M&A

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08 Jan: How Introhive Ensured CRM Success for Wilson Allen Merger

In 2018, Wilson Legal Solutions formally merged with Stanton Allen, uniting their software and services businesses. It was imperative they quickly bring together disparate data sets to understand the collective relationships they have with their clients and prospects.

However, the joint business was using two different instances of Salesforce CRM, so this information was hidden and difficult to extract.

 

The Opportunity

Wilson Allen unites the software and services offerings of Wilson Legal Solutions, along with the CRM and business development expertise of Stanton Allen. Wilson Allen empowers their clients to use data and software more effectively so they…