As a certified Salesforce consulting company, we design and deliver CRM solutions that drive efficiency, improve customer experience, and scale with your business.
At Folio3, you’re backed by a global Salesforce consulting services provider with over 15 years of CRM expertise and a team of certified professionals who live and breathe Salesforce. We’re not just a Salesforce consulting agency; we’re a long-term partner trusted by companies across industries to deliver scalable, secure, and results-driven CRM solutions.
At Folio3, we deliver Salesforce consulting services designed to meet your business where it is and take it further. We’re not just a Salesforce consulting company; we’re your long-term CRM innovation partner. With over 15 years of experience and 1000+ successful projects delivered, we’re proud to be recognized as one of the best Salesforce consultation partners.
Before you hire remote salesforce consultants, here’s what you need to know:
Our Salesforce consulting services are designed to give you a clear path moving forward. We analyze your business, your goals, your current CRM setup, and the challenges you’re facing. Then, we recommend the best way to improve and scale with Salesforce.
If you’re looking to hire salesforce consultants for end-to-end Salesforce implementation, ongoing development, or platform support, we provide you with the right solutions.
Here’s what our hire salesforce product managers expert help you with:
Your business never stalls, so your Salesforce platform shouldn’t either. Our ongoing Salesforce development services help you ensure your CRM keeps up with your company and customers’ changing needs, new features, and future growth initiatives.
We provide:
Out-of-the-box CRM features rarely cover 100% of your real-world needs. That’s where our Salesforce consultancy team comes in, building and customizing solutions that match how your business truly works. Our Salesforce consulting agency ensures your system is as unique as your business.
Our Salesforce development and customization services include:
Moving to Salesforce? We handle clean, secure data migration from legacy systems, spreadsheets, or outdated CRMs. No stress, no data loss!
We help you with:
Data is only useful if it leads to action. Our analytics consultants help you unlock smarter decision-making using Salesforce-native tools and integrations.
Here’s what our analytics team helps you with:
Salesforce implementation isn’t a one-time project; it’s an ongoing initiative. Our Salesforce managed services ensure your org remains optimized, secure, and aligned with your goals. As one of the top-rated Salesforce consulting firms, we stay with you long after go-live.
Our support team helps you:
Our Salesforce CRM consulting services for Sales Cloud are designed to accelerate your pipeline, automate your sales processes, and give your reps full visibility into every opportunity. As a trusted Salesforce consulting firm, we help you close more deals, faster, with tailored workflows, intelligent lead scoring, and real-time forecasting.
Folio3’s Salesforce consultancy services for Service Cloud empower your support teams with smarter tools, faster resolution paths, and omnichannel case management. From SLAs to self-service portals, we design and deploy Salesforce CRM solutions that reduce response time, improve customer satisfaction, and drive service excellence.
We help marketing teams deliver personalized, data-driven campaigns with Marketing Cloud, one of our core areas of expertise as a certified Salesforce consulting partner in USA. From journey automation to audience segmentation and ROI tracking, our Salesforce consultants ensure your marketing is always targeted, timely, and measurable.
As a full-service Salesforce consultant company, we build and optimize Salesforce Commerce Cloud solutions that create seamless B2B and B2C shopping experiences. Our team ensures that every touchpoint, from storefronts to fulfillment, is connected, personalized, and powered by real-time data.
We specialize in designing high-impact portals using Salesforce Experience Cloud. Whether it’s a customer account center, a partner portal, or an employee hub, we build secure, branded experiences that integrate directly with your Salesforce data. As one of the most agile Salesforce consultancies, we tailor every portal to match your business model and user roles.
Our consultants extend Salesforce’s automation capabilities by implementing Agentforce, giving your customer service and field teams the tools to stay productive and connected. With real-time access to cases, accounts, and workflows, we help you turn your support infrastructure into a competitive advantage.
At Folio3 CRM, we understand that no two businesses are alike, and neither are their CRM needs. That’s why companies around the world trust us to deliver Salesforce consulting services that are tailored, scalable, and built for real business outcomes.
Our approach is simple: we listen, analyze, and build Salesforce solutions that work the way your business does. Whether it’s designing a custom Sales Cloud workflow, optimizing a Service Cloud implementation, or building a strategic roadmap across multiple clouds, we help businesses turn Salesforce into a true growth engine.
As one of the most experienced Salesforce consulting firms, we combine technical depth with business insight, making us a go-to Salesforce consulting company for organizations of all sizes.
Why business leaders choose Folio3 CRM as their Salesforce consulting services provider:
Certified infrastructure to deliver compliant solutions
Certified security management systems that ensure data integrity and privacy
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
Salesforce consulting services help businesses plan, implement, customize, and optimize their use of Salesforce CRM. A certified Salesforce consulting company like Folio3 works closely with organizations to align Salesforce with their unique processes, from sales automation and customer service to marketing and analytics.
Hiring a specialized Salesforce consulting firm gives you access to certified consultants, developers, and architects who understand the platform inside and out. At Folio3, we provide strategic guidance, technical expertise, and years of cross-industry experience, helping you avoid costly mistakes and maximize ROI from your Salesforce investment.
Folio3 is recognized among the best providers of Salesforce consulting services in USA thanks to our 15+ years of CRM experience, 100+ Salesforce certifications, and over 1,000 successful projects. Our clients choose us for our deep technical capabilities, industry-specific solutions, and flexible engagement models.
Look for a Salesforce consultant company with proven experience, certified professionals, and a strong portfolio across industries. Folio3 stands out as a trusted Salesforce consulting partner in the USA, offering end-to-end consulting, from strategy and implementation to customization, integration, and support.
As one of the leading Salesforce consultancies, we serve clients across healthcare, financial services, retail, manufacturing, education, and SaaS. Whether you’re in B2B or B2C, our Salesforce consulting services are tailored to your industry’s needs and compliance requirements.
Yes! Our Salesforce CRM consulting services include both implementation and deep customization. From setting up Sales Cloud to building custom objects, workflows, and Lightning components, our Salesforce consulting agency ensures your CRM is tailored to how your business operates.
A Salesforce consultant focuses on business analysis, strategy, and platform optimization, while a developer handles technical implementation and customization. At Folio3, we provide both, ensuring your Salesforce org is strategically sound and technically scalable.
Absolutely. As a full-service Salesforce consulting services provider, we offer ongoing support and Salesforce managed services to ensure your platform stays secure, up-to-date, and aligned with your evolving business needs.
We’ve integrated Salesforce with platforms including NetSuite, HubSpot, Shopify, QuickBooks, Microsoft Dynamics, and custom ERPs. As an experienced Salesforce consultant company, we build custom APIs, middleware, and real-time data syncs that keep your systems connected and efficient.
Getting started is simple. Contact us to schedule a free discovery call with our certified Salesforce consultants. We’ll assess your current setup, understand your goals, and build a roadmap tailored to your success. Whether you need a quick fix or a full CRM transformation, our Salesforce consulting company is here to help.
