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Salesforce® Consulting Services

Partner with Codleo – a certified Salesforce consulting company that simplifies CRM, boosts ROI, and scales your operations. Book your free consultation today!

Salesforce® Consulting Services That Drive Growth

Codleo Consulting is a Salesforce Summit (Platinum) Consulting Partner offering full-spectrum services including implementation, customization, integration, and ongoing support. Since 2019, we've empowered businesses—from startups to enterprises—by tailoring Salesforce to their unique goals and workflows.

Our Salesforce consulting services go beyond quick fixes—we design transformative CRM journeys that align with your business goals. With certified Salesforce consultants from multiple industries, we bring strategic, cross-cloud expertise that enhances efficiency, drives growth, and maximizes platform value.

We prioritize streamlining your workflows and future-proofing your CRM. Our team ensures that your Salesforce solution is not only optimized for today’s needs but also scalable for tomorrow’s challenges. By minimizing tech complexity and maximizing ROI, we make your CRM an actual growth engine.

Why Is Codleo The Right Choice For You?

180
+
Experience Resources
500
+
Certifications
1
M+
Community Followers
10
K+
Users Support
99.99
%
Happy Clients

We Provide The Following
Salesforce® Solutions For You

Codleo is a certified Salesforce consulting partner that provides top-quality Salesforce consulting, development, and customization services. Our team of Salesforce experts is dedicated to meeting your needs, focusing on Salesforce CRM and the Salesforce platform. We carefully manage customer data to improve customer relationship management, strengthen connections, and boost customer satisfaction.

Salesforce Consulting Services

Strategic consulting to align Salesforce with your goals. Our certified consultants assess your workflows, identify opportunities, and create a roadmap that improves efficiency, customer engagement, and long-term scalability.

Salesforce Implementation Services

From scratch setup to revamping legacy systems, we handle the full Salesforce implementation cycle.

Our Expertise Includes:

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud
  • Education Cloud

Salesforce Development Services

Custom-built apps, automation, and modules — designed to fit your exact business needs.

We Develop:

  • Custom App Cloud Development
  • AppExchange Product Development
  • Mobile-First Solution Rollout
  • Salesforce Customization

Salesforce Integration Services

Connect Salesforce with essential platforms — ERP, finance, marketing tools, and more — to streamline operations and eliminate data silos.

Our Integration Expertise Includes:

  • Tableau Integration
  • SharePoint Integration
  • ERP Integration
  • DocuSign Integration
  • Stripe Integration
  • Call Center Integration
  • Outlook Integration
  • MailChimp Integration
  • SAP Integration
  • SOAP API
  • Informatica Integration

Migration Services

Migrate from legacy systems or Salesforce Classic to Lightning without data loss or downtime.

Our Migration Expertise Includes:

Salesforce Support & Administration

Reliable support to keep your Salesforce running at its best — always updated, always optimized.

Our Support Services Include:

  • Managed Services
  • Remote Administrator
  • Production Support and Administration
  • User, Admin, and Management Training

Salesforce® Consulting Process We Follow

At Codleo, we make Salesforce Consulting Services simple and effective. First, we listen to your needs. Then, we customize Salesforce to meet those needs. Finally, we support you throughout the process to ensure your lasting success.

1

Understand Your Needs

We start with detailed conversations about your business goals. It helps us find the right Salesforce solutions that fit your needs and daily operations.

2

Customize and Automate

Once we understand your needs, we customize Salesforce to fit your processes. We also add automation to save time and reduce repetitive tasks, making work easier for your team.

3

Migrate Your Data

We help you move your data to Salesforce safely and carefully. We make sure it is well organized and ready for you to use from day one.

4

Test and Imporve

Before launching, we test the system thoroughly. We use your feedback to imporve and optimize it, ensuring everything works as intended.

5

Launch the System

We help your team use Salesforce with minimal disruption, ensuring a smooth transition into your daily business activities.

6

Train and Support

After we deploy the system, we provide hands-on training for your team. Our support will also be available for any questions, troubleshooting, and further improvements.

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Why Codleo Is the Trusted Salesforce® Consulting Partner

Logo of journey builder
Proven Expertise

With years of experience across various industries, our certified Salesforce consultants bring deep platform knowledge and a business-first approach. We don’t just know Salesforce — we know how to make it work for your goals.

Logo of Automation Studio
End-to-End Solutions

From the first consultation to ongoing support, we cover every aspect — implementation, customization, integrations, and more. Think of us as your one-stop shop for all things Salesforce.

logo of Email Studio
A Partner You Can Count On

We believe in doing things right. Clear communication, on-time delivery, and ongoing support are at the heart of our approach — and why 100+ businesses trust Codleo.

Our Clients

Shoolni University
Premier Seals
Magic Bus
Mahajan diagnostics
Smile Foundation
GUS Logo
Hikal Pharma logo
north west logo
pearl academy logo
upes logo
xceedance logo
gamezop logo
novozymes logo
Lighthouse Canton Logo
Ocean Global Logo
Surya Electronic Logo
Bummer logo
A Choice Logo
Echo logo
Caliber Autism
Purti Realty
RKV Logo
ISF Logo
The Tailorworks Company
the soul mantra
Singhania and partners

How Codleo’s Salesforce® Services Solve Your Business Challenges

We help businesses invest in Salesforce solutions effectively. We guide our partners on their Salesforce journeys toward a common goal: a Salesforce solution that provides the results they need.

DevOps & Release Management

Accelerate Salesforce Updates Without Disruptions

At Codleo, we help you respond to changing market needs faster with our Salesforce DevOps and release management expertise. Our team ensures that system updates roll out smoothly—without affecting your daily operations—so your CRM performs at its best, always.

Ensure a fast, reliable, and agile Salesforce environment.

Smart CRM Solutions Design

Design CRM Systems That Adapt and Grow With You

Our Salesforce consultants create custom CRM blueprints tailored to your workflows, customer touchpoints, and sales processes. The result? A faster, more innovative, and more responsive CRM that drives engagement and boosts ROI.

Let us architect a CRM solution that scales with your vision.

Analytics & AI Solutions

Make Smarter Business Moves with Salesforce AI & Data Insights

Harness the power of Tableau, Einstein, and no-code AI tools to analyze trends, predict behavior, and automate decisions. Codleo helps you turn scattered data into sharp strategies.

Unlock the full potential of data-driven decision-making.

Salesforce Solution Assessment

Fix What’s Not Working – Before It Hurts Growth

If your CRM feels slow, outdated, or misaligned — we’ll identify the gaps. Our experts audit your Salesforce setup, technology, and processes to create a roadmap for optimization.

Get a tailored improvement plan backed by expert insights.

Seamless System Integration Design

Connect Salesforce with All Your Essential Tools

Whether it’s ERP, Mailchimp, Outlook, or a legacy system — Codleo ensures Salesforce works in harmony with your current tech stack. We’ve completed over 100 successful integrations across various industries.

Supercharge productivity with integrated, intelligent workflows.

Products

Products On Salesforce®
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Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Logo of venleo
Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Logo of hireleo
Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Logo of outleo
Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

FAQ - Our Salesforce® Consulting Services

Salesforce consulting services help businesses implement and optimize CRM systems. These services include creating strategies for data migration, assisting with the selection of Salesforce Clouds and editions, and providing tips for effective user adoption. You can choose to work with independent freelance consultants or certified Salesforce consulting partners.

A Salesforce consultant is a certified expert who helps businesses set up and customize their Customer Relationship Management (CRM) system. They develop effective strategies for utilizing Salesforce, ensuring a seamless implementation process. Their work minimizes the chances of issues during the rollout and helps guide them to ensure the project's success.

We are a Salesforce Summit Consulting partner with expertise in various Salesforce products and services. Our team includes over 400 Salesforce-certified consultants. We focus on delivering value to all customers, regardless of their business size or industry.

We focus on our customers to understand their specific needs and provide tailored solutions that work today and in the future. We offer comprehensive services, spanning from initial consultation and solution design to implementation and ongoing support. It ensures a smooth experience throughout the project. Our agile methods and commitment to data security enable you to obtain reliable and practical solutions that deliver results.

The cost of hiring a Salesforce consultant depends on several factors. These include the project's size, customization needs, the number of resources required, the time spent on implementation, and any training or support services that may be needed. Additionally, data migration and app development can also influence the cost. To obtain accurate price quotes that meet your needs, consider the following aspects. Alternatively, you can contact our experts for customized quotes tailored to your requirements.

Hiring a Salesforce consultant can help you get the most out of your Salesforce system. They possess specialized knowledge that enables them to identify challenges and create custom solutions tailored to your business goals. A Salesforce consultant can also save your organization time and resources by handling complex configurations, data migrations, and integrations that may be too much for your internal team to manage.

Here are some simple yet practical considerations to keep in mind when choosing the right Salesforce consulting partner in the USA.

  • Look for authentic and legitimate reviews.

  • Check for their specialization and expertise area.

  • Don't compromise on the technical expertise of the consultants.

  • Ensure that their expertise can address your industry-specific needs.

  • Check authentic reviews and references from previous clients for insights.

Salesforce consulting enhances the platform's functionality by employing various methods. A consultant first learns about your specific needs and customizes the platform to meet your business's requirements. They incorporate all the necessary features for optimal performance. After the initial setup, consultants assist in managing updates and new features in Salesforce. They find and implement the most relevant updates to keep your platform current. Additionally, they can connect other solutions and applications to enhance your platform's capabilities.

Our team helps you with Salesforce. We handle tasks such as setting it up, connecting it to other systems, customizing features, migrating data, optimizing performance, training users, and consulting on AppExchange solutions. We guide you through the entire process, ensure safe data transfers, optimize existing setups, and provide training to empower your team, leading to tangible results.