CRM consulting: our services, portfolio & industry expertise
Why Itransition
25+ years of experience in IT consulting and software development
10+ years delivering CRM services and solutions
Partnerships with Salesforce and Odoo
Certified Microsoft Solutions Partner
Established CRM Center of Excellence
Included in the Top Salesforce Consulting Companies by Clutch
10+ industry-specific Centers of Excellence
Our CRM consulting services
CRM implementation consulting
Itransition helps plan and supervise the implementation of custom CRM software or platform-based solutions. Our experts help with business needs elicitation from stakeholders and CRM strategy definition, solution conceptualization, tech stack selection, and license optimization to make your CRM cost-effective. We also assist with project management (including roadmap planning, scheduling, and project budgeting), oversee custom development or platform customization operations end-to-end, and offer ongoing post-launch support.
CRM modernization advisory
CRM migration assistance
CRM adoption consultancy
Amplify the value of your CRM solution with Itransition’s guidance
Client spotlight
Improved
data quality and integration
Salesforce audit for an EDI solution provider
A UK-based EDI solution provider turned to Itransition to audit its Salesforce-based CRM and address integration and data quality issues, including duplicate records. Our experts suggested multiple improvements, such as implementing additional fields, new automation rules, and data synchronization with other services.
50%
increase in generated opportunities
Salesforce optimization for a construction firm
Our CRM consultants helped a UK-based supplier of construction products improve its Salesforce solution through multiple configurations and customizations. These included automated processes to assign clients to different territories and trigger appointment notifications, along with custom charts for sales KPI tracking.
Platform-specific CRM expertise
CRM consulting across industries
Itransition’s consultants help retailers adopt CRM systems to gather sales and customer data from multiple touchpoints and deliver personalized shopping experiences tailored to each client’s specific needs.
Our consultants assist banks and financial organizations with the adoption of CRM software to collect account data or other relevant information and deliver services matching customer interests and spending habits.
We help healthcare service providers implement CRM solutions for accurate patient profiling, effective appointment and referral management, and patient engagement monitoring.
Real estate
Our team of consultants facilitates the implementation of real estate CRM tools to enhance listing and lead management while automating property visits and field service scheduling.
Insurance
Itransition provides consulting services to help insurance companies adopt CRM systems for efficient lead and opportunity tracking, policy and claims management, and sales analytics.
Manufacturing
Our specialists streamline the adoption of manufacturing CRM software to facilitate quote, sales agreement, and warranty management and promote cooperation with supply chain partners.
Automotive
Itransition assists car manufacturers and dealers with the adoption of CRM solutions to run targeted marketing campaigns, schedule test drives and maintenance services, and identify up-selling and cross-selling opportunities.
Logistics
Itransition’s CRM experts help logistics companies implement software solutions to streamline order fulfillment, consolidate order details and shipping information for easier tracking, and provide customers with timely status updates and support in case of delays.
Education
We can assist educational institutions and eLearning service providers in adopting CRM tools for marketing personalization, automated admission and enrollment, and tuition payment monitoring.
Telecom
Our experts streamline the implementation of telecom-oriented CRM solutions to help providers manage contracts and subscriptions, offer personalized plans, and deliver 24/7 technical assistance.
Nonprofit
Itransition helps nonprofit organizations implement CRM systems to monitor and optimize their fundraising campaigns, nurture donor relationships through individual action plans, and deliver personalized care to program participants.
Looking for a CRM consulting partner?
How CRM can transform your business
When properly implemented with the help of experienced consultants, CRM solutions can bring considerable improvements to sales and marketing operations and help deliver more personalized and satisfactory customer experiences.
Effective lead management
Our experts help you develop, adopt, and optimize CRM solutions to segment and rank leads, prioritize those most likely to convert, and engage them with personalized offers and communication generated via marketing automation.
Unified customer view
Itransition’s consultants make sure that your CRM system serves as a centralized repository to securely store customer and prospect information, including personal details and communication history.
Improved sales pipeline management
We enable sales teams to leverage CRM tools that accurately track prospects and customers as they progress through the sales funnel and help organize related activities.
Efficient document management
Our CRM consultants help implement and optimize software solutions to automatically generate, send, and store contracts, quotes, invoices, or other documents.
Responsive customer support
Itransition assists businesses with the implementation and modernization of CRM software to automate case routing and provide 24/7 support via chatbots and self-service portals for faster resolution, better customer experience, and greater retention.
Advanced analytics & reporting
We advise companies on how to implement and enhance CRM systems equipped with AI-powered analytical features like social media monitoring, sales forecasting, and real-time KPI tracking.
Service
CRM services and solutions
Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.
Insights
Enterprise CRM: key features, top platforms, & guidelines
Discover enterprise CRM’s distinctive elements, key features, and benefits, along with popular off-the-shelf platforms and selection guidelines.
Case study
Salesforce CRM for a global software engineering company
Learn how Itransition implemented a Salesforce-based CRM platform, realizing the majority of functionality by configuring out-of-the-box features.
Service
Salesforce professional services and product expertise
Hire a certified Salesforce services provider with 10-year expertise in Salesforce CRM and other solutions to carry out seamless adoption and transformation.
Insights
AI in CRM: top use cases, best platforms, and guidelines
Explore the major use cases, real-life examples, and implementation best practices of AI in CRM, along with the top AI-powered platforms on the market.
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.