Case Study: a global software engineering company boosts sales efficiency with Itransition's Salesforce CRM

A Itransition Case Study

Preview of the Global Software Engineering Company Case Study

Global Software Engineering Company boosts sales efficiency 25% with Itransition

The customer, a global software engineering company, faced challenges with its outdated and heavily customized on-premises Microsoft Dynamics CRM, which was difficult to maintain, lacked proper mobile support, and had inefficient document management. Seeking a more streamlined and modern solution, the company engaged Itransition to implement a new SaaS-based CRM to improve sales processes and data transparency.

Itransition implemented a new CRM solution on the Salesforce platform, configuring out-of-the-box functionality to meet the company's specific needs with minimal custom code. The solution included optimized workflows, integrations with internal systems, and a seamless migration from the legacy platform. As a result, Itransition helped the company achieve a 25% increase in sales efficiency, a 35% faster inquiry processing rate, a 40% increase in sales productivity, and a 90% reduction in time spent on investigations.


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