Itransition’s team of certified Salesforce consultants, developers and admins is fully equipped to maximize return on your Salesforce investment. We have the tools and expertise apt for the task you have in mind, be it getting started on the platform, adding a new feature, or optimizing your CRM performance.
We help leverage the multi-faceted nature of Salesforce by picking the most suitable Salesforce edition, as well as its products and features for your business needs and industry requirements.
We audit your Salesforce deployment, locate security loopholes, fix identified issues, and offer automation enhancements as well as tried-and-tested methods of boosting efficiency.
We help you move from your legacy system to a cloud-based CRM. We clean and migrate your data, map your workflows to the Salesforce platform, cut on redundant features, and add new relevant functions.
We go beyond Salesforce’s OOTB features by tailoring dashboards, workflows, and apps to your needs. We also integrate data sources via pre-built and custom integration modules.
We develop post-launch and long-term platform adoption strategies, create user orientation programs, and provide ongoing support for solving technical problems and post-upgrade challenges.
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Our Salesforce consulting team helps B2C and B2B companies to scale with Salesforce by unlocking the following capabilities of the platform:
Lead, contact, and opportunity management
Milestones per lead
Sales pipeline visualization
Customer service automation
Channel-agnostic customer care
AI voice assistants
Automated customer data collection
Marketing asset management
Customer journey analytics
A single view of the customer
Product information consolidation
Itransition builds Salesforce-based CRMs for all-round management of residential and commercial properties.
Itransition delivers custom healthcare CRMs for digitizing patient management and delivering personalized care.
Itransition develops integrated ecommerce solutions, from marketplaces to trade portals, for B2B/B2C business models.
Itransition implements Salesforce as a banking CRM platform for retail and corporate financial institutions.
Positioned as a specialized Salesforce consulting company, we know how to tailor Salesforce to your business objectives and your users’ needs by expertly taking care of the following tasks:
We leverage Salesforce automation tools to free your employees of time-consuming tasks, eliminate errors, and make sure your operational processes are fully controllable and transparent for everyone involved. For this, we follow a step-by-step automation strategy:
We have accumulated in-depth expertise in implementing and fine-tuning the following Salesforce products:
Find out how Itransition optimized a Salesforce-based system for a construction company and boosted the system usage by 30%.
Learn how Itransition’s customized Salesforce CRM has brought a US insurance buyout agency 54% more leads.
Learn about Salesforce CRM implementation that helped a large real estate company increase their sales by 15% and shorten their sales cycle by 10%.
Supercharge your Salesforce adoption with our six best practices and help your employees leverage the platform to th