Welcome to Folio3

Software Development Partner For Fortune 500's, Enterprises & Startups

From Salesforce Multi Cloud implementation and customization to integration and migration, We do it all!

Our Story

We are alums of Intel, Silicon Graphics and Qualcomm; techies from MIT and Caltech, entrepreneurs and inventors from Silicon Valley.
We are enthusiasts for all things digital – big believers in technology’s potential and even bigger believers in human potential.
Above all, we are people who have been in your shoes.

BIG BELIEVERS

Get more information on how Folio3 can help amplify your Salesforce performance.

folio3 at a glance

We are alums of Intel, Silicon Graphics, and Qualcomm; techies from MIT and Caltech entrepreneurs and inventors from Silicon Valley; enthusiasts for all things digital; big believers in technology’s potential; bigger believers in human potential.
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Years of Experience

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

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Clients

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

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Employees

Employees whot understand the dual commitment at Folio3, Customers first, Employees forever.

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Solutions

Web and Mobiles solutions made with love, integrity and lots of caffeine.

Our Leadership

CEO

Adnan Lawai

Country Manager

Ali Rasheed

Chairman

Umair Khan

Director of Sales UK/EU

Gareth Potter

Mexico Operations

Estela Gil

Director of Sales EMEA

Anwar Rizwi

Sales Director US/Canada

Robert Terry

US Sales

Charles Thevenet

why folio3?

We Are Your Dedicated Salesforce Partner with Demonstrated Multi-cloud Experience. No matter if you’re using Sales Cloud, Service Cloud, Marketing Cloud — or a tailored cloud combination for your Salesforce solution, we can customize it for your business. Our team of 400+ engineers and consultants remain at the forefront in the development and customization of all of Salesforce’s Clouds.

Service Cloud

Service Cloud

It is a CRM platform for customer service primarily used to develop individual customer relationships by automating service processes and streamlining workflows.

Marketing Cloud

Marketing Cloud

It supports multi-channel marketing through social media engagement, advertising, and analysis of overall marketing insights to increase customer engagement.

Commerce Cloud

Commerce Cloud

It is a multi-tenant platform that enables brands to launch and expand faster through creating a unified buying experience by integration of different mediums- web, mobile, and store.

Experience Cloud

Experience Cloud

It was formerly known as “Community Cloud” as it is based on creating online communities, portals, help centers, and apps for enhanced communication between the stakeholders of the business- employees, customers, and partners.

Sales Cloud

Sales Cloud

It combines sales, customer service, marketing, and business analytics to boost sales of the business. It is fully customizable and maximizes productivity through optimization of business processes.

Health Cloud

Health Cloud

All patient information is available on this unified platform that enables organizations to transition from a medical-record based approach to a patient focused approach.

Finance Cloud

Finance Cloud

It explores the financial data throughout the customer life cycle by analyzing critical data and it supports various financial services- banking, retailing, wealth management, and more.

What we do?

A global Salesforce certified partner with over 12 years of experience - Let us maximize your profitability and enchance your operations

Implementation & Support

Managed Services

Business Intelligence

Business Intelligence

Certified
Salesforce
Partner

Parnter

Trusted By The Companies

A global Salesforce certified partner with over 12 years of experience

More Salesforce Success Stories

Major Key

Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey

  • Single source of Sales Data
  • Improved Analytics & Reporting
  • Streamlined Financial Visibility
  • Enabled Sales Cross/Upselling
  • Reduced Administrative overheads
  • Improved Sales Visibility
  • Reduced Licensing Costs

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.

Client name
Gabrielle Sampson
Industry
Business Consultant
No.of Employees
200+
Company
MajorKeys
Est. Revenue
$100+Million
EVO

Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.

Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.

The connector achieved the following benefits for Evo Systems.

  • Seamless communication between Salesforce and other systems.
  • Opportunity Management in Salesforce
  • Deal Management in Salesforce
  • Proposal Management in Salesforce
Client name
Evo
Industry
Distribution
No.of Employees
50 - 100+
Company
Evo Systems
Est. Revenue
$100+Million
Wealth Management Firm

Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:

  • Address Management
  • Data Migration
  • Workflows and Templates
  • End user training
  • Dashboards and Reporting
  • Box, Google Ads, MailChimp Integration
Client
Wealth Management Firm
Industry
Financial
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Mountain View, CA USA
Global Health

The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.

  • Streamlining workflows
  • Data Migration
  • Improvement in managing clients’ records
  • A self-service portal
  • Einstein Opportunity Insights
  • Dashboards and Reporting
  • Deliver personalized advice across channels
Healthcare
Device Manufacturing Company
Industry
Healthcare
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Basking Ridge, NJ USA