Sales Cloud
We advise you on the implementation and setup of Salesforce Sales Cloud solutions and help make your sales management workflows easy to maintain and scale.
Salesforce consulting services
About Itransition
Salesforce Partner since 2019
10+ years providing Salesforce consulting and implementation services
25+ years in IT consulting and software development
Established Salesforce Center of Excellence
110 Salesforce certifications
Expertise in Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and other Salesforce products
Included in Top Salesforce Consulting Companies by Clutch
Our Salesforce consulting services
Our experienced Salesforce consultants can guide you through a wide range of implementation and improvement tasks.
Implementation consulting
Our consultants support you through all the stages of Salesforce implementation, helping you define goals for the project, define its timeframe and budget, allocate project resources, and oversee the overall implementation process.
Product selection
Our team analyzes your requirements, business processes, limitations, and pain points, interviews future users to learn their needs and expectations, and based on this recommends the right Salesforce solution and edition for your customer relationship management needs while making sure you don’t overpay for unnecessary features.
Modernization advisory
Our certified Salesforce consultants can recommend appropriate improvement strategies for your existing Salesforce solution. Drawing on your emerging business needs and user difficulties, we will suggest a configuration, customization or integration strategy to expand Salesforce functionality and improve its efficiency.
We ensure a smooth and error-free data transfer from legacy data sources to your Salesforce solution with minimal interruptions to critical working processes, providing expert guidance at all the stages from migration planning and data preparation to its validation after the transfer.
Adoption consultancy
Our team of consultants helps you adopt a new Salesforce solution and incorporate it into your daily operations, assisting with key business and technical aspects such as user onboarding, change management, and CRM data governance.
Looking for a trusted Salesforce consulting services provider?
Client spotlight
100% visibility
into sales KPIs
Salesforce optimization
We helped optimize sales workflows in a legacy Salesforce system with the help of targeted customizations, process automation, and reporting improvement.
Optimized
CRM configuration and integrations
Salesforce CRM audit
We conducted a Salesforce audit for an EDI solutions provider, conducting stakeholder interviews and evaluating current workflows. Our Salesforce experts also introduced automation rules to simplify tasks and data processes.
Our customers say
We have been working with Itransition as our software QA and development vendor for around the decade, and they have been dealing with our core products. So, when we faced the challenges related to our Salesforce stream (solution integration and delivery, new feature adoption, effective usage of Salesforce out-of-the-box functionality, etc.), turning to Itransition was an obvious choice. They have been a long-term Salesforce Consulting partner and their Salesforce expertise is truly remarkable. Moreover, with solid experience in software development, they bring best practices and proven approaches to project delivery and management into Salesforce-based projects.
Salesforce products we work with
We provide consulting services for all the main Salesforce solutions, helping companies achieve long-term success with their use.
Sales Cloud
Service Cloud
Marketing Cloud
Experience Cloud
Commerce Cloud
Salesforce CPQ
Salesforce Einstein
Health Cloud
Nonprofit Cloud
Service Cloud
We help to turn your new or legacy Service Cloud solutions into an omnichannel customer experience platform and empower your support agents with automated workflows and useful tools.
Marketing Cloud
Our team helps you implement a CRM solution based on Salesforce Marketing Cloud to launch successful marketing campaigns and ensure efficient customer communication.
Experience Cloud
We help you create an Experience Cloud-based hub for customers, partners, or employees, suggesting a suitable design to effectively serve and engage your target audience.
Commerce Cloud
We provide a roadmap for configuring Salesforce Commerce Cloud in line with your business requirements and workflows.
Salesforce CPQ
Itransition’s experts guide you through Salesforce CPQ implementation and optimization, fully aligning the solution with your sales managers’ needs and established workflows.
Salesforce Einstein
We advise you on how to implement Salesforce Einstein’s AI capabilities for your sales or marketing business case and make sure it delivers expected results.
Health Cloud
Our consultants help your organization make the most of Health Cloud’s industry-specific capabilities to streamline clinical workflows and provide better patient care.
Nonprofit Cloud
We help you adopt a Nonprofit Cloud solution to enhance your fundraising initiatives and strengthen relationships with donors and program participants.
Our industry expertise
Itransition’s consultants guide you through the implementation of industry-oriented Salesforce Clouds or help you configure and customize generic Salesforce products according to your sector-specific needs.
Retail & ecommerceInsuranceReal estateManufacturingEducation
Professional services
Banking & financial servicesHealthcareConstructionAutomotive
Nonprofit
Why choose Itransition as your Salesforce consulting partner
Holistic Salesforce expertise
We hold the status of Salesforce Partner, which proves our deep knowledge of the platform and our experience with Salesforce-related projects.
Commitment to quality
As an ISO 9001-certified company, we ensure high software engineering standards in line with the quality requirements of clients and regulatory bodies for maximum customer satisfaction.
Focus on security
We have an ISO 27001-compliant information security management system to protect your Salesforce project’s development environment and any data assets involved.
Flexible collaboration
We offer multiple engagement models to fully meet your project needs, including full project outsourcing, a dedicated team, and staff augmentation.
Global service reach
With a network of offices across the Americas, Europe, and Asia, we cover all time zones to ensure seamless collaboration and maximum productivity.
Streamlined solution delivery
Proficient in Agile methodologies from Scrum and Kanban to SoS and LeSS, our consultants select the framework that best suits your project requirements.
How our Salesforce consultants can help
Hiring a certified Salesforce consulting and implementation partner like Itransition can bring your company a range of tangible advantages:
Increase Salesforce ROI
Our consultants help companies make the most out of their Salesforce products, seeing tangible improvements in performance faster and receiving greater returns on Salesforce investment.
Provide an unbiased opinion
Salesforce consultants can provide companies a professional outside view on their platform, its issues, and missed opportunities, assess business processes and user feedback, and give expert advice to help you achieve your goals.
Suggest more effective actions
Armed with vast experience and best practices, our Salesforce consultants will work out a strategy for their client’s specific case or objective, allowing them to save time and resources by fixing critical errors and streamlining operation processes.
Accelerate business growth
Itransition’s Salesforce consultants will draw on the client’s specific sales, marketing or customer service business goals and take necessary measures to ensure the Salesforce platform is instrumental in attaining them exactly.
Drive digital transformation with a Salesforce solution by Itransition
More Salesforce services from Itransition
Salesforce customization
If you are looking to step up Salesforce’s capabilities without majorly overhauling the system, we can modify objects, fields, user permissions, and other aspects using out-of-the-box tools or declarative automation instruments.
Salesforce integration
We provide integration services to help companies connect their Salesforce CRM to third-party software or other products within the Salesforce ecosystem (Pardot, Tableau, Slack, etc.) via custom APIs or Mulesoft’s pre-built connectors. This enables organizations to access customer data and other relevant information through a unified solution.
Salesforce development
We develop Salesforce Platform-based custom apps, mobile apps, AppExchange solutions, and integrations to complement Salesforce's off-the-shelf functionality with additional capabilities tailored to the needs of your company and end-users.
Salesforce support
We provide ongoing support, maintenance, and other managed services, helping companies perform admin tasks and regular health checks, resolve arising issues, and deliver timely system updates and enhancements.
FAQs about Salesforce consulting
What do Salesforce consultants do?
Salesforce consultants help companies achieve business objectives by choosing and implementing suitable Salesforce products or advising on the optimization of their existing platform.
How to choose the best Salesforce consulting firm?
To select a suitable consulting partner for your Salesforce journey, consider the following aspects:
- The years of Salesforce experience
- Skills and area of expertise
- The number of certifications
- Successful projects in your industry
- Longtime presence in the IT services market
- Customer reviews
- Pricing and engagement model
How much does it cost to hire certified Salesforce consultants?
The cost of Salesforce consulting services depends considerably on the engagement model, the scope and complexity of work, and the consultants’ location. Reach out to Itransition to get a rough estimate for your project.
Service
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