Customer Relationship Management

CRM delivery

We ensure that your CRM system is designed to support fine-tuned, interactive communication with customers and allows to flexibly adjust your customer policy and marketing strategy to the changing customer needs.

Itransition makes the most valuable CRM features work for your business. We offer:


Custom CRM solutions & modules development

Microsoft Dynamics CRM full-cycle implementation

SalesForce CRM integration & add-ons

Decision-making support

  • Data collection, aggregation, history tracking
  • Customer segmentation rules automation
  • Market analysis and trends tracking
  • Resource allocation management
  • OLAP Techniques implementation
  • Reporting tools configuration
  • Dashboards & Scorecards
  • Planning & Scheduling Tools
  • Task Management tools
  • Issue Tracking tools

Sales & marketing automation

  • Leads and opportunities management
  • Product management
  • Campaign management & results assessment
  • Sales administration
  • Contract and Order management
  • Sales cycle & pipeline management
  • Data flow & Knowledge management
  • Document management
  • Collaboration workspaces
  • CRM system remote and mobile access

Customer communication & servicing

  • Inquiry repositories & and processing
  • Request handling automation
  • Customer Helpdesk automation
  • Call Centers automation
  • Alerts & Notifications automation
  • Customer Access Portal
  • Integration with data transfer systems and APIs

Customer Segmentation & Policies

Itransition deploys CRM features that help you to resolve the most vital segmentation problems.


1. Define customer segment

  • Formalize and aggregate financial, legal and historical data related to a customer both from external sources and in-house data storages.
  • Automate segmentation depending on the data collected and rules applied.
  • Automate segmentation audits ensuring that new essential data affects transferring a customer to the other segment.

2. Apply customer policies

  • Switch routing, guidelines and restrictions within your processing and financial systems.
  • Automate notifications and alerts for customer-related process participants.
  • Collect feedback to improve policies & segmentation rules.

3. Manage performance

  • Visualize customer statistics per segment in order to promptly distinguish valuable and low-profit groups.
  • Check and compare related activities efficiency for different customer segments.
  • Efficiently allocate advertising, sales and customer service resources and efforts.
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The wayto success

Deep understanding of the customer's specific business requirements and skillful technical project realization are a passport to success of any CRM development project.

The result is a powerful, cost-effective, scalable and easy-to-use CRM system allowing your employees and customers to benefit from effective organization of business processes and intelligent decision making while bringing the risks of your IT investments to a minimum.

Itransition provides professional assistance at all stages of CRM implementation:

  • Research & consulting
  • Development from scratch
  • Platform customization
  • Existing solution redesign & extension
  • Deployment
  • Integration
  • User training
  • Support & Maintenance

Sales cycle acceleration

While developing a CRM solution Itransition pays special attention to optimization of existing business processes in order to accelerate all sales stages from lead generating to deal-sealing, giving you full control over the sales process.

Our CRM implementation approach empowers companies to:

  • Identify gaps and bottlenecks in their sales cycle
  • Create collaboration areas for sales, marketing, and production divisions
  • Track sales costs per customer segment and sales channels such as wholesale/retail networks, dealers and resellers, direct and phone sales, etc.

Measurable marketing

Professionally designed and implemented, the CRM system leverages sales force efforts, allows to re-assess sales territories and re-distribute company’s efforts to the most profitable areas.

CRM knowledge management tools help aggregate and communicate to the personnel the best sales practices and experience. Data-driven customer prioritizing allows planning your market and price strategy more effectively.