Services

Salesforce.com

The Transitions II team not your average Salesforce Consultant; we excel in understanding business processes and goals and develop highly creative solutions. Armed with extensive knowledge of solutions, we can streamline and automate your processes as well as provide visibility to your customers and marketing and sales data.

  • Implementation of Salesforce.com for your organization

  • Optimization of SFDC so it is efficient for the way YOU do business

  • Ensure Salesforce.com data integrity for improved sales and marketing analytics

  • Maintain and update product price books

Salesforce
Marketing Cloud

The Transitions II team has detailed knowledge and experience implementing and managing Salesforce Marketing Cloud. Building on our experience with Salesforce.com we have the ability to effortlessly automate all marketing across email, social media, websites, and more. We can combine all marketing channels in one place. Also have experience working with other marketing automation programs such as SAP CRM, Marketo, Eloqua, and Oracle Data Hub.

  • Build customer journeys that deepen relationships by leveraging segmentation

  • Connect customer data across marketing channels for the right messaging

  • Ability to deliver personalized, connected experience across eMail, Web, and SMS

Customer Data

Data Quality in any corporate environment is almost always an issue due to the many entry points for Customer Data and the various Legacy processes systems utilizing it. Getting an entire enterprise to adhere to a common set of rules for standardization of customer data (and its many associated elements) can be an enormous challenge. Transitions II has been working with data cleansing, data quality and data governance for over 25 years. We will find you a cost-effective path, sized for your needs.

  • Strategies to identify and harmonize the multiple stake holders of customer data across an enterprise

  • Evaluation of current customer environment, with recommended next steps and longer/short term strategies for your organizations

  • Assistance with building dynamic and effective customer governance organization staffing plans

  • Establishing, staffing and managing customer data governance, Master Data Management, and customer data quality groups

Change Management

Organizations often make the mistake of focusing too much on selecting and implementing technology and not enough on post-implementation clear and appropriate business practices. Transitions II understands the many implications and tradeoffs and won’t leave you with an out of the box solution that doesn’t work for you.

  • Facilitation for the delivery of High Level Business Processes and Detailed Business Process documentation

  • Guidance for turning Detailed Business Processes into Business Test Cases

  • Managing the often changing business needs throughout the entire business requirements

  • Validating that the final delivered technical solutions truly meet the desired business requirements

Procurement Management

Transitions II will identify and qualify suppliers for Catalog syndication. Gather and monitor supplier data to ensure proper data and pricing is presented. Provide your procurement teams with insight into exceptions, status, and actions required.

  • Streamline the process while enforcing negotiated pricing and ensuring compliance

  • Experts in integrating Docusign into the sales and procurement process for contractual integrity with customers and partners

Reporting

Transitions II will provide accurate reporting and insights across all marketing channels. Deliver insight related to content, product information and competitive gaps/opportunities.

  • Analyze key performance indicators to identify opportunities 

  • Provide improved insights across all channels and devices with detailed analytics