Services Industries Case studies Blog Company Contact us Salesforce consulting Home Services 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. Let’s talk 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 Salesforce optimization Salesforce development 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. Contact us 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 the fullest. Blog Salesforce implementation guide: strategies, challenges, and risks Salesforce implementation is a major undertaking for any business. Follow our Salesforce implementation guide to learn about strategies, challenges, and risks Blog Best practices for risk-free Salesforce deployment Find out the major dos and don’ts of a successful Salesforce deployment and how to carry out these guidelines on practice. Blog What is Salesforce Einstein? Explore this guide to Einstein AI, its uses, benefits, challenges, new features, and how businesses can take advantage of it. Blog Salesforce alternatives for enterprises and niche players Find out which Salesforce alternatives to consider prior to your CRM adoption and the business use cases they would be most suitable for. Contact us United States 720 207 2820 Sales inquiries United Kingdom 44 203 687 2281 General inquiries 44 203 687 2282 Sales inquiries Full name E-mail Phone number Company Describe your idea Please be informed that when you click the Send button Itransition Group will process your personal data in accordance with our Privacy notice for the purpose of providing you with appropriate information. Attach file Send Read our Privacy notice to learn more or to change your cookie preferences. By continuing to browse the site, you agree to our use of cookies. I agree © 2021 Itransition. Privacy notice Modern slavery statement