Folio3 Salesforce

Salesforce Consulting Services

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.

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We’re a Trusted Salesforce Consultant

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.

Global Enterprises Count on Our Salesforce Consulting Services

We are a Certified Salesforce Consultancy Delivering CRM Innovation for Brands Worldwide

Majorkey

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.

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Sunhero

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

Our Salesforce Consulting Services

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.

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Salesforce Consulting & Strategy

We study your business processes and goals around sales, marketing, customer service, etc., and provide strategic advice View More

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Salesforce Integration & Implementation

We integrate Salesforce with your critical business applications like payment gateways, accounting systems, inventory managementView More

End-to-End Salesforce Migration

If you have legacy CRM or an older Salesforce instance, we offer comprehensive migration services View More

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Salesforce Managed Services

Let us handle the regular Salesforce administration work like user management, security rules, data monitoring etc. so you can focus onView More

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Salesforce Analytics & Reporting

We create custom reports and dashboards to provide visibility into customer engagement, sales pipeline, marketing ROIView More

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Salesforce Customization Solutions

Based on your unique requirements around sales, service, marketing, etc. we customize Salesforce utilizing intuitive toolsView More

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Salesforce AppExchange Development

For business owners looking for add-ons that cater to their specific use cases or niche capabilities, we offer Salesforce AppExchange View More

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Salesforce Maintenance & Scaling

We offer ongoing support and maintenance services to address issues, fix bugs, and provide guidance to keep your SalesforceView More

Maximize ROI with Folio3’s Salesforce Consulting Services

Take the next step towards transforming your business processes for better efficiency and productivity with our Salesforce consulting services.

What Makes Folio3’s Salesforce Consulting Services Stand Out?

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:

Certified Salesforce Developers

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.

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Unlock the Full Potential of Your CRM with Our Salesforce Consulting Services

Opt for Folio3’s Salesforce consulting services to achieve your CRM innovation goals.

Our Expertise Across the Salesforce Ecosystem

With certified expertise across Salesforce’s entire portfolio of customer engagement products and platforms, we provide customized Salesforce consulting services tailored to your needs.

Sales Cloud

We help you maximize sales team productivity while rapidly responding to customersView More

Service Cloud

Transform slow, costly customer service into swift, personalized customer experiences using Service Cloud.View More

Marketing Cloud

Get a complete view of each customer's journey with Marketing Cloud.View More

Commerce Cloud

We help you quickly launch customized eCommerce sites through flexible View More

Experience Cloud

Deliver personalized brand experiences across all customer touchpointsView More

Data Cloud

Unlock unified customer profiles from data dispersed across your systems using Data Cloud SalesforeView More

Financial Services Cloud

We optimize Salesforce for wealth management, retail banking View More

Health Cloud

Transform scattered patient health records into complete medical history timelines with Health Cloud. View More

Media Cloud

Get powerful publishing capabilities like content creation workflows, subscriber management View More

Manufacturing Cloud

Streamline production with Manufacturing Cloud by getting real-time visibilityView More

Mulesoft

Our experts in MuleSoft’s integration platform help you securely connect data across cloudView More

Tableau

We help you transform raw data into rich visual analytics with Tableau’s business intelligence solutions. View More

How Folio3 + Salesforce Makes it Better For You?

Streamline operations, integrate systems, enhance customer experiences, and gain complete customer insights with Salesforce's tools and Folio3's expertise, driving efficiency and growth.

Do More with Less by Automating Manual Tasks

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.

Access and Sync Data Trapped in Silos

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.

Create Next Level Customer Experiences

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.

Get a 360 Degree View of your customer

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.

Frequently Asked Question?

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:

  • Freelance Consultants: Charge anywhere from $50 to $250 per hour.
  • Consulting Firms: Rates range from $125 to $350 per hour.
  • Project-Based Pricing: For fixed-scope projects, costs may range from $5,000 to $100,000 or more, depending on complexity.

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:

  • Financial Services
  • Healthcare & Life Sciences
  • Media & Entertainment
  • Retail & Consumer Goods
  • Manufacturing & Automotive
  • Energy & Utilities