Services
SERVICES
SOLUTIONS
TECHNOLOGIES
Industries
Insights
TRENDING TOPICS
INDUSTRY-RELATED TOPICS
OUR EXPERTS
We provide advisory support across your CRM project lifecycle to help you overcome potential roadblocks and maximize technology ROI.
Our team helps you implement a scalable, high-performing CRM solution, making sure it seamlessly integrates into your business infrastructure and brings the expected value.
We build custom CRM software with features and modules fully tailored to your unique requirements or customize popular CRM platforms to extend their off-the-shelf capabilities, aligning them with your business goals and workflows.
We connect your CRM with other systems and third-party services, such as ERP, marketing automation software, and social media platforms, to facilitate data exchange and coordination across different departments.
Our specialists transfer data and workflows from your legacy CRM software to a new solution, making sure to prevent data loss and business process disruptions. We can also migrate your CRM from an on-premises environment to the cloud to achieve superior scalability and accessibility.
Itransition’s support team helps you keep your customer relationship management system fully functional and up-to-date in the long run, quickly solving emerging issues or enhancing it in line with new tech trends and business needs.
Our team builds CRM solutions on top of leading platforms like Salesforce, Microsoft Dynamics 365, and Odoo, adapting their off-the-shelf functionality to your customer relationship management needs.
A certified Salesforce Partner listed among Top Salesforce Consulting Companies by Clutch, Itransition can help you implement Sales Cloud, Service Cloud, Marketing Cloud, Agentforce and other products of this market-leading CRM platform.
As a Microsoft Partner since 2008, Itransition provides businesses with comprehensive CRM solutions built on top of Dynamics 365, as well as cost-effective lightweight CRM tools based on Power Apps and Power Automate.
As an Odoo Partner for more than 5 years, Itransition delivers business applications powered by this CRM and ERP platform, choosing between its open-source and licensed versions according to your needs.
Their Salesforce engineers, business analysts, and admins have consistently delivered high-quality work that has significantly contributed to the success of our projects. What we value most is how well Itransition's team integrates with ours to deliver solutions that meet our business needs. The level of expertise and professionalism Itransition's team brings ensures we can deliver on our commitments, even under tight deadlines.
Increase lead generation and conversion by enabling accurate audience segmentation and targeted marketing campaigns through advanced marketing automation.
Foster lead acquisition and increase sales via omnichannel lead information capture, AI-based lead ranking and prioritization, and lead routing to suitable sales agents.
Engage and assist clients more effectively by consolidating and accessing key contact information, including their personal details and customer interaction histories.
Boost sales teams’ performance and cut operational costs with features for task planning, sales pipeline tracking, sales process automation, and omnichannel customer communication.
Reduce your administrative burden by automatically generating, sharing, and storing legal and financial documents, such as contracts, quotes, or invoices.
Provide customers with timely assistance and improve their satisfaction with functionality such as automated case routing, customer service chatbots, and self-service portals.
Optimize your CRM strategies and operations through analytics features like sentiment analysis, sales forecasting, and real-time KPI tracking.
Drawing on deep expertise in 20+ verticals, we deliver CRM software tailored to your industry-specific business processes and target audience.
Engage your customers with personalized offers and promotions across touchpoints, manage successful loyalty programs, and streamline service tasks like refund or exchange processing.
Personalize buying journeys with product recommendations based on customer behavior and automate time-consuming tasks such as order entry, invoicing, and returns management.
Collect customer data to facilitate KYC operations and provide each client with financial product and service recommendations based on their preferences, including investment goals and spending habits.
Facilitate access to health care with appointment booking through patient portals, deliver personalized customer service based on 360-degree patient data, and boost patient engagement with automated appointment reminders.
Match potential customers with suitable properties based on their needs and automate visit scheduling, property maintenance planning, and other clerical tasks.
Provide insurance product recommendations tailored to each client’s requirements and risk profile and automate policy administration and claims management tasks, such as renewals and coverage verification.
Make accurate sales predictions to optimize production plans and streamline administrative operations, such as sales agreement management, warranty management, and rebate management.
Provide personalized vehicle recommendations based on client requirements, automate test drive scheduling and other sales tasks, and identify cross-selling opportunities like car servicing.
Streamline order summary creation, provide clients with timely order status updates, and facilitate freight claims resolution though automated routing, escalation, and settlement.
Create personalized learning journeys based on students’ educational goals and automate applicant enrollment, tuition management, and other back-office operations.
Provide individual customers with tailored telecom plan recommendations based on service usage and other details, automate contract creation, renewal, and billing, and offer real-time, 24/7 technical support.
Strengthen donor relationships with individual engagement plans, provide program recipients with personalized assistance, and monitor fundraising KPIs to optimize your campaigns.
10+ years providing CRM services and solutions
100+ successful CRM projects
In-house CRM and Salesforce Centers of Excellence
Strategic partnerships with Salesforce, Microsoft, and Odoo
Quality and information security management compliant with ISO 9001 and ISO 27001
Discovery
Design
Planning
Development
Rollout
Support
With Itransition’s help, companies can expect the following improvements and payoffs from their CRM initiatives:
by consolidating data scattered across multiple systems and spreadsheets into a unified solution
through the automation of clerical processes, from data entry to document generation
through effective ad targeting, omnichannel customer engagement, and sales process automation
via personalized buying journeys, real-time customer assistance, and faster case resolution
within teams and across departments thanks to more effective task management and easier customer data sharing
Off-the-shelf CRM solutions typically come with a monthly, per-user fee and offer tiered pricing plans, with
each offering including different feature sets. The average cost of CRM plans ranges from $9 to $300 per user.
This includes both basic pricing plans for small businesses and startups, as well as more advanced,
feature-rich options suitable for large enterprises.
In addition to recurring fees, companies
considering CRM adoption should factor in the cost of the implementation itself. An average budget for
outsourcing CRM implementation starts at $20,000 and depends on the project scope and complexity, the skills
required, and the location of the hired team.
If you opt for developing a custom CRM system, the
cost will vary greatly depending on the functional scope, integrations, and hosting environment and will start
at $50,000.
Basic CRM platform implementation can take anywhere from 6 weeks to 4 months, while more complex projects with unique requirements typically take longer. The project’s timeline depends on multiple factors, such as:
Whether you're a large company or a startup, a CRM solution is essential for selling products, providing
services, or communicating with customers more efficiently. By storing customer profiles in one place and
keeping them easily accessible, CRM helps you make data-driven decisions, streamline sales and marketing
workflows, and ensure customer retention.
Stakeholders at smaller companies can consider CRM an
unnecessary expense. However, with the current abundance of affordable CRM offerings with per-user pricing,
startups and small businesses don't have to spend a fortune to find a suitable solution.
By outsourcing CRM services to an experienced provider, companies can tap into expertise their in-house IT teams don't always possess, resulting in a smoother implementation and a more effective solution. An outsourced CRM team can also complete the CRM project more quickly, mitigate potential risks and emerging issues, and thus reduce implementation costs. Finally, a third-party IT team also scales easily on demand, especially when the provider has many CRM specialists on board. Therefore, if the scope of the project changes or you need post-implementation support, you can quickly renegotiate the team composition.
CRM software can be classified into three categories based on their focus and capabilities:
When planning CRM implementation, companies should decide between these key options for their future solutions:
Platform-based CRM | Custom CRM | |
|---|---|---|
| Off-the-shelf CRM tools licensed by a vendor and offering a set number of pre-built features. | CRM solutions built from scratch by in-house developers or an outsourced team. | |
Advantages |
|
|
Limitations |
|
|
The hosting model you choose for your CRM solution will have both technical and business implications.
Cloud-based CRM | On-premises CRM | |
|---|---|---|
| CRM software hosted in the cloud and usually provided by vendors as a SaaS (Software-as-a-service) solution. | CRM tools hosted on a company’s local servers or on individual devices. | |
Advantages |
|
|
Limitations |
|
|
Insights
Discover enterprise CRM’s distinctive elements, key features, and benefits, along with popular off-the-shelf platforms and selection guidelines.
Service
Itransition builds Salesforce apps, AppExchange products, customizations, and integrations that bring functional improvements and resonate with end-users.
Insights
Explore the major use cases, real-life examples, and implementation best practices of AI in CRM, along with the top AI-powered platforms on the market.
Case study
Learn how Itransition implemented a Salesforce-based CRM platform, realizing the majority of functionality by configuring out-of-the-box features.
Insights
Explore the differences between the capabilities and pricing of Microsoft Dynamics and Salesforce to select the right CRM platform for your needs.
Case study
We helped the customer replace their legacy CRM solution with the Dynamics 365-based one, improving operational efficiency and user experience and saving costs.
Services
Platforms
Insights