Salesforce Sales Cloud Support and Maintenance
Reliable Sales Cloud Support for Real Sales Consistency
Your CRM doesn’t manage itself. When it breaks, slows down, or falls out of sync, it affects your sales processes and pipeline. Our certified Salesforce Sales Cloud experts provide end-to-end support and maintenance to keep your CRM fast and functional, always!
Our Certifications
By partnering with Folio3 CRM, you get to hire Sales Cloud consultants and developers who boast certifications across the Salesforce ecosystem.
Our Salesforce Sales Cloud Support
and Maintenance Services
Data Cleanup & Deduplication
Clean, accurate data is the foundation of a reliable Sales Cloud. Over time, even the best-managed systems can collect duplicate records, outdated information, and inconsistent data. Our cleanup and deduplication services ensure your team works with accurate data. We use specialized tools and methodologies to identify and merge duplicate records without causing any data loss.
Our solutions encompass:
- Duplicate Identification & Merging
- Data Standardization
- Data Enrichment
- Automated Maintenance
Performance Optimization
Is your Sales Cloud struggling to keep pace with your business growth? Our performance optimization services speed up your system, making it more responsive for your team. We identify and fix bottlenecks that cause frustrating delays and timeouts. The result is a faster, more efficient Sales Cloud that helps your team work productively throughout the day.
Our solutions include:
- Page Load Time Improvement
- Report & Dashboard Tuning
- Database Query Optimization
- Storage Management
Release & Change Management
Salesforce releases major updates three times a year. While you do get to see new features and tools, this also brings potential disruptions to your custom Sales Cloud implementation.
Our release and change management services ensure these updates enhance rather than disrupt your business. We take a proactive approach to Salesforce releases, testing your configuration against upcoming changes before they affect your production environment.
Our solutions include:
- Pre-Release Testing
- Upgrade Planning
- Change Control Processes
- Version Control
Access Control & Role Management
Make sure the right people have access to your sensitive sales data. Our access control and role management solutions create the perfect balance of protection and usability. We
and implement a comprehensive security model tailored to your organization’s structure and needs.
Our solutions enable:
- Permission Set Configuration
- Field-Level Security
- Login Security Enhancement
- Role Hierarchy Design
Admin & User Support
Our admin and user support services provide timely, knowledgeable assistance when issues arise, keeping your sales operations running smoothly. We offer multiple support options to fit your needs, from on-demand help to dedicated support hours. Our team of certified Salesforce experts provides guidance on best practices for both administrators and end users.
Our offerings include:
- Help Desk Services
- User Training
- System Documentation
- Admin Mentoring
Common Salesforce Sales Cloud Issues
Businesses Face (And How We Fix Them!)
Challenge
Leads go to the wrong sales reps or remain unassigned.
Our Solution
We configure territory-based assignment rules, queues, and round-robin logic tailored to your sales structure.
Challenge
Multiple versions of the same leads or accounts clutter the CRM.
Our Solution
We set up duplicate matching rules, validation filters, and merge automation to keep your data clean.
Challenge
Data isn’t syncing between Sales Cloud and other tools.
Our Solution
We integrate CRMs with Outlook, DocuSign, HubSpot, and more via APIs and native connectors.
Challenge
Sales forecasts don’t match sales pipeline reality.
Our Solution
We customize opportunity stages, probability values, and forecasting categories for precise visibility across sales processes.
Explore Salesforce Solutions That Work For You
What Makes Us a Trusted Salesforce Sales Cloud
Support Partner?
At Folio3 CRM, our Salesforce Sales Cloud solutions go way beyond ongoing development. We offer extensive support and maintenance to ensure your CRM performs at its highest level. Whether there are bugs that need to be fixed or performance issues, we ensure your Sales Cloud keeps functioning flawlessly as your 24/7 lead engine.
We’ve supported enterprises and SMBs with continuous Salesforce Sales Cloud maintenance that maximizes uptime, adoption, and revenue growth.
Our credentials speak for themselves:
ISO 9001
Certified Processes to Ensure Reliable Support
ISO 27001
Enterprise-Grade Security
Our Portfolio of Salesforce Solutions
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.
Trusted by
Industry Leaders Across Sectors
Fix issues before they cost you deals. Get end-to-end Salesforce Sales Cloud support and maintenance!
Global Enterprises Count On Folio3
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
Frequently Asked Questions (FAQs)
Our Salesforce Sales Cloud support includes ongoing technical assistance, performance monitoring, issue resolution, and system optimization. It ensures your CRM continues to run smoothly, adapts to your changing sales processes, and delivers consistent value after implementation.
Ongoing Sales Cloud maintenance covers bug fixes, workflow adjustments, automation updates, performance tuning, user support, data hygiene, and continuous enhancements, all designed to keep your CRM aligned with your business goals and evolving sales needs.
Yes, you can hire certified Salesforce Sales Cloud developers to manage support and maintenance tasks. They provide hands-on expertise to troubleshoot issues, implement custom solutions, improve system performance, and ensure your CRM remains scalable and reliable.
Ideally, your Sales Cloud instance should be reviewed and optimized monthly or quarterly, especially after changes in sales processes or product offerings. Ongoing development helps prevent technical debt, ensures efficient workflows, and improves user adoption over time.
Without proper support, your CRM can become outdated, break critical workflows, cause data integrity issues, slow down reps, and reduce ROI. A lack of support often leads to workarounds, abandoned features, and poor sales visibility