Salesforce consulting servicesSalesforce consulting services

Salesforce consulting services

About Itransition

Salesforce Crest (formerly Gold) partner

10+ years providing Salesforce consulting and implementation services

Established Salesforce Center of Excellence

100+ Salesforce certifications

Proven expertise across Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and other Salesforce products

Included in Top Salesforce Consulting Companies by Clutch

Our Salesforce consulting services

Our certified Salesforce consultants deliver end-to-end advisory support, helping you overcome implementation challenges and maximize the value of your Salesforce solution.

Our Salesforce consulting servicesOur Salesforce consulting services

Our consultants guide you through every step of Salesforce implementation, from shaping an effective Salesforce strategy and defining project goals, timelines, and budget to overseeing the overall implementation process and ensuring its alignment with CRM goals.

Our team analyzes your CRM requirements, business processes, and technical constraints, interviews future business users to uncover their unique needs and expectations, and defines the optimal Salesforce solution and its configuration/customization scope, ensuring you don’t overpay for unnecessary features.

We carefully audit your Salesforce-powered solution and analyze new business requirements and user feedback to define a tailored improvement strategy. We then translate this strategy into a detailed implementation roadmap that guides modernization efforts, ensuring the solution's improved performance, stability, and enhanced user experience with minimal business process disruptions.

We ensure a smooth and error-free data transfer from your legacy CRM software and other corporate systems to Salesforce. Our experts provide guidance at every project stage, from data migration planning and data preparation to validation and user onboarding, minimizing interruptions to your critical business workflows.

Our consultants guide you through Salesforce adoption, assisting with user onboarding, change management, and CRM data governance, to seamlessly integrate the platform into your day-to-day workflows.

Looking for a trusted Salesforce consulting services provider?

Turn to Itransition

Client spotlight

Salesforce optimization for a construction companySalesforce optimization for a construction company

100% visibility

into sales KPIs

We helped a UK-based construction company optimize its Salesforce-powered solution through targeted customizations, process automation, and reporting enhancements, resulting in increased number of generated opportunities and higher software adoption.

Salesforce CRM audit for an EDI solutions providerSalesforce CRM audit for an EDI solutions provider

Automated

data transfer

We conducted a comprehensive Salesforce audit, including stakeholder interviews and workflow evaluation, for a UK-based company that has been a pioneer in data communication technologies and EDI solutions. Our Salesforce experts provided detailed suggestions and best practices for business process optimization, real-time data transfer automation, and data quality improvement.

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 covering all major Salesforce solutions, helping companies maximize their value and drive sustainable business growth.

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, ensuring your sales management workflows are easy to maintain and scale. With optimized processes and improved pipeline visibility, your teams can close deals faster and drive revenue growth.

    Service Cloud

    We help transform your new or legacy Service Cloud solutions into an omnichannel customer experience platform that unifies interactions across channels. By automating workflows and equipping support agents with effective tools, we enable them to deliver personalized service and resolve requests faster.

      Marketing Cloud

      Our team implements CRM solutions based on Salesforce Marketing Cloud, aligning marketing processes with your customer engagement goals. This allows you to launch targeted campaigns, streamline communication, and strengthen customer loyalty at scale.

        Experience Cloud

        We help you create a Salesforce Experience Cloud-based hub that connects customers, partners, or employees in one digital space. By centralizing collaboration and engagement, you can deliver consistent experiences and build stronger relationships with your audiences.

          Commerce Cloud

          We develop a tailored roadmap for configuring Salesforce Commerce Cloud in line with your business workflows and goals to help you accelerate digital commerce and streamline buying journeys.

            Salesforce CPQ

            Itransition’s experts guide you through Salesforce CPQ implementation and optimization to establish a streamlined quoting and pricing process, which results in shortened sales cycles and increased team productivity.
              We advise you on implementing Salesforce Einstein’s AI capabilities to bring intelligence into your CRM processes. Leveraging AI-driven insights helps personalize customer experiences, improve sales forecasts, and automate routine tasks.

                Health Cloud

                Our consultants help you make the most of Salesforce Health Cloud by aligning it with your care delivery processes. This enables better care coordination, streamlined clinical workflows, and stronger connections between providers and patients.

                  Nonprofit Cloud

                  We support your adoption of Salesforce Nonprofit Cloud to align fundraising and donor management with your organizational mission. Through optimized engagement workflows, you can enhance fundraising effectiveness and nurture lasting relationships with donors and program participants.

                    Our industry expertise

                    Itransition’s consultants guide you through the implementation of industry-specific Salesforce Cloud solutions or help you configure and customize generic Salesforce products according to your domain 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 Salesforce 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 different 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 and measurable business outcomes:

                    Increase Salesforce ROI
                    Our consultants help companies unlock the full potential 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

                    What are Salesforce consulting services?

                    Salesforce consulting services are aimed to help companies implement and optimize Salesforce solutions to maximize their value and technology ROI. These services involve strategic planning, Salesforce product selection advisory, change management and user onboarding support, and more, all to ensure high user adoption, streamlined customer relationship management operations, and enhanced operational efficiency.

                    What do Salesforce consultants do?

                    Salesforce consultants help companies achieve their business objectives by ensuring the right Salesforce products are chosen and implemented correctly 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:
                    • Salesforce experience, including hands-on expertise in all key Salesforce products, such as Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Commerce Cloud, Salesforce CPQ, Financial Services Cloud, Salesforce Einstein, Health Cloud, Nonprofit Cloud, Tableau CRM, Account Engagement, Revenue Cloud, and Data Cloud
                    • Skills and area of expertise
                    • Salesforce certifications
                    • Successful projects in your industry
                    • Longtime presence in the IT services and custom development 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.