Salesforce Integration Services
Your unique challenges deserve a custom Salesforce solution. We’re Folio3, a trusted partner providing end-to-end Salesforce integration services that accelerate your CRM innovation initiatives.
We’re Certified Salesforce Integration Consultants
Folio3 boasts a team of experienced, certified Salesforce integration consultants who demonstrate their expertise across Salesforce products, integrations, and platforms to provide you with the perfect solution for your specific business needs. We’ve guided numerous companies through complex Salesforce projects – from planning to design to implementation.
With our Salesforce integration services, you can leverage our guidance across data modeling, automation, and reporting to select the right apps and integrations. We stay on top of the latest updates around the Salesforce ecosystem and utilize best practices to provide custom Salesforce integration solutions that can help you get the most value out of the platform.
By equipping your in-house teams with our certified Salesforce integration consultants and experts, you don’t have to figure everything out on your own. We enable you to focus on your business decisions and outcomes while our teams handle setup, integrations, customizations, and more. Our hands-on experience with multiple Salesforce products and third-party platforms makes us an end-to-end integration partner.
Salesforce Integration Solutions That Global Enterprises Trust
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Driving CRM Reinvention for Brands Worldwide with Custom Salesforce Integration Services
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.
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 Custom Salesforce Integration Services
Explore our suite of Salesforce integration services and solutions that help you drive successful Salesforce adoption across your workflows.
Salesforce CRM Integrations
We connect our custom Salesforce integration solutions with your business-critical systems. Our teams are experienced in linking View More
API Integration Solutions
For direct connectivity between Salesforce and external apps, our teams offer tailored AP integration solutions. We handle authentication, payloadsView More
Data Migration & Synchronization
If you have data trapped in legacy systems or spreadsheets, our certified Salesforce integration consultants can transfer it into Salesforce View More
Marketing Automation Integration
Connect tools like Marketing Cloud and HubSpot with Salesforce to align sales with marketing. Our custom Salesforce integration services View More
Custom Workflow Automation
Our Salesforce integration consultants optimize your CRM systems by mapping out your workflows and processes and then building the exact custom View More
eCommerce & Payment Gateway Integration
We help B2B and B2C eCommerce companies integrate Salesforce across their online retail platforms View More
Artificial Intelligence & Analytics
Our expertise in tools like Einstein AI helps us utilize data to extract insights and drive intelligent automation across key processes. View More
Support & Maintenance Services
After deploying your Salesforce integration solution, our teams provide continuous support and maintenance plans to keep your integrations View More
Simplify Your Business Processes with Folio3’s Salesforce Integration Services
Hire dedicated Salesforce integration specialists and consultants to propel your business forward.
Why Choose Folio3’s Salesforce Integration Services?
Industry-Specific Salesforce Integration Solutions
With over a decade of experience serving clients across manufacturing, healthcare, finance, eCommerce, etc., we understand industry-specific integration requirements to utilize Salesforce effectively for your specific use cases.
Expertise Across the Salesforce Ecosystem
Companies globally trust our Salesforce integration services thanks to our team’s extensive experience and expertise across various Salesforce products and third-party platforms. From Commerce Cloud to Mulesoft, our Salesforce integration consultant enables you to utilize the full breadth of the Salesforce ecosystem.
End-to-End Salesforce Integration Services
Our job is not done just after building Salesforce CRM integrations – our comprehensive approach includes planning, design, development, testing, training, documentation, support, maintenance, and ongoing optimization.
Custom, Scalable Salesforce CRM Integrations
Every company has unique integration needs between Salesforce and surrounding systems. Our Salesforce integration consulting teams and developers design, build, and deliver enterprise-grade integrations tailored to your IT environment and business processes.
Faster Time-to-Market
Rigid project timelines and complex deliverables? Our specialized Salesforce integration consultant accelerates your CRM reinvention initiatives and drives better ROI and business growth. Our expertise in streamlining processes and enabling intelligent automation allows for faster delivery and time-to-market.
Reach Out to Our Experts for a Custom Salesforce Integration Solution!
We’re excited to help you reinvent your CRM systems with our Salesforce integration solutions.
Salesforce Integration Options - How Can We Help
Our Salesforce integration services and solutions improve your business-critical processes, streamline workflows, eliminate siloes, and enable you to extract far more value from your technology investments.
ERP Integration
By integrating ERP platforms like Microsoft Dynamics, SAP, and Oracle with Salesforce, we drive consolidated processes and data across planning, fulfillment, customer engagement, inventory, and accounting.
Accounting Integration
We interface Salesforce with major accounting software platforms, including the likes of Sage, NetSuite, QuickBooks, and Sage. Our experts enable automation across crucial financial processes for better efficiency.
Marketing Automation Integration
We help your marketing teams get the most out of platforms like Hubspot and Pardot by integrating them with Salesforce. With our solutions, we ensure your campaign and lead data flow swiftly so your marketers can align personas, scoring, nurturing, and sales enablement strategies better.
Social Media Integration
Our Salesforce integration services help improve sales, customer service, engagement, and marketing campaigns across social channels like Facebook, Instagram, X, etc. We enable features like post-scheduling, analytics, consolidated inboxes, etc.
CTI Integration
We connect call centers and helpdesk platforms to Salesforce by compiling CRM data across texts, calls, and chats. Our goal is to empower support teams to drive better productivity and issue resolution.
Other Integrations Folio3 Can Handle
Folio3 takes pride in offering the best Salesforce integration services, and despite being a powerful platform, there is always room to improve. The Folio3 Salesforce development team helps businesses integrate with the following, among many others:
- Basecamp, Wrike (Project management)
- Zendesk, ManageEngine (Customer service)
- SurveyMonkey, Qualtrics (Surveys)
- Smartsheet, SharePoint (Collaboration)
- Live chat and customer engagement applications
Folio3 Salesforce Integration Roadmap
01 Gathering
Requirements
Folio3 engineers and business analysts begin by auditing the client’s business processes and network.
02 Planning For
Project
Based on gathered requirements, Folio3’s team crafts a detailed project plan included timeline and resource.
03 Development &
Implementation
The Folio3 Salesforce team begins the development process with document design and code.
04 Salesforce
Integration
With a solid foundation in place, Folio3 seamlessly integrates Salesforce into the client’s existing systems
05 Testing the
Integration
Before going live, Folio3 conducts comprehensive testing to identify and resolve any issues.
06 Launch the
Salesforce Integration
After successful testing, the integration is officially launched. Folio3 oversees the rollout, ensuring a smooth transition.
07 Ongoing
Support
At Folio3, clients get the best service at every stage once they sign with us. A Folio3 partnership includes the entire suite support, and maintenance,
Pick Your Preferred Model for Salesforce Integration
Fixed Price
For well-defined project scopes our fixed fee model outlinesView More
Time and Material
Best for flexible or undefined scopes, our time and material option billsView More
Managed Services
Our specialized team handles your entire Salesforce integrationView More
Staff Augmentation
Bolster your team with our Salesforce integration consultants View More
Frequently Asked Question?
The cost of our Salesforce CRM integration services depends on your specific project needs and technical requirements. Cost varies based on integration complexity, data volume, number of systems connected, ongoing support needs, etc.
Our Salesforce integration consultants may charge somewhere between $35 – $150 per hour based on their skill and experience levels. We offer specialized Salesforce integration talents while staying aligned with your budgets and timelines.
Here’s our eight-step Salesforce integration consulting process:
- Consulting – Creating a project roadmap based on your requirements and challenges.
- Scoping – Analyzing the scope, budget, and timelines of your project.
- Infrastructure Assessment – Evaluating your IT ecosystem and workflows.
- Proposal & Agreement – Providing a project proposal covering all costs and deliverables.
- Custom API Integration – Developing APIs to successfully integrate Salesforce with your systems.
- Testing – Testing your Salesforce integration solution for functionality and security.
- Deployment – Successfully deploying your Salesforce integration solution while outlining opportunities for growth.
- Monitoring – Managing your custom solutions for optimal performance and security.
A Salesforce integration consultant specializes in connecting Salesforce CRM securely to surrounding critical business systems like ERP, eCommerce, marketing automation, payment gateways, databases, and more.
Yes, we enable you to hire Salesforce integration services across all countries, including the United States. Our consultants and developers ensure seamless remote collaboration for regular client meetings, planning sessions, implementations, and workshops.