Salesforce
Integration Services
Experience the full potential of your Salesforce CRM and maximize your ROI with Salesforce Integration Services by Folio3
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Salesforce Integration Services we offer
We can take your business ideas and turn them into unique and highly functional systems. Whether you want to connect Salesforce payments or enable Marketing, Service, Sales or any other Salesforce product, Folio3 has the right solution for your business, from simple API to various third-party custom integrations. What can we do to assist you?
Salesforce Integration Using Tools
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Salesforce Integration Using Tools
Salesforce Integration using Informatica Cloud
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Salesforce Integration using Informatica Cloud
Salesforce Integration through Middleware
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Salesforce Integration through Middleware
Salesforce Integration using REST / SOAP API
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Salesforce Integration using REST / SOAP API
Salesforce API Integration
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Salesforce API Integration
Salesforce Integration using Mulesoft
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Salesforce Integration using Mulesoft
Salesforce Integration using Dell Boomi
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Salesforce Integration using Dell Boomi
Salesforce Integration using Third-party Platforms
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Salesforce Integration using Third-party Platforms
Salesforce eCommerce Integration
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Salesforce eCommerce Integration
- • Organizing tailored promotional campaigns.
- • Providing customer self-service via customer portals.
- • Enhancing customer profiles with browsing history for more effective up-selling and cross-selling.
- • Increasing inventory management and forecasting demand.
Salesforce Integration Options - How Can We Help
At Folio3, we believe that all systems, like fingers on a hand, should work together. This entails a continuous data flow between departments, a unified user interface, and automated data synchronization. Integrate Salesforce with the apps you use on a daily basis.
ERP Integration
ERP integration with Salesforce ensures that your sales and resource management processes are in sync. Sales reps can easily check inventory-related data, shipments, and invoices – all directly in their CRM system – to get a 360-degree view of their customers. Similarly, having up-to-date sales information in the ERP allows for better planning of procurement and manufacturing based on demand. Salesforce integration services are provided by Folio3 for popular ERP systems such as SAP, Oracle ERP Cloud, NetSuite, Sage, Microsoft Dynamics 365 Finance and Operations, Infor, Acumatica, and others.
Accounting Integration
Connecting a CRM to an accounting system allows you to share financial data with your sales team, enrich customer profiles, manage invoices and inter-company transactions, improve forecasts, and gain more financial data-driven insights. QuickBooks, Zoho Books, Xero, and other accounting software are all possible Salesforce integrations.
Marketing Automation Integration
Alignment between sales and marketing begins with easy information exchange between both teams. You get reengagement of cold leads, established lead nurturing, a transparent influence of marketing campaigns on sales, and a consistent customer experience when you integrate the CRM and marketing systems. Marketo, HubSpot, Mailchimp, Constant Contact, and Eloqua to Salesforce CRM integration are among the most popular requests Folio3 receives in this regard.
Social Media Integration
To provide a personalized customer experience, a company must stay up to date on the latest news and thoughts from its customers. Integration of social media platforms such as LinkedIn, Facebook, and Twitter allows sales representatives to track prospects’ social activities while also increasing visibility into social channel performance.
CTI Integration
Folio3 can help you connect third-party computer-telephony integration (CTI) systems to Salesforce or activate the platform’s CTI toolkit to increase sales while also improving service quality and speed. This type of integration aids in the improvement of call management.- Incoming call identification and routing
- Calls are automatically recorded and logged.
- Using the Salesforce interface to enable VoIP and PSTN calling
- Analyzing relevant KPIs
Ecommerce Integration
Salesforce integration is available from Folio3 for ecommerce platforms such as Magento, Shopify, Zuora, WooCommerce, and others. This type of integration allows for an increase in revenue per customer as well as an improvement in customer service, which includes:- Organizing personalized marketing campaigns
- Improved demand forecasting and inventory management
- Using order and browsing history to reinforce customer profiles for better cross-selling and up-selling
- Providing customer self-service through customer portals (with access to order status and inventory)
Collaboration System Integration.
Dedicated collaboration systems, such as SharePoint and Office 365, are frequently used to store documents and manage company-wide collaboration. Using a CRM and a collaboration tool for these purposes may result in issues such as document duplication and downtime due to system switching. Salesforce to SharePoint integration assists in avoiding such pitfalls, as well as saving money on licenses and providing employees with greater flexibility in project collaboration.
Personal Planner and Email Integration
The synchronization of emails, contacts, tasks, and appointments between the CRM and personal planning software, such as Microsoft Exchange and Outlook, helps to increase the productivity of your staff. Another advantage is a complete and transparent history of customer relationships, with no extra minute wasted on data logging. The Folio3team is eager to help you with Salesforce integrations with Microsoft Exchange, Outlook, and other email clients (including Gmail).
ITSM Integration
While your technical support teams use JIRA, ServiceNow, BMC Remedy, or another similar tool, your customer service and sales representatives communicate with customers via Salesforce. Despite this, both parties address the same product and service issues. To provide an exceptional customer experience, a company must integrate the tools used by the tech and service departments into a single customer-centric environment. This type of integration will connect Salesforce cases to ServiceNow or JIRA issues.
Other Integration
Despite the fact that Salesforce is a powerful platform for sales and marketing automation, some businesses require it to be expanded. In this regard, the Folio3 team can provide Salesforce integration to the following organizations:
- Software for project management (Basecamp, Wrike).
- Software for customer service (Zendesk, ManageEngine).
- Software for conducting surveys (SurveyMonkey, Qualtrics).
- Tools for team collaboration (Smartsheet, SharePoint).
- Apps for customer engagement and live chat
Folio3 can also aid in the integration of Salesforce with other CRM software and databases. Please contact us if you require any additional information.
Our Process
REQUIREMENTS GATHERING
Our engineers and business analysts will conduct an assessment of your IT environment in order to develop the best plan for your company
- Use Cases in which Integration is required to support
- User Interaction Models
- Models of Data
DEVELOPMENT & IMPLEMENTATION
Folio3 has over two decades of professional experience and can bring even the most complex custom integration strategies to life. Our full-cycle process includes the following steps:
- Document Design and Code
- Quality Assurance
- Post Delivery Service
CONTINUOUS SUPPORT
Our success is dependent on your success. Folio3 values every partnership and offers a comprehensive range of support, maintenance, and enhancement services:
- Training and customer support
- Salesforce App Exchange Launch Support
- System Add-Ons
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.
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.
Want to know more about The salesforce services we offer?
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 CostsIf 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 PersonnelEmploy 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 TeamWe 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.
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.