We offer comprehensive CRM services to improve and automate customer relationship management in a company, which include consulting, implementation of a suitable platform or custom CRM development, integration with business software, migration to a better environment, and other targeted actions. Itransition is well-versed in delivering robust CRMs or optimizing existing solutions through configuration, customization, migration, integration, and ongoing maintenance.
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25+ years in IT consulting and software development
10+ years delivering CRM solutions
In-house Salesforce Center of Excellence
98 Salesforce certifications
conversion rates
Itransition implemented and set up a Salesforce CRM system to help the client, a real estate company, better collaborate with tenants and streamline sales workflows.
leads growth
We deployed, set up, and customized a Salesforce-based CRM and migrated voluminous data from Excel files to it, delivering a fully-tailored system to the client.
visibility into sales KPIs
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
for business data
We delivered a comprehensive CRM/EHR/HR solution based on Odoo that allows a medical staffing company to streamline tender, employee, and project management tasks.
with improvement suggestions
We conducted an in-depth CRM audit spanning current workflows, data access and analytics, as well as reports and dashboards, coming up with relevant suggestions and best practices.
conversion rates
Itransition implemented and set up a Salesforce CRM system to help the client, a real estate company, better collaborate with tenants and streamline sales workflows.
leads growth
We deployed, set up, and customized a Salesforce-based CRM and migrated voluminous data from Excel files to it, delivering a fully-tailored system to the client.
visibility into sales KPIs
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
for business data
We delivered a comprehensive CRM/EHR/HR solution based on Odoo that allows a medical staffing company to streamline tender, employee, and project management tasks.
with improvement suggestions
We conducted an in-depth CRM audit spanning current workflows, data access and analytics, as well as reports and dashboards, coming up with relevant suggestions and best practices.
conversion rates
Itransition implemented and set up a Salesforce CRM system to help the client, a real estate company, better collaborate with tenants and streamline sales workflows.
leads growth
We deployed, set up, and customized a Salesforce-based CRM and migrated voluminous data from Excel files to it, delivering a fully-tailored system to the client.
visibility into sales KPIs
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
for business data
We delivered a comprehensive CRM/EHR/HR solution based on Odoo that allows a medical staffing company to streamline tender, employee, and project management tasks.
with improvement suggestions
We conducted an in-depth CRM audit spanning current workflows, data access and analytics, as well as reports and dashboards, coming up with relevant suggestions and best practices.
We can provide advisory assistance for your CRM journey, guiding you through software implementation and adoption and helping you resolve emerging business challenges and technical issues.
Our team can perform the end-to-end implementation of the CRM platform of your choice and make sure it seamlessly integrates into your business infrastructure and brings the expected value.
When none of the ready-made solutions fit you, Itransition can build custom CRM software with features, modules, and workflows fully tailored to your unique business needs and company processes.
We connect your CRM with essential business software from your IT infrastructure, like ERP, marketing automation and accounting management tools, and social media platforms, and ensure seamless data exchange between them. This way, CRM integration will help you get a 360-degree view of your customers’ activity, improve data accuracy, and streamline manual workflows.
If you’re looking to switch CRMs, we help you transfer the data from the legacy software to a new solution, making sure no information is lost or damaged, and no business processes are interrupted.
Our testing team will check whether your CRM solution is fully functional and operates as intended and detect all sorts of bugs, issues, security vulnerabilities, data duplicates, or workflow bottlenecks.
You can hire Itransition’s support team to keep your customer relationship management system fully functional and up-to-date in the long run, quickly solve emerging issues, or modify it in line with your evolving business needs.
Itransition is well-versed in the best CRM platforms and qualified to help companies with their implementation and support.
We deliver CRM solutions for online and brick-and-mortar retailers that accumulate sales and customer information across multiple touchpoints, from PoSs to web stores and social media accounts, helping companies build better customer relationships and streamline sales and support operations.
Regardless of your industry or business scope, the following features form the backbone of an efficient CRM system, allowing you to manage customer relationships effectively and drive business growth.
When planning CRM implementation, companies should decide between these key options for their future solutions.
Off-the-shelf CRM tools are licensed by a vendor and contain a set number of pre-built features.
Advantages
Limitations
Fast and easy to implement
High-quality support
Scalable and flexible
Software updates delivered by the vendor
Paid additional features
Limited industry-specific functionality
Mounting licensing costs in the long run
A custom CRM solution is built from scratch by in-house developers or an outsourced team.
Advantages
Limitations
Alignment with all specific needs and requirements
Easy adjustment to emerging needs
Bespoke customer experience
Full ownership of the platform
Expensive
Longer development timeframe
Reliance on a development team
Potential compatibility issues
Planning
Kick-off meetings
Business needs analysis
Project planning
Tool and platform selection
Discovery
Requirements selection
Current processes documentation
Data assessment
Project goals definition
Design
Prototype creation
Data model design
Custom workflows creation
User experience design
Building
Out-of-the-box features setup
Platform configuration
Custom development
Integrations setup
Validation
System testing
Data validation testing
User acceptance testing
Rollout
Delivery to the target environment
Data migration
User training
Support
CRM maintenance
Updates delivery
Bug fixing
User assistance
Companies can expect the following improvements and pay-offs from implementing a suitable CRM system.
Integrated with business software from across departments, CRM can become a single hub for all the data related to existing and potential customers and break down information silos, providing sales, marketing and customer service teams easy access to all the necessary data.
CRM can digitize and streamline time-consuming administrative tasks with a high risk of human error, like data entry, sales quotes and report generation, as well as initial and follow-up communication. Thanks to a CRM handling repetitive mundane activities, employees can dedicate more time to high-impact tasks.
The introduction of a powerful and feature-rich customer relationship management software increases lead conversions from sales, marketing, ecommerce, and customer service activities, which translates into considerable improvements to the company’s bottom line.
CRM allows companies to tap into disparate customer data and closely keep track of customer journeys and interactions. Based on these insights, businesses can personalize interactions and tailor their products or services to existing needs, fostering longer-lasting customer relationships.
Serving as a single source of truth for customer-facing departments, CRM simplifies data sharing and coordinating tasks between separate teams, contributing to better teamwork and increased efficiency.
The availability of comprehensive and up-to-date customer-related data enables CRM-owning companies to make consistent operational and strategic decisions in order to meet their established business goals.