across entities
Built for the combined company you're becoming.
We don't just migrate data — we redesign the system to reflect the new business. One data model, one process, one set of dashboards that leadership and operators both trust.
Our team has run consolidations across HubSpot, Salesforce, and homegrown systems — sequencing the work so go-to-market never goes dark.
Data model unification
Reconcile objects, properties, and IDs across acquired entities into one trusted source of truth.
CRM & system migration
Move pipelines, accounts, and history from legacy systems without losing reporting continuity.
Process consolidation
One quote-to-cash, one lead-to-opportunity, one renewal motion across the combined company.
Access, security & governance
Roles, permissions, and territory rules redesigned for the new org structure on day one.
Process Mapping
- Audit both go-to-market motions end-to-end
- Document object models, fields, and owners
- Identify overlap, conflicts, and quick wins
Skydog gets your CRM merger right, the first time.
Four rules we don't break
One CRM. One date.
Two systems running 'just for a quarter' is how mergers quietly die. We pick a winner and set a cutover.
Motion before tooling.
Segments, stages, and ownership get redesigned first. The platform is the last decision, not the first.
Reconcile in the dark.
Pipeline math, dedupes, and dashboards land before reps log in — never live, never in front of the board.
Build for the next deal.
Data model and hierarchies are designed so acquisition #2 plugs in. No re-platform in 18 months.
Let's get this done right, the first time.
Book a Free Strategy CallFAQ
Common questions
How do you merge two CRM instances after an acquisition?
Reconcile the data models first, then dedupe accounts and contacts against a defined survivorship rule, align pipeline stages and definitions, migrate history, and cut over in phases so neither team loses their pipeline.
How long does post-merger CRM consolidation take?
Usually 10 to 20 weeks depending on record volume, how far the two data models diverge, and whether both companies keep selling their existing motions during the merge.
Can we keep both CRMs running?
Temporarily, with a sync in place. Permanently, it costs more than it saves — reporting never reconciles and neither team trusts the number.