Salesforce consulting services

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.

Our Salesforce consulting services

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.

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.

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.

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?

Turn to Itransition

Client spotlight

Salesforce optimization

100% visibility

into sales KPIs

We helped optimize sales workflows in a legacy Salesforce system with the help of targeted customizations, process automation, and reporting improvement.

Salesforce CRM audit

Optimized

CRM configuration and integrations

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.

Ksenia Demidova

Director, Acronis Cyber Systems

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

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.

    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.
              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.

                    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

                    Get in touch

                    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.
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