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Customer Retention in M&A Integrations: Avoiding Dyssynergies in the Industrial Space

Mergers & Acquisitions often lead to customer uncertainty and, worse, customer attrition. This can severely impact revenue projections and undermine the success of a deal. The term for this painful reality? Dyssynergies.




 

Achieving the desired synergies during integration requires more than just cost savings; it’s about ensuring your customers stay with you. Here’s an equation that sets the standard for success: 1 + 1 = 2.2 (minimum). Anything less means we’ve failed to retain customers—and that’s fully within our control.




Key Steps for Retaining Industrial Customers:

  1. Thoroughly Analyze Sales & Go-to-Market Strategies: Compare and contrast the sales cycles, processes, and customer buying needs of both organizations—including those in indirect sales channels.

  2. Understand the Full Customer Lifecycle: This includes every interface, touchpoint, and relationship both human and digital, that have been foundational to success.

  3. Examine Product Management and Marketing: Ensure that these teams support the sales organization and meet the needs of the customer lifecycle.

  4. Assess Proposal and Quotation Systems: Before implementing any changes, understand the implications and possible unintended consequences that could arise.

  5. Engage Key Customers Early and Often: Communication must be a two-way street from the start, with key customers being engaged within days of the transaction.

Execution Focus:

  • Purposefully pace changes within sales, marketing, and product management to maintain growth momentum.

  • Build growth synergies into integration plans, ensuring customer-facing organizations align in a way that makes sense for customers.

Final Thought: In M&A integrations, we won’t meet our growth ambitions if we lose our customers. Keep customer retention at the heart of every decision and planning phase to ensure 1 + 1 = 2.2.

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dominique.shu
Aug 30

Great blog Bill! I love how the customer is first in this analysis. Thoroughly understanding the many touch points including digital is so important.

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