Salesforce

Services

With certified Salesforce consultants, developers and admins on board, Itransition helps you get the maximum return on your Salesforce investment. We implement and configure out-of-the-box Salesforce functionality or create custom Salesforce-based applications for different units and roles to automate business processes across entire companies. We design and develop custom workflows for routine activities and integrate Salesforce with other software solutions, while ensuring ongoing support and further improvements.

Implementation

We analyze requirements and configure Salesforce to map its capabilities to the defined goals, including design of rules and processes, data preparation and migration, integration with existing solutions, and more.

Customization

We tailor and expand Salesforce functionality with Apex, Lighting, Visualforce and other tools developing custom modules, workflows, rules, add-ons and applications, when out-of-the-box functionality can’t do the job.

Integration

We integrate Salesforce with other data and solutions, including ERP, accounting, marketing and call center tools. We develop custom integration modules, use built-in or third-party APIs, or tune apps from AppExchange.

Support

We deliver ongoing support and improvements, including system monitoring, issue resolution, migration, upgrades and user assistance to resolve performance issues, minimize system downtimes and improve user adoption.

Machine Learning Solutions

Sales Support

  • Lead, contact, opportunity management
  • Lead-specific milestones
  • Visualized sales pipeline
  • Anomaly detection
  • Communication plans

Experience Management

  • Omnichannel experience
  • Voice of the customer
  • Loyalty management
  • Personalized content delivery
  • Self-service options

Marketing Automation

  • Cross-channel campaigns
  • Marketing asset management
  • Customer journey analytics
  • Content management

Omnichannel commerce

  • Order management
  • Product information management
  • Customer care
  • Single view of the customer

Salesforce Solutions

Salesforce-based business process automation

We offer end-to-end implementation of Salesforce solutions tailored to your needs and business requirements with individually configured workflows, extended custom functionality and automated processes.

  • Analysis of internal processes and business goals
  • Mapping of the processes to Salesforce functionality, definition of features to introduce
  • Salesforce setup, configuration and customization
  • Creation of workflows, templates, reports and dashboards with built-in and custom modules
  • Building of architecture for data processing
  • Data migration, including cleansing, de-duplication standardization and import
  • Quality assurance

Existing Salesforce solution optimization

In case you have a Salesforce solution already implemented, we help you take the most out of its capabilities and maximize value configuring and customizing existing built-in and custom functionality.

  • Review of the processes and tailored objects to identify disconnects and opportunities
  • Technical audit to define architecture errors
  • Solution optimization based on the performed audit
  • Development of custom features and objects with Apex or third-party integrations
  • Generation of custom dashboards and reports
  • Implementation of recommended apps from the AppExchange

Platform-based development

We build and deploy custom web and mobile applications using Apex code, Visualforce library, Heroku, Lighting Platform tools and services to extend your CRM with extra functionality, transform customer experience and configure custom workflows.

  • Development of custom workflows and dashboards
  • Integration with Salesforce and external data sources using built-in and third-party APIs
  • Application development with custom business logic using Apex code
  • Creation of custom user interfaces with Visualforce and JavaScript frameworks
  • Development and deployment of custom applications in any coding language with Heroku
  • Bi-directional synchronization of external systems with the existing Salesforce data

Development approach

With solid experience in software development, including expertise with solutions based on enterprise platforms, we bring best development practices into Salesforce implementation, configuration and customization services:

  • Continuous integration & delivery
  • Continuous code review and QA
  • Unit test coverage
  • Established development processes