Salesforce Implementation Services
Folio3 and its Salesforce implementation services help with business operations, improve workflows, and increase revenue. At Folio3, we help with Salesforce CRM implementation from beginning to end.
Salesforce Implementation Services That Help You To Improve Your Business Processes
As experienced Salesforce implementation consultants, our dedicated team of experts takes you step-by-step through your Salesforce CRM implementation process, keeping you fully informed and updated at every stage. At Folio3, we aim to help you simplify and streamline your processes, and identify key Salesforce features you can leverage to quickly boost your ROI. If you want to hire a Salesforce developer, our consultants work to eliminate complexities, remove bottlenecks, and minimize risks while ensuring you get the most value at the lowest possible implementation cost.
Global Enterprises Count on Our Salesforce Consulting Services
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.
We are a Certified Salesforce Consultancy Delivering CRM Innovation for Brands Worldwide
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
Get more information on how Folio3 can help amplify your Salesforce performance.
Folio3 Salesforce Implementation Service Stages
Discovery and Requirement Gathering
As one of the best Salesforce implementation partners, Folio3 is proud to have one of the most experienced discovery teams consisting of dedicated Salesforce implementation consultants, who attempt to understand your existing setup and processes, your technology systems, and your requirements. We are aware of the nuances in strategy and processes for different businesses and always recommend the perfect custom implementation strategy tailored to your specific goals and requirements., our team is here to help you achieve your business goals with the right solutions.
Sales Cloud & Service Cloud Implementation
Choosing us as your Salesforce implementation partner means you are paving your way to guaranteed success. Our consultants facilitate you in configuring Salesforce Sales and Service Cloud and customizing it to meet your business requirements. We help you automate your business processes and implement Sales and Service Cloud through customized workflows, tailored email templates, custom reports, and security access and approval processes. We ensure maximum data visibility and help you attain intelligent business insights, which help you lead to more reliable decision-making in your organization.
Rapid Custom Development with Innovative Custom Enhancements
We offer agile Salesforce implementation services with simple yet innovative customized enhancements. These simple enhancements allow us to transform the implementation and ensure that you use it to completely revolutionize your organization and its business processes. Our specially trained Salesforce implementation consultants have years of experience working with the Salesforce platform. With us, you can develop the best custom Salesforce CRM implementations that can be advantageous to your users as well as boost your return on investment (ROI).
Migration From Legacy Systems
As your Salesforce implementation partners, we ensure that the safety and integrity of the data in your legacy systems are never compromised. We help you seamlessly migrate your data to your Salesforce solution with zero losses and zero downtime. We build custom migration solutions tailored to your specific requirements as well as your budget, and specially designed to run smoothly and have minimum business impact. Our consultants have just the perfect balance of experience, expertise, and knowledge to solve the most complicated migration problems and still keep challenging themselves. We offer an array of data migration services for Salesforce including data extraction, data reduplication, data cleansing, data standardization, and data validation before finally migrating to Salesforce.
Requirements forCustom Integration Solutions & Services Custom Integrations
Our team of Salesforce experts is extremely adept at customizing turn-key connectors or even designing and developing custom integration solutions from scratch. Their years of knowledge and experience have allowed them to instantly identify issues and come up with quick integration solutions to counter them.
Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
Why Choose Folio3 CRM Salesforce Implementation Services ?
Pre-vetted Salesforce
Teams
Our certified Salesforce team and platform experts align with your project requirements and enable you to leverage utilize it fully
Ongoing Support &
Maintenance
We do provide managed services. Our teams offer post-deployment assistance, ongoing support, maintenance, upgrades and release management.
40% Lower Ongoing
Development Costs
Folio3 ongoing development is more reliable and affordable with Folio3 CRM’s certified team of experts, ready to integrate within your in-house teams.
Salesforce Success Stories
Highmetric
Formelt column Technologies & Highmetric
Folio3 helped Highmetric in merging two separate Salesforce Companies into one. Through the merger, we achieved the following objectives for Hightmetric
- Single source of Sales Data
- Enabled Sales Cross/Upselling
- Reduced Licensing Costs
- Improved Analytics & Reporting
- Reduced Administrative overheads
- Streamlined Financial Visibility
- Improved Sales Visibility