Salesforce CRM Analytics Consulting Service

Get better insights into your data. Stay connected to all your data sources and deliver a personalized customer experience with Salesforce CRM Analytics

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We Are The Top Rated CRM Analytics Consultants

Our certified Salesforce CRM Analytics (previously Einstein Analytics) consultants have the skills to help you get up and running in no time, whether you're wanting to improve customer support, marketing communication, sales rep productivity, or eCommerce income.
Why Use CRM Analytics

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increased win rate

0%

of chat interactions handled by Einstein Bots

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of cases automated

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increase in faster decision making

0%

increase in sales revenue

0%

reduce customer churn

2.35x

increase in lead conversions

0%

increase in open rate of new product emails

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Get more information on how Folio3 can help amplify your Salesforce performance.
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Our Salesforce CRM Analytics Services

Folio3 provides the finest Salesforce CRM Analytics consulting services, assisting organizations in making better decisions by providing the necessary direction and support for Salesforce CRM Analytics implementation. We concentrate on creating the best approach for implementing Salesforce CRM Analytics smoothly and ensuring great outcomes and higher ROI.

Salesforce CRM Analytics implementing services also provide IT managers with a number of benefits, including easy native integration setup, custom Salesforce apps that enable data extraction, operate from any device, and allow businesses to quickly transform insights into action.

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Consulting Service

We assist our clients in realizing the full potential of Salesforce CRM Analytics. Our certified salesforce consultants can advise on how your...

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Consulting Service

We assist our clients in realizing the full potential of Salesforce CRM Analytics. Our certified salesforce consultants can advise on how your business can benefit from AI-powered Salesforce CRM analytics.
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Customization Service

CRM Analytics customization and configuration services aim to tailor CRM Analytics solutions to a company's specific sales, marketing, and service needs. Our Salesforce ...

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Customization Service

CRM Analytics customization and configuration services aim to tailor CRM Analytics solutions to a company's specific sales, marketing, and service needs. Our Salesforce customization team tailors CRM Analytics to your specific business needs, providing intelligence, efficiency, and actionable insights.
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Implementation Service

We integrate CRM strategy, big data, machine learning, and Einstein implementation skills to produce long-term solutions that simplify your customer management...

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Implementation Service

We integrate CRM strategy, big data, machine learning, and Einstein implementation skills to produce long-term solutions that simplify your customer management process as the industry leader in supplying intelligent Salesforce solutions.
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Field Service Maintenance and Support

We assist clients going live with their Salesforce implementations, meet their goals, and constantly innovate to optimize their value by utilizing the Einstein for Salesforce ...

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Field Service Maintenance and Support

We assist clients going live with their Salesforce implementations, meet their goals, and constantly innovate to optimize their value by utilizing the Einstein for Salesforce platform. To assist you in building intelligent apps, business processes, and workflows, we provide timely, precise coaching, proactive enhancements, and maintenance services.
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Analytics Service

We can help you achieve your goals by leveraging Salesforce CRM Analytics to make smarter and faster decisions. We work with our customers to develop an AI Roadmap that allows CRM Analytics to achieve its full...

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Analytics Service

We can help you achieve your goals by leveraging Salesforce CRM Analytics to make smarter and faster decisions. We work with our customers to develop an AI Roadmap that allows CRM Analytics to achieve its full potential and provide contextual insights.
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Configuration Service

Our Salesforce CRM Analytics configuration service is aligned based on your company's needs. Our certified Salesforce Analytics CRM consultants configure your data ...

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Configuration Service

Our Salesforce CRM Analytics configuration service is aligned based on your company needs. Our certified Salesforce Analytics CRM consultants configure your data sources to provide users insights and help you understand and act on changing information.
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Features Enablement Service

Our skilled advisors can help you enable out-of-the-box capabilities so that you can get the most out of CRM Analytics for your company...

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Features Enablement Service

Our skilled advisors can help you enable out-of-the-box capabilities so that you can get the most out of CRM Analytics for your company. CRM Analytics is a self-service data discovery platform. Reports and Dashboards are only a small part of CRM Analytics' capabilities. It gives your pipeline a fresh viewpoint, provides end-to-end client insights, and aids in projecting your next move.
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Integration Service

To compile your data for more accurate business insights, integrate your data source. With the help of our Salesforce CRM Analytics integration service, we aim to use the data in the right way that...

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Integration Service

To compile your data for more accurate business insights, integrate your data source. With the help of our Salesforce CRM Analytics integration service, we aim to use the data in the right way that flow into your organizations in various formats and from multiple sources such as new lead data, service requests, clicks on ads, likes or retweets on social media platforms, and inventory records from ERP, to name a few.
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Salesforce CRM Analytics Features

Salesforce CRM Analytics assists in the detection of trends by compiling data from reputable articles and sources. It also allows you to tailor data analysis to your own requirements. These features assist your team in making confident decisions. The following are some of its most notable features:

Einstein Opportunity Insights

Folio3 provides smart follow-ups and crucial predictions to managers and sales professionals in order to satisfy the team's selling process. With our Einstein opportunity insights implementation strategy in the sales cloud, we reduce the need for you to hire a Data Science expert. View More

Einstein Account Insights

Einstein Account Insights has evolved for those who are tired of reading and studying articles in order to extract benefits for the firm. With Folio3's Einstein Insights implementation, you'll be able to recognize a variety of fresh articles on a regular basis, capture key events and changes, and use it to help your company grow. View More

Einstein Insights

We need to build a business relationship with our customers, so it's critical to tie a knot with them. Allowing AI to manage your customer relationships while also keeping your staff up to date on business developments gives you an advantage over your competitors. We at Folio3 merely want to make sure that you don't miss any important occasions. View More

Einstein Lead Scoring

Einstein Lead Scoring was created with the goal of meeting the demands of your sales staff and improving prospect conversions. It was created to help Sales Cloud Einstein, and it uses machine learning to not only create amazing leads, but also convert them with an intelligent lead score. By inspecting predictive models, we at Folio3 ensure that it is altered to meet your business needs. You won't need a statistician after you've caught up. View More

Einstein Custom Analytics

Using Sales Cloud Einstein, our team of certified Salesforce specialists aids our clients with advanced analytics management and data exploration With Einstein Analytics SDK,. you can receive Analytics, custom applications, templates, and Apex in /wp-content/themes/twentytwentyone-child/assets. View More

Einstein Prediction Builder

Einstein Prediction Builder, often known as a Machine Learning tool, allows you to create predictions for apps on Salesforce fields. We, at Folio3, help our clients integrate and support them through the entire process, whether it's price forecasting or estimating customer discontent rates. View More

Einstein Bots

We create and manage Einstein Bots for you to help your service agents work more efficiently. Bots may handle routine queries, freeing up your agents to handle more challenging situations. CRM Analytics Bots can also collect pre-chat information to save your agents time. Folio3 ensures that your customer's dialogue is precisely captured by capturing your company's personality through tactical execution. View More

Einstein Email Insights

Folio3 helps your sales professionals move deals in the right direction with the help of Recommended Connections and Einstein Email insights. In addition, the sales staff is given a main sales context as well as regular emails to provide you an advantage over your competitors. View More

Einstein Forecasting

We provide AI-powered intelligence to your forecast managers, which improves forecasting accuracy, tracks sales team performance, and forecasts outcomes. To use Einstein Forecasting, we create a permission set using the Sales Cloud Einstein permission set licensing, grant Einstein Forecasting app permissions, and assign the permission set to the users. We estimate solo Sales predictions to the sales people with our help and implementation, allowing them to know what to expect in advance from the source and in a precise manner.
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Einstein Activity Capture

It works with Office 365 or Gmail accounts, logging in all past data for up to six months. Later, the performance is captured in the background and displayed in the activity timeline. Folio3 allows you to investigate your relationship with your customers, whether it's about accounts, leads, opportunities, or actions. View More

Einstein Automated Contacts

It suggests new data by crawling all of your event activity and making it accessible to your sales staff. You can use Folio3 to investigate and create complex opportunity roles, which you can then add to your contact. View More

Einstein Opportunity Scoring

It uses machine learning and data science to identify your prospects so you can priorities them. Einstein Opportunity Scoring uses machine learning to provide a faster, simpler, and more accurate answer than traditional rule-based scoring systems. View More

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Einstein Analytics compatability across the Salesforce Ecosystem

Artificial intelligence technology is needed for customer service, sales, marketing, and e-commerce enterprises to acquire a competitive advantage over their competitors. Salesforce CRM Analytics (previously Einstein Analytics) is a cutting-edge technology that was created for Salesforce's core cloud products and is extremely compatible with the whole Salesforce ecosystem.

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Commerce Cloud Einstein

CRM Analytics for Commerce Cloud takes the guesswork out of shopping by giving exact product suggestions, tailored...

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Commerce Cloud Einstein

CRM Analytics for Commerce Cloud takes the guesswork out of shopping by giving exact product suggestions, tailored product sorting, and relevant search results at every touchpoint.
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Sales Cloud Einstein

Salesforce Sales Cloud Einstein is a one-of-a-kind solution that enhances the Salesforce CRM platform's capabilities by providing a set of intelligent features and tools ...

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Sales Cloud Einstein

Salesforce Sales Cloud Einstein is a one-of-a-kind solution that enhances the Salesforce CRM platform's capabilities by providing a set of intelligent features and tools that will help you complete more transactions faster.
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Service Cloud Einstein

CRM Analytics aids in the development of AI-powered digital channel forecasts, suggestions, and chatbots, resulting in happier customers...

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Service Cloud Einstein

CRM Analytics aids in the development of AI-powered digital channel forecasts, suggestions, and chatbots, resulting in happier customers and more productive agents.
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Marketing Cloud Einstein

Salesforce Marketing Cloud Einstein gives your marketers the tools they need to make every client interaction and...

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Marketing Cloud Einstein

Salesforce Marketing Cloud Einstein gives your marketers the tools they need to make every client interaction and journey a success.
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Einstein For Admins

Admins can create innovative AI-powered applications with just a few clicks, without having...

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Einstein For Admins

Admins can create innovative AI-powered applications with just a few clicks, without having to delve too far into code.
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IoT Cloud Einstein

Salesforce IoT Cloud Einstein solutions allow you to manage devices across a variety of platforms and channels with ease. Keep in touch with your target...

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IoT Cloud Einstein

Salesforce IoT Cloud Einstein solutions allow you to manage devices across a variety of platforms and channels with ease. Keep in touch with your target audience in a variety of ways and give them the opportunity to interact with your business more effectively.
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Einstein Discovery

Take advantage of AI's benefits. CRM Analytics Discovery enables you to obtain actionable forecasts and insights. It's an AI-powered analytics tool that allows business users to...

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Einstein Discovery

Take advantage of AI's benefits. CRM Analytics Discovery enables you to obtain actionable forecasts and insights. It's an AI-powered analytics tool that allows business users to uncover relevant trends in their data without having to develop complex data models.
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Analytics app for each function

Apps can be used to connect essential departments such as sales, service, marketing, HR, and IT. There are 19 industry-leading partners in the Einstein Analytics product...

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Analytics app for each function

Apps can be used to connect essential departments such as sales, service, marketing, HR, and IT. There are 19 industry-leading partners in the Einstein Analytics product suite, offering analytics solutions for every function in the industry.
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Key Benefits of CRM Analytics

Apps can be used to connect essential departments such as sales, service, marketing, human resources, and information technology. The Einstein Analytics product suite contains 19 industry-leading partners who provide analytics software for every industrial function.

Leverage multiple data sources

You'll be able to use all of your data sources, both internal and external, using CRM Analytics. It is promptly processed by the strong analytics engine, which delivers actionable intelligence. View More

Smart and connected

Salesforce Analytics Cloud interfaces with your sales, marketing, and community cloud(s), as well as other legacy systems, in a seamless manner. This allows CRM Analytics to take into account every facet of your company's operations. It can provide a 360-degree holistic perspective of the organisation as well as insights into individual operations or divisions. View More

Anytime, anywhere access

Users can use CRM Analytics on any device they want, whether it's a phone, a tablet, a smart watch, a laptop, or anything else. All common devices, operating systems, and mobile browsers have been optimised for Salesforce Analytics Cloud. View More

Make accurate forecasts

Artificial Intelligence (AI) allows tools to evaluate millions of data combinations in seconds, allowing you to better understand what's going on in your business and make more accurate projections. View More

Empowered Sales, Marketing & Service teams

Empower your sales, marketing, and customer support teams with the tools and insights they need to close more deals and keep customers happy. With the CRM Analytics suite of tools, you can get the most out of Salesforce Cloud data. View More

Analytics app for each function

Apps can be used to connect essential departments such as sales, service, marketing, HR, and IT. There are 19 industry- leading partners in the CRM Analytics product suite, offering analytics solutions for every function in the industry. View More

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Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
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Hire Expert Folio3 Field Service Consultants

To keep the hiring process seamless, we follow a simple hiring and engagement model. Our hiring model are designed to focused what's best suited to your projects, with rapid delivery and 100% project satisfaction.

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Fixed Cost

The fixed cost project model is perfect if you have already figured out what needs developing and how long it will take, as this allows them to do their job ...

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Fixed Cost

The fixed cost project model is perfect if you have already figured out what needs developing and how long it will take, as this allows them to do their job efficiently without wasting time on unnecessary elements of development or work that could be done elsewhere in order to save costs while still meeting deadlines! This model lets you hire Salesforce developers based on the time required to complete a certain task.
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Dedicated Hiring

Employ Salesforce engineers solely for your company. You can also engage devoted and experienced specialists on an hourly basis ...

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Dedicated Hiring

Employ Salesforce engineers solely for your company. You can also engage devoted and experienced specialists on an hourly basis or for a monthly contract term, whichever works best for you!
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Build Your Team

Offering the best team of Salesforce developers to our clients is something we take very seriously. You can choose the team of your choice and we offer...

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Build Your Team

Offering the best team of Salesforce developers to our clients is something we take very seriously. You can choose the team of your choice and we offer easy scale-up options as well so that you get an even greater saving.
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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

Why choose folio3 Salesforce

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

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Solutions

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

FAQ

Salesforce CRM Analytics is a tool that visualizes activity in your Salesforce environment and provides users with insights into the data. It enables you to create bespoke apps and connect to external data all in one place.
CRM Analytics (previously Einstein Analytics) can be linked with CRM, ERP, and other data sources to let users extract, convert, and analyze data in order to deliver relevant insights to the firm, allowing them to quickly and simply answer crucial issues.
CRM Analytics combines all of your Salesforce data, including customer data, activity data, emails, calendars, e-commerce, social media streams, and IoT signals, to train predictive models and figure out what works and what doesn’t for your business.
CRM Analytics combines all of your Salesforce data, including customer data, activity data, emails, calendars, e-commerce, social media streams, and IoT signals, to train predictive models and figure out what works and what doesn’t for your business.
Salesforce provides security features for CRM Analytics and uses a multilayered approach to security to protect your data. Individual user access is restricted via authentication, session limits, and audits, which offer control and visibility.
Salesforce products include CRM Analytics. If you currently have a Salesforce Cloud, you don’t need to conduct any data preparation or manage models to use CRM Analytics. Simply update your data and any features you’ve upgraded through CRM Analytics into Salesforce, and it’ll take care of the rest, providing you with new insights and analytics.
CRM Analytics, in addition to its ability to give data insights, also delivers data forecasts and data analysis at a faster and more accurate rate, resulting in an increase in revenue and output in the firm.
You can explore CRM Analytics for your business if you feel the need to retain your data with the use of BI and AI that will not only deliver insights but also keep your data safe while analyzing to work towards improved Sales and Services.