If you’re one of hundreds of thousands of companies that use Salesforce, you know how vital it is to your sales and marketing engine. But the financial advantages of a merger or acquisition can be limited if you don't find a way to combine existing Salesforce orgs (also referred to as Salesforce instances) while keeping efficiency at the centre.

Here are four steps companies should take to optimise their Salesforce orgs after M&A activity to ensure that their CRM investment...