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Empower Your Business with Codleo & Salesforce

At Codleo, we don’t just implement Salesforce — we align it with your goals. Our team builds CRM systems that work around your processes, not the other way around. Whether you're scaling or fixing broken workflows, we help you get it right from day one.

Built for Scale | Industry-Specific | Fully Custom CRM

Talk To Our Salesforce Consultant

Rethink How You Sell

We help sales teams work smarter, not harder. From real-time tracking to lead automation, our Salesforce experts turn your pipeline into a performance engine.

What You Get:

Clear visibility into sales activities
Quicker deal closures
Better forecasts and higher margins

Let’s talk revenue growth

Simplify Support, Build Loyalty

Customer expectations are higher than ever — and we help you meet them. Our Salesforce solutions reduce resolution time, personalize responses, and create happier customers.

What You Gain:

Faster Responses
Happier teams
Long-term client trust

Deliver unforgettable service

Make Marketing Work Smarter

Your leads are only as good as your follow-up. We bring Salesforce marketing automation to life, helping you nurture, retarget, and convert — all in one place.

Why It Matters:

Higher quality leads
Better campaign tracking
More conversions, less spend

Grow smarter with Codleo

Explore Related Success Stories

Explore our extensive portfolio to gain insight into our wide-ranging expertise within the Salesforce ecosystem.

FROM MANUAL TO SEAMLESS: STREAMLINING SALES, MARKETING, AND COMMUNICATION

Learn how moving from manual work to smart tools can make sales, marketing, and ...

FROM CHAOS TO CLARITY: DRIVING EFFICIENCY AND COLLABORATION FOR A FINANCIAL SERVICES FIRM

Learn how a financial services firm went from chaos to clarity by improving team...

360-DEGREE TRANSFORMATION: STREAMLINING DONOR, BUDGET, AND PROJECT MANAGEMENT FOR A NON-PROFIT

See how this nonprofit simplified how they manage donors, budgets, and projects�...

STREAMLINING DONOR & CAMPAIGN OPERATIONS: A NON-PROFIT'S JOURNEY TO DIGITAL EXCELLENCE

See how one non-profit simplified donor and campaign operations with Salesforce�...

DRIVING FINANCIAL EXCELLENCE WITH A DIGITAL TRANSFORMATION

Discover how digital transformation drives financial excellence. Learn how innov...

OPTIMIZING SALES OPERATIONS WITH A UNIFIED DIGITAL SOLUTION

Explore how a unified digital solution transformed sales operations, improved ef...

ENHANCING DONOR AND STUDENT ENGAGEMENT WITH SALESFORCE INTEGRATION

Learn how integrating Salesforce improved communication, streamlined operations,...

TRANSFORMING DONOR ENGAGEMENT WITH A UNIFIED CRM SOLUTION

Learn how a nonprofit improved donor relationships, streamlined communication, a...

OPTIMIZING CEMENT INDUSTRY OPERATIONS WITH SALESFORCE INTEGRATION

Discover how Salesforce integration streamlined operations, boosted sales produc...

TRANSFORMING BUSINESS WITH ENHANCED UX & PERFORMANCE OPTIMIZATION

Discover how improving user experience and optimizing system performance can dri...

STREAMLINING HEALTHCARE OPERATIONS WITH SALESFORCE FOR ENHANCED CARE

See how Salesforce helped streamline healthcare operations, improving patient ca...

OPTIMIZING OPERATIONS WITH SALESFORCE INTEGRATION AND SYSTEM UNIFICATION

Learn how Salesforce integration and system unification helped streamline operat...

OPTIMIZING PAYMENT SOLUTIONS AND SALES PIPELINE EFFICIENCY WITH SALESFORCE

Discover how Salesforce streamlined payment solutions, enhanced sales pipeline v...

Why Codleo Is the Trusted Salesforce^® Consulting Partner

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.

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.

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 Valued Customers

Leading brands and SMEs trust us to simplify their complex business processes with customized Salesforce solutions that deliver exceptional value!

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.

Salesforce Solutions by Industry – Codleo’s Sector Expertise

Technology isn’t one-size-fits-all. At Codleo, we collaborate with Salesforce to create tailored CRM solutions for key sectors — including retail, financial services, and real estate — to help you work smarter and grow faster.

Retail & Consumer Products Solutions

Deliver personalized shopping experiences with Salesforce. Codleo’s Quick Start Commerce solution enables grocers and QSRs to launch a responsive omnichannel platform in just 10 weeks, complete with customer insights, voice assistants, and loyalty tools.

Salesforce for Retail | Quick Launch | Real-time Engagement

Salesforce for Financial Services

Redefine customer journeys in banking and insurance. With Inventive Banking and Open Insurance Transformation tools, you can launch new products faster, improve policyholder experiences, and grow revenue with Salesforce Financial Services Cloud.

Salesforce in Finance | Insurance Transformation | Next-Gen Customer Experience

Real Estate CRM Solutions

Sell properties smarter with Codleo’s Real Estate Quick Start CRM. Automate lead management, personalize communication and track deals — all in one Salesforce-powered platform. Stay ahead in a competitive market with a 360° view of every buyer, seller, and property.

Salesforce for Real Estate | Lead Automation | Centralized Dashboards

Salesforce Products

Salesforce^® Product We Support

Products

Products On Salesforce^®

Project Management Application on Salesforce^® Platform

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

Vendor Management Application powered by Salesforce^®

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

Recruitment & HR solutions application
by Codleo

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

Daily Travel & Expense Management
Solutions

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

All of Our Salesforce^® Consultants are trained to the highest level

Sales Cloud
Consultants

Service Cloud
Consultants

Marketing Cloud
Administrators

Platform App
Builder

System
Architect

Advanced
Administrator

Technical
Architect

Platform
Developers

Feedback from our clients

"I was really impressed with the turnaround speed of the Salesforce Consulting Services team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with the highly skilled Salesforce Consulting Services team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo’s Salesforce Consulting Services team has dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo and its Salesforce Consulting Services team. Codleo was very helpful for our company from the Salesforce^® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

"Excellent Support and implementation from Codleo team. Awesome support providing by the Codleo Spoc Akshay. Thanks for the support and expecting the same for the future."

Industry 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."

Industry High Tech

"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."

Industry Real Estate

"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, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Industry Healthcare & Life Sciences

Questions? We're here to help.

FAQ

FAQ - Our Salesforce^® Consulting Services

What are 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.

What is a Salesforce Consultant?

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.

Why Choose Codleo for Your Salesforce Consulting Requirements?

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.

How Much Do Salesforce Consulting Services Costs?

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.

Is it Important to Hire a Salesforce Consultant?

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.

How to Find the Right Salesforce Consultant in the USA?

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.

How Can Salesforce Consulting Improve Your Platform Performance?

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.

What different Salesforce Consulting Services do you offer?

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.