Sales Cloud
We advise you on the implementation and setup of Sales Cloud solutions and help make your sales management workflows easy to maintain and scale.
Salesforce consulting: our service scope and solutions expertise
Salesforce consulting services help companies make the most of their Salesforce platform. As a Salesforce partner, we advise on the implementation, configuration or optimization of various Salesforce products to improve your sales, marketing and customer service processes.
Why Itransition
10+ years providing Salesforce consulting services
Established Salesforce Center of Excellence
98 Salesforce certifications
Expertise in Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and other Salesforce products
Included in Top Salesforce Consulting Companies by Clutch
Client spotlight
100% visibility
into sales KPIs
Salesforce optimization
We helped optimize sales workflows in a legacy Salesforce system with the help of targeted customizations, process automation, and reporting improvement.
Optimized
CRM configuration and integrations
Salesforce CRM audit
We conducted a Salesforce audit for an EDI solutions provider, conducting stakeholder interviews and evaluating current workflows. Our experts also introduced automation rules to simplify tasks and data processes.
Our Salesforce consulting services
Our experienced Salesforce consultants can guide you through a wide range of implementation and improvement tasks.
Product selection
We help you select the Salesforce products most suitable for your business needs, ensuring that you don’t overpay for unnecessary features. Our team will study your requirements and business processes and interview future Salesforce users to recommend a solution and edition that will prove a perfect match.
Our consultants can support you through all the stages of Salesforce implementation. We will help you define goals for the Salesforce implementation project, define its timeframe and budget, allocate project resources, and advise on configurations/customizations or integrations. Post-implementation, we can conduct employee training for better user adoption and ensure seamless change management.
Improvement advisory
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. We will create a migration plan to mitigate potential risks, prepare the data, and validate it after the transfer.
Salesforce audit
If your users report numerous errors and inefficiencies, we can conduct an in-depth inspection of your solution. Ultimately, we draw up a detailed analysis of your Salesforce tools, identify all the existing or potential technical, security and configuration errors, and provide basic recommendations for their resolution.
Looking for a Salesforce consulting services provider?
Salesforce products we work with
We provide consulting services for all the main Salesforce solutions, helping the owners achieve long-term success with their use.
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
B2C Commerce
CPQ Salesforce
Salesforce Einstein
- Optimize sales strategies and pipeline
- Maximize user productivity
- Track only relevant customer and sales metrics
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.
- Increase the number of first-time resolutions
- Optimize agent workspace
- Improve knowledge management and access to data
Marketing Cloud
Our team assists you with the configuration and improvement of Marketing Cloud to help you create successful marketing campaigns and ensure efficient customer communication.
- Revamp the existing marketing toolset
- Integrate additional data sources
- Tailor campaign analytics and reporting to your needs
Community Cloud
We help you create an efficient Community Cloud-based hub for customers, partners or employees with in-depth audit and tailored improvement suggestions.
- Craft a unique community approach
- Streamline content management and moderation
- Customize user experience and add branding components
B2C Commerce
We provide a roadmap for configuring Salesforce B2C Commerce in line with your business requirements and workflows.
- Add headless commerce capabilities
- Set up effective merchandising
- Improve performance of key pages
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.
- Extend sales team’s capabilities
- Streamline pricing, billing, quotes and proposals workflows
- Create a tailored experience for sales reps
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.
- Select the charts for your requirements
- Create and optimize relevant dashboards
- Ensure successful user adoption through trainings
The benefits of Salesforce consulting
Hiring a certified Salesforce consulting partner can bring your company a range of tangible advantages:
Get 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 advice based on their expertise to help you achieve your goals.
Take more effective actions
Armed with vast experience and best practices, 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.
Increase Salesforce ROI
With the help of implementation consulting, companies can make the most out of their Salesforce products, seeing tangible improvements in performance faster and receiving greater returns on Salesforce investment.
Accelerate business growth
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.
Need help with Salesforce implementation?
Related services
Customization
If you are looking to step up Salesforce’s capabilities without majorly overhauling the system, we can modify objects, fields, user permissions, and other aspects using out-of-the-box tools or declarative automation instruments.
Development
When you need modifications that default Salesforce tools can’t deliver, we can use development instruments like Visualforce, Apex, Aura, and LWC to create automated processes, customizations, add-ons, and packages.
Support
We can provide professional Salesforce support and maintenance services, helping companies perform administrative tasks and regular health checks, resolve issues and deliver timely updates and improvements.
FAQ about Salesforce consulting
What do Salesforce consultants do?
Salesforce consultants help companies achieve business goals by choosing and implementing suitable Salesforce products or advising on the optimization of their existing platform.
How to choose the best Salesforce consulting provider?
To make a good choice of a Salesforce consulting partner, consider the following aspects during your research:
- 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.
Service
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