Salesforce Customer 360 Consulting Service
Create an absolute customer experience across multiple platforms and channels with Salesforce Customer 360
Hire Folio3 Salaesforce Certified Developers to redefine your customer interactions, and convert them from lead to loyalty.
We Are The Top Rated Salesforce Customer 360 Consultants
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Why Use Salesforce Customer 360
Salesforce Customer 360 is an integrated CRM platform that connects your departments and customer data. Everyone in your organization gets a single, shared view of your customers. Think of it as a circle of information about the customer, with the customer in the centre.
Customer 360 goes beyond the traditional customer data platform (CDP) capabilities and extends the practices of CRM with consumer-scale data management and activation.
#1
believe using automation solutions increases productivity
customers with 2+ Customer 360 apps report improved efficiency and productivity
of customers with more than one Salesforce Customer 360 app report improved time to ROI
customers say they have met or exceeded ROI expectations
Our Salesforce Customer 360 Solutions
The top-notch Salesforce Customer 360 consulting services are provided by Folio3. We have the experience to help you get up and running quickly whether you're looking to extend your Customer 360 platform with custom apps using no code, low code, or programmatic programming.
By bringing analytics, sales, marketing, service, commerce, and IT together under a single platform with Customer 360, you can strengthen your internal systems. Create a thorough customer profile and ID that is used in all Salesforce and third-party applications. Our certified Salesforce developers will assist you to create smarter customer interactions and generate personalized marketing campaigns along with visualizing the data for every customer touch point on a single platform.
Unified Customer Profile
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Unified Customer Profile
Integrated Data Management
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Integrated Data Management
Actionable Insights
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Actionable Insights
Pre-built Packages
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Pre-built Packages
Targeted Marketing
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Targeted Marketing
Configuration & Development
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Configuration & Development
3rd Party Integration
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3rd Party Integration
Building Custom Apps
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Building Custom Apps
Customer 360 Truth Components
Salesforce created Customer 360 by combining all of its existing products. In order to improve the functionality and potential of Customer 360, Salesforce designed an additional portfolio. Customer 360 Truth is the name of the portfolio, which has the potential to advance the platform. There are four key integrants in this addition. Data manager, audiences, and privacy centre; identity; and Let's examine the specific aspects of these Customer 360 components in more detail.
Identity
The Identity Component of Salesforce Customer 360 gives clients, staff members, and partners a unified global identity. Organizations may securely manage user access, applications, and data sharing with the aid of this capability. Things are made simpler and more secure by creating and maintaining a single sign-on. An additional security measure is two-factor authentication. Since clients can sign up using their social network accounts, logging in has become simpler for them. View More
Data Manager
Data security and protection is essential for any firm. Data security is crucial since digital operations are becoming more and more every day. A powerful data management solution called Customer 360 Data Manager controls the protection of all confidential data across all channels, including the cloud, external systems, and businesses. Because it personalises the sales process and boosts service effectiveness, the data manager is a valuable resource for the organization's sales and support teams.
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Audiences
Another crucial resource for sales and support teams is the Customer 360 audience. It enables the team to offer the consumers a personalised experience. Based on strings of contacts, customer 360 audiences build unique audience groupings. Through the straightforward low-code interface, any business can manage these client segments by dragging and dropping pieces. An accurate picture of the target audiences is provided by Salesforce audience.
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Privacy Center
Strong security is provided by Customer 360 Privacy Center, and customers have access to view and manage their data. An organisation can archive data in the Privacy Center if it is no longer relevant to them.
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Salesforce Customer 360 Features
Salesforce Customer 360 is a fully integrated customer relationship management solution tailored to your brand, not just one particular product. Businesses are able to combine and match features from all areas of the Salesforce portfolio. Start small by implementing capabilities from the Salesforce Service Cloud, such as built-in AI, immediate self-service portals, and omni-channel assistance.
Your 360-degree experience will have more potential benefits as you add more apps. Options consist of:
Service
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Service
Sales
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Sales
Marketing
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Marketing
Commerce
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Commerce
Analytics
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Analytics
Platform
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Platform
Employees
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Employees
Partners
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Partners
Integrations
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Integrations
Success
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Success
Key Benefits of Salesforce Customer 360
Several commercial businesses have been able to integrate the data sources and other applications thanks to Customer 360. Through the successful execution of all customer engagement services, Salesforce Customer 360's extensive feature set enables your teams to close the gap between customers and business organizations and to increase productivity. Customer 360 offers several advantages, including:
Unification of data and management of the consent
All of a company's client data can be combined to produce detailed, rich customer profiles. This encompasses both known and unknowable information, such as first-party IDs and cookies. Companies can quickly obtain client consent in areas like email marketing and digital advertising thanks to Salesforce's consent management architecture. View More
Advanced audience segmentation
Based on demographics, engagement history, or other consumer data, segmentation capabilities enable businesses to discover particular groups of people to engage with. For instance, using data obtained from a combination of web surfing activity across numerous channels, such as websites, emails, and prior transactions, a business may create an audience of female consumers interested in running shoes. View More
Personalized customer engagement
Once a corporation has determined its target market, it can use customer data for marketing, sales, and customer service. This makes it possible for businesses to provide a consistent, unified experience to clients and prospects across all marketing platforms.
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Optimization Based on Einstein Insights
Artificial intelligence (AI) enables businesses to monitor and comprehend when and how to interact with clients in order to increase customer loyalty and operational efficiency. Based on their actions, such as clicking an advertisement, perusing a catalogue, or making a purchase, customers' profiles are regularly updated. Once this data has been processed by AI, businesses can use it to recommend the right combination of products or channels, increasing consumer satisfaction and engagement. View More
Provision of Universal ID
With the aid of Salesforce customer 360, a special Universal ID is created for a specific client and distributed throughout the various channels and websites. The distribution of Universal ID is not based on how a certain customer presents themselves. As an illustration, the consumer in this case is not recognised by name or email address. The primary parties in charge of using this Universal ID to retrieve data from a specific Commerce website are service agents. The customer's list of brands and items may now be tracked, which cuts down on data duplication. View More
Data management in just a single click interface
Data management is connected to the various Salesforce applications that are based on the preferences of the users. The links between the client data and the various Salesforce 360 applications must be established by the administrators. The burden of developing numerous APIs for data sharing and collecting is ultimately lifted off the corporate enterprise. Customer 360 is a flexible tool that can apply each process with just a few clicks as a result.
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Use cases of customer 360
This is one of the more intelligent choices, where a trigger is sent by Customer 360 for users who frequently add items to their carts only to later remove them. The triggered event is uploaded to the marketing cloud, which aids in providing a number of incentives, alluring coupons, and discounts to entice clients to purchase the specific product they had been considering but had abandoned. View More
Enhanced Development Process
Your company's development process can be smoothly improved, and you can increase productivity. You may connect with other applications, data, and devices using the platform with the least amount of human work. View More
Pick the Right Model to Hire Folio3 Salesforce Customer 360 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.
Fixed Cost
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Fixed Cost
Dedicated Hiring
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Dedicated Hiring
Build Your Team
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Build Your Team
More Salesforce Success Stories
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
Gabrielle Sampson
Business Consultant
200+
MajorKeys
$100+Million
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
Evo
Distribution
50 - 100+
Evo Systems
$100+Million
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
Wealth Management Firm
Financial
50 - 100+
$100+Million
Mountain View, CA USA
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
Device Manufacturing Company
Healthcare
50 - 100+
$100+Million
Basking Ridge, NJ USA
Why choose folio3 Salesforce
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.
Employees who understand the dual commitment at Folio3, Customers first, Employees forever.
Web and Mobiles solutions are made with love, integrity, and lots of caffeine.
FAQ
Using a single integrated CRM platform, Customer 360 integrates your marketing, sales, commerce, support, and IT teams. Your teams may develop integrated, tailored customer experiences that strengthen connections if you have a single perspective of your customers.
You could be considering Customer 360 Truth, a collection of three solutions developed on the Salesforce Platform that can assist you in consolidating customer identification, building a safe data hub, and providing highly customized customer experiences across all of your products. One of those tools is Client 360 Data Manager, which enables you to link all of your Salesforce apps from various orgs to provide a single global ID and profile for each customer. In order to build more connected customer experiences, you can use Data Manager to establish a single source of truth that all employees can use.
MuleSoft, the top integration and API platform in the world, also makes integration feasible. You can link any system, application, data, and device with the MuleSoft Anypoint PlatformTM to fully realize the potential of Customer 360.
Last but not least, Customer 360 Truth is a collection of add-on solutions that provide you the ability to construct a secure data hub, unify customer identification, and provide hyper-personalized customer experiences across all of your Salesforce products.
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.