Salesforce Managed Services Provider
Flexible Billing Plans Reliable Managed Services
All-in-One Salesforce Services, powered by certified experts to keep your CRM running at its best.
Our Certifications
By choosing Folio3 CRM as your MSP Partner, you get access to our team of seasoned, certified Salesforce developers, admins, and consultants.
Solutions We Offer as a Salesforce Managed Services Provider
Salesforce evolves constantly, and so should your systems. Our certified Salesforce consultants help you stay ahead by building new features, automating processes, and ensuring stability.
We help you with:
- Planning your Salesforce strategy and roadmap
- Reviewing your CRM setup against Salesforce best practices
- Identifying gaps and recommending improvements
- Aligning features with business goals for better ROI
- Offering training and enablement support to boost adoption
Ongoing Salesforce Development
Whether you need internal tools or AppExchange-ready products, we design, develop, and maintain Salesforce apps that work smoothly and scale with your business.
Our ongoing development services include:
- Lightning and Apex development for advanced custom functionality
- Enhancements based on Salesforce release management and seasonal updates
- Performance tuning and health checks to keep your CRM fast and reliable
- Metadata backups and Apex testing to ensure secure code deployments
- Technical debt cleanup and proactive improvements
Application Development & Maintenance
Salesforce works best when it’s connected across your tech stack. We make sure your CRM integrates seamlessly with the tools your teams already use.
Our Salesforce app development services include:
- Custom application development using Apex, Visualforce, and Lightning Web Components
- Full AppExchange app management, including upgrades and security reviews
- Ongoing maintenance with version control and performance optimization
- Metadata backups and testing to ensure every release is safe and stable
Third-Party Integrations for Salesforce
A clean, well-managed Salesforce org is key to productivity. Our certified admins handle day-to-day tasks so your users can focus on closing deals.
Salesforce integration services we provide:
- API-based integrations with platforms like Slack, QuickBooks, HubSpot, and others
- Middleware solutions using MuleSoft, Zapier, or custom-built connectors
- Real-time data sync and error-free automation
- Secure and scalable architecture for long-term stability
- CRM best practices to ensure integrations don’t create bottlenecks
Salesforce Administration
Our Salesforce admins help with:
- User roles, permissions, and profile management
- Building and maintaining reports and dashboards for better visibility
- Data imports and regular cleanup to ensure data quality
- AppExchange app management and system configuration
- Ongoing monitoring and performance optimization
Salesforce Customization
We customize Salesforce to fit how your business works, not the other way around. From interface tweaks to advanced process automation, we make Salesforce feel like your own.
Our Salesforce customizations include:
- Custom objects, fields, page layouts, and record types
- Automated approval processes and flows
- Personalized reports and dashboards by role or team
- UI/UX enhancements using Lightning components
- Custom apps and tools aligned with your business logic
Salesforce Migration
Whether you’re moving from another CRM or upgrading to Salesforce Lightning, we make migrations smooth, fast, and secure.
Our Salesforce migration services include:
- Data mapping, cleanup, and secure data imports
- Full Lightning migration, including UI, Apex, and user training
- Org-to-org merges and territory realignment
- Pre and post-migration health checks and validation
- Change management, training, and enablement to reduce disruption and encourage adoption
Staff Augmentation
Need Salesforce experts on your team as soon as possible? We offer flexible staff augmentation so you can scale up or down based on your project needs.
Here’s why you should choose Folio3 CRM for staff augmentation:
- Access to certified Salesforce admins, developers, and consultants
- Fast onboarding with certified Salesforce experts boasting 10+ years of experience
- Flexible engagement models: hourly, weekly, or monthly
- No long-term commitments! Custom, flexible billing models
- Specialization in Apex, Lightning, integrations, and CRM optimization
Salesforce Managed Support
Salesforce should just work, and we make sure it does. Our support services keep your CRM secure, optimized, and up to date.
Our Salesforce managed support involves:
- 24/7 monitoring and issue resolution
- Regular health checks and system audits
- Performance optimization to reduce load times and improve UX
- Release management and patch testing
- Training and enablement to help your team use Salesforce the right way
Choose the Right Billing Model
For Our Salesforce MSP
At Folio3 CRM, we offer Salesforce MSP that are flexible, simple, and built around your business needs. Whether you need help for a few hours, steady weekly support, or full-scale monthly management, we offer flexible billing plans.
Hourly
- Best for: Short-term tasks, maintenance, and ad-hoc development needs
- Flexible & Affordable: Pay only for the hours you use
- Ideal for: small to mid-sized businesses needing occasional Salesforce help.
- Includes Admin support, bug fixes, reports, dashboards, and more.
- Fast onboarding & no long-term commitment.
Weekly
- Best for: Teams needing consistent weekly support and quick project turnarounds.
- Reliable & Structured: Set hours each week with assigned resources.
- Perfect for: ongoing improvements, automation, and integrations.
- Includes: Apex development, Lightning customizations, and automation tasks.
- Flexible hours: & dedicated experts.
Monthly
- Best for: Businesses needing full-service Salesforce management and long-term strategy.
- End-to-End Coverage: Admin, dev, support, integrations, and strategy, all included.
- Ideal for: complex systems, multi-cloud setups, or enterprise teams.
- Includes: release management, health checks, backups, Apex testing, and staff training.
- Full Team Support: with predictable monthly billing.
Our Diverse Expertise Across the Salesforce Ecosystem
At Folio3 CRM, we don’t just manage Salesforce, we master every part of it. As a certified MSP partner, we offer deep expertise across the entire Salesforce ecosystem. No matter which cloud your business runs on, or how many, our team is equipped to support, enhance, and scale your Salesforce investment.
Sales Cloud
Get customized sales automation to capture more leads, close more deals, and grow revenue faster. With our Salesforce Sales Cloud expertise, we help you streamline lead tracking, sales processes, pipeline management, forecasting, and reporting.
Service Cloud
Deliver faster, more personalized support by customizing Salesforce Service Cloud for your industry. We help you improve customer satisfaction by adding automation, agent productivity tools, case routing, and knowledge centers.
Marketing Cloud
Create powerful customer journeys across email, ads, social media, and more with connected marketing automation. Using Salesforce Marketing Cloud, we help you plan and launch smarter campaigns, segment audiences, personalize experiences, and track ROI in real time.
Experience Cloud
Meet changing customer expectations and build stronger relationships with branded digital experiences. We support businesses in building secure, scalable portals and communities using Salesforce Experience Cloud.
Commerce Cloud
Deliver smooth and connected shopping experiences with our Salesforce Commerce Cloud services. Our team helps you build and optimize B2B and B2C digital storefronts that drive conversions and simplify operations.
Agentforce
Empower your sales and service agents with tools built for speed, mobility, and real-time performance tracking. With our expertise in Agentforce, we help businesses in industries like insurance, real estate, and financial services onboard agents faster, manage leads more effectively, and close deals on the go.
Keep your CRM up and running at all times with a trusted MSP partner. Get in touch with our experts for a custom billing plan.
Our Portfolio of Salesforce Solutions
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.
Don’t let service slowdowns hurt your business.
Hire certified Salesforce Service Cloud developers for ongoing development.
What are Salesforce Managed Services and How Does it Work?
Ongoing development, proactive support and maintenance, and overall optimization of your Salesforce ecosystem ensure it aligns with your business processes, evolving needs, and goals. Folio3 CRM offers expertise in development, customization, optimization, administration, and support. Here are some key aspects of the service:
Proactive Support
Unlike traditional support, MSP focuses on preventing issues before they impact users, rather than just reacting to problems.
Ongoing Optimization
A MSP helps optimize your Salesforce instance for better performance, user adoption, and overall efficiency.
Customization and Development
Certified expert can handle custom development, integrations, and configurations to customize Salesforce to your specific business processes.
Strategic Guidance
Strategic advice and guidance on how to best utilize Salesforce for your business goals.
Benefits of Partnering with a Certified MSP Partner like Folio3 CRM
Struggling to manage Salesforce on your own? Is your team unable to adopt Salesforce effectively and integrate it into your key business processes?
Here’s how partnering with Folio3 CRM can benefit you:
We provide access to a pool of Salesforce experts, offering specialized knowledge, expertise, and best practices.
By handling the technical aspects of Salesforce management, our experts free up your internal teams to focus on key revenue-generating business activities.
Outsourcing Salesforce management can be more cost-effective than hiring and maintaining an in-house team.
By optimizing Salesforce and aligning it with business goals, we can help maximize the value of your Salesforce investment.
Automating tasks and optimizing processes can lead to increased productivity and efficiency.
By providing ongoing support and training, our team can improve user adoption of Salesforce.
By optimizing the platform and ensuring its efficient use, businesses can maximize the value of their Salesforce investment.
Proactive monitoring and issue resolution can minimize downtime and ensure uninterrupted access to the Salesforce platform.
Our Certified Salesforce Developers Have Helped Businesses Drive More Conversions
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
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Read moreFrequently Asked Questions (FAQs)
Salesforce Managed Services give your business ongoing access to expert support, without the need to hire a full-time team. It’s a cost-effective way to keep your Salesforce environment running smoothly, secure, and aligned with your business goals.
A Salesforce MSP (Managed Services Provider) is a certified company that offers long-term support, maintenance, and enhancements for your Salesforce platform. Instead of dealing with multiple vendors or hiring in-house developers, a Salesforce MSP becomes your ongoing partner. They handle everything from admin tasks and bug fixes to complex development, integrations, and strategic planning.
A Salesforce MSP takes care of a wide range of tasks so you don’t have to. These include:
- System Administration: Managing users, permissions, security, and settings
- Development & Customization: Building flows, triggers, and custom apps
- Bug Fixes & Maintenance: Keeping your Salesforce org healthy and error-free
- Data Management: Handling data imports, clean-ups, backups, and reports
- Release Management: Preparing your org for Salesforce updates and patches
- Strategic Guidance: Helping you plan Salesforce growth aligned with your business goals
Here are the benefits of choosing a Salesforce Managed Services Partner (MSP) for ongoing support and development:
- Reduced IT Costs: By outsourcing Salesforce management, companies can reduce their IT expenses.
- Improved Efficiency: Freeing up internal resources to focus on core business activities.
- Enhanced Salesforce Performance: Optimizing the platform for better performance and user experience.
- Increased User Adoption: Through training and support, MSPs can help improve user adoption of Salesforce.
- Scalability: MSPs can easily scale their services to meet changing business needs.
- Reduced Risk: Expertise in security and best practices helps mitigate risks associated with Salesforce management.
When you work with a Salesforce MSP like Folio3 CRM, you gain access to a team of certified experts without hiring full-time staff. You get:
- Faster turnaround times on issues and enhancements
- Lower total cost of ownership compared to in-house teams
- Scalable support as your business grows
- Proactive monitoring to prevent issues before they start
- Access to the latest features and best practices
Custom development based on your unique needs
The main components of Salesforce Managed Services include:
- Ongoing Admin Support: User setup, permission updates, and general configuration
- Custom Development: Triggers, process builders, flows, and Apex development
- Integration Management: Connecting Salesforce with tools like ERP, marketing platforms, and data sources
- Security & Compliance: Keeping your data safe and secure
- Reports & Dashboards: Building custom views for better decision-making
Training & Adoption: Helping your team get the most out of Salesforce