Commercial Transformation: Creating a Global Sales Model Following a Merger
Following a merger, a global manufacturing and industrial packaging organization needed to unite two CRM systems and establish a shared global sales model. Different regional processes, pipeline definitions and manual reporting made it difficult to improve forecasting and consistency while respecting local market needs.
Switch helped leaders align on one global pipeline model and prepare sales teams for new ways of working. Process design, role-specific impact assessments, regional change champions, and hands-on deployment support enabled rollout across three regions, delivering greater consistency, improved forecasting, and a repeatable approach for future deployments.