Salesforce consulting

Salesforce consulting

Our Salesforce consulting services

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.

Salesforce consulting

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.

Salesforce health check

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.

Migration to Salesforce

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.

Customization & integration consulting

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.

User adoption and support

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.

Get in touch with our certified team

to discuss Salesforce consulting services you need.

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Unlock Salesforce capabilities with Itransition

Our Salesforce consulting team helps B2C and B2B companies to scale with Salesforce by unlocking the following capabilities of the platform:

Sales management

Lead, contact, and opportunity management

Milestones per lead

Sales pipeline visualization

Anomaly detection

Sentiment analysis

Customer service automation

Channel-agnostic customer care

AI voice assistants

Loyalty management

Service personalization

Self-service options

Marketing automation

Automated customer data collection

Cross-channel campaigns

Marketing asset management

Customer journey analytics

Content personalization

Omnichannel commerce

A single view of the customer

Order management

Product information consolidation

Personalized campaigns

AI-powered recommendations

Related solutions by industry

Salesforce for real estate

Itransition builds Salesforce-based CRMs for all-round management of residential and commercial properties.

Healthcare CRM

Itransition delivers custom healthcare CRMs for digitizing patient management and delivering personalized care.

Digital commerce

Itransition develops integrated ecommerce solutions, from marketplaces to trade portals, for B2B/B2C business models.

Banking CRM

Itransition implements Salesforce as a banking CRM platform for retail and corporate financial institutions.

Why you need a Salesforce consulting partner

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:

Business process automation

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:

  • Analyzing internal processes
  • Identifying functional gaps
  • Mapping processes and features to the Salesforce infrastructure
  • Creating flows, rule-based workflows, automated action triggers, and reports
  • Building a data processing architecture
  • Cleaning, de-duplicating, unifying and migrating data
  • Developing a user onboarding program

Make an experienced Salesforce consulting partner a part of your project.

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Our Salesforce product expertise

We have accumulated in-depth expertise in implementing and fine-tuning the following Salesforce products: