Salesforce CRM Analytics Consulting Service
Get better insights into your data. Stay connected to all your data sources and deliver a personalized customer experience with Salesforce CRM Analytics
We Are The Top Rated CRM Analytics Consultants
Our certified Salesforce CRM Analytics (previously Einstein Analytics) consultants have the skills to help you get up and running in no time, whether you're wanting to improve customer support, marketing communication, sales rep productivity, or eCommerce income.
Why Use CRM Analytics
increased win rate
of chat interactions handled by Einstein Bots
of cases automated
increase in faster decision making
increase in sales revenue
reduce customer churn
2.35x
increase in lead conversions
increase in open rate of new product emails
Our Salesforce CRM Analytics Services
Folio3 provides the finest Salesforce CRM Analytics consulting services, assisting organizations in making better decisions by providing the necessary direction and support for Salesforce CRM Analytics implementation. We concentrate on creating the best approach for implementing Salesforce CRM Analytics smoothly and ensuring great outcomes and higher ROI.
Salesforce CRM Analytics implementing services also provide IT managers with a number of benefits, including easy native integration setup, custom Salesforce apps that enable data extraction, operate from any device, and allow businesses to quickly transform insights into action.
Consulting Service
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Consulting Service
Customization Service
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Customization Service
Implementation Service
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Implementation Service
Field Service Maintenance and Support
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Field Service Maintenance and Support
Analytics Service
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Analytics Service
Configuration Service
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Configuration Service
Features Enablement Service
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Features Enablement Service
Integration Service
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Integration Service
Salesforce CRM Analytics Features
Salesforce CRM Analytics assists in the detection of trends by compiling data from reputable articles and sources. It also allows you to tailor data analysis to your own requirements. These features assist your team in making confident decisions. The following are some of its most notable features:
Einstein Opportunity Insights
Folio3 provides smart follow-ups and crucial predictions to managers and sales professionals in order to satisfy the team's selling process. With our Einstein opportunity insights implementation strategy in the sales cloud, we reduce the need for you to hire a Data Science expert. View More
Einstein Account Insights
Einstein Account Insights has evolved for those who are tired of reading and studying articles in order to extract benefits for the firm. With Folio3's Einstein Insights implementation, you'll be able to recognize a variety of fresh articles on a regular basis, capture key events and changes, and use it to help your company grow. View More
Einstein Insights
We need to build a business relationship with our customers, so it's critical to tie a knot with them. Allowing AI to manage your customer relationships while also keeping your staff up to date on business developments gives you an advantage over your competitors. We at Folio3 merely want to make sure that you don't miss any important occasions. View More
Einstein Lead Scoring
Einstein Lead Scoring was created with the goal of meeting the demands of your sales staff and improving prospect conversions. It was created to help Sales Cloud Einstein, and it uses machine learning to not only create amazing leads, but also convert them with an intelligent lead score. By inspecting predictive models, we at Folio3 ensure that it is altered to meet your business needs. You won't need a statistician after you've caught up. View More
Einstein Custom Analytics
Using Sales Cloud Einstein, our team of certified Salesforce specialists aids our clients with advanced analytics management and data exploration With Einstein Analytics SDK,. you can receive Analytics, custom applications, templates, and Apex in /wp-content/themes/twentytwentyone-child/assets. View More
Einstein Prediction Builder
Einstein Prediction Builder, often known as a Machine Learning tool, allows you to create predictions for apps on Salesforce fields. We, at Folio3, help our clients integrate and support them through the entire process, whether it's price forecasting or estimating customer discontent rates. View More
Einstein Bots
We create and manage Einstein Bots for you to help your service agents work more efficiently. Bots may handle routine queries, freeing up your agents to handle more challenging situations. CRM Analytics Bots can also collect pre-chat information to save your agents time. Folio3 ensures that your customer's dialogue is precisely captured by capturing your company's personality through tactical execution. View More
Einstein Email Insights
Folio3 helps your sales professionals move deals in the right direction with the help of Recommended Connections and Einstein Email insights. In addition, the sales staff is given a main sales context as well as regular emails to provide you an advantage over your competitors. View More
Einstein Forecasting
We provide AI-powered intelligence to your forecast managers, which improves forecasting accuracy, tracks sales team performance, and forecasts outcomes. To use Einstein Forecasting, we create a permission set using the Sales Cloud Einstein permission set licensing, grant Einstein Forecasting app permissions, and assign the permission set to the users. We estimate solo Sales predictions to the sales people with our help and implementation, allowing them to know what to expect in advance from the source and in a precise manner.
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Einstein Activity Capture
It works with Office 365 or Gmail accounts, logging in all past data for up to six months. Later, the performance is captured in the background and displayed in the activity timeline. Folio3 allows you to investigate your relationship with your customers, whether it's about accounts, leads, opportunities, or actions. View More
Einstein Automated Contacts
It suggests new data by crawling all of your event activity and making it accessible to your sales staff. You can use Folio3 to investigate and create complex opportunity roles, which you can then add to your contact. View More
Einstein Opportunity Scoring
It uses machine learning and data science to identify your prospects so you can priorities them. Einstein Opportunity Scoring uses machine learning to provide a faster, simpler, and more accurate answer than traditional rule-based scoring systems. View More
Einstein Analytics compatability across the Salesforce Ecosystem
Artificial intelligence technology is needed for customer service, sales, marketing, and e-commerce enterprises to acquire a competitive advantage over their competitors. Salesforce CRM Analytics (previously Einstein Analytics) is a cutting-edge technology that was created for Salesforce's core cloud products and is extremely compatible with the whole Salesforce ecosystem.
Commerce Cloud Einstein
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Commerce Cloud Einstein
Sales Cloud Einstein
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Sales Cloud Einstein
Service Cloud Einstein
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Service Cloud Einstein
Marketing Cloud Einstein
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Marketing Cloud Einstein
Einstein For Admins
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Einstein For Admins
IoT Cloud Einstein
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IoT Cloud Einstein
Einstein Discovery
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Einstein Discovery
Analytics app for each function
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Analytics app for each function
Key Benefits of CRM Analytics
Apps can be used to connect essential departments such as sales, service, marketing, human resources, and information technology. The Einstein Analytics product suite contains 19 industry-leading partners who provide analytics software for every industrial function.
Leverage multiple data sources
You'll be able to use all of your data sources, both internal and external, using CRM Analytics. It is promptly processed by the strong analytics engine, which delivers actionable intelligence. View More
Smart and connected
Salesforce Analytics Cloud interfaces with your sales, marketing, and community cloud(s), as well as other legacy systems, in a seamless manner. This allows CRM Analytics to take into account every facet of your company's operations. It can provide a 360-degree holistic perspective of the organisation as well as insights into individual operations or divisions. View More
Anytime, anywhere access
Users can use CRM Analytics on any device they want, whether it's a phone, a tablet, a smart watch, a laptop, or anything else. All common devices, operating systems, and mobile browsers have been optimised for Salesforce Analytics Cloud. View More
Make accurate forecasts
Artificial Intelligence (AI) allows tools to evaluate millions of data combinations in seconds, allowing you to better understand what's going on in your business and make more accurate projections. View More
Empowered Sales, Marketing & Service teams
Empower your sales, marketing, and customer support teams with the tools and insights they need to close more deals and keep customers happy. With the CRM Analytics suite of tools, you can get the most out of Salesforce Cloud data. View More
Analytics app for each function
Apps can be used to connect essential departments such as sales, service, marketing, HR, and IT. There are 19 industry- leading partners in the CRM Analytics product suite, offering analytics solutions for every function in the industry. View More
Hire Expert Folio3 Field Service 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.
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.