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Salesforce Managed Services Provider
Our Salesforce Managed Services Keep Your CRM Running, Improving, and Delivering Results
From ongoing support to continuous optimization, we help you get more value from Salesforce without hiring a full in-house team.
Is Your Salesforce Org Falling Behind?
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:
Access to a pool of Salesforce experts offering specialized knowledge, expertise, and best practices without the cost of permanent hires.
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 is more cost-effective than hiring and maintaining a dedicated in-house team year-round.
By optimizing Salesforce and aligning it with business goals, we help maximize the value of your Salesforce investment and ROI.
Automating tasks and optimizing processes can lead to increased productivity, efficiency, and faster decision-making across your organization.
Solutions We Offer as a Salesforce Managed Services Provider
Salesforce Implementation Services
Salesforce works when your data, access, and workflows align. We configure the org, security, automation, and rollout so teams can use it day one.
We help you with:
- Org and environment setup covering production, sandbox, and release
- Data model with fields, relationships, and validation rules logic
- Access structure using roles, profiles, permission sets, and records
- Workflow automation using Flow, approvals, and assignment logic rules
- Initial data loading with ownership checks and accuracy controls
- Go live planning, onboarding sessions, and admin handover documentation
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
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
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
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
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
Our Salesforce Managed Services Process
Assessment
We identify gaps, challenges, and opportunities to ensure a solid Salesforce foundation for improvements.
Planning
We design strategies and workflows aligned with your business goals for optimized performance.
Implementation
We configure, deploy, and integrate Salesforce with minimal disruption to operations.
Optimization
We streamline processes and enhance system configurations for speed and reliability.
Support
We provide ongoing support, addressing issues and ensuring peak Salesforce performance.
Continuous Growth
We monitor and update Salesforce to stay aligned with evolving needs and best practices.
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 Portfolio of Successful CRM Solutions
Glass Flow
An established glass, glazing, and door installation provider in California sought a more connected operational framework. Their teams handled a growing workload but lacked the tools to align sales, dispatch, and field service.
MajorKey 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 an automatic and made a custom app.
Folio3 helped Electrocore enhance its Salesforce CRM by improving sales-cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with Oracle NetSuite ERP for streamlined order-to-cash processes.
When Managed Services Make the Most Sense
Proactive Support
After go-live, your team needs ongoing support to fully adopt, optimize, and expand what was built not a one-time handoff.
Ongoing Optimization
Your admin is overloaded. New requests pile up with no bandwidth to deliver. Managed services frees your team to focus on strategy.
Customization and Development
You don't have a dedicated Salesforce team. Get access to admins, developers, and architects without hiring full-time staff.
Strategic Guidance
Your CRM needs continuous improvement and active development to keep Salesforce aligned with how your business evolves.
Integration & Automation Support
Connected systems break, and automations drift. You need a team to keep everything running reliably and up to date.
Why Choose Folio3 for Salesforce Managed Services
We’re not a helpdesk. We’re a delivery team.
Combined admin, developer, and architect support — one engagement gives you access to the full range of Salesforce expertise your org needs, not just an admin on call.
Deep experience with Salesforce and ERP integrations we've built and maintained connections between Salesforce and platforms like NetSuite, SAP, and custom ERPs across industries
Structured delivery with clear communication — you always know what's in progress, what's been delivered, and what's coming next. No black boxes, no chasing updates
Flexible engagement models — hourly, weekly, or monthly retainers with no onboarding fees, no lock-in, and unused hours that roll over
Need More Than Ongoing Support?
We offer the full range of Salesforce services — so whether you’re starting fresh, cleaning up, or scaling, we have you covered.
Salesforce Implementation
Build the right foundation from day one with a structured, full-cycle implementation
Salesforce Integration
Connect Salesforce to your ERP, marketing stack, and third-party tools with reliable, scalable integrations
Salesforce Org Audit & Optimization
A focused review of your existing Salesforce setup to identify gaps, reduce technical debt, and improve performance
Let’s Take Salesforce Off Your Plate
We’ll manage, optimize, and improve your Salesforce so your team can focus on growing the business.
Our Certifications
Work with some of the most experienced certified Salesforce consultants and specialists, boasting expertise across the entire ecosystem.
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
Frequently 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