Salesforce is a robust CRM platform consisting of products for B2B and B2C sales, marketing, and customer support, as well as AI tools for in-depth insights generation and workflow automation.
CRM services and solutions
About Itransition
25+ years in IT consulting and software development
10+ years delivering CRM solutions
In-house Salesforce Center of Excellence
98 Salesforce certifications
Client spotlight
+15%
conversion rates
Salesforce CRM implementation
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.
+54%
leads growth
Salesforce CRM for an insurance buyout company
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.
+100%
visibility into sales KPIs
Salesforce optimization for a construction company
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
All-in-one place storage
for business data
A BPM solution for medical staffing services
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.
A detailed document
with improvement suggestions
Salesforce audit for an EDI company
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.
+15%
conversion rates
Salesforce CRM implementation
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.
+54%
leads growth
Salesforce CRM for an insurance buyout company
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.
+100%
visibility into sales KPIs
Salesforce optimization for a construction company
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
All-in-one place storage
for business data
A BPM solution for medical staffing services
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.
A detailed document
with improvement suggestions
Salesforce audit for an EDI company
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.
+15%
conversion rates
Salesforce CRM implementation
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.
+54%
leads growth
Salesforce CRM for an insurance buyout company
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.
+100%
visibility into sales KPIs
Salesforce optimization for a construction company
Our team customized and automated certain vital workflows and improved KPI tracking and reporting with custom metrics and dashboards, transforming sales reps’ workflows.
All-in-one place storage
for business data
A BPM solution for medical staffing services
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.
A detailed document
with improvement suggestions
Salesforce audit for an EDI company
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.
Full range of our CRM services
Consulting
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.
- Solution selection
- Custom CRM development advisory
- Implementation consulting
- Modernization advisory
- Migration assistance
- Health audit and assistance with issue resolution
Implementation
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.
- Deployment to the selected environment
- CRM configuration and customization
- Data migration
- Integration with business software and third-party tools
- User training and support
Development
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.
- Requirements gathering and analysis
- Project’s tech stack and timeline definition
- Solution design and architecture creation
- Database design and development
- CRM implementation in the target environment
- Integration through APIs or custom solutions
- Testing and user acceptance
- Knowledge transfer
Integration
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.
- Integration planning and strategy creation
- API configuration or custom development
- Workflow and process integration
- Data synchronization setup
- Exception management and error handling
- Optimization of integration’s performance
Migration
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.
- Data assessment, selection, and cleansing
- Data mapping
- Target CRM preparation
- Data extraction and import to the new system
- Migration testing and validation
Testing
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.
- Testing planning
- Testing environment setup
- Data validation
- Usability testing
- Performance testing
- Security testing
- Integration testing
Support
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.
- CRM monitoring and administration
- Regular health checks
- Incident management and troubleshooting
- System maintenance and upgrades
- User training and assistance
- System evolution
Improve customer engagement with an effective CRM platform
CRM platforms we work with
Itransition is well-versed in the best CRM platforms and qualified to help companies with their implementation and support.
Key features
- Account and contact management
- Opportunity management
- Lead management
- Sales collaboration
- Omnichannel customer support
- Mobile application
- Customizable analytics dashboards
- Sales forecasting
Best for
Large enterprises or scaling companies
Pricing
Four product tiers - Essentials, Professional, Enterprise, Unlimited
Per user per month and billed annually
Industry-specific CRM solutions
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.
Key CRM features
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.
Contact management
This feature helps store all kinds of customer and lead data, including contact information, activities, and preferences, in an organized and searchable database for easy access and sharing across marketing or sales teams.
Interaction tracking
Using this functionality, sales and customer support agents can log all sorts of interactions, like emails, calls, chatbot messages, or support tickets, track interaction history, and get insights about customer engagement patterns.
Lead and opportunity management
This feature helps sales team members identify and manage viable leads across the company’s sales and communication channels and then engage with them through relevant offers and personalized communication.
Sales pipeline and forecasting
Due to this feature, companies can get an overview of their entire sales pipeline as well as the stages and statuses of each separate deal. Sales pipeline tracking is also a valuable source of sales performance analytics.
Document management
CRMs should also allow companies to gather, efficiently organize, and store documents related to customer interactions and sales processes, like proposals, contracts, invoices, or presentations, and enable easy access and sharing across the organization.
Reporting and analytics
The reporting feature is essential for processing customer, sales, and interaction data to get insights into the company’s operation, detect trends, and make data-driven decisions. Companies can also integrate artificial intelligence into their CRM to explore more complex patterns, detect hidden correlations, and get real-time insights.
CRM project roadmap
1
Planning
Kick-off meetings
Business needs analysis
Project planning
Tool and platform selection
2
Discovery
Requirements selection
Current processes documentation
Data assessment
Project goals definition
3
Design
Prototype creation
Data model design
Custom workflows creation
User experience design
4
Building
Out-of-the-box features setup
Platform configuration
Custom development
Integrations setup
5
Validation
System testing
Data validation testing
User acceptance testing
6
Rollout
Delivery to the target environment
Data migration
User training
7
Support
CRM maintenance
Updates delivery
Bug fixing
User assistance
Key CRM benefits
Companies can expect the following improvements and pay-offs from implementing a suitable CRM system.
Organized customer data
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.
Automated manual tasks
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.
Increased profits
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.
Improved customer retention
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.
Facilitated collaboration across teams
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.
Accelerate decision-making
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.
