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Salesforce consulting

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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.

Marketing and sales automation

We help streamline marketing and sales activities by automating customer segmenting and profiling, lead nurturing, loyalty management, and more so that you can predict and influence demand, upsell and cross-sell effectively, as well as maximize conversions via personalization.

Supply chain management

Our team provides technological enablement for the entire product lifecycle, from manufacturer to store. We develop solutions that streamline warehousing, stock management, shipment, delivery, and returns. We also automate order routing, inventory forecasting, fuel management, and more logistic workflows.

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