Salesforce
Consulting Services

Result-driven Salesforce Consulting Services to help you achieve your business goals and digital transformation.

Salesforce Consulting Services

Folio3, as a leading Salesforce Consulting Partner, has an extensive range of technical and consulting expertise that enables it to deliver superior value for your Salesforce org. Using Folio3 services, your company can innovate, change, and experiment to a larger extent.Our Salesforce consulting services include :

Salesforce Advisory

Salesforce Advisory

Maximize your chances of success with Salesforce through gauging expert advice on your digital transformation journey and building a roadmap for future innovation. Elevate your Salesforce journey with tailored solutions from our Salesforce Consulting Partner.

Salesforce Implementation

Salesforce Implementation

Salesforce consists of various products specially designed to deliver specific goals: Sales Cloud, Service Cloud, Marketing Cloud, more. With the proper implementation, get the most out of your Salesforce platform with Salesforce Implementation Services.

Salesforce Support

Our Salesforce Support and Maintenance Services team will help you with platform maintenance, ongoing enhancements, optimization, and more. Count on us to ensure smooth operations and continuous improvement of your Salesforce environment.

Salesforce Managed Services

Salesforce Managed Services

Extract maximum advantage of your investment by gaining access to a flexible and scalable solution without additional hiring of full-time employees. With our Salesforce Consulting Partner, streamline your operations and drive growth without the overhead of expanding your workforce.

Salesforce Customization

Salesforce Customization

Folio3 caters to your Salesforce customization needs that revolve around custom objects and fields, data management techniques, and workflow creation. Our Salesforce Customization Service ensures that your Salesforce instance aligns perfectly with your business requirements.

Salesforce Development

Salesforce Development

Following configuration process, custom development can be used. Get access to Force.com and Salesforce app development to customize your org according to your preferences with Salesforce Development Services. Our team of experts ensures that your Salesforce solutions are tailored to your exact needs.

Salesforce Integration

Salesforce Integration

Integrating your tools and core systems with Salesforce will aid in developing a holistic view. It will optimize your business processes and initiate an integration strategy to secure your future with Salesforce Integration Services.

Salesforce Lightning Migration

Salesforce Lightning Migration

The migration from Classic to Lightning is not a simple process, however, it can be made less daunting with consulting advice and data migration help from Folio3’s experts.

Salesforce Security

Salesforce Security

Salesforce platform will help you strategize security and compliance processes to reduce risk and thus enable your workers to access critical data efficiently and securely.

Salesforce Data Management

Salesforce Data Management

Folio3 services help with data management that result in better data insights. They provide data migration, integration, and cleansing, along with workshops to strengthen your data strategy.

Salesforce Staff Augmentation

Salesforce Staff Augmentation

Enhance your existing team with in-demand personnel. Staff augmentation will help you gain access to Salesforce admins, developers, data architects, marketing automation experts, and more.

Salesforce Change Management

Salesforce Change Management

User adoption is an essential success factor of any platform such as Salesforce. Our change management services will increase adoption, reduce risk, and pave the pathway to your business’ success.

No matter if you’re using Sales Cloud, Service Cloud, Marketing Cloud — or a tailored cloud combination for your Salesforce solution, Silverline’s team can customize it for your business.

Salesforce Products Consultation

Whether you're using Sales Cloud, Service Cloud, Marketing Cloud, or a customized cloud combination, our team can help you on every step of your journey to ensure that you achieve your business objectives by driving client-specific implementation as well as ongoing system improvements.

Service Cloud

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.
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Marketing Cloud

Marketing Cloud

Marketing Cloud

It supports multichannel marketing through social media engagement, advertising, and analysis of overall marketing insights to increase customer engagement.
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Commerce Cloud

Commerce Cloud

Commerce Cloud

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

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.
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Sales Cloud

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.
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Health Cloud

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.
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Services for developing custom Salesforce apps include

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.
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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

Pick the Right Model to Hire Salesforce Developers

We use a convenient hiring model that focuses on the best suited option for your business. We guarantee 100% project satisfaction through our developers.

Fixed Cost

Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous...

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Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous amounts on unnecessary elements. This model enables you to hire our developer based on the time consumption of a particular task. It also enables you to do your job efficiently with minimal time and money wastage.
Dedicated Hiring

Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will...

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Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will need developers who have sound knowledge of your business operations and are well aware of the business practices to start work immediately. The average hiring time is up to two weeks.
Build Your Team

Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale up options...

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Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale-up options available to you. This enables saving on additional hiring costs and having a skilled team that you are satisfied with and that you trust

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

FAQ

We have many years of experience that aid us in providing you with tailored consultancy services that best suit your business objectives. We take your budget constraint into consideration as well so that the services we provide do not exceed that limit. Our expertise guarantees the success of your business.
Our Salesforce consulting services cater to education, government, retail, media, banking, healthcare, event campaigns, insurance industries, energy and utilities, and automobiles.
The Salesforce platform can be solely used by a business, however, it is recommended for you to deploy a Salesforce Consultancy company to optimize your operations on the platform. It can provide help in many ways such as maintenance and support services and smooth implementation of the CRM system. This also includes processes such as automation of systems, automating emails, order fulfillment procedures, and project tracking.
The health check-up for Salesforce CRM means to use such tools that maintain the health of the platform. This can be explained in the terms of password security, session settings, flaws, and network access. These regular check-ups that are required can be carried out using the Security Health Check tool by Salesforce. Once the health check-up is done with, the users will be given a thorough run-down of the potential risks, security breaches, and other miscellaneous risks.

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.