Improve your client-oriented workflows, simplify business operations, and maximize revenue with end-to-end CRM implementation.
Every business owner needs a custom CRM system that not only simplifies their key processes but also helps improve customer engagement, conversions, sales funnels, and ROI. Folio3 CRM addresses your unique challenges and needs by implementing solutions that streamline your business operations and sales funnels while driving better customer engagement, retention, and loyalty.
Here’s why business owners choose Folio3 CRM as their implementation partner:
Certified infrastructure to deliver compliant CRM solutions
Certified security management systems that ensure data integrity and privacy
Our team of CRM consultants has extensive experience guiding organizations on how to get the most out of their customer relationship management (CRM) systems. We partner with you to understand your business needs and processes to recommend the right CRM strategies and technologies.
Our solutions include:
Folio3 CRM builds secure, scalable and user-friendly CRM systems designed specifically for your organization. We utilize agile methodologies focused on frequent collaboration to ensure we deliver a platform that empowers your teams and drives value across sales, marketing, customer service, and more.
Our solutions include:
Implementing an enterprise-wide CRM solution across multiple departments can be complex. Our certified consultants oversee the entire process from start to finish, handling activities such as data migration, customization, testing, training and change management.
With experience across platforms like Salesforce, Microsoft Dynamics and more, we implement solutions tailored for organizations of any size or industry to improve customer interactions.
Our solutions include:
Disparate systems frequently lead to fragmented and inconsistent customer data that restricts visibility. Folio3 CRM offers data consolidation services to resolve this issue. We carefully aggregate data from across your technology ecosystem into a unified CRM platform.
Our solutions include:
Switching CRMs brings tremendous opportunities but also substantial challenges if not managed properly. Our experts help transition you from legacy or outdated systems to CRM platforms like Salesforce to meet your changing needs.
Our solutions include:
To maximize value from CRM, integration with complementary systems across sales, marketing, finance, operations and more is essential. Folio3 provides CRM integration services to connect your customer data with ERP, email, business intelligence systems, and more.
Our solutions include:
Our custom CRM implementations maximize returns on your CRM investments through optimized configurations that work perfectly with your processes.
We design solutions that provide your customer service teams with a unified view of each customer’s history for faster issue resolution and improved experiences.
Consolidating customer data across different operations and departments enables sales representatives to nurture leads with consistent, informed follow-ups that close deals faster.
We’ve helped businesses across different verticals reinvent their CRM by delivering custom CRM solutions aligned well with their processes, goals, needs, and customers.
With AI-enabled recommendations based on interactions, behaviors, and preferences, we help you deliver the personalized experiences that build trust and loyalty.
Integrating marketing, sales and operations data, our CRM solutions help sales and marketing teams optimize their spending for more cost-effective conversions.
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
