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 and product expertise
Salesforce services encompass consulting, implementation, customization, integration with third parties, support, and other activities to help companies reap maximum benefits from Salesforce CRM. Itransition’s certified architects, consultants, developers and admins can provide a full range of professional Salesforce services.
Why choose Itransition
10+ years of experience with Salesforce professional services
25+ years in IT consulting and software development
In-house Salesforce Center of Excellence
98 Salesforce certifications
Sales Cloud, Service Cloud, Marketing Cloud, CPQ 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 customized KPI charts and reporting and automated some workflows in a Salesforce-based solution for a construction products supplier.
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 customized KPI charts and reporting and automated some workflows in a Salesforce-based solution for a construction products supplier.
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 customized KPI charts and reporting and automated some workflows in a Salesforce-based solution for a construction products supplier.
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.
Within our Salesforce consulting services, we help companies select a Salesforce edition and features and advise on suitable integration, configuration, optimization or customization options for existing Salesforce CRM. We can also conduct an audit of your Salesforce system, diagnosing existing or potential issues.
We perform Salesforce implementation into your corporate cloud 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 a cloud-based Salesforce CRM. We clean and migrate your data, map your workflows on the Salesforce platform, cut redundant features, and add new relevant functions.
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 developers automate business processes and 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 cover.
We set up a seamless data flow between your Salesforce and any other system, like ERP, accounting, marketing, document management, and customer service tools through existing APIs, solutions from AppExchange, or custom-built modules.
We render professional Salesforce CRM support and maintenance services. Our team can perform routine administrative tasks like user management, data migration and manipulation, etc., conduct health checks, resolve emerging performance issues, assist in user adoption, and deliver required updates and on-demand improvements.
Hire a certified Salesforce professional services provider for your project
Salesforce products we work with
We have in-depth expertise in the implementation and fine-tuning of the following Salesforce products to drive our customers’ digital transformations:
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
A marketing automation tool helps automate engagement across channels and social media, gather and analyze customer communication data, and personalize customer interactions in real time.
Community 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.
B2C Commerce
Targeted at B2C retailers, this Salesforce product has features for marketing and merchandising management, conversion optimization, and AI-powered shopping experience personalization.
CPQ Salesforce
Configure, Price, Quote (CPQ) sales tool helps sales agents to provide accurate pricing for various product configurations, including quantities, discounts, and optional features.
Salesforce Einstein
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
Planning
Project planning
Kick-off meetings
Tool selection
Team setup
2
Discovery
Project goals setting
Requirements analysis
3
Design
Preliminary prototype creation
Approach testing
4
Building
OOTB features setup
Custom development
Integrations
5
Validation
User acceptance testing
User training
6
Roll-out
Delivery
Data migration
7
Support
User adoption
On-demand support and maintenance
Our industry experience with Salesforce CRM
Itransition can customize and deliver Salesforce CRM for various industry-specific use cases, setting up ecosystems that fully cover the unique needs of your business.
Retail and ecommerce
We provide Salesforce Sales and other solutions 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.
Banking
We implement Salesforce-based banking CRMs that aid financial institutions with mapping customer journeys and communication, analyzing customer behavior, and tailoring products and services accordingly.
Insurance
We deliver an 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 can 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 a 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
FAQ about Salesforce services
Is Salesforce suitable for small businesses?
Although Salesforce is implemented mainly by mid-size and large companies, it can prove beneficial and affordable for small businesses as well. Salesforce automation tools can help get a small company off the ground, improving marketing and customer experience, while flexible pricing and dedicated small business plans make the upfront costs manageable.
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.
What ROI can we expect from Salesforce implementation?
Having implemented Salesforce, companies typically see increases in revenue and sales agents’ productivity, improved customer satisfaction, and accelerated decision-making. Learn more in our customers’ Salesforce success stories.
Service
CRM services and solutions
Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.
Insights
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How Itransition uses SharePoint as a document library for Salesforce
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