Custom Lead Management Solutions
Turn Own Your
Salesforce Sales Cloud
Into Your
Lead Engine
Achieve better ROI with Salesforce Sales Cloud by opting for our custom lead management solutions, designed for faster conversions, scalable growth, and smarter business decision-making.
How Folio3 CRM and Salesforce Sales Cloud Simplify Lead Management For You
Managing leads shouldn’t be hard. But for many sales teams, it is. Leads come from multiple sources, get lost in spreadsheets, or sit untouched in inboxes. This leads to delayed follow-ups, high-potential leads getting wasted, and misdirected efforts towards chasing unqualified leads.
As a certified Salesforce Sales Cloud partner, Folio3 CRM helps you take full control of your lead management process, from capture to close. We design solutions that save time, reduce manual work, and help your sales team focus on what matters most: closing deals!
Here’s how we do it:
Capture leads automatically from any source
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.
Qualify and score leads with custom logic
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.
Route leads instantly to the right reps
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.
Track every lead through a custom sales path
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.
Monitor performance with real-time insights
Lead Management Solutions We Provide
Multi-Source Lead Capturing
Our team of CRM consultants has extensive experience guiding organizations on how to get the most out of their customer relationship management (CRM) systems. We partner with you to understand your business needs and processes to recommend the right CRM strategies and technologies.
Our solutions include:
- CRM Strategy
- CRM Audit & Infrastructure Analysis
- KPI & Performance Analysis
- Sales & Marketing Audit
- Migration & User Adoption Strategies
Custom Lead Scoring Models
Folio3 CRM builds secure, scalable and user-friendly CRM systems designed specifically for your organization. We utilize agile methodologies focused on frequent collaboration to ensure we deliver a platform that empowers your teams and drives value across sales, marketing, customer service, and more.
Our solutions include:
- CRM App Development
- DevOps & CI/CD
- Custom API Development
Lead Deduplication
Implementing an enterprise-wide CRM solution across multiple departments can be complex. Our certified consultants oversee the entire process from start to finish, handling activities such as data migration, customization, testing, training and change management.
With experience across platforms like Salesforce, Microsoft Dynamics and more, we implement solutions tailored for organizations of any size or industry to improve customer interactions.
Our solutions include:
- Custom Workflow Automation
- Custom Report & Dashboard Creation
- Industry-Specific CRM Implementation
- Security Analysis & Implementation
- Multi-Language & Multi-Currency Setup
Lead Nurturing Automation
Disparate systems frequently lead to fragmented and inconsistent customer data that restricts visibility. Folio3 CRM offers data consolidation services to resolve this issue. We carefully aggregate data from across your technology ecosystem into a unified CRM platform.
Our solutions include:
- Real-Time Data Synchronization
- Data Security & Compliance
- Data Segmentation
- Data Cleansing
- Legacy CRM Data Consolidation
- Data Quality Assessment & Validation
Mobile Lead Management
Disparate systems frequently lead to fragmented and inconsistent customer data that restricts visibility. Folio3 CRM offers data consolidation services to resolve this issue. We carefully aggregate data from across your technology ecosystem into a unified CRM platform.
Our solutions include:
- Real-Time Data Synchronization
- Data Security & Compliance
- Data Segmentation
- Data Cleansing
- Legacy CRM Data Consolidation
- Data Quality Assessment & Validation
Improve customer engagement with the perfect CRM solution for your business
What Makes Us A Trusted Salesforce Sales Cloud Implementation Partner?
Implementing Salesforce Sales Cloud the right way is critical for sales success. A CRM that’s too complex, poorly configured, or disconnected from your business goals can slow your team down, lead to missed opportunities, and frustrate users. That’s where Folio3 CRM comes in.
Our credentials speak for themselves:
ISO 9001
Certified infrastructure to deliver compliant CRM solutions
ISO 27001
Certified security management systems that ensure data integrity and privacy
Our Portfolio of Successful 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.
We’ve Simplified Lead
Management for Businesses
Across Different
Industries
Choose the Right Service Model for
Your Business
Our Certified Salesforce Developers Have Made CRM Easier 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.
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
FAQs of our Salesforce Consulting Services
A Salesforce developer builds and customizes solutions on the Salesforce platform. They create custom features, write code, develop integrations with other systems, and ensure your Salesforce setup works perfectly for your business needs.
They combine technical expertise in Salesforce-specific languages like Apex with an understanding of business processes to deliver solutions that help your team be more productive.
As Salesforce adoption grows across enterprises, demand for developers outstrips supply. Customization is key for alignment with complex business needs, driving high demand.
Folio3 CRM maintains a diverse talent pool of certified Salesforce developers with experience building on the platform across industries. We match our experts to your specific project requirements.
Pricing is customizable based on factors like work scope, team size, experience level desired, and engagement model. That being said, choosing Folio3 CRM to hire Salesforce specialists can help you save up to 40% on ongoing development costs.
Pre-vetted expertise, certified teams, technical project management, extensive platform experience across clouds and versions, proven customer success, clear communication, and affordable pricing make Folio3 CRM a leading Salesforce development company and solutions partner worldwide.
Yes, our integration experts seamlessly connect Salesforce securely to surrounding technologies you rely on, including ERPs, databases, payment gateways, marketing tools, portals, and custom apps.
Here’s how you can hire a Salesforce developer at Folio3 CRM:
- We fully understand your needs and goals
- We come up with the perfect solution for your specific CRM challenges
- We match you with the right Salesforce developer for your project
- After confirmation, you can onboard and integrate our Salesforce developers within your in-house team.
They customize, configure, integrate, scale, troubleshoot, and optimize the Salesforce platform by translating business needs into technical specifications, leveraging certified expertise across the entire Salesforce ecosystem.
No, we enable you to hire certified, pre-vetted Salesforce specialists and developers that fit well with your in-house team and business infrastructure. Our teams go through regular performance evaluations, which help us ensure their skills align well with industry standards.
Yes, while we handle talent management, you steer the ship. You have complete control when you hire Salesforce developers at Folio3 CRM. You get to set the directions and lead your project the way you prefer. Our Salesforce developers will help you along the journey and drive significant business impact.
While our vetting process ensures you get the right Salesforce developer, in such rare events, we provide you with a replacement as soon as possible. Hiring Salesforce developers at Folio3 CRM is fast, affordable, reliable, flexible, and risk-free!