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CRM consulting:
our services, portfolio & industry expertise
About Itransition
10+ years delivering CRM services and solutions
100+ successful CRM projects
Partnerships with Salesforce and Odoo
Certified Microsoft Solutions Partner
Established CRM and Salesforce Centers of Excellence
Included in the Top Salesforce Consulting Companies by Clutch
Clients from small businesses and startups to Fortune 500 corporations
Our CRM consulting services
CRM implementation consulting
We supervise CRM implementation projects end-to-end to help companies overcome potential roadblocks, ensure faster software delivery, and streamline the solution’s adoption. Our experts oversee business needs analysis, solution design, technology selection, custom CRM development or CRM platform customization and configuration, and solution launch, ensuring the project is executed as intended and providing guidance to the team when necessary.
CRM modernization advisory
Itransition's consultants help companies revamp their legacy CRM solutions to address performance, security, and usability issues as well as high maintenance costs. We audit the existing CRM system to identify inefficiencies and potential areas for improvement and recommend possible changes and then create a suitable modernization strategy and support companies along its implementation.
CRM integration consulting
We provide expert guidance to connect CRM solutions to ERP software, HR systems, and other corporate software or third-party services, ensuring seamless exchange and consolidation of business data. We help define a suitable integration approach that aligns with the company’s data governance practices and ensure the security of the integration solution by advising robust protection measures.
CRM migration assistance
Our consulting team orchestrates the transfer of data assets and workflows from legacy CRM to a new system. We make sure to prevent CRM data loss and minimize business process disruptions and security risks through accurate migration planning, backup strategy creation, and change management strategy definition.
Amplify the value of your CRM solution with Itransition’s guidance
Our CRM platforms expertise
Our consultants help implement scalable CRM solutions built on top of platforms from major CRM vendors, recommending the best CRM tools for your needs based on their capabilities and pricing models. We also assist with configuring and customizing the selected platform’s functionality to align with your unique workflows and ensure an improved user experience.
As a certified Salesforce partner, Itransition guides companies through the implementation or improvement of a Salesforce platform-based solution, ensuring it’s full alignment with the company’s business- and industry-specific needs and high user adoption.
Itransition shares its expertise as an Odoo Silver partner to help companies make the most of the extensive CRM capabilities in this highly flexible business suite, both in its open-source (Odoo Community) and licensed (Odoo Enterprise) versions.
Salesforce audit for an EDI solution provider
A UK-based EDI solution provider turned to Itransition to audit its Salesforce-based CRM, ensure seamless integration with other tools, and help address data quality issues, including duplicate and obsolete records. Our experts suggested multiple improvements, such as the automation of field filling with client information and data synchronization with other services.
+18%
closed deals
Dynamics 365 solution for a special equipment dealer
A special equipment provider partnered with Itransition to replace improvised tools they used for sales and reporting management, such as Excel, with a unified CRM solution. Based on in-depth analysis of the company’s business needs and processes, our consultants recommended the adoption of Dynamics 365 Sales, assisted with solution setup, performing necessary configurations and customizations, and conducted training sessions for faster user adoption.
+50%
generated opportunities
Salesforce implementation for a construction firm
We helped a UK-based supplier of construction products improve its Salesforce solution through multiple configurations and customizations. These included automating appointment notifications and client assignment to different territories, along with delivering custom charts for improved sales performance metrics tracking.
25,000+
main and custom records migrated
Salesforce migration for nonprofit
We helped a US-based nonprofit organization migrate its client and case management workflows and data from a legacy system to a new CRM solution based on Salesforce. Our team created a project roadmap, performed accurate data analysis, assisted with data transformation, cleansing, and migration, and conducted validation checks to ensure data integrity.
Power Apps CRM for an engineering consulting company
A US-based consulting firm focusing on construction management teamed up with Itransition to replace its legacy CRM with a Microsoft-based system. Instead of building the solution on top of Dynamics 365, our experts set up a lightweight CRM with Power Apps to minimize licensing costs, while still providing the client with rich data search and visualization functionality.
CRM consulting across industries
With experience across 20+ verticals, we can effectively handle any CRM project and help our clients achieve significant improvements in handling customer relationships.
Retail & ecommerce
We help retailers effectively gather sales and customer data from multiple touchpoints and deliver personalized shopping experiences tailored to each client’s specific needs.
Banking & financial services
Our consultants enable banks and financial organizations to collect account data or other relevant information and deliver services matching customer interests and spending habits.
Healthcare
We enable healthcare service providers to perform accurate patient profiling, effective appointment and referral management, and patient engagement monitoring.
Real estate
Our team helps you enhance listing and lead management while automating property visits and field service scheduling.
Insurance
Itransition helps insurance companies benefit from advanced capabilities for lead and opportunity tracking, policy and claims management, and sales analytics.
Manufacturing
Our specialists enable businesses to manage quotes, sales agreements, and warranties and collaborate with supply chain partners more effectively.
Automotive
Itransition enables car manufacturers and dealers to run targeted marketing campaigns, schedule test drives and maintenance services, and identify up-selling and cross-selling opportunities.
Logistics
Itransition’s CRM experts help logistics companies streamline order fulfillment, consolidate order details and shipping information for easier tracking, and provide customers with timely status updates and support in case of delivery delays.
Education
We help educational institutions and eLearning service providers enable marketing personalization, automated admission and enrollment, and tuition payment monitoring.
Telecom
Our experts help telecom service providers manage contracts and subscriptions, offer personalized plans, and deliver 24/7 technical support.
Nonprofit
Itransition helps nonprofit organizations optimize their fundraising campaigns, nurture donor relationships through individual action plans, and deliver personalized care to program participants.
Itransition’s CRM consulting roadmap
1
Discovery
-
Business needs elicitation from stakeholders and CRM strategy definition
- Audit of the company’s CRM-related business processes and software solutions
- Outline of the CRM solution’s functional and non-functional requirements
2
Design
- Usage scenario definition and user journey mapping
- Assistance with UX/UI and architecture design
- Tech stack and CRM platform selection
- Outline of necessary configurations, customizations, and integrations
3
Planning
- Defining project scope, budget, methodology, and team composition
- Project roadmapping, including stages, iterations, and deliverables
- Risk management strategy outline
4
Development & rollout
- Depending on the type of project, supervising platform configuration and customization, custom CRM development, software integration, or CRM migration
- Assistance with CRM rollout
5
Support
- End-user training and onboarding with manuals, demos, and tutorials
- Outline of potential functional upgrades and other modernization options
Looking for a reliable CRM consulting partner?
Why work with Itransition’s CRM consultants
Holistic expertise
We have a decade of experience in CRM development and consulting, expertise across multiple tech domains, and 10+ industry-specific Centers of Excellence. This enables us to understand the unique needs, pain points, and challenges of each industry and help companies design effective CRM solutions to address them.
Faster delivery
Having extensive experience with multiple Agile development methodologies, including Scrum or Kanban for small teams and SoS or LeSS for large ones, Itransition’s consultants can help you select and apply the right project management framework to streamline CRM software delivery.
Focus on compliance
We make sure that your CRM solution handles sensitive information in full compliance with relevant data management regulations, including GDPR, HIPAA, and PCI DSS. For instance, we can help you select and set up suitable cybersecurity mechanisms, such as data encryption and access controls.
FAQs
CRM consultants help companies to ensure the success of various CRM initiatives, be it implementing custom or platform-based CRM software, modernizing an existing solution, or migrating from a legacy system to a more advanced one. They can assist with technology consulting, CRM solution conceptualization, project budgeting, roadmapping, and supervision, and CRM evolution planning.
Here are key selection factors to select suitable IT consulting businesses for your CRM project:
- Experience with similar CRM projects
such as platform customization or data migration consulting - Industry expertise
with a proven track record of working with businesses in your specific sector - Technical proficiency and certifications
including CRM consulting team members’ in-depth knowledge of major SaaS CRM platforms - A convenient pricing model
such as time & materials or fixed project cost
When properly implemented with the help of experienced consultants, a powerful and user-friendly CRM solution can help you enhance your marketing, service, and sales processes and strengthen client relationships through effective engagement and timely assistance.
- Accurate contact management
Consolidation of customer, prospect, and partner information from various web and mobile app touchpoints, including personal details, business-specific data, and communication history, into a centralized repository. - Effective lead management
Segmentation of leads, prioritization of high-value ones, and their engagement with personalized offers and follow-ups generated via marketing automation tools to boost lead generation and conversion. - Improved sales pipeline management
Tracking prospects and customers as they progress through the sales funnel and coordinating sales activities through effective task management to boost sales team productivity. - Efficient document management
Automated generation, sending, and storing of contracts, quotes, invoices, or other documents. - Responsive customer support
Automation of service tasks like case intake, assignment to support agents, and escalation for faster resolution. - Advanced analytics & reporting
CRM strategies optimization with the help of analytical features like customer profitability analysis, sales forecasting, and KPI dashboards.
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