Contact & Account Management
360° customer profiles with activity history, relationships, and engagement tracking.
360 GROWTH LAB PLATFORMS
Salesforce. Stronger Growth.
360 Growth Lab implements and optimizes Salesforce CRM — custom objects, pipeline automation, integrations, and reporting systems that give your team a 360° view of every customer relationship.
Salesforce
Partner Since 2016
360° Customer View
$2.45M
Opportunities
+18%
$1.62M
Closed Won
+22%
1,312
New Leads
+14%
34%
Win Rate
+3%
Pipeline by Stage
Pipeline Stages
- Qualification142
- Needs Analysis98
- Proposal64
- Closed Won38
Sales CloudService CloudEinstein AI
Enterprise CRM Tailored to How You Sell
Salesforce is the standard for enterprise CRM — but out-of-the-box configuration rarely matches complex B2B sales motions, multi-product catalogs, or partner channel models. We design Salesforce orgs with the right object model, validation rules, and automation layers so reps spend time selling, not fighting the system.
From Sales Cloud and Service Cloud to custom Apex development and Experience Cloud portals, we deliver Salesforce implementations with clean data models, role-based security, and integrations that connect your CRM to marketing, finance, and operations platforms.
Platform Capabilities
Everything You Need to Sell Smarter
Salesforce is the world's #1 CRM — we configure it to match your sales process and growth goals.
Opportunity Pipeline
Visual deal stages, forecasting, and pipeline analytics for predictable revenue.
Workflow Automation
Process Builder and Flow automations that eliminate manual tasks and enforce consistency.
Custom Objects & Fields
Tailored data models that capture your unique business logic and reporting needs.
Lead Management
Lead scoring, assignment rules, and conversion tracking from first touch to close.
Reporting & Dashboards
Real-time dashboards, custom reports, and Einstein Analytics for data-driven decisions.
AppExchange Integrations
Connect Salesforce to marketing, finance, support, and industry-specific tools.
Security & Compliance
Role-based access, field-level security, and audit trails for enterprise compliance.
What We Deliver
Solutions We Offer
End-to-end Salesforce services from audit through implementation and ongoing optimization.
Salesforce Audit & Strategy
Assess your current org, identify gaps, and build a phased Salesforce roadmap.
CRM Implementation
Custom objects, page layouts, validation rules, and dashboards for your sales team.
Automation & Workflows
Flow Builder automations for lead routing, task creation, and approval processes.
Integration Architecture
Connect Salesforce to ERP, marketing, finance, and custom systems via APIs.
Data Migration
Clean, validated migration from legacy CRMs with deduplication and mapping.
Training & Admin Support
Team enablement, admin documentation, and ongoing org optimization.
Who We Serve
Industries We Serve
Salesforce implementations tailored to your industry, sales cycle, and compliance needs.
Financial Services
Healthcare
Technology
Manufacturing
Real Estate
Professional Services
Nonprofits
Education
Insurance
Retail
Pricing
Simple, Transparent Pricing
Salesforce implementation packages for every stage of your CRM journey.
Starter
$2,999/mo
Essential Salesforce setup for teams launching their CRM foundation.
- Sales Cloud configuration
- Custom fields & page layouts
- Basic workflow automation
- Standard reports & dashboards
- 30-day launch support
Growth
$7,999/mo
Full Salesforce stack with custom objects, automation, and integrations.
- Custom object architecture
- Advanced Flow automations
- Multi-system integrations
- Custom dashboards & reports
- Data migration included
- Monthly optimization
Enterprise
$14,999/mo
Enterprise Salesforce with complex workflows, API layer, and dedicated support.
- Multi-cloud implementation
- Custom API development
- Enterprise security model
- Dedicated Salesforce admin
- Weekly performance reviews
- Priority support & SLA
Why Us
Why Choose 360 Growth Lab?
Salesforce partner since 2016 — implementations that drive pipeline velocity and revenue.
Partner Since 2016
Nearly a decade of Salesforce implementations across industries and org sizes.
Revenue Architecture
Salesforce builds designed around pipeline metrics, not generic templates.
Clean Data Migration
Validated, deduplicated migrations from any legacy CRM with zero downtime.
Automation Excellence
Complex Flow automations that save hours and enforce sales process discipline.
Ongoing Partnership
Admin support, optimization, and feature development as your org evolves.
Salesforce Services We Offer
Implementation, customization, and ongoing management tailored to your business.
Org Setup & Configuration
Custom objects, fields, page layouts, and record types aligned to your sales and service processes.
Pipeline & Forecast Management
Opportunity stages, forecast categories, and quota tracking with roll-up reporting for leadership.
Flow & Process Automation
Record-triggered flows, scheduled paths, approval processes, and email alerts for operational efficiency.
User Management & Security
Profiles, permission sets, sharing rules, and field-level security for multi-team orgs.
Service Cloud Setup
Case management, knowledge base, Omni-Channel routing, and SLA-based escalation rules.
Reports & Dashboards
Executive dashboards, pipeline analytics, and custom report types for cross-object insights.
Business Use Cases With Salesforce
Practical applications we implement for growing businesses.
Enterprise B2B Sales
Complex deal cycles with multi-stakeholder tracking, proposal management, and contract workflows.
Partner Channel Management
Partner portals, deal registration, co-selling workflows, and channel revenue attribution.
Compliance-Driven Industries
Financial services, healthcare, and government Salesforce configs with audit trails and field encryption.
High-Velocity Inside Sales
Lead routing, cadence automation, and activity tracking optimized for SDR and AE teams.
Field Service Operations
Work order management, technician dispatch, and asset tracking with Service Cloud.
Revenue Intelligence
Cross-object reporting connecting marketing spend, pipeline velocity, and closed-won revenue.
Platforms & Tools We Connect With Salesforce
Unify your stack with reliable integrations and automation bridges.
HubSpotMarketoPardotQuickBooksNetSuiteStripeDocuSignSlackTwilioTableaun8n / MuleSoftLinkedIn Sales Navigator
Our Salesforce Implementation Process
1
Discovery & Requirements
We audit your current tools, workflows, pain points, and goals to define a clear implementation roadmap.
2
Strategy & System Planning
Architecture, automations, integrations, and rollout phases mapped to your team and timeline.
3
Setup, Development & Integration
We configure Salesforce, build custom logic, connect third-party tools, and migrate data.
4
Testing, Launch & Ongoing Support
QA, team training, go-live support, and continuous optimization after launch.
Salesforce FAQ
Do you customize Salesforce with code or no-code tools?
Both. We use Flow, Process Builder, and declarative tools wherever possible, and Apex/LWC when business requirements demand custom development.
Can you integrate Salesforce with our marketing automation platform?
Yes. We connect Salesforce to HubSpot, Marketo, Pardot, and custom platforms with reliable bi-directional sync and lead lifecycle management.
How do you handle Salesforce data migration?
We use Data Loader, API imports, and validation workflows to migrate contacts, accounts, opportunities, and activities with deduplication and field mapping.
Can you audit and optimize our existing Salesforce org?
Absolutely. We assess automation complexity, unused fields, security gaps, and performance issues — then deliver a prioritized cleanup and optimization plan.
Do you build Salesforce Experience Cloud portals?
Yes. We design customer, partner, and vendor portals with branded experiences, self-service capabilities, and CRM data integration.
Build on this platform
Implementation pages and growth systems that commonly connect here.