Bring us your CRM initiatives and goals, and we’ll provide you with the perfect Salesforce solution and implementation roadmap to help you engage customers, partners, vendors, and prospects at scale.
With over 10 years of experience in Salesforce consultation and implementation, we are a trusted provider of Salesforce consulting services. Our team has an outstanding track record of delivering successful projects focused on driving ROI.
Every Salesforce consultant here possesses deep expertise across the entire Salesforce platform, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, etc. They keep upskilling themselves through continuous training. By utilizing industry best practices, our Salesforce consultant ensures you get the perfect Salesforce solution.
At Folio3, we support you throughout your CRM reinvention cycle. Our teams not only provide you with a custom Salesforce solution, but also help implement, maintain, and scale it based on your evolving business needs and changing goals. We always aim to build long-running partnerships with our clients.
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Explore our complete suite of Salesforce consulting services, aiming to help you drive better ROI gains and move your business forward. Every solution we provide is customized just the way you prefer.
We study your business processes and goals around sales, marketing, customer service, etc., and provide strategic advice on how Salesforce can help achieve them. This includes mapping workflows, data needs, and integrations required to extract maximum business value. View More
We integrate Salesforce with your critical business applications like payment gateways, accounting systems, inventory managementplatforms, etc. This approach gives you a complete view of customer interactions across all touchpoints.View More
If you have legacy CRM or an older Salesforce instance, we offer comprehensive migration servicesbringing over all your critical data and customizations with no disruption to daily operations. We work on migrating one function at a time with thorough testing. View More
Let us handle the regular Salesforce administration work like user management, security rules, data monitoring etc. so you can focus onstrategic priorities. We also optimize and enhance Salesforce as needed to align with evolving business needs.View More
We create custom reports and dashboards to provide visibility into customer engagement, sales pipeline, marketing ROIand other metrics essential for data-driven business decisions. Our Salesforce consulting services also comprise Einstein AI solutions.View More
Based on your unique requirements around sales, service, marketing, etc. we customize Salesforce utilizing intuitive tools as well as complex technical solutions. This enables us to create personalized workflows catering to your exact environment.View More
For business owners looking for add-ons that cater to their specific use cases or niche capabilities, we offer Salesforce AppExchange development services. Our teams build custom Salesforce-integrated apps and publish them on AppExchange. View More
We offer ongoing support and maintenance services to address issues, fix bugs, and provide guidance to keep your Salesforce instance optimized. As you scale, we help expand your Salesforce implementation seamlessly.View More
Take the next step towards transforming your business processes for better efficiency and productivity with our Salesforce consulting services.
Delivering flawless, customized Salesforce solutions is what we do – and we do it better than anyone else. This is why we’re a leading Salesforce consulting company worldwide. Here are some key differentiators of our Salesforce consulting services:
Our team comprises certified Salesforce consultants who have undergone extensive training on various Salesforce products. They utilize their expertise and industry best practices to deliver value and enable CRM innovation for your business.
We offer complete end-to-end services spanning initial consultation, design, seamless integration with your IT landscape, customization, implementation, and post-go-live support. You get expert guidance through your entire Salesforce journey.
With over a decade of experience in implementing Salesforce and consulting business owners regarding their CRM initiatives, our teams provide you with a custom Salesforce solution that aligns well with your specific use cases and industries.
Our strategic approach keeps the focus on enabling your sales, marketing, and service teams with tools that directly impact business growth and innovation initiatives. We also brainstorm ideas within the Salesforce ecosystem that are relevant to your goals.
By opting for our Salesforce consulting services, you gain a trusted partner that’ll help you out throughout your Salesforce journey. We provide ongoing managed services to handle routine Salesforce administration tasks allowing your staff to focus on core objectives.
Opt for Folio3’s Salesforce consulting services to achieve your CRM innovation goals.
With certified expertise across Salesforce’s entire portfolio of customer engagement products and platforms, we provide customized Salesforce consulting services tailored to your needs.
We help you maximize sales team productivity while rapidly responding to customers with Sales Cloud. By optimizing account management, contact data, and sales workflows, we enable you to generate more leads, close deals faster and grow revenue. View More
Transform slow, costly customer service into swift, personalized customer experiences using Service Cloud. one-to-one We implement smart routing, case management, and mobile-friendly portals allowing your agents to resolve issues faster. View More
Get a complete view of each customer's journey with Marketing Cloud. We help build 1:1 customer journeys across channels through email, mobile, social ads, and more. This helps turn prospects into brand loyalists and increase the ROI of campaigns. View More
We help you quickly launch customized eCommerce sites through flexible Commerce Cloud solutions. By integrating back-end systems like CRM, inventory, and payments you get a unified shopping experience that converts across web, mobile, etc. View More
Deliver personalized brand experiences across all customer touchpoints using Experience Cloud. We help you engage visitors on your websites, portals, and stores while providing marketers the flexibility to quickly update content. View More
Unlock unified customer profiles from data dispersed across your systems using Data Cloud Salesforedata analytics platform. Our experts help you extract and connect CRM data to external sources enabling deeper insights through reporting and dashboards. View More
We optimize Salesforce for wealth management, retail banking and insurance with pre-configured Financial Services Cloud solutions. By simplifying client onboarding, advisors get a holistic view of customer relationships faster through integrated systems. View More
Transform scattered patient health records into complete medical history timelines with Health Cloud. We help caregivers improve collaboration for better patient outcomes through HIPAA-compliant access to demographics, insurance data, prescriptions, etc. View More
Get powerful publishing capabilities like content creation workflows, subscriber management and sales analytics through Media Cloud. We help media companies improve productivity and audience engagement.View More
Streamline production with Manufacturing Cloud by getting real-time visibility into the supply chain, asset performance, and product quality data. We help capture key metrics in customizable dashboards. View More
Our experts in MuleSoft’s integration platform help you securely connect data across cloud and on-premise systems – no matter the type or volume. This creates a single view of business information in real time.View More
We help you transform raw data into rich visual analytics with Tableau’s business intelligence solutions. Our consultants set up automated KPI dashboards so teams get actionable insights quickly through self-service analytics.View More
Streamline operations, integrate systems, enhance customer experiences, and gain complete customer insights with Salesforce's tools and Folio3's expertise, driving efficiency and growth.
Save time and reduce errors by automating repetitive and manual workflows. With Salesforce's powerful automation tools and Folio3's implementation expertise, you can allocate your team's energy to more strategic tasks that drive growth.
Integrate disparate systems and bring all your data together on a unified platform. This ensures that your teams have access to the latest information, enabling smooth collaboration and accurate decision-making across departments.
By leveraging the true power of Salesforce cloud products, you can deliver personalized and responsive customer experiences. Build stronger relationships and enhance satisfaction by staying ahead of customer needs.
Harness the full power of your customer data with Salesforce's robust analytics and Folio3's integration solutions. Understand customer behaviors, preferences, and interactions across all touchpoints to make informed business decisions and anticipate future demands.
Salesforce consulting services help businesses configure, customize, integrate, migrate to, and manage Salesforce to meet specific needs around improving sales, marketing, customer service, and more. Folio3 is a trusted, certified CRM innovation partner, offering Salesforce expert services that help catalyze your business processes and drive better ROI.
A Salesforce consultant is an expert who guides you on how to best use the platform to support your business goals. This includes analysis, solution design, building custom apps and integrations, data migration, testing, training staff, and providing ongoing management. At Folio3, we offer end-to-end Salesforce consultant services and provide custom CRM solutions
The cost of hiring a Salesforce consultant can vary depending on factors such as experience, expertise, location, and the scope of the project. Generally:
It’s essential to choose a consultant or firm that aligns with your budget and project needs while ensuring they have the expertise to deliver the desired results.
The main benefits of partnering with a Salesforce consulting services provider are getting faster ROI, increased adoption across teams, personalized capabilities catering to your workflows, seamless legacy system integration, and expert guidance on optimizing Salesforce.
Costs depend on the project scope and duration based on specific needs. We offer flexible models with competitive pricing tailored to individual requirements. With Folio3, you’ll be able to hire a Salesforce consultant in USA who provides detailed, custom quotes for every engagement and solution.
With over a decade of providing Salesforce consulting services, we have delivered successful projects for clients across: