SALESFORCE IMPLEMENTATION, integration & managed services
IMG is a certified Salesforce partner working across multiple clouds: Sales Cloud, Marketing Cloud, Service Cloud, Agentforce and more. We build the system, move you from wherever you are, and stay involved to make sure it performs.
IMPLEMENTATION /
MIGRATION PROJECTS
HOURS OF CUSTOMIZATION
AND OPTIMIZATION
Salesforce Specialty Page Form
SALESFORCE IMPLEMENTATION, integration & managed services
IMG is a certified Salesforce partner working across multiple clouds: Sales Cloud, Marketing Cloud, Service Cloud, Agentforce and more. We build the system, move you from wherever you are, and stay involved to make sure it performs.
Salesforce Specialty Page Form
IMPLEMENTATION /
MIGRATION PROJECTS
HOURS OF CUSTOMIZATION
AND OPTIMIZATION
SALESFORCE SERVICES ACROSS CLOUDS, MARKETING AND REVENUE OPERATIONS
IMG works with companies at every stage of the Salesforce journey, from pre-purchase planning through full buildouts and ongoing optimization. Every engagement starts with understanding how your business operates, not just what the platform can do.
Implementation and Migration
You have Salesforce. Now it needs to be configured around how your business actually works, not around default settings. We implement and configure Sales Cloud, Service Cloud, Financial Services Cloud, and more, managing full data migrations from legacy CRMs and spreadsheets with clean field mapping, data cleanup, and accurate imports. Every build is documented and built to last.
Schedule a Consultation
Managed Services and Ongoing Optimization
Business processes evolve and your Salesforce environment needs to keep pace. Our managed services range from a handful of monthly support hours to fully outsourced administration, covering workflow enhancements, automation refinement, reporting updates, and continuous optimization. We are also an extension of your broader growth team, which means marketing, lead generation, and brand support are part of the same relationship.
Claim Your Free Healthcheck Pre-Purchase Consulting and Product Alignment
You have Salesforce. Now it needs to be configured around how your business actually works, not around default settings. We implement and configure Sales Cloud, Service Cloud, Financial Services Cloud, and more, managing full data migrations from legacy CRMs and spreadsheets with clean field mapping, data cleanup, and accurate imports. Every build is documented and built to last.
Claim Your Free Healthcheck Integration and Open API Development
Salesforce delivers its full value when it is connected to your entire operational environment. We integrate Salesforce with ERP platforms, QuickBooks, billing systems, inventory tools, industry-specific software, and marketing platforms, building custom API connections where native connectors do not exist. And because technology is only as effective as the people using it, every integration engagement includes alignment work to ensure your team understands and adopts the connected workflows from day one.
Schedule a Consultation Marketing and Revenue Operations
Aligning marketing activity to sales outcomes requires the right technology and the right architecture connecting them. We implement Marketing Cloud Engagement, Account Engagement, and Marketing Cloud Growth, build lifecycle automation, design lead scoring and routing models, and structure your environment to give your team visibility across the full customer journey from first touch to closed revenue.
Claim Your Free Healthcheck Training and Adoption
A well-built platform only delivers value if your team uses it. We design hands-on training built around your actual workflows for sales, service, and management teams, and provide change management support to help organizations transition from legacy systems with minimal disruption and maximum buy-in.
Schedule a Consultation TRUSTED BY GROWING ORGANIZATIONS
TRUSTED BY GROWING ORGANIZATIONS
Our Key to Efficiency and Accuracy
When we decided to double down on our CRM and really take our use to the next level, we were surprised by the lack of support we had from the product itself. IMG stepped up and was our key to success. Their customer support is top notch, they are incredibly responsive, and there hasn’t been a problem they aren’t able to help us fix and more importantly, understand. We will continue to work with them well into the future.
Flawless deployment, unprecedented support after the sale
Gil and his team have been wonderful to work with. They explained their process and made sure we felt like we were in the drivers seat the entire time. Not only did they deliver us the product we asked for, but it exceeded our expectations. Most importantly, their service after we went live was amazing. They continue to be great partners. I would recommend IMG to anyone. Thanks
Salesforce implementation magicians
Gil and his team at IMG are incredible. Simply put: we would never have been able to migrate out CRM functions to Salesforce or integrate all of the tools without their help. They are inexplicably knowledgeable about the entire Salesforce platform, yet affordable and willing to customize their consultative services to our small organization’s needs. I am certain that the amount I paid Gil resulted in savings to my team of ten or twenty times that amount in what would have been lost time. I highly recommend these affable and consummate pros.
our SALESFORCE Process
AUDIT AND STRATEGIC ASSESSMENT
Before any configuration work begins, we invest time in understanding your business. That means reviewing your current tech stack, your existing Salesforce configuration if one exists, your revenue process from first contact to close, and the specific outcomes you need the platform to support. This phase produces a documented assessment with clear recommendations and a scoped project plan, so you know exactly what is being built and why before we begin.
ARCHITECTURE AND DESIGN
With your objectives defined, we design the technical architecture of your Salesforce environment. That includes cloud and product strategy based on your use cases, integration mapping that accounts for every external system that needs to connect, data structure planning including object design, field configuration, and record relationships, and a clear view of how your CRM will interact with your marketing, finance, and operations tools. Decisions made in this phase determine how your platform performs for years, and we treat them with that level of rigor.
IMPLEMENTATION, CONFIGURATION, AND MIGRATION
This is the build phase. We configure your Salesforce environment according to the architecture designed in the previous step, build custom objects and fields that reflect your specific business model, migrate and clean your historical data, set up reporting dashboards and pipeline views for your leadership team, and connect your integrations. Every deliverable is reviewed against your original objectives before it is handed off to your team.
ADOPTION AND ENABLEMENT
A platform that your team does not use is not an asset. We design the rollout of your Salesforce environment around user adoption, including role-specific training, documentation of key workflows, and a structured transition plan for teams moving from legacy systems or manual processes. We stay engaged through the go-live period to address questions and make real-time adjustments before they become bigger problems.
OPTIMIZATION AND MANAGED SERVICES
After launch, the work continues. We monitor system performance, track adoption metrics, and identify areas where workflows or automation can be improved. We run regular review cycles with your team to surface new business requirements that the platform can support, enhance existing automation, refine reporting, and ensure that your Salesforce environment evolves as your business does. Clients on ongoing managed services retain continuous access to our team without needing to scope and contract a new project every time a need arises.
HIGHLIGHTS
From Redtail to Salesforce Financial Services Cloud for a Growing Advisory Firm
A fast-growing advisory firm was held back by Redtail’s manual workflows and compliance gaps. IMG migrated their records into Salesforce Financial Services Cloud and built a connected, automated advisor platform built to scale.
Rebuilding Operations for a Multi-Location Medical Aesthetics Brand
A fast-growing medical aesthetics provider had outgrown a rigid, costly legacy CRM. IMG delivered a fully customized Salesforce ecosystem, from clinical charting to eCommerce, resulting in a HIPAA-compliant platform built for national franchise growth
Unifying Call Center Operations for a Multi-Brand Retailer with Service Cloud Voice and Amazon Connect
A multi-brand retailer had no unified system, inconsistent call recording, and zero visibility into agent performance. IMG implemented Service Cloud Voice with Amazon Connect and delivered real-time dashboards across every brand queue.
FAQs
IMPLEMENTATION
Timeline depends on the scope of the engagement, the complexity of your data model, and whether migration is involved. A straightforward Sales Cloud implementation for a small team can be completed in four to six weeks. More complex multi-cloud builds, migrations from legacy systems, or projects involving significant custom development typically run longer. During the assessment phase, we scope the project with a clear timeline before any work begins so you have an accurate expectation from day one. If your configuration needs a review before you commit to a full implementation, we offer a complimentary Salesforce Health Check to assess where you stand.
We scope projects based on the specific work involved rather than applying a fixed package pricing model. After the initial assessment, we provide a documented proposal that outlines deliverables, timelines, and investment. For ongoing managed services, we offer flexible monthly support arrangements ranging from a small number of hours for routine maintenance to fully outsourced administration support for larger organizations.
INTEGRATIONS
Yes. This is one of our core areas of expertise. We integrate Salesforce with ERP platforms, QuickBooks, billing systems, inventory tools, industry-specific software, and marketing platforms. Where Salesforce offers a native connector, we implement and configure it. Where a custom connection is required, we develop it through open API work. Every integration is designed with your data architecture in mind and documented for long-term maintainability.
Yes. Data migration is included as a standard part of our implementation engagements when needed. We handle extraction from your current system, field mapping, data cleanup, and import into Salesforce. For organizations running on spreadsheets or legacy platforms, we have a well-tested migration process that prioritizes data accuracy and completeness.
CUSTOMIZATION
Yes. We have delivered Salesforce implementations across financial services, healthcare, medical aesthetics, retail, professional services, manufacturing, and more. Each industry has specific compliance requirements, workflow patterns, and data structures that a generic implementation does not address. We build configurations that reflect how your industry operates, not just how Salesforce works by default.
SUPPORT
No. We operate on a 90-day minimum with no annual contracts for our retainer and managed services engagements. We earn your continued partnership through results and responsiveness, not contractual obligation.
Yes, and we consider it one of the most important parts of what we do. The period immediately after go-live is when teams are adjusting to new workflows and questions surface that could not have been anticipated during the build. We stay engaged through that transition and offer ongoing managed services for clients who need continuous Salesforce support beyond the initial implementation..
EXPAND THE POWER
OF SALESFORCE
Marketing Cloud
Connect your marketing automation directly to your CRM data so that every campaign, nurture sequence, and lead scoring model operates on accurate, real-time contact information.
Technology Consulting & Integrations
Website Development
Build a conversion-optimized website that captures lead data and feeds it directly into Salesforce with proper source attribution from the first touch.
Email Marketing & Automation
Deliver personalized, behavior-triggered email communications to prospects and customers using the data your Salesforce CRM already contains.
Paid Advertising
Lead Generation Campaigns
CRM and Funnel Optimization
Brand and Design Work
Your Salesforce Partner for Growth
IMG was founded in 2016 as a digital marketing agency. Shortly after launch, we completed our first Marketing Cloud Account Engagement (Pardot) implementation, and that engagement changed the direction of the company. It made clear that the businesses we were working with needed a partner who understood both the marketing and the technology side of growth, not one or the other.
Since then, we have completed thousands of Salesforce cloud implementations across Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud, and Account Engagement. We have logged more than 60,000 hours of Salesforce customization, development, training, and support work. Our team includes certified Salesforce consultants, administrators, developers, and marketing strategists who work together on every engagement.
IMG is a proud member of the Salesforce JumpStart program, one of only 12 partners in the program. JumpStart is Salesforce’s initiative to support partners who demonstrate the expertise, process discipline, and client commitment required to deliver successful implementations at scale. Membership reflects a level of investment in the Salesforce ecosystem that goes beyond certification.
We have been recognized on the Inc. 5000 list of fastest-growing companies in America and named a top-five fastest-growing company in Rhode Island three times. We operate as a strategic partner, not an implementation vendor. That means we are accountable for outcomes, invested in your long-term success, and available for the full scope of what growing your business requires.
Your Salesforce Investment Should Be Working Harder
You made the decision to invest in Salesforce. The platform can deliver on that investment, but only with the right implementation, the right integrations, and the right partner supporting it over time. That is what IMG provides.
Whether you are starting from scratch, rebuilding something that was not set up correctly, or expanding into new clouds and products, we have the experience, the process, and the team to get it done.
