Salesforce
Tailored Salesforce Services Backed by Certified Expertise
Salesforce implementation services from FIG Solutions deliver the power and flexibility of a full-service consulting partner—without the overhead of hiring in-house. Our certified Salesforce professionals bring deep cross-industry experience, enabling us to support growing organizations with implementation, configuration, optimization, and admin services. Whether you’re just getting started with Salesforce or looking to fine-tune your existing setup, we align your CRM to your operations for better performance, adoption, and ROI.
We provide hands-on, scalable Salesforce implementation services and ongoing support that helps your team save time, reduce manual processes, and gain better visibility across sales, service, and marketing functions. From managing users and security roles to building automation and dashboards, we serve as a seamless extension of your internal team—focused on improving efficiency and getting the most out of your platform investment.
Our proven Salesforce implementation services methodology ensures smooth deployment with minimal business disruption. We begin every project with a comprehensive discovery phase to understand your current processes, data structure, and business objectives. This approach allows us to create a customized implementation roadmap that delivers quick wins while building toward long-term scalability. From initial planning through post-launch optimization, our team provides hands-on guidance to ensure your Salesforce implementation drives immediate value and sustainable growth.
FIG Solutions holds a wide range of Salesforce certifications spanning administration, development, architecture, cloud consulting, and marketing automation. This enables us to offer reliable, best-practice guidance across Sales Cloud, Service Cloud, CPQ, Experience Cloud, Pardot (Account Engagement), and Education Cloud. Our clients benefit from flexible support models, fast onboarding, and solutions tailored to their unique business goals.
Managed Salesforce Services
Ongoing CRM Administration and Development Support
As part of our comprehensive Salesforce implementation services, FIG Solutions offers scalable managed services to help your business maintain, troubleshoot, and enhance its CRM environment. From user management and data integrity to reports, dashboards, and technical configuration, we provide expert-level admin and development support without the cost of a full-time team.
Salesforce Configuration and Customization
Tailored Solutions to Match Your Business Processes
Our Salesforce implementation services include configuration and customization to align with your unique goals, workflows, and industry requirements. Whether it’s adjusting objects, fields, permissions, or UI, FIG Solutions ensures your CRM works the way your team actually operates—today and as you scale.
Workflow Automation & Flow Development
Automate Business Processes for Greater Efficiency
Our team designs and builds automated workflows using Salesforce Flow, Process Builder, and Apex triggers to eliminate manual tasks and optimize daily operations. We help reduce errors, accelerate cycle times, and ensure your CRM supports smarter decision-making.
Our Proven Salesforce Implementation Process
Every successful Salesforce implementation services project follows our structured, four-phase methodology. Following Salesforce best practices, our implementation process ensures smooth deployment with minimal business disruption. During Discovery, we analyze your current systems and define success metrics. In the Design phase, we create detailed technical specifications and user experience mockups. Our Development phase includes configuration, customization, and rigorous testing in a sandbox environment. Finally, our Deployment phase ensures smooth go-live with comprehensive user training and change management support. This systematic approach to Salesforce implementation services reduces risk while maximizing user adoption and ROI. Our Salesforce implementation services are part of our comprehensive IT consulting services portfolio, providing integrated solutions for your entire technology stack.
Salesforce Cloud Expertise Across Every Business Function
Salesforce isn’t just a CRM—it’s an ecosystem of tools that power every corner of your organization. Through our expert Salesforce implementation services, we help you unlock the potential of each Salesforce Cloud to improve collaboration between teams, streamline processes, and deliver smarter customer experiences. From sales and service to marketing and engagement, we ensure every cloud works together to support your business strategy.
Rather than offering one-size-fits-all solutions, we take a modular approach—helping you activate and scale only the Salesforce components that match your current and future needs. Whether you’re expanding into CPQ, launching a portal with Experience Cloud, or enhancing marketing automation with Pardot, our team guides you through every phase with clarity, technical precision, and business alignment.
Streamline Sales & Pipeline Performance
Implement Salesforce Sales Cloud to manage leads, automate sales processes, and forecast opportunities with greater accuracy. We tailor CRM setups to help sales teams close more deals efficiently.
Deliver Smart & Faster Customer Support
We configure Salesforce Service Cloud for automated case routing, SLA tracking, and omnichannel support—empowering your service team to resolve issues faster and boost customer satisfaction. We integrate Service Cloud with our managed security services for comprehensive customer data protection.
Launch Branded Portals for Customers & Partners
Build secure, scalable Salesforce portals for self-service, community engagement, and partner collaboration. We design Experience Cloud solutions that improve access and reduce manual requests.
Automate Product Configuration & Quoting
Simplify your sales process with Salesforce CPQ. We implement quoting workflows that support dynamic pricing, discount logic, and approvals—accelerating deal velocity and improving accuracy.
Automate & Optimize B2B Marketing Campaigns
Engage prospects through personalized email journeys, lead scoring, and campaign automation. Implement proven marketing automation strategies with Pardot Account Engagement to drive measurable marketing ROI.
Build Multi-Channel Journeys at Scale
Leverage Salesforce Marketing Cloud to manage dynamic content, SMS, social, and email marketing campaigns from one platform—fully integrated with your CRM.
Support Engagement Across the Student Lifecycle
We help education-focused organizations use Salesforce Education Cloud for constituent management, engagement tracking, and communication automation across the student and donor journey.
Strengthen Donor & Constituent Relationships
Manage fundraising, outreach, and grant tracking in one place. FIG configures Nonprofit Cloud to support your mission with CRM tools built for engagement and impact.
Customize & Extend Your Salesforce Instance
Following Salesforce integration patterns, we help you build scalable, secure, and fully connected solutions on the Salesforce Platform—designed to grow with your business. Additionally, integrate your Salesforce data with our business analytics and reporting services for comprehensive insights across your organization.
Depth That Goes Beyond the Surface
At FIG Solutions, our Salesforce certifications represent more than just titles. They demonstrate verified expertise across every layer of the platform. From customizing user experiences to integrating third-party systems and automating complex business processes, our credentials validate our ability to execute with precision. Each certification—whether focused on Sales Cloud, Service Cloud, Pardot, or system architecture—highlights our technical depth and ongoing commitment to building scalable, secure, and efficient CRM solutions. When you partner with FIG, you are not just hiring a consultant; you are gaining access to a certified Salesforce team that delivers solutions designed for long-term success.
Why Certification Matter in Salesforce Success
Salesforce is a powerful platform, but its value depends on how well it is implemented and managed. Certified professionals understand how to unlock its full potential, avoid costly missteps, and create solutions that evolve with your business. Our Salesforce implementation services team holds certifications including Administrator, Platform Developer, Integration Architect, and Pardot Consultant. This range of expertise enables us to support complex, multi-cloud strategies that are tailored to your goals and built to deliver measurable results.
Meet our certified Salesforce team whose credentials validate our ability to execute with precision. Learn more about Salesforce certifications and why they matter for implementation success.
Certified Across the Salesforce Ecosystem
Ready to start your Salesforce implementation? Contact our certified consultants for a free consultation and discover how our implementation services can transform your business operations.
