CRM implementation services, roadmap & platforms we work with
Why Itransition
25+ years in IT consulting and software development
10+ years providing CRM services and solutions
Partnerships with Salesforce and Odoo
Certified Microsoft Solutions Partner
In-house Salesforce Center of Excellence
90+ Salesforce certifications
Our services
CRM implementation consulting
Itransition’s consultants provide expert guidance to plan and supervise every step of the CRM implementation process, helping overcome potential business and technical roadblocks and maximize the benefits of CRM adoption.
- Business needs analysis and CRM strategy definition
- Audit of your current CRM, if any, and digital ecosystem
- CRM solution conceptualization
- Tech stack or platform selection and license optimization
- CRM implementation plan and budget creation
- Custom development or platform customization supervision
- CRM migration planning and backup strategy creation
- Data governance and management consulting
- Change management strategy definition
- CRM user training and support
- CRM modernization strategy advisory
CRM implementation
Our specialists deliver robust CRM systems built from scratch or based on popular platforms and ensure their full alignment with your business needs and workflows.
- CRM architecture creation and UX/UI design
- Custom CRM front-end and back-end development
- Platform customization, configuration, and workflow setup
- CRM integration with your software ecosystem
- End-to-end QA and testing (including with test automation tools)
- Solution deployment to the target environment
- CRM data migration from your legacy system to the new one
- Post-release software maintenance and troubleshooting
Implement your CRM solution with Itransition’s guidance
Client spotlight
+ 15%
conversion rate
Salesforce implementation for a real estate company
Itransition helped one of the largest commercial property management companies in the UK implement a new CRM system based on Salesforce. Our experts created custom pages and business logic and integrated the platform with third-party tools to automate lead qualification, property visit scheduling, contract management, and tenant onboarding.
+ 54%
lead generation
Salesforce implementation for a financial firm
A financial firm operating in the US and specializing in insurance payment buyouts teamed up with Itransition to implement a Salesforce-based CRM solution. Our team delivered a customized CRM for lead and opportunity management, annuity calculation, and quoting. We also migrated lead and customer data from scattered Excel files to the new CRM after removing duplicate profiles.
Streamlined
project management workflows
Odoo implementation for a healthcare service provider
A US-based healthcare service provider partnered with Itransition to replace multiple poorly integrated tools with a unified solution built on top of Odoo and combining CRM, BPM, and ERP functionality. The system we delivered facilitates tender management and project budget calculation for medical staffing, along with talent acquisition, payroll management, and invoicing.
+ 15%
conversion rate
Salesforce implementation for a real estate company
Itransition helped one of the largest commercial property management companies in the UK implement a new CRM system based on Salesforce. Our experts created custom pages and business logic and integrated the platform with third-party tools to automate lead qualification, property visit scheduling, contract management, and tenant onboarding.
+ 54%
lead generation
Salesforce implementation for a financial firm
A financial firm operating in the US and specializing in insurance payment buyouts teamed up with Itransition to implement a Salesforce-based CRM solution. Our team delivered a customized CRM for lead and opportunity management, annuity calculation, and quoting. We also migrated lead and customer data from scattered Excel files to the new CRM after removing duplicate profiles.
Streamlined
project management workflows
Odoo implementation for a healthcare service provider
A US-based healthcare service provider partnered with Itransition to replace multiple poorly integrated tools with a unified solution built on top of Odoo and combining CRM, BPM, and ERP functionality. The system we delivered facilitates tender management and project budget calculation for medical staffing, along with talent acquisition, payroll management, and invoicing.
+ 15%
conversion rate
Salesforce implementation for a real estate company
Itransition helped one of the largest commercial property management companies in the UK implement a new CRM system based on Salesforce. Our experts created custom pages and business logic and integrated the platform with third-party tools to automate lead qualification, property visit scheduling, contract management, and tenant onboarding.
+ 54%
lead generation
Salesforce implementation for a financial firm
A financial firm operating in the US and specializing in insurance payment buyouts teamed up with Itransition to implement a Salesforce-based CRM solution. Our team delivered a customized CRM for lead and opportunity management, annuity calculation, and quoting. We also migrated lead and customer data from scattered Excel files to the new CRM after removing duplicate profiles.
Streamlined
project management workflows
Odoo implementation for a healthcare service provider
A US-based healthcare service provider partnered with Itransition to replace multiple poorly integrated tools with a unified solution built on top of Odoo and combining CRM, BPM, and ERP functionality. The system we delivered facilitates tender management and project budget calculation for medical staffing, along with talent acquisition, payroll management, and invoicing.
CRM implementation roadmap
1
Analysis
Our experts elicit your business goals in cooperation with stakeholders, carry out market research and customer discovery to define the right CRM strategy, and assess your workflows and software ecosystem. Based on these findings, they outline the functional and non-functional requirements for your future CRM solution.
2
Design
Our specialists draw up a specification detailing the CRM architecture, features, and integrations and choose a proper technology stack. If you opt for a platform-based system, our team helps select a suitable vendor and set of products or modules and defines all necessary customizations and configurations.
3
Planning
Our team of experts outlines the project’s scope, budget, team composition, and development methodology and creates a project roadmap defining development stages, iterations, and deliverables. They also develop a risk management strategy to properly address technical and operational roadblocks.
4
Building the solution
We configure and customize the out-of-the-box functionality of a selected CRM platform or develop the front-end and back-end of custom CRM software. In both cases, we also integrate your CRM with other systems or third-party services via APIs, custom code, or pre-built connectors and verify software functionality, performance, and security.
5
Rollout
We assist with user acceptance testing to help end users assess the CRM system’s operation in real-world circumstances and then deploy the solution to the selected production environment, automating the process via CI/CD tools. We also migrate data from your legacy CRM and other corporate software to the new system after validating data integrity and removing obsolete, duplicate, or inconsistent information.
6
Support
Our specialists provide user training (demos, tutorials, etc.) and support to help your employees implement the new system into their daily operations safely and effectively. We also offer maintenance services to address technical issues and optimize software operation over time. Furthermore, we can modernize your CRM solution on request by adding new features, functional adjustments, and other enhancements.
CRM platforms we help implement
As a certified Salesforce partner, Itransition can assist companies with the implementation of Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, as well as other specialized Salesforce products.
Lead scoring powered by Einstein AI to help sales reps prioritize high-value ones
- Einstein Forecasting for sales trend prediction based on relevant metrics
- Marketing automation for social media posting and email sending
- Customer service automation (smart routing, chatbots, etc.)
- Marketing intelligence for media plan optimization
- Generative AI for automated content and message creation
- Personalized customer journeys (tailored content, product recommendations, etc.)
- Order and inventory management for ecommerce
- Data Cloud platform to consolidate customer information
- AppExchange marketplace offering third-party apps
A member of the Microsoft Partner Network since 2008, Itransition helps organizations implement a suitable set of CRM and ERP applications from the extensive Dynamics 365 product portfolio.
- Transactional, demographic, and behavioral data analysis for customer segmentation
- Customer journeys adjusted in real time based on customer data
- Sales pipeline management, including tracking sales tasks and receiving AI-generated pipeline updates
- Generative AI to automate the creation of opportunity summaries, email drafts, and other materials
- AI-based scoring models to rank and prioritize leads or opportunities
- Sales forecasting to predict revenue and track sales performance against set goals
- Automated case routing to the best-suited service agents
- AI-generated customer service response drafts or knowledge article recommendations
- Chatbots and community portals for self-service customer support
Itransition is an Odoo Silver partner with vast experience in CRM implementation projects featuring this highly flexible CRM and ERP platform, which provides both an open-source (Odoo Community) and licensed (Odoo Enterprise) version.
- Lead segmentation for personalized social media and email marketing campaigns
- Automated lead creation from emails, VoIP calls, etc.
- Predictive lead scoring based on past performance
- Custom alerts to track key opportunities
- IP telephony with automated call logging
- Lead assignment based on quotas and segments
- Sales pipeline management with drag and drop interface
- Meeting scheduling synced with Google Calendar
- Dashboards for cohort and sales KPI analysis
Industry-oriented CRM solutions
With multiple industry-specific Centers of Excellence and solid experience across various domains, Itransition helps companies implement CRM solutions tailored to their unique business processes, customer base, and target market.
- Consolidating sales and customer data from multiple touchpoints in real time
- Personalizing buying journeys with tailored promotions and product recommendations
- Automating payment creation, invoice generation, and refund processing
- Consolidating account data (transactions, credit card details, etc.) and other relevant information into your finance CRM
- Enabling sales teams to offer suitable financial products based on customer needs and spending habits
- Automating case management, including case creation, routing, and reassigning
- Aggregating patient data (contacts, health information, communication history, etc.)
- Scheduling in-person and telehealth appointments
- Notifying patients of upcoming visits via automated reminders
- Matching potential customers with suitable properties based on market trends and personal information
- Combining property data from corporate systems and external sources for effective listing management
- Automating property visits and maintenance scheduling
Insurance
- Offering insurance products and coverage options in line with clients’ preferences for a personalized customer experience
- Automating policy administration (quoting, premium collection, renewals, etc.)
- Streamlining claims processing via automated claims distribution, coverage verification, payment calculation, and settlement
Manufacturing
- Automating quote, sales agreement, and warranty management
- Forecasting product demand for more accurate production planning
- Creating rebate programs to reward partners upon meeting predefined sales targets
Automotive
- Tailoring offers to each customer profile (car model preference, budget, etc.)
- Scheduling test drives and maintenance services
- Identifying up-selling and cross-selling opportunities (insurance, servicing, etc.)
Logistics
- Automating workflows for order summary creation and fulfillment
- Accessing order details and shipping information from a unified dashboard to facilitate tracking
- Providing timely status updates and customer support in case of delays
Education
- Providing students with personalized learning paths based on their interests
- Automating admission and enrollment (applicant registration, interview scheduling, etc.)
- Monitoring tuition payments and sending automated reminders
Telecom
- Automating contract creation, renewal, and billing
- Providing customers with personalized plans based on usage, favorite device, and other details
- Optimizing field service scheduling according to case priority
Nonprofit
- Tracking fundraising KPIs to identify the most effective campaigns, channels, and messages
- Creating donor profiles to create individual action plans and nurture relationships with supporters
- Providing nonprofit program participants with personalized care
Partner with Itransition for successful CRM implementation
CRM selection guide
Within the scope of our CRM implementation services, we help companies choose between custom and platform-based software and suggest suitable options available on the market depending on the specific needs of their sales, service, and marketing teams.
Custom vs platform-based CRM
Platform-based CRM
Pros
Pros
Bespoke functionality and integrations Full product ownership and control over its tech stack, updates, and security
Typically faster and cheaper implementation compared to custom development Support provided by the software vendor
Cons
Cons
Higher upfront investment Risk of budget overruns for custom development Hosting and maintenance costs Longer implementation process
Long-term licensing fees which can increase as your user base expands Limited configuration and customization within predefined settings
Suitable for
Suitable for
Large organizations with established workflows and unique operational requirements
Small businesses, medium-sized companies, and global corporations aiming for fast CRM deployment
Platform selection
Keep an eye on the following parameters to shortlist suitable providers:
- Off-the-shelf features matching your functional requirements
- Extensive configuration and customization opportunities to further align the solution to your needs
- Ease of integration with other systems and third-party services used in your daily operations
- Ease of use for all future user groups
- A free trial period available to assess product usability
- Convenient pricing terms (per-user, flat-fee, tiered by features included, etc.) for your specific usage scenario
- Lack of contract clauses that can entail unexpected licensing costs or impose vendor lock-ins
FAQs
How much does CRM implementation cost?
The budget to implement custom CRM software typically runs into hundreds of thousands of dollars. Factors that can impact this cost include functional scope, integrations, tech stack, development team composition, hosting environment, and the number of users, along with all necessary expenses for data management and post-deployment tasks (training, support, etc.).
As for platform-based solutions, you can expect an implementation budget starting at $10,000 for smaller projects. However, the size of your investment can vary based on the amount and complexity of customizations. Additionally, you should consider long-term, recurring fees, which generally range between $9 and $300 per user per month depending on the selected platform’s pricing plan.
What’s the team composition of a CRM implementation project?
A typical CRM implementation team includes a project manager, business analysts, CRM developers, and testing engineers. You will also need CRM architects and UI/UX designers for custom CRM projects. To ensure successful implementation in specific scenarios, however, you may require additional specialists with more specific expertise, such as AI engineers.
What engagement models does Itransition offer?
- Full project outsourcing
Itransition’s team will handle your project end-to-end while you monitor their progress.
- Dedicated team
We assemble a group of experts to work alongside your in-house or outsourced specialists, helping ramp up your project’s capacity and speed up its completion.
- Staff augmentation
Itransition provides specialists with relevant expertise in specific technologies or CRM platforms to join your project and provide the required assistance.
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