Salesforce
360-Degree CRM Solutions with Salesforce
Why Salesforce, Why Now
In a frenzied, customer-driven market, your CRM is no longer a back-office tool; it’s the heartbeat of your business. For companies serious about delivering exceptional customer experiences, Salesforce stands out as the most powerful, flexible, and future-ready CRM platform.
At Tech360, we are more than just implementers. We’re a Salesforce consulting company that helps you unlock the full potential of the platform; strategically, technically, and operationally. Whether you need to streamline sales pipelines, enhance customer service, automate marketing, or unify business intelligence, we design custom Salesforce solutions that fit your workflows and scale with your growth.
Why Choose Tech360 for Salesforce CRM Solutions

Strategy-Driven Implementations
Before we configure a single setting, we understand your sales cycles, service models, marketing funnels, and customer data needs. We ensure Salesforce CRM customization is driven by business priorities, not by guesswork.

End-to-End Expertise
From Salesforce migration services to custom app development, we cover the entire CRM lifecycle. Our team of certified Salesforce experts includes developers, architects, admins, and business analysts, all working together to deliver a seamless experience.

Industry Adaptability
We have deployed Salesforce for B2B, B2C, and hybrid models across industries like healthcare, retail, fintech, and manufacturing. Our domain-specific experience ensures your CRM reflects the realities of your sector.

Integration Without Boundaries
Through our Salesforce integration services, we connect your CRM with ERP systems, marketing tools, payment platforms, and data warehouses - giving you a true 360-degree view of your business.

Ongoing Partnership
Our role doesn’t end at go-live. We provide Salesforce support and maintenance to keep your CRM secure, optimized, and ready for evolving business demands.
Our Approach: The Tech360 Salesforce Delivery Model
We start with a complete audit of your sales, marketing, and service processes to identify gaps and opportunities.
We translate requirements into tailored configurations and custom components.
We validate functionality, security, and performance before deployment.
Using our Salesforce migration services, we ensure smooth transfer of data and seamless system connectivity.
We equip your team with the know-how to maximize ROI.
Our Salesforce support and maintenance ensures ongoing improvement and issue resolution.
Key Offerings
Salesforce Implementation &
Customization
- Creating custom objects, fields, and relationships that mirror your real-world processes.
- Designing tailored workflows and approval chains that match your sales and service cycles.
- Configuring role-based permissions to safeguard sensitive information.
- Automating repetitive tasks like lead assignment, quote generation, and renewal reminders.
Sales Cloud, Service Cloud, And
Marketing Cloud Solutions
- Sales Cloud: Build intelligent lead pipelines, automate follow-ups, forecast revenue accurately, and enable your sales teams to close deals faster. Our certified Salesforce experts configure sales processes that remove friction from every step.
- Service Cloud: Transform customer support into a proactive, intelligent function. From omnichannel case routing to AI-powered knowledge bases, we help you deliver faster, more personalized service experiences.
- Marketing Cloud: Orchestrate personalized campaigns, track real-time engagement, and automate customer journeys. We ensure your marketing automation is tightly integrated with sales and service data for consistent, targeted communication.
Salesforce Integration with
Third-party Systems
- Enable real-time data synchronization.
- Reduce manual data entry and errors.
- Centralize reporting and analytics.
Lightning Components & App Development
Examples include:
- Interactive dashboards tailored for sales, service, or marketing teams.
- Custom input forms for faster data capture.
- Industry-specific modules like loan processing or patient intake.
CRM Analytics and Reporting
Dashboards
- Building role-specific dashboards for executives, sales reps, and service agents.
- Implementing KPIs for sales velocity, service response times, and marketing ROI.
- Integrating Salesforce with BI tools like Tableau for advanced visualization.
Salesforce Support &
Maintenance
We offer:
- 24/7 monitoring and rapid issue resolution.
- Regular security and performance audits.
- User training and onboarding for new features.
- Continuous enhancements to support business evolution.
With Tech360 as your Salesforce consulting company, you have a long-term partner committed to ensuring your Salesforce investment delivers consistent, measurable value.
Industries We Serve

B2B Enterprises
Complex sales cycles, multiple touchpoints, and account-based marketing.

Retail & eCommerce
Omni-channel engagement, loyalty programs, and personalized marketing.

Healthcare & Life Sciences
HIPAA-compliant patient engagement platforms.

Financial Services
Secure, compliant systems for wealth management and customer onboarding.

Manufacturing
Dealer portals, distributor networks, and service management.
What Separates Salesforce from Other CRM Solutions
As a Salesforce consulting company, we’ve seen firsthand why Salesforce consistently outperforms its competitors. It’s not just a tool; it’s an adaptable, enterprise-grade ecosystem capable of evolving with your business. Here’s why:
With robust APIs and tools like MuleSoft, Salesforce makes connecting to other systems seamless. Our Salesforce integration services ensure your CRM communicates with ERP, accounting, analytics, and eCommerce platforms in real time, something many CRMs struggle to achieve reliably.
FAQs
Frequently Asked Questions
Salesforce stands out for its flexibility, scalability, and powerful customization options. Unlike many CRMs, Salesforce allows deep Salesforce CRM customization through workflows, automation, Lightning Components, and integrations. It offers an all-in-one platform that includes Sales, Service, and Marketing Clouds, ensuring every customer interaction is connected. With our Salesforce consulting company expertise, we tailor custom Salesforce solutions to your unique workflows, integrate with third-party systems, and ensure you have real-time insights across departments. Whether you need Salesforce development services or ongoing Salesforce support and maintenance, the platform adapts to your growth at every stage.
We start every project with an in-depth discovery phase to understand your processes, goals, and pain points. As a Salesforce consulting company, we design tailored custom Salesforce solutions that align with your operations. Our Salesforce development services cover configuration, Salesforce CRM customization, workflow automation, and integration with your existing tools. We use a phased rollout approach, ensuring minimal disruption and maximum adoption. Our certified Salesforce experts also provide training so your team can fully leverage the platform. Post-launch, our Salesforce support and maintenance services keep your CRM optimized and evolving alongside your business.
Yes — integration is one of Salesforce’s strongest capabilities. Through our Salesforce integration services, we connect your CRM to ERP systems, accounting software, eCommerce platforms, marketing automation tools, and more. We use Salesforce APIs, MuleSoft, and custom connectors to ensure secure, real-time data sharing between systems. Whether you need Salesforce integrated with SAP, Oracle, HubSpot, or proprietary software, our certified Salesforce experts deliver seamless interoperability. With a unified view of data, you gain more accurate analytics, reduce duplicate work, and improve operational efficiency, all while enhancing customer experience.
Salesforce migration services involve transferring your data, workflows, and processes from a legacy CRM or spreadsheets into Salesforce. At Tech360, we ensure a smooth, secure migration with zero data loss. We map fields, clean datasets, and maintain historical records, ensuring your business continuity. Migration is essential if your current system lacks scalability, integration capabilities, or modern features. Our custom Salesforce solutions often start with a migration phase, followed by Salesforce CRM customization to match your business processes. This allows you to hit the ground running with a powerful, future-ready CRM.
If you want a CRM that works exactly the way your business does, then yes — you’ll benefit from having a developer. When you hire a Salesforce developer from Tech360, you get a certified professional skilled in building custom Salesforce solutions and integrating complex systems. Developers handle Salesforce CRM customization, Lightning Component creation, and custom app development to extend platform functionality. Whether it’s tailoring workflows, building APIs, or enhancing UI/UX, our Salesforce development services ensure your CRM is a perfect fit for your operational needs and growth goals.
Salesforce is one of the most secure CRM platforms available, with robust data encryption, role-based access controls, and compliance certifications like GDPR, HIPAA, and ISO. At Tech360, our certified Salesforce experts go further by implementing custom security layers tailored to your industry. We configure permissions, audit logs, and data-sharing rules to ensure your sensitive customer data is fully protected. Combined with our Salesforce support and maintenance, you can trust that your system remains compliant and secure against evolving threats — giving you peace of mind while running your operations.
Our Salesforce support and maintenance packages include proactive monitoring, bug fixes, performance optimization, and feature enhancements. We offer 24/7 issue resolution and periodic system audits to ensure your Salesforce environment stays aligned with business goals. As your Salesforce consulting company, we keep you up to date with new releases, implement relevant features, and provide user training. Whether you need quick troubleshooting or long-term optimization, our certified Salesforce experts ensure your CRM delivers consistent, measurable value - without downtime or disruptions to your daily operations.
Absolutely. Salesforce’s Sales Cloud streamlines lead management, automates follow-ups, and provides AI-driven sales insights. With our Salesforce development services, we customize dashboards, reports, and workflows to match your sales process. Our custom Salesforce solutions allow your reps to focus on selling, not admin work. Features like opportunity tracking, pipeline forecasting, and automated reminders boost efficiency and close rates. With Salesforce CRM customization by Tech360, your sales teams have the tools and real-time data they need to engage prospects effectively and hit revenue targets faster.
The timeline depends on scope, complexity, and the level of Salesforce CRM customization needed. A straightforward setup might take 4–6 weeks, while a multi-cloud, multi-integration deployment could span several months. As a Salesforce consulting company, we use an agile approach, delivering core functionality quickly while phasing in advanced features. Our certified Salesforce experts ensure every phase is tested, documented, and aligned with your goals. Whether it’s a fast-track deployment or a complex enterprise rollout, our priority is delivering a stable, fully optimized Salesforce environment.
Tech360 offers a full suite of Salesforce development services including Salesforce integration services, Salesforce migration services, and Salesforce CRM customization. Our certified Salesforce experts implement Sales, Service, and Marketing Clouds, build custom apps, design analytics dashboards, and provide Salesforce support and maintenance. We serve as your long-term Salesforce consulting company, ensuring your CRM adapts as your business grows. Whether you’re starting from scratch or optimizing an existing instance, our custom Salesforce solutions are engineered to maximize efficiency, data visibility, and customer engagement across every department.
Success Stories
Success Beyond Code!
“From Sticky Notes to 100% Seamless Operations”
A regional retailer wanted to “go digital” but was drowning in legacy systems and paper-heavy processes. Tech360 stepped in with digital transformation services that modernized their operations end-to-end — cloud migration, workflow automation, and real-time analytics. Within 6 months, they cut manual tasks by 40%, launched an online storefront, and doubled customer engagement. The CEO put it best: “We used to survive on sticky notes and gut instinct. Now we actually know what’s happening, and customers notice.” Transformation doesn’t always start flashy; sometimes it’s just about finally getting the basics right.
“From Prototype Struggles to Market Success”
A fast-growing startup had an idea for a healthcare app but kept stalling after failed MVP attempts. Tech360’s product engineering services guided them from concept to launch: ideation, prototype, testing, and full-scale development. We built a secure, scalable app that integrated seamlessly with medical devices, all while meeting HIPAA standards. The result? A product that hit the market three months early and attracted a major investor round. That’s the power of structured software product engineering: clarity from day one.
“Turning Salesforce into a Sales Engine”
A mid-sized B2B company had Salesforce but treated it like an expensive Rolodex! Sales reps hated it, managers ignored it, and data lived everywhere but there. Tech360 brought in Salesforce development services and a certified team to customize workflows, integrate third-party systems, and build dashboards that actually answered business questions. Within weeks, sales adoption skyrocketed, reporting accuracy improved by 60%, and quarterly revenue jumped. The client admitted, “We finally feel like Salesforce is working for us, and not the other way around.”
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“From Sticky Notes to 100% Seamless Operations”A regional retailer wanted to “go digital” but was drowning in legacy systems and paper-heavy processes. Tech360 stepped in with digital transformation services that modernized their operations end-to-end — cloud migration, workflow automation, and real-time analytics. Within 6 months, they cut manual tasks by 40%, launched an online storefront, and doubled customer engagement. The CEO put it best: “We used to survive on sticky notes and gut instinct. Now we actually know what’s happening, and customers notice.” Transformation doesn’t always start flashy; sometimes it’s just about finally getting the basics right.
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“From Prototype Struggles to Market Success”A fast-growing startup had an idea for a healthcare app but kept stalling after failed MVP attempts. Tech360’s product engineering services guided them from concept to launch: ideation, prototype, testing, and full-scale development. We built a secure, scalable app that integrated seamlessly with medical devices, all while meeting HIPAA standards. The result? A product that hit the market three months early and attracted a major investor round. That’s the power of structured software product engineering: clarity from day one.
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“Turning Salesforce into a Sales Engine”A mid-sized B2B company had Salesforce but treated it like an expensive Rolodex! Sales reps hated it, managers ignored it, and data lived everywhere but there. Tech360 brought in Salesforce development services and a certified team to customize workflows, integrate third-party systems, and build dashboards that actually answered business questions. Within weeks, sales adoption skyrocketed, reporting accuracy improved by 60%, and quarterly revenue jumped. The client admitted, “We finally feel like Salesforce is working for us, and not the other way around.”
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