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Salesforce Data Cloud Consulting Services
Folio3 offers full-suite Salesforce Data Cloud consulting solutions to power your human and AI agents with the right data and drive better customer experiences.
We Specialize in Salesforce Data Cloud Consulting
Salesforce Data Cloud is an all-inclusive platform that helps unify, enrich, and activate all your customer data at scale across the entire Salesforce ecosystem. It ingests data from multiple sources including CRMs, analytics systems, and third-party tools. Advanced data pipelines then structure, combine, and transform this data to create 360° customer profiles.
With integrated machine learning capabilities, real-time segmentation, and native activation connectors, Salesforce Data Cloud empowers sales, marketing, service, and eCommerce teams. It helps them extract more value from their existing data. Personalized recommendations, interactions, and automated workflows improve customer experience and operational efficiency across every touchpoint.
As a leading Salesforce Data Cloud consulting company, Folio3 has an impressive track record of delivering successful, customized solutions. Our Salesforce Data Cloud consulting services help utilize our teams’ deep expertise combined with proven implementation methodologies to accelerate time-to-value.
Transforming Data to Help Enterprises Drive Better Clarity Across Key Processes
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Your Trusted Partner in Salesforce Data Cloud Consulting and Implementation
Majorkey
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.
Sunhero
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
Our Salesforce Data Cloud Services and Solutions
Explore our portfolio of Salesforce Data Cloud consulting and implementation services and solutions:
Salesforce Data Cloud Consulting
Before embarking on a new project, it’s important to start with clear business objectives aligned with your KPIs. Our Salesforce Data Cloud consulting teams become an extension of your in-house team to craft data-driven strategies focused on driving business growth and innovation. View More
Salesforce Data Cloud Implementation
Successfully launching and adopting any enterprise-grade Customer Data Platform (CDP) hinges on precise execution from initial integration to ongoing iteration. Our certified Salesforce Data Cloud implementation teams architect scalable, flexible data infrastructures and realize end-to-end governance. View More
Data Modeling & Architecture
We design optimal data models and architecture that align with your strategic objectives for getting value from data. Our experts focus on understanding your goals, data sources, and ideal analytics use cases to architect a solution that enables you to drive meaningful insights from data. View More
Data Segmentation & Personalization
We help you divide your customers into segments based on common attributes and behaviors so you can target them with custom messaging and offers that resonate. Our team is skilled at analyzing data to identify high-value customer subgroups, developing customized segments aligned to products and campaigns, and enabling personalized, multi-channel experiences. View More
Data Unification & Identity Resolution
Combining data across disparate sources for a unified customer view is an area we specialize in. We implement data lakes and utilize machine learning to match customer identities across all touchpoints and resolve duplicate records. This gives you an accurate understanding of customer lifecycle engagement across sales, service, marketing, and commerce. View More
AI-enabled Insights & Analytics
Our data scientists are experts at developing and deploying AI and machine learning models to uncover insights that drive strategic business decisions. We utilize leading-edge capabilities like predictive analytics, forecasting models, optimization algorithms, sentiment analysis, and more to help you gain intelligence from data. View More
Data Compliance & Security
Protecting customer data and maintaining compliance is our top priority. We conduct comprehensive assessments to identify areas of risk, implement strong governance policies for data access and usage, enable security capabilities of Salesforce Data Cloud, and apply backup, disaster recovery, and other data protection best practices. View More
Intelligent Workflow Automation
We optimize business processes by applying intelligent automation capabilities. This includes designing workflows and alerts based on key events, integrating AI-enabled chatbots and recommendation engines, and enhancing productivity through intelligent automation. Our workflow automation solutions save time and effort while improving consistency and accuracy. View More
Explore What Folio3’s Salesforce Data Cloud Solutions Can Do For You
Change the way you use data with Folio3’s Salesforce Data Cloud consulting and implementation capabilities.
Why Choose Folio3 for Salesforce Data Cloud Consulting and Implementation?
Extracting value from data is no longer optional – it’s imperative. As a leading Salesforce Data Cloud consulting and implementation partner, Folio3 offers full-cycle solutions, helping clients across industries establish trusted data foundations and drive better efficiency.
Proven Salesforce Expertise
With over a decade of delivering successful Salesforce solutions, our certified consultants and developers understand every intricacy of the platform. We utilize our stand-out expertise with Salesforce products and complementary platforms to implement modern data warehouses, lakes, and pipelines at scale and pace.
End-to-End Salesforce Data Cloud Services
We provide you with comprehensive Salesforce Data Cloud consulting and implementation services to help your business deliver maximum impact with data. From data modeling to engineering to machine learning, we transform the way your in-house teams leverage data and make crucial business decisions.
Certified Salesforce Consultants & Developers
Our team comprises experienced, certified Salesforce consultants, developers, architects, and data scientists. They boast significant expertise across all Salesforce products and platforms, delivering data-driven solutions tailored to your unique business use cases.
Industry-Specific Salesforce Data Cloud Solutions
With Salesforce Data Cloud consulting expertise across different industries, we develop truly custom data models, analytics, and intelligent solutions optimized for key priorities within healthcare, finance, retail, media, manufacturing, and other verticals.
Commitment to Data Compliance & Security
We conduct stringent security reviews, implement backup and recovery mechanisms, and follow industry regulations surrounding data protection and privacy to ensure Salesforce Data Cloud compliance.
Scalable Salesforce Data Cloud Implementations
Our skilled architects design Salesforce Data Cloud solutions focused on flexibility, performance, and scale to accommodate future data sources, new analytics use cases, and evolving business requirements.
Get Started With a Free Salesforce Data Cloud Consulting Session Today!
Connect with our Salesforce Data Cloud consulting teams to transform your business with data-driven intelligence.
Our Expertise Across the Salesforce Ecosystem
With over a decade of experience, we have delivered successful projects across the full range of Salesforce clouds and integrated technologies.
Sales Cloud
We implement Sales Cloud CRM to help businesses manage accounts and contacts, track opportunities and pipelines, analyze sales data, and boost productivity. Our consultants can customize and extend capabilities to align with sales processes.Read More
Service Cloud
We build customized Service Cloud solutions for managing cases, service contracts, portals, and communities to improve customer satisfaction and retention. Our experts configure self-service, knowledge management, and omnichannel engagement features tailored to service needs. View More
Marketing Cloud
For 1:1 consumer journeys, we implement Marketing Cloud and its integrated solutions for email marketing, mobile engagement, advertising, content management, and more. We enable data-driven campaigns and personalized messaging at scale.View More
Commerce Cloud
We deliver robust commerce solutions on Salesforce Commerce Cloud connected across systems, enriched with shopper data, and featuring engaging, optimized experiences that drive conversion. Our team handles complex B2B and B2C implementations. View More
Experience Cloud
We combine Salesforce CMS tools for building branded digital experiences with online community capabilities for employee and customer engagement powered by the Experience Cloud.View More
Data Cloud
Our data modeling, identity resolution, analytics, AI, and automation expertise help you unify data for smarter decisions and highly tailored customer experiences powered by Data Cloud.View More
Financial Services Cloud
We create tailored solutions for banks, insurance, and wealth management firms utilizing Financial Services Cloud and its intelligent workflows, customer insights, and industry-specific processes.View More
Health Cloud
For healthcare services, payers, and digital health companies, we implement patient management, data interoperability, and intelligent care coordination solutions on Health Cloud. View More
Media Cloud
For media companies, we implement scalable subscription management and publishing tools within Salesforce Media Cloud. Media Cloud enables modern digital platforms for all types of publications and content providers. View More
Manufacturing Cloud
Manufacturing Cloud provides order management, forecasting, and analytics specific to complex manufacturing. Our consultants equip manufacturers to get products to market faster using Manufacturing Cloud.View More
Mulesoft
To integrate Salesforce with legacy systems, we leverage MuleSoft’s API-led connectivity platform to create reusable interfaces that seamlessly connect data across apps.View More
Tableau
We help businesses visualize Salesforce data with interactive dashboards, analytics, and reporting powered by Tableau for real-time business intelligence to identify insights.View More
Folio3’s Salesforce Data Cloud Implementation Process
01 Initial
Consulting
Our Salesforce Data Cloud consulting team analyzes your requirements to create a custom implementation plan.
02 Project
Scoping
We define the project scope, highlighting all the tasks, deliverables, timelines, and costs involved.
03 Infrastructure
Assessment
We evaluate your existing IT infrastructure and its readiness for a smooth Salesforce implementation.
04 Proposal &
Agreement
You receive a detailed proposal of the project outlining everything discussed and decided previously.
05 Data Integration
& Migration
We migrate and integrate your data into Salesforce through custom data integration suited for your systems.
06 Customization
& Configuration
We customize your Salesforce to match your processes and configure it to meet your specific business needs.
07 Testing &
Validation
The entire Salesforce system undergoes rigorous testing to identify and fix any issues before deployment.
08 Deployment &
Training
Once ready, your Salesforce solution goes live with comprehensive support during the transition.
Pick the Right Salesforce Data Cloud Consulting and Implementation Model
Fixed Price
This involves delivering the project at an agreed cost. It offers stability around the project costs. View More
Time & Material
You pay for the actual time and resources utilized. It offers flexibility to modify the scope as needed. View More
Managed Services
Our team handles your Salesforce applications and processes on an ongoing basis to optimize performance. View More
Staff Augmentation
Our Salesforce experts work as part of your team to complement your existing capabilities. View More
Frequently Asked Question?
Salesforce Data Cloud is a powerful platform for managing and unifying customer data from across systems to gain valuable intelligence through analytics, AI, and automation.
Our skilled consultants partner with you to develop a data strategy aligned to key business priorities, identify opportunities to optimize processes with data-driven automation and provide an actionable plan to drive growth with Salesforce Data Cloud capabilities.
We handle the end-to-end implementation to get Salesforce Data Cloud configured to your needs, integrated across systems, populated with clean reliable data, and adopted seamlessly by your users, enabling faster time to value.
Our Salesforce Data Cloud consulting services are customized to each client’s unique objectives, data infrastructure, and use cases. Contact us for a personalized quote detailing the scope of work and estimated cost tailored to your project parameters.
Similar to Salesforce Data Cloud consulting, our implementations vary based on specific functionality, integrations, and other custom requirements so pricing is customized accordingly. Get in touch for a custom quote outlining expected implementation costs for your company.