Sales Cloud Setup
Objects, stages and page layouts built for your process.
SALESFORCE SUMMIT PARTNER
Salesforce Consulting That Your Reps Will Use
Sales Cloud setup, cleanup and upgrades. We set up Salesforce to fit how your team actually works.
- New builds
- Cleanups
- Migrations
- Integrations
- AI features
- Training
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
WHAT WE DELIVER
What You Get
Lead Routing
Assignment rules that get every lead to the right rep fast.
Email-to-Case
Service requests routed and tracked without a lost email.
Dashboards
Forecasts and reports leadership trusts.
Edition Upgrades
Professional to Enterprise, planned and priced.
Einstein & AI
Salesforce AI features set up where they help.
HOW IT WORKS
Our Process
Discovery
We learn how your team sells, markets and serves, and what you pay for today.
Plan
Fields, stages, automations and reports mapped out and approved.
Build
We configure the CRM and connect your email, forms and tools.
Test
Real scenarios run end to end with your team.
Launch & Train
Clean data goes live and your team learns the parts they use.
Support
We stay on to fix, tweak and improve.
FAQ
Common Questions
Is Salesforce right for us?
It shines for bigger teams and complex sales. We'll tell you honestly if something simpler fits.
Can you clean up our Salesforce?
Yes. Duplicates, old automations and broken routing are our bread and butter.
Should we upgrade editions?
We price it out and show you what you'd actually use.
When we hired The Growth Laboratory, our CRM was a disaster. Duplicate leads were everywhere, and the CRM was not working well. The sales team hated logging in. They didn’t just reconfigure the platform; they redesigned it for our reps. Adoption skyrocketed within two weeks, and we finally have reporting we can trust.