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PROJECT MANAGEMENT AND PROJECLEO

Projecleo helps in tracking the large-scale and complex projects of your business with the help of various effective project management tools. Project...

TOP CTI APPS TO ENHANCE CALL QUALITY

Well, the best news is that with the aid of Computer Telephony Integration (CTI) apps, available on AppExchange, superior call centers can be created ...

CURATING THE IDEAL SALES PITCH

A sales pitch is an excellent method of delivering a product, service, or idea to a customer with time being of the essence. Let's read the curating i...

A – Z GUIDE OF PROJECT MANAGEMENT

Project management as the definition goes is the process that leads a team’s work to achieve all the project objectives within set limits & boundari...

BEST PRACTICES FOR IMPORTING INFORMATION INTO CRM

Migrating to a new CRM? Avoid data headaches! Learn essential best practices for a smooth and successful CRM data import. Read now!...

TOP REASONS WHY PROJECT MANAGEMENT IS CRUCIAL

Avoid project disasters! Discover the top reasons why effective project management is crucial for success. ...

TOP TRENDS IN SCALING AI

Artificial Intelligence refers to the concept that machines “think like human beings”. Machines are able to perform tasks like reasoning, plannin...

IS YOUR SALESFORCE INTEGRATED WITH WHATSAPP?

Is your Salesforce integrated with WhatsApp? Learn how to check and set it up in this step-by-step guide, with images to help you along the way....

SALESFORCE & MEASURING MARKETING ROI

Unlock the potential of Salesforce for measuring marketing ROI. Optimize campaigns, drive revenue growth, and make data-driven decisions with powerful...

TIPS ON MOTIVATING EMPLOYEES PART 2

Experience new things together out of the office. Getting team members / staff to experience new things together is a novel way to reward employees, a...

HOW CAN CRM AID CLIENT DELIGHT?

Discover how CRM can significantly contribute to client delight. Enhance customer satisfaction, build stronger relationships, and deliver personalized...

NEW SALES TACTICS FOR 2022

We are hoping however that this year with more people being vaccinated, businesses can bounce back to pre-pandemic levels. we are looking at news sale...

SALESFORCE LICENSED PARTNERS – THE LOW DOWN

Learn everything you need to know about Salesforce licensed partners, from what they are to how they can help your business, with informative images t...

TOP SELLING STRATEGIES TO CLOSE DEALS

Sales is among the highest pressured careers on the planet and are not meant for all. In this blog, we list the most important ones how many of these ...

WHEN WAS THE LAST TIME YOUR SALESFORCE WAS AUDITED?

Salesforce auditing is essential for maintaining security and compliance. Find out when Salesforce was last audited and get tips on how to keep your d...

TIPS ON MOTIVATING EMPLOYEES PART 1

Retention of employees is one of the biggest headaches by corporates. The constant battle to keep talent within the organization can be won with a sle...

STOPPING GOSSIP IN THE WORKPLACE

Gossiping is not limited to the hit TV series Gossip Girls. It is all pervasive and has seeped into all aspects of our lives. You indulge in it and ch...

IS SALESFORCE INTEGRATION A CHALLENGE FOR YOU?

Is Salesforce integration a challenge for you? Get expert tips on how to overcome common pitfalls and ensure data accuracy, security, and performance....

IS YOUR SALESFORCE INTEGRATED WITH WHATSAPP

Discover the benefits of integrating Salesforce with WhatsApp and learn how to do it step-by-step. Boost customer engagement and improve sales and ser...

HOW IS THE HEALTH OF YOUR SALESFORCE ORG

Are you happy with your Salesforce org? Has it been delivering the results that you are so keen on? Do you find that along the ...

GET FREE SALESFORCE ORG HEALTH CHECK & OPTIMISATION

An optimal Salesforce instance requires the technical capability to supervise administration and support on a daily basis. ...

NEW SALES CLOUD FEATURES TO BOOST REVENUE INTELLIGENCE

Elevate revenue intelligence with new Sales Cloud features. Gain actionable insights, advanced forecasting, and real-time visibility. Supercharge your...

SALESFORCE INTRODUCES RPA TO EINSTEIN

Salesforce Einstein is a set of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform, ...

GET THE MOST OUT OF YOUR SALESFORCE IMPLEMENTATION

Learn how to get the most out of your Salesforce implementation with expert tips and best practices. Maximize the value of your investment and boost y...

BOOST CAMPAIGNS VIA MARKETING CLOUD

Boost your marketing campaigns with Salesforce Marketing Cloud! Discover expert tips and tricks to reach your target audience, drive engagement, and g...

SALESFORCE, DATA SECURITY, AND US

Concerned about Salesforce data security in the US? Learn key regulations, best practices, and how to keep your data safe....

DOCUSIGN & SALESFORCE PARTNERSHIP

Optimize processes with the Docusign and Salesforce partnership. Seamlessly integrate e-signatures and document workflows, enhancing efficiency and pr...

GET YOUR IDEAS EXECUTED AND HERE IS HOW

Have an idea to make improvements in your company’s goals, mission, process or functioning? Don’t keep it to yourself. Share and be a change maker...

TIPS TO MAINTAIN WORK LIFE BALANCE

In life, it is essential to do everything in moderation that includes exercise, work, food, and indulging in bad habits such as alcohol....

GRATITUDE AT OFFICE

“I think gratitude is a big thing. It puts you in a place where you’re humble.” – Quote by Andra Day. Gratitude may only have nine letters in ...

BENEFITS WITH WHATSAPP AND SALESFORCE INTEGRATION

Discover the benefits of integrating WhatsApp and Salesforce to boost your business. Improve customer engagement, streamline sales and service, and in...

TIPS ON WRITING ALLURING SUBJECT CONTENT

Create multiple subject lines with varying tones and tenors. Have it reviewed by your colleagues and get their feedback....

BEING LIKED OR RESPECTED – YOUR CHOICE

Who doesn't want to be loved by everyone, and be popular. Well, for a professional who wishes to be known for their ethics and morality, it is import...

WHY IS SALESFORCE GOOD FOR YOUR CAREER?

Salesforce Inc is the leading CRM company in the world with its services spread across the globe and expanding. In this blog we are looking why is Sal...

CODLEO SUMMITS AS SALESFORCE PARTNER

Partner with Codleo Summits, a leading Salesforce Summit Partner. Get expert guidance and solutions to optimize your Salesforce experience....

TOP MARKETING TRENDS FOR 2022

Marketing being a dynamic vocation is witness to trends coming and going. Trends of tomorrow make way for the trends of yesterday....

TOP MANAGEMENT MYTHS UNMASKED

Business schools and business moguls keep bombarding with lots of information, theories, and data. In this blog, we look at 4 of these theories or myt...

TOP SALESFORCE CHROME EXTENSIONS 2022

Boost your Salesforce productivity and efficiency with these top Chrome extensions for 2022. Get more done with less effort and save time with these e...

SALESFORCE TESTING DECODED FOR DUMMIES

With an experienced team like Codleo performing tests, it ensures the integrity of your org, success, and integration with new tools as and when they ...

DO YOU KNOW THESE SALESFORCE FEATURES? PART 2

Expand your Salesforce expertise! Dive into Part 2 of our feature exploration, uncovering hidden gems and powerful tools to optimize your CRM experien...

DO YOU KNOW THESE SALESFORCE FEATURES? PART 1

Think you're a Salesforce pro? Test your knowledge on hidden features in Part 1 of our Salesforce Features Quiz!...

TOP PERFORMING TEAMS DO THESE THINGS WELL

Have you ever wondered why a particular team in your organisation gets it right all the time? Why are they high performing and get recognised....

CAREER SUCCESS VIA THESE RELATIONSHIPS

In life as a professional, one forms many associations and relationships. Some of them are structured and offer you a journey of learning, growth, and...

5 WAYS SALESFORCE PARDOT WILL GROW MORE BUSINESS

Discover how Salesforce Pardot can help you generate more leads, close more deals, and grow your business. Learn the 5 key ways Pardot can help you ac...

HOW CODLEO CAN HELP YOU IN LIGHTNING MIGRATION?

Codleo can help you with a smooth and successful Lightning migration. Our expert services will ensure that you make the most of Lightning and achieve ...

SWITCHING FROM THE OLDER VERSION OF SALESFORCE

Upgrade to the latest version of Salesforce for enhanced capabilities, improved productivity, and streamlined processes. Unlock the benefits of switch...

LATEST FROM SALESFORCE DREAMFORCE 2021

The much awaited Salesforce’s annual Dreamforce concluded recently. The much-anticipated event was held in a hybrid model with many participants joi...

TOP SALESFORCE APPS FOR 2022 Part 1

Salesforce as you know has its own app store similar to the Google play store or the one from Apple. It is called Appexchange and...

WAYS SERVICE FIRMS CAN BECOME PEOPLE FIRST

In today's competitive landscape, happy employees lead to happy clients. This guide reveals how to prioritize your people to create a thriving service...

PRESENTING SALESFORCE EINSTEIN AUTOMATE

Rather than wringing our hands about robots taking over the world, smart organizations will embrace strategic automation use cases. ...

ENHANCE EMPLOYEE DELIGHT & IMPROVE PRODUCTIVITY

The way your employees feel is the way your customers will feel. And if your employees do not feel valued, neither will your customers....

NEW PARDOT FEATURES – WINTER 2022 RELEASE

Discover the powerful new features in Pardot's Winter 2022 release and learn how to use them to boost your marketing, grow your business, and take you...

HOW SALESFORCE HELPS IN IMPROVING SALES

Unlock the power of Salesforce to boost sales productivity, accelerate deal closures, and elevate sales performance....

LATEST SERVICE CLOUD FEATURES FOR SUPPORT TEAM

Don't miss out! Dive into the latest updates for Salesforce Service Cloud and transform your support team's capabilities. ...

STUDENTS AND VIRTUAL EDUCATION LIFECYCLE

For a while, the education industry has been woke to the idea of onboarding a series of tech / digital mediums and tools, but the ferocity of the Covi...

IMPORTANT TIPS TO SPEED UP DIGITAL BUSINESS

The current ongoing pandemic has compelled management of all types and sizes of companies to accelerate digital business,...

SALESFORCE+ - THE NEW STREAMING SERVICE

Salesforce CRM has just launched its own streaming service. Aptly named Salesforce plus, It will host live and on-demand content for every profile, v...

EASE LIFE WITH PROCUREMENT AUTOMATION PART 2

Don't miss Part 2 of our procurement automation guide! Discover powerful new hacks to streamline your processes and maximize efficiency....

TOP SALESFORCE HEALTH CLOUD FEATURES

Developments in medical technology have long been confined to procedural or pharmaceutical advances, while neglecting a most basic ...

TOP FEATURES OF SALESFORCE WINTER 2022 RELEASE PART 2

Hello all and welcome back to our 2-part blog series on the "top features of Salesforce Winter 2022". We hope you read our first part as well as our o...