The POS company that needed to merge two sales organisations

The customer's challenge

The customer's challenge

A venture capital company acquired two Nordic players in POS systems and wanted to merge them into one company. The owner instructed the management to create a common business platform for all administrative processes. The companies had different systems so the question arose - what should we choose?

System before/after

System before/after

Before the integration, Visma Business, Maconomy and Jira were used. When everything was ready, Microsoft Business Central, Salesforce and Jira were used for the entire company.

Solution

Solution

In order to create a good co-operation and not take too easy decisions about which future systems should apply, we were commissioned to lead the procurement of both the business system and the CRM system. The purpose of choosing a new CRM was, in addition to getting a good tool for the sales organisation, to come together as a company and jointly choose their new system.

Result

Result

Despite being the most expensive option, Salesforce was chosen for its strong ability to support the company's marketing automation (MA) needs. At the time, Microsoft Dynamics365 and Superoffice were also candidates in the end game. Today, we dare to guess that perhaps D365 would have been chosen as the support for MA has increased. Alternatively, you could have combined MS BC with Hubspot to get a more cost-effective solution.

Conclusions

Conclusions

With thorough requirements work that clearly identifies and prioritises needs, the choice of the most expensive and most capable solution is sometimes clearly the right decision. Thanks to that groundwork, it could also be justified in a clear way to the owners who were normally very tight with their money.

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