Salesforce
Customization Service

Let Salesforce Match All Your Business Needs & Maximize Your ROI

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Our Salesforce Customization Service

Every company has various aims and business models, and they require a solution that can help them achieve their objectives. Folio3 offers customized Salesforce solutions to assist businesses address business difficulties and improve efficiency. These solutions can help you increase sales and improve customer experience. What can we do to assist you?

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Customization of an Existing Salesforce Solution

Let us adjust your existing Salesforce solution to meet your current business needs. The solutions we...

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Customization of an Existing Salesforce Solution

Let us adjust your existing Salesforce solution to meet your current business needs. The solutions we implement are built with the future requirements in mind.
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Create Your Own Consoles

Customized Salesforce consoles can help expedite operations and simplify everyday CRM chores. Our experts can assist you in developing...

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Build Custom Consoles

Customized Salesforce consoles can help expedite operations and simplify everyday CRM chores. Our experts can assist you in developing custom solutions and teaching your employees to use them so that everyone is on the same page.
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Customized Email Services

Custom emails might help you better follow up and engage with your consumers. To add a personal touch to your emails,...

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Customized Email Services

Custom emails might help you better follow up and engage with your consumers. To add a personal touch to your emails, use Salesforce to specify your specific fields, objects, and connections.
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Dashboards and Custom reports

We provide cost-effective Salesforce CRM customization to create features that generate custom reports. Our services also involve updating your internal...

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Custom reports and Dashboards

We provide cost-effective Salesforce CRM customization to create features that generate custom reports. Our services also involve updating your internal dashboards to meet your specific business requirements.
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Customize your Salesforce mobile apps

Customize your App so you can communicate with your customers more effectively than ever before. Custom tabs and features...

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Customize your Salesforce mobile apps

Customize your App so you can communicate with your customers more effectively than ever before. Custom tabs and features can be added to make programmes more appealing and user-friendly.
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Enhance your Salesforce with Einstein AI

We enhance your Salesforce with Einstein AI and further personalize it to your specifications. AI-powered features provide important insights for your business's sales, marketing, and service needs, such as...

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Complement your Salesforce with Einstein AI

We enhance your Salesforce with Einstein AI and further personalize it to your specifications. AI-powered features provide important insights for your business's sales, marketing, and service needs, such as proposing next-best sales actions, assessing the success chance of marketing emails, automatically classifying and routing service situations, and so on.
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Salesforce Integration with Third-Party Platforms

We integrate Salesforce with third-party systems, including as ERP, ecommerce systems, social media, and email, to help your organization collaborate more effectively. To accomplish...

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Salesforce Integration with Third-Party Platforms

We integrate Salesforce with third-party systems, including as ERP, ecommerce systems, social media, and email, to help your organization collaborate more effectively. To accomplish this, we employ REST/SOAP API web services, as well as a variety of pre-built tools (such as Files Connect) and unique tools designed from scratch. We have a track record of creating bespoke solutions that assure data consistency across several platforms.
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Salesforce User Experience Optimization

We can design your Salesforce interface to increase user adoption and, as a result, user retention. We are experts in Salesforce Customization incorporating APEX...

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Salesforce User Experience Optimization

We can design your Salesforce interface to increase user adoption and, as a result, user retention. We are experts in Salesforce Customization incorporating APEX and VisualForce, and we can tailor your interface to your organization's needs, making it easier than ever to navigate Salesforce.
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Services for developing custom Salesforce apps include

By knowing your needs, target audience, and scalability, we at Folio3 focus on how your custom Salesforce app can endure the test of time. We use agile development ...

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Services for developing custom Salesforce apps include

By knowing your needs, target audience, and scalability, we at Folio3 focus on how your custom Salesforce app can endure the test of time. We use agile development methodologies to alter and adjust your Salesforce application on a regular basis since we approach it as a process.
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Salesforce Automation

As a certified Salesforce partner, we'll work with you to personalize your existing CRM using workflow rules, process...

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Salesforce Automation

As a certified Salesforce partner, we'll work with you to personalize your existing CRM using workflow rules, process builder, and apex code to make day-to-day CRM tasks easier.
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Configure the Data Loader to Use the Bulk API

We can help you create a custom Salesforce solution that uses bulk API to streamline your business processes with operations...

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Configure the Data Loader to Use the Bulk API

We can design your Salesforce interface to increase user adoption and, as a result, user retention. We are experts in Salesforce Customization incorporating APEX and VisualForce, and we can tailor your interface to your organization's needs, making it easier than ever to navigate Salesforce.
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Customization of Data and Access Management

We redesigned data management wizards, access management connectors, and third-party integrators...

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Customization of Data and Access Management

We redesigned data management wizards, access management connectors, and third-party integrators to create a complete BI solution for you.
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Get more information on how Folio3 can help amplify your Salesforce performance.
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How can Salesforce Customization benefit your company?

As your business evolves, the business needs keep changing. Salesforce customization services can help you fine-tune your CRM to meet your company’s unique challenges and ensure business growth. According to a recent Salesforce poll, the ability to adapt the CRM to your needs has a favorable impact on all key KPIs.

Customer satisfaction is increasing

Clients are the lifeblood of any firm. That is why it is critical to maintain high client satisfaction levels in order to encourage them to use your product. With Salesforce customization, you may provide your customers with whatever they require to be satisfied with the service.

Increased Profits

Revenue is a fundamental statistic for measuring corporate success and is a significant lever for any firm to develop. Salesforce customisation allows clients to save time by automating typical tasks. As a result of the saved time and improved performance, more revenue is generated through better resource management.

Boost ROI

Salesforce helps to effortlessly handle proper data storage and collection, as well as develop unique reports, resulting in a boost in ROI. You can use them to examine important data about new and current clients and come up with distinctive service propositions. One of the duties for Salesforce customization is the incorporation and operation of custom data. Having more precise data allows you to better understand your audience and invest in the activities that will result in higher ROls.

Acceleration of Deployment

Salesforce Cloud Platform simplifies and accelerates the deployment of new features and functions, allowing you to save development resources.

Decisions are made faster

Salesforce customization services enable you to build a one-stop shop for all the information you need to run your organization. You can focus on the exponential growth of your brand and make time-sensitive, strategic decisions faster when you don't have to switch between tools.

Increased Productivity

By providing your agents with all of the tools they need to do their jobs well, they will work harder and stay motivated to bring in more revenue for your company.

Salesforce Products we Can Customize

At Folio3, we believe that all systems should work together, like fingers on a hand. This implies a seamless data flow between departments, a single access for users, and automated data synchronization. Integrate Salesforce with the apps you use every day.

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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We modify Salesforce in an easy-to-understand manner

Your CRM should work the way you want – not the other way around.

Requirements Analysis

Our Salesforce customization specialists perform a complete investigation to determine your existing and future company needs.

Roadmap for Customization

We'll create a custom Salesforce customization plan for you, complete with SLAs.

Use of Latest Technology

Leveraging the latest technology stacks, we offer customizable, configurable, and buildable solutions for salesforce that are effective, fast, and easy to implement for your salesforce.

Customization and fine-tuning

To fine-tune exact alignment, implement changes with quality assurance.

24X7 Support and Monitoring

Following the completion of a project, we offer ongoing review and quality assurance services at reasonable rates and under flexible terms.

Hire Now!
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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Choosing the Right Model to Hire Folio3 Salesforce Expert Consultant

We use a simple hiring and engagement methodology to ensure a smooth employment process. Our hiring methodology is meant to focus on the skill sets that are best suited to your projects, ensuring quick delivery and complete customer 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 made with love, integrity and lots of caffeine.

Want to know more about The salesforce services we offer?

Salesforce customisation entails using custom development and coding to add powerful capabilities to your CRM platform. It enables you to enhance your business in order to attain the desired outcomes. You can engage Salesforce developers who are competent and knowledgeable to help you customize the system further to meet your specific business demands.
Yes, Salesforce customisation services are required if you wish to modify your existing Salesforce application or need help implementing new features. It aids in the removal of pests and opens up new opportunities for your company.
It is entirely dependent on your requirements, such as features, modules, and objects, that you would want to add to your existing application within a specific time frame; however, we guarantee that our price will be completely accessible.
Sure, we have a team of exceptionally experienced Salesforce developers with in-depth knowledge and hands-on experience developing real-time and dynamic solutions with Salesforce. Our Salesforce developers have an average of more than four years of experience. To accomplish desired business objectives, hire a Salesforce developer from us to design feature-rich Salesforce development services.
Don’t worry. That will never be the case. Our top concern is client happiness. For source code management and version control, we choose Github / Bitbucket. Our Salesforce developers will submit the code on a regular basis, allowing you to quickly inspect and manage all of the commits.

No, never. Your source code will be completely yours to keep. We make a point of not reusing your licensing keys, patented procedures, trademarks, intellectual algorithms, or anything else that was specifically created for your project.

For my Salesforce project, what is your price and hiring engagement model?

You’ve got it! For your Salesforce project, we offer three price and hiring engagement models.

Fixed Costs

If you already know what has to be developed and how long it will take, the fixed cost project model is ideal since it allows them to work efficiently without spending time on superfluous development or work that may be done elsewhere, allowing you to save money while still meeting deadlines! This model allows you to hire Salesforce developers based on the amount of time it takes them to accomplish a task.

Hiring Dedicated Personnel

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! This is the ideal.

Create a Team

We take pride in providing our clients with the best Salesforce developers available. You can select your preferred team, and we also provide simple scale-up alternatives so that you can save even more money.

Jira, Trello, Pivotal Tracker, Asana, and other industry-standard project management tools are used by our Salesforce engineers. Where you’ll be able to track developer productivity and keep tabs on your project’s daily progress. You may create the assignment, assign the labor, and track the progress of the development.
Yes, we can provide you with professional Salesforce engineers who will work according to your time zone (EST/PST/CST/MST), deadline, and milestone. Contact us at [email protected] or Skype “Folio3” for additional information.
Yes, we can provide you with professional Salesforce engineers who will work according to your time zone (EST/PST/CST/MST), deadline, and milestone. Contact us at [email protected] or Skype “Folio3” for additional information.
Yes, You may rest confident that you will have complete control over your Salesforce project. It covers things like nondisclosure agreements, copyright, source code, and intellectual property rights, among other things.
Don’t worry. That is not going to happen. Our top concern is client happiness. Either party to this agreement may terminate the contract at any time, with or without cause, by giving the other party at least 14 days (2) weeks written notice. If this agreement is terminated, Folio3 will send a termination invoice for work accomplished to date, which the customer must pay (in 3 business days). The Termination invoice shall specify all unpaid work