Mergers and acquisitions can be a long, time-consuming and frustrating process.

I’m no takeover expert, but they typically go something like this:

☕ A series of informal chats or coffees
🧑🏿‍🏫 Formal meetings to discuss specifics
📑 Sign a Non-Disclosure Agreement (NDA) to share confidential details
📊 Conduct due diligence and scrutinize key business and financial details
💲 Confirm valuation
🫱🏿‍🫲🏻 Deal or no deal

During due diligence, there’s one question that strikes fear in the hearts of the executive team:

“𝐂𝐚𝐧 𝐰𝐞 𝐬𝐞𝐞 𝐲𝐨𝐮𝐫 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐬𝐚𝐥𝐞𝐬 𝐝𝐚𝐭𝐚?”

This is a reasonable and necessary request.

The other party wants to see and evaluate metrics like:

🎯 Customer Acquisition Cost
🎯 Customer Lifetime Value
🎯 Customer Conversion Rate
🎯 Customer Churn Rate
🎯 Average Sales Cycle Rate
🎯 Forecasted Revenue

But here’s the problem.

It can be a challenge for many companies to access this information without 𝘢 𝘩𝘶𝘨𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘧 𝘵𝘪𝘮𝘦 𝘢𝘯𝘥 𝘮𝘰𝘯𝘦𝘺.

And if they do have the numbers, they may not have much 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘤𝘦 in those numbers.

So when Inflectiv‘s client was asked,

“Can we see your marketing and sales data?”

They had a simple response.

“𝐒𝐮𝐫𝐞 𝐭𝐡𝐢𝐧𝐠. 𝐖𝐞’𝐥𝐥 𝐠𝐢𝐯𝐞 𝐲𝐨𝐮 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐇𝐮𝐛𝐒𝐩𝐨𝐭.”

According to our client, the reviewers were “super impressed” with how the CRM was set up.

With our ongoing support, our client’s Sales team had diligently kept their opportunities accurate.

They had reports and dashboards that made it easy to access and filter the data.

Most importantly, the data matched and validated what they heard in the meetings.

Everything was there, “wrapped up in a little bow” as a friend of mine would say.

In the end, the deal went through! 🏆

Here’s the good news.

You don’t need an acquisition to get your marketing and sales data in order.

It might be easier to do than you think!