Sales Cloud
Aimed at sales managers and reps, this solution allows users to set up a custom sales flow, manage their tasks and track performance, as well as accumulate customer information in one place.
Salesforce professional services & product expertise
Itransition provides the full scope of Salesforce services to help companies reap maximum benefits from Salesforce CRM. As a Salesforce partner, we have a team of certified architects, consultants, developers, and admins and are fully equipped to deliver and support Salesforce solutions in line with clients’ business goals.
Why choose Itransition
10+ years of hands-on experience delivering Salesforce services
Salesforce Crest (formerly Gold) partner
25+ years in IT consulting and software development
In-house Salesforce Center of Excellence
100+Â Salesforce certifications
Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and other Salesforce products expertise
Recognized among Top Salesforce Consulting Companies by Clutch
Client spotlight
+54%
lead growth
Customized Salesforce CRM
We delivered a Salesforce CRM system for an insurance buyout company fully tailored to their customer management workflows.
15%
sales conversion rate increase
Salesforce CRM for real estate
Our experts implemented Salesforce CRM for Bruntwood to automate their sales and customer management processes.
+50%
sales opportunities
Salesforce development for a construction company
We automated workflows for a construction products supplier with the help of a Salesforce-based solution and ensured its seamless synchronization with the client’s internal system.
Optimized
CRM configuration
Salesforce CRM audit
We conducted interviews with CRM users from various teams, examined the solution’s architecture and configuration, and compiled an improvement suggestions document.
+54%
lead growth
Customized Salesforce CRM
We delivered a Salesforce CRM system for an insurance buyout company fully tailored to their customer management workflows.
15%
sales conversion rate increase
Salesforce CRM for real estate
Our experts implemented Salesforce CRM for Bruntwood to automate their sales and customer management processes.
+50%
sales opportunities
Salesforce development for a construction company
We automated workflows for a construction products supplier with the help of a Salesforce-based solution and ensured its seamless synchronization with the client’s internal system.
Optimized
CRM configuration
Salesforce CRM audit
We conducted interviews with CRM users from various teams, examined the solution’s architecture and configuration, and compiled an improvement suggestions document.
+54%
lead growth
Customized Salesforce CRM
We delivered a Salesforce CRM system for an insurance buyout company fully tailored to their customer management workflows.
15%
sales conversion rate increase
Salesforce CRM for real estate
Our experts implemented Salesforce CRM for Bruntwood to automate their sales and customer management processes.
+50%
sales opportunities
Salesforce development for a construction company
We automated workflows for a construction products supplier with the help of a Salesforce-based solution and ensured its seamless synchronization with the client’s internal system.
Optimized
CRM configuration
Salesforce CRM audit
We conducted interviews with CRM users from various teams, examined the solution’s architecture and configuration, and compiled an improvement suggestions document.
Our customers say
We are highly thankful to Itransition for their excellent work - they were instrumental in delivering a solution that covered all our needs and beyond. They helped us eliminate fragmented systems, reduce manual data entry, and manage all our processes from a single point. They also performed a number of integrations,... which significantly contributed to better performance. Overall, due to solution implementation performed by Itransition and business processes automation, our sales conversion rates increased by 15%.
Our Salesforce services
Itransition has Salesforce expertise and tools to support your Salesforce strategy with a suitable service offer.
As a Salesforce consulting partner, we provide technical guidance throughout your entire project, from selecting the optimal product, designing the solution, and planning to overseeing the Salesforce implementation process and user onboarding.
We implement a tailored solution based on Salesforce into your corporate environment and carry out all the necessary configurations, data migration, workflow setup, and user training to meet your business needs.
Migration
We help you move from your legacy system to Salesforce CRM. We map your workflows to the Salesforce platform’s, remove redundant features, add new relevant functions, and clean and migrate your data.
If you want to go beyond out-of-the-box capabilities, our experts can modify objects and fields, data models, user permissions, and other platform aspects using default customization capabilities and declarative automation tools.
Our Salesforce experts create custom solutions for business logic, scheduled and batch jobs, add-ons, and packages for Salesforce using Apex, LWC, Aura, Visualforce, and other development instruments if you require modifications that Salesforce’s out-of-the-box tools can’t support.
We set up a seamless data flow between your Salesforce solution and other products from the Salesforce ecosystem like Tableau or Slack as well as third-party tools. To create secure connections, we use APIs, solutions from Salesforce AppExchange, the MuleSoft integration platform, or custom-built modules.
We perform routine Salesforce administration tasks like user management or data migration and manipulation, conduct health checks, resolve emerging performance issues, provide onboarding guidance to end-users, and deliver required updates and on-demand improvements.
Hire Salesforce-certified experts for your project
Salesforce products we work with
We have in-depth expertise in implementing and fine-tuning the following Salesforce products to help companies streamline operations across key business areas.
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
B2C Commerce
CPQ Salesforce
Salesforce Einstein
Service Cloud
Salesforce Service Cloud enables efficient omnichannel customer support through capabilities like case and field service management, self-service enablement, knowledge base, and dashboards with service data and analytics.
Marketing Cloud
The marketing automation tool helps automate customer engagement management across channels and social media, gather and analyze customer communication data, and personalize customer interactions in real time.
Experience Cloud
Using this online social platform, companies can create branded sites to facilitate communication between their customers, partners or employees and build a strong community.
Commerce Cloud
Targeted at B2C retailers, this Salesforce product has features for marketing and merchandising management, conversion optimization, and AI-powered shopping experience personalization.
Revenue Cloud
The Configure, Price, Quote (CPQ) sales tool helps sales agents to provide accurate pricing for various product configurations, including quantities, discounts, and optional features.
Salesforce AI
This AI tool integrates easily with Salesforce’s core products and delivers valuable insights about sales, marketing and customer service to help companies make smarter business decisions.
Salesforce project roadmap
1
Discovery
Business needs elicitation
Software requirements definition
2
Design
Architecture design
UX/UI design
Tech stack selection
3
Planning
Project roadmapping
Team setup
4
Development
Configuration and/or customization
Custom development
CRM integration
5
QA
End-to-end CRM testing
6
Rollout
CRM deployment to the production environment
CRM data migration
7
Support
User onboarding
On-demand support and maintenance
Our industry experience with Salesforce CRM
Itransition can customize and deliver Salesforce CRM for companies from various industries, setting up ecosystems that fully cover the unique needs of your business.
Retail & ecommerce
We implement Salesforce Sales Cloud solutions and other products for brick-and-mortar businesses and online retailers that accumulate sales, marketing, and customer data in one place and help improve customer experience and sales strategies.
Financial services
We implement Salesforce-based CRMs that aid financial services providers with mapping customer journeys and communication, analyzing customer behavior, and tailoring products and services accordingly.
Insurance
We deliver industry-specific Salesforce CRM to help insurance agencies streamline lead generation and sales, automate data collection and reporting, and improve customer loyalty through personalized communication and offers.
Healthcare
Our Salesforce healthcare CRM solutions help medical service providers harmonize patient data from various channels, automate mundane marketing processes, personalize patient communication, and attract new patients while meeting the needs of existing ones.
Real estate
We deliver Salesforce solutions for property owners, realtors and brokers to centralize lead, property, listing and tenant data, streamline lead and property management, as well as track and automate customer communication.
Manufacturing
We implement Salesforce-based CRM into a manufacturing IT environment to serve as a unified storage of customer data, assist sales agents, streamline marketing campaigns and customer support, and improve revenue management and forecasting.
Automotive
Our experts set up a customized Salesforce CRM solution to serve as a unified customer service, marketing and sales platform, helping personalize sales and buying processes and improve dealer, partner and customer communication.
Telecommunications
We help telecom companies collect and analyze customer, product, sales and service data from across the channels and streamline contract and subscription management through tailored Salesforce implementation.
Education
We deliver Salesforce CRM for K-12 schools, colleges and universities, and educational companies to facilitate personalized student communication and support and streamline student enrollment, admissions, and engagement.
Learn more about our Salesforce expertise
FAQs
Is Salesforce suitable for small businesses?
Although Salesforce is implemented mainly by mid-size and large companies, it can be beneficial and affordable for small businesses as well. Salesforce automation tools can help a small company streamline marketing workflows and strengthen customer relationships, while flexible pricing and dedicated plans for small businesses make the upfront costs manageable. Moreover, Salesforce Trailhead, the platform’s free online learning hub, provides businesses with the knowledge, resources, and access to the Trailblazer community, helping them implement and effectively use Salesforce tools.
Is Salesforce mobile-friendly?
Yes. There are Salesforce mobile apps for iOS and Android available in the App Store and Google Play, respectively. Salesforce mobile solutions enable on-the-go access to the information and features from your CRM system and can also be configured or customized.
How much does Salesforce implementation cost?
The final cost of a Salesforce project depends on various factors:
- Particular solution
- Team composition
- The complexity of customizations and integrations
- The amount of pre-migration data preparation
- User training
- Post-launch support
Salesforce adopters should also keep in mind the ongoing monthly software costs charged per user per month when evaluating their overall Salesforce investment.
What return on investment can we expect from Salesforce implementation?
Having implemented Salesforce, companies typically increase revenue, boost productivity for sales teams, improve customer satisfaction, and accelerate decision-making. To learn more about how Salesforce implementation delivers measurable business value, explore our real-world customer success stories.
Service
CRM services: our expertise & tailored solutions
Itransition provides CRM services to help you implement a tailored CRM solution or enhance an existing one, strengthen customer relationships, and drive sales.
Insights
Salesforce adoption: best practices & challenges
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Salesforce deployment best practices, key steps & useful tools
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How Itransition uses SharePoint as a document library for Salesforce
Learn how Itransition set up SharePoint to get access to the necessary CRM document flow without major platform functionality changes or additional costs.