• Management Consulting
  • Employee Engagement
  • Data & Analytics
  • CRM
  • Quote-to-Cash
  • Architecture & Integration


  • Salesforce









The Challenge

Through a series of M&A activities, a global digital media company had amassed six Salesforce instances. V2 was engaged to provide the global Head of Operations and Sales leadership team an objective, unbiased assessment around whether to merge the client’s Salesforce instances or to migrate all users to a new Salesforce instance to reenergize the global end user base. Through a series of workshops spanning myriad teams and roles, it became evident that end user sentiment and adoption around Salesforce was low and significant process improvement and change management activities would be necessary to reenergize the global sales, account management, and other teams critical to pre- and post-sales revenue generating activities. In addition, deep dive assessments of the various Salesforce instances exposed significant technical debt in the form of legacy code bases and integrations and confirmed a high volume of dirty and duplicative data. Competing technical teams each believed their own solution should be the “chosen” Salesforce instance for a large-scale merge of instances, whereas non-technical teams expressed interest in designing and building a new, “fresh” instance of Salesforce.
















The Results

V2 completed an up front 10-week D(3P) Management Consulting program, rapidly gathering end user feedback, technically assessing the largest two Salesforce instances and presenting recommendations to executives.

A joint V2 and client team leveraged data gained through the D(3P) findings summary to immediately begin a large-scale Salesforce reboot program aiming to design and deploy a net new global Salesforce instance to support 1,800 users spanning 50+ discrete teams in North America. Results included more efficient Opportunity pipeline management, meaningful meetings capture, and pre- and post-sales collaboration via Cases. In addition, the combined team cleansed and migrated large data sets resulting in cleaner Account hierarchies and more effective seller assignment management. Integrations between Salesforce, OMS, and digital delivery systems were overhauled and V2 supported the development of a custom solution to manage the programmatic business. V2 provided dramatically enhanced analytics through Salesforce Wave (now Einstein Analytics) to support Sales leadership in analyzing a range of key metrics including seller activity, pipeline, and forecast management. V2 continued to provide post go-live support and ongoing optimizations and the program concluded with a successful handoff to an international team who continued the global rollout across other regions.

Who We Are

V2 is a leading boutique management & technology consultancy in the Salesforce ecosystem. Since 2005, we've built a respectable client list of well-known brands and fostered a culture of excellence, diversity, inclusion, and growth.

What We Do

V2 supports business and technology transformation initiatives across a range of industries. We take a holistic approach to solving client challenges by focusing on people, processes, data and platforms, and partner with best-in-class technology solutions including Salesforce and Snowflake.

How We Operate

V2 is an independently owned consulting firm that delivers a unique customer experience by combining proven enterprise capabilities, fair & reasonable pricing, a flexible delivery model, and a white-gloved approach to client success.


V2 understands the nuances of your industry including key trends, process flows, roles & responsibilities, data structures, and technology integrations. We'll speak your language on day one and share proven, innovative approaches to help you drive business and digital transformation in a competitive landscape.

Featured Insights

V2 believes that providing world-class consulting services begins with a passion to listen, learn, analyze, debate and share. While we certainly retain some of our "special sauce" for clients, we feel it's important to highlight our perspective and insights on a range of relevant topics.