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.
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.
Related services
Customer experience management
Itransition develops custom CX solutions that streamline multi-source data collection, customer journey orchestration, personalized engagement, and omnichannel customer support.
Business process management
Itransition builds BPM solutions for automating business workflows, managing resources and digital assets, mining and analyzing data, and creating connected environments.
Enterprise application integration
Itransition delivers integration solutions for connecting data sources across corporate platforms, legacy systems, social networks, IoT endpoints, and more.
Smart teams
Itransition assigns dedicated development teams for end-to-end projects and augments customers’ teams with high-profile specialists.
Our Salesforce product expertise
We have accumulated in-depth expertise in implementing and fine-tuning the following Salesforce products:
Case study
Salesforce development for a construction company
Find out how Itransition optimized a Salesforce-based system for a construction company and boosted the system usage by 30%.
Case study
Salesforce CRM for a US insurance buyout agency
Learn how Itransition’s customized Salesforce CRM has brought a US insurance buyout agency 54% more leads.
Case study
Salesforce CRM implementation
Learn about Salesforce CRM implementation that helped a large real estate company increase their sales by 15% and shorten their sales cycle by 10%.
Blog
Salesforce adoption: 6 tactics to approach it
Supercharge your Salesforce adoption with our six best practices and help your employees leverage the platform to th