Unify global customer insights, optimize digital engagement, and scale business operations with Salesforce CRM and IT Consultis (ITC)’s strategic consulting and technical expertise.
Salesforce for Your Global CRM Success
Salesforce Global enables brands to unify customer data, automate engagement, and scale personalized experiences across markets (except for China) — driving growth and loyalty on a single, trusted platform.
Key Benefits
360° Customer View: Gain a comprehensive, real-time understanding of every known user and customer by consolidating data from all global touchpoints, channels, and regions into a unified profile, enabling the maximization of customer lifetime value (LTV) and transaction amounts (GMV).
AI-Powered Productivity: Automate complex workflows and surface actionable insights at scale by leveraging Agentforce 360 and Einstein AI to enhance sales, service, and marketing efficiency.
Seamless Integration: Connect Salesforce seamlessly with global and local digital platforms — including WhatsApp, Instagram, Kakao, Line, and TikTok — using Marketing Cloud to increase customer engagement and orchestrate omnichannel journeys.
Scalability & Flexibility: Adapt Salesforce to your evolving business model — whether B2C, B2B, B2B2C, or B2B2B — by configuring modular solutions and workflows that scale with your growth.
Real-Time Analytics: Monitor KPIs and customer performance instantly with Data Cloud’s visual dashboards, identifying upsell opportunities and increasing repeat purchases through data-driven decisions.
How We Help – Reimagine Salesforce CRM for Your Enterprise
2023 Gold & 2024 Bronze Agency of the Year Winner
Top Global & China Salesforce Consultancy in 2024
End-to-End CRM Strategy Consulting & Technical Implementation
Leverage our dual expertise in strategy consulting and technical execution — guiding you from CRM solution selection, CRM functionality and architecture planning, to seamless system integrations with both global and local platforms, deployment, and change management.
Proven Industry Experience
Benefit from our extensive experience implementing CRM solutions for top players in luxury, retail, fashion, and B2B sectors — combining industry expertise with actionable insights to solve complex CRM challenges and deliver tangible business results.
Collaborate Globally, Execute Locally
Work with lTC’s multilingual teams based across China, Vietnam, and Singapore for seamless project delivery and effective communication with both local and international stakeholders.
Proven Process We Follow
1. Discovery & Stakeholder Alignment
Lead cross-functional alignment with your global and local teams by conducting in-depth research and interviews to clarify business objectives, map current digital operations, and define strategic priorities.
2. Current System Assessment
Evaluate your digital and offline assets, internal capabilities, and technology stack through expert analysis to establish a clear baseline for transformation readiness.
3. Competitive Analysis
Evaluate the digital strategies of direct competitors and cross-category innovators to uncover proven tactics, unique strengths, and new ways to set your CRM approach apart.
4. CRM Solution Vendor Selection
Advise you on selecting the most suitable CRM platform by evaluating your business model, compliance requirements, and integration needs, and providing a clear rationale for why Salesforce is the strategic choice.
5. Salesforce Products Consulting
Recommend the right combination of Salesforce products (e.g., Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Commerce Cloud) to address your unique needs, design the optimal usage strategy, and create a phased implementation plan that drives business impact.
6. Technical Architecture Design & System Integrations
Design the ideal global technology and data flow architecture, plan seamless integrations between Salesforce and your business systems, assess technical feasibility across regions, and configure Salesforce CRM to meet international compliance, security, and performance standards.
7. Salesforce Environment Configuration & Customization
Complete end-to-end configuration and customization of the Salesforce CRM production environment, including metadata setup, user roles, permissions, and data models.
8. Core Business Data Migration
Strategically manage and carry out the secure transfer of essential business data — including Accounts, Leads, Contacts, engagement records, relationships, orders, and order items — into Salesforce, maintaining data quality and minimizing any impact on your ongoing operations.
9. Salesforce Platform Development
Develop and refine custom Salesforce platform features and integrations tailored to your specific processes and strategic goals.
10. System Testing & Performance Optimization
Partner with your global and local teams to thoroughly test all system components — covering functionality, integrations, and user acceptance — and fine-tune Salesforce CRM performance to achieve optimal results and ensure alignment with business needs.
11. SOP Development & Training Workshops
Create clear standard operating procedures (SOPs) and provide customized training sessions for each department (e.g., CRM, Sales, Marketing, Digital) to ensure effective adoption and maximize the benefits of Salesforce.
12. Post-Launch Optimization
Continuously track and improve critical KPIs—like First Response Time, Average Resolution Time, First Contact Resolution, and Customer Satisfaction—to boost engagement, elevate service quality, and drive sustained customer-focused growth.
Additional: AI x Salesforce CRM
Leverage advanced AI — including Agentforce 360 and Einstein AI — to automate workflows, connect intelligent agents, and deliver smarter customer experiences across your Salesforce CRM.
Salesforce Global for B2C vs B2B Enterprises
For B2C Enterprises
- Acquire, engage, and retain customers using Marketing Cloud, Service Cloud, and Data Cloud for seamless, personalized experiences.
- Analyze customer behavior and campaign results in real time to refine marketing strategies and boost ROI.
- Personalize journeys and automate targeted communications across digital channels like social, messaging apps, and email.
- Deliver responsive, omnichannel support with integrated tools and AI-powered chatbots to increase satisfaction and loyalty.
For B2B Enterprises
- Manage complex sales pipelines, distributor relationships, and order-to-cash, procurement-to-pay processes with Sales Cloud and Service Cloud.
- Integrate Salesforce with finance and ERP systems for unified business and financial insights.
- Enable collaborative account management and automate follow-ups to strengthen long-term client relationships.
- Customize workflows and monitor key account metrics to identify growth opportunities and support strategic decisions.
Impact We Deliver
Elevating Luxury CRM Strategy in China with Salesforce on Alibaba Cloud
Discover how IT Consultis (ITC) empowered luxury retailers to elevate their CRM strategies in China by integrating Salesforce on Alibaba Cloud (SFOA) with WeCom, enabling compliant, personalized customer engagement and driving growth.
Explore Other CRM Solutions
Salesforce on Alibaba Cloud for the Chinese Market
Deploy a compliant, high-performance CRM tailored for China with Salesforce on Alibaba Cloud, ensuring data residency and seamless integration with local platforms like WeChat/WeCom.
Other CRM Solutions for the Chinese Market
Guide you to identify and deploy the most suitable CRM for China (e.g., Shuyun, Tencent) by aligning your specific business requirements with each platform’s features, regulatory compliance, and growth potential.
