Enabling Seamless Alignment with Salesforce® Post-Acquisition Integration

The Salesforce® post-acquisition integration helped Cotality seamlessly align teams, unify data, and streamline operations following their acquisition of Property Marketing. With the newly acquired function operating in silos, Cotality faced process misalignment, disconnected systems, and inconsistent reporting. Mint® delivered a Salesforce® solution that brought structure, clarity, and cohesion to both sides of the business.

From the outset, Mint® understood that this was more than a technical challenge, it was an organisational one. The acquisition needed to feel smooth for the teams involved and efficient for leadership. Mint® began with scoping sessions to define objectives, understand stakeholder needs, and pinpoint how existing processes differed between Cotality and Property Marketing.

The resulting solution involved not just data migration, but a rethinking of how workflows, reporting, and collaboration should function across a merged business. Mint® reconfigured Salesforce® to support the custom sales processes of Property Marketing while aligning them with Cotality’s central framework.

Key features of the solution included:

• Stakeholder-Led Scoping: Joint discovery workshops ensured alignment on goals, workflows, and data requirements.
• Custom Sales Process Configuration: Salesforce® was updated to reflect Property Marketing’s structure, responsibilities, and lifecycle stages.
• API Integration & Secure Data Merge: Property Marketing’s data was merged with Cotality’s core CRM securely and accurately.
• Shared Dashboards & Reporting: Leadership gained a unified view of pipeline, performance, and opportunities across both entities.

The result was a fully integrated Salesforce® environment that now serves both teams without duplication, miscommunication, or gaps in visibility. Sales and marketing alignment has improved, and teams collaborate more effectively across the merged organisation.

Mint® guided us through a complex integration and delivered exactly what we needed, on time and on point.

— David Price, Property Marketing Director, Cotality

For Cotality, the Mint® Salesforce® post-acquisition integration went beyond data unification. It enabled a confident transition into a shared operational model, without disruption or compromise. The solution also laid the groundwork for future scalability, giving Cotality the infrastructure to continue growing through acquisition or internal innovation.

If your business is navigating growth or restructuring and needs clarity in your CRM systems, Mint® brings the experience and strategic insight to align teams and maximise performance at speed. So let’s talk.