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Salesforce® Consulting Services

Elevate your business with a Salesforce® partner who knows your needs.

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Upgrade Your Business with Expert Salesforce® Consulting Services

Salesforce consulting services refer to specialized advice by experienced professionals to companies looking to be future-ready with a great tech stack. This consultancy encompasses a range of solutions, such as a list of tools needed by the business to be 21st century ready, customizing the existing Salesforce org to support the current/future business needs, deploying new Salesforce tools, and so on.

Salesforce consulting services assist businesses in streamlining their operations, enhancing client engagement, and fueling revenue growth. Salesforce consultants collaborate with customers to identify their needs, analyze their current sales org, and suggest personalized ideas to augment the platform's performance.

Why Is Codleo The Right Choice For You?

120
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Salesforce Experts
400
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Certifications
30000
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Community Followers
99.99
%
Happy Customers

We Provide The Following
Salesforce® Services For You

We offer various technical and consulting services designed to turn visual concepts into tangible outcomes. Our comprehensive solutions effectively address your needs and ensure successful implementation.

Salesforce Consulting Services

We provide a strategic path to optimize CRM usage. Our Salesforce consultants collaborate closely with your team to understand your business goals and challenges. By tailoring our advice and solutions to your unique needs, we thoroughly analyze your ongoing processes for potential improvements. This results in a customized Salesforce strategy designed to increase efficiencies, enhance customer engagement, and ensure sustainable business growth.

Salesforce Implementation Services

Enhance your customer experience with our seamless and effective Salesforce platform setup. Our Salesforce implementation consulting takes comprehensive responsibility, from initial configuration to integrating custom features tailored to your business processes. We provide thorough training and ongoing support to ensure your team is well-prepared to leverage Salesforce effectively. Our training and support services facilitate successful adoption and quick realization of benefits.

Our Expertise Includes:

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

Salesforce Development Services

Our Salesforce development services deliver custom solutions tailored to your enterprise's unique business needs. At Codleo, our skilled developers create personalized applications, custom objects, and complex workflows within Salesforce, ensuring that your CRM environment is uniquely suited to enhance functionality and drive efficiency.

Our Development Expertise Includes:

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

Salesforce Integration Services

At Codleo, our Salesforce Integration services help you connect your CRM with essential systems, including ERP, marketing automation, and financial tools. We facilitate seamless data exchange across platforms, enhancing operational efficiency by providing a holistic view of your business. This integration breaks down silos, enabling better decision-making and driving overall success.

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

We offer professional Salesforce migration consultancy, facilitating the transfer of data from legacy systems to Salesforce. Our team oversees the migration process, ensuring data accuracy and integrity while minimizing disruption. We manage all data mapping, cleansing, and validation aspects to guarantee a smooth and successful migration, allowing you to leverage Salesforce from day one.

Our Migration Expertise Includes:

Salesforce Support Consultation

Our Salesforce support consulting provides ongoing assistance to ensure your Salesforce environment operates at its best. At Codleo, our support services encompass troubleshooting issues, deploying updates, and offering strategic recommendations to enhance system performance. We are committed to ensuring your Salesforce platform functions effectively, continuously evolves to meet your business needs, and adds value at every step.

Our Support Services Include:

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

Looking For Salesforce® Consulting Services?

Discover the Full Potential Of Salesforce® With The Best Salesforce Consultants

An experienced & resourceful Salesforce consultant assists companies to meet their business goals with unique solutions relevant to their business and needs. Below are how Salesforce consultants enable companies to unlock the power of Salesforce:

TALK TO AN EXPERT

Personalised Salesforce solutions:

Salesforce consultants suggest unique Salesforce solutions that are relevant to a business and its needs. There is no cookie-cutter approach.

Data management and analysis:

Businesses manage their entire database and can analyze data thanks to Salesforce consultants' help.

Salesforce training and support:

Customised training sessions per role and department and comprehensive support services achieve user adoption.

Scalability and growth:

A top priority of Salesforce consultants is to help a company set up a roadmap for future growth. It includes ensuring the Salesforce implementation is scalable and ready for growth.

Why You Should Choose Only Codleo For Salesforce® Consulting Services

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Experience and Expertise

Our team of certified Salesforce consultants possesses extensive knowledge of Salesforce capabilities and industry best practices, ensuring you receive the most effective and tailored services.

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Comprehensive Solutions

Codleo offers a full suite of Salesforce consulting services, including implementation, customization, integration, migration, and ongoing support. Our approach guarantees a seamless, cohesive solution aligned with your business objectives.

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Commitment to Excellence

We pride ourselves on delivering high-quality service and support that distinguish us in the marketplace. Focusing on clear communication, timely delivery, and continuous improvement, we are dedicated to meeting and exceeding your expectations.

Our Valued Customers

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

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Gamezop
Xceedance
uPes
Pearl-academy
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Challenges of CRM ImplementationOur Salesforce® Consulting Services Can Resolve

Inefficiency in the sales process results in low sales. We leverage Salesforce Sales Cloud to transform your sales process. Salesforce consulting services result in a 26% win-rate enhancement and a 28% sales revenue uptick.

The customer’s disconnect is high thanks to the lengthy case resolution: Codleo transforms your client service quality using the default or custom case management functionality of Salesforce Service Cloud. The result is 31% faster problem resolution.

Prospect conversion percentage low: Our Salesforce consulting services advise you on how to increase prospect conversion percentage with super omnichannel marketing campaigns and start digital advertising with the Salesforce Marketing Cloud functionality. Communicate with a large audience in a personalized and relevant way that results in a minimum 30% uptick in prospect conversion.

Our Salesforce® Projects

Learn how Codleo helped these companies leverage Salesforce to significantly improve their business.
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Our client is a global provider of consulting, support, and managed services for insurance firms...

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Our customer is an award-winning firm in the domain of business intelligence...

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It is an e-learning platform for children (kindergarten to 12th grade)...

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Our client is a premier institute in Design, Fashion, Business, and Media...

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Our client is a family-run medium scale enterprise...

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Our customer is a digital used-car buying & selling portal...

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Our client is a behavioural agency specialising in care & therapy for children...

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Our customer is a corporate group that operates private universities across continents...

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Our client is an executive education enabler connecting leading universities...

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Our client is a group of retail experts providing cloud-based point of sale software...

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our client is a Delhi based non - governmental organization...

Salesforce Products

Salesforce® Product We Support

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

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Vendor Management Application powered by Salesforce®

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

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Recruitment & HR solutions application
by Codleo

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

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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 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

Salesforce Consulting Services enable companies to transform their business with a custom tech stack that comprises Salesforce products, based on consultancy provided by a certified Salesforce partner.

Salesforce Consulting Services helps businesses meet their unique business goals with the right mix of consultancy, guidance, and a custom Salesforce tech stack.

You can choose the Best Salesforce Consultant through a set of criteria such as partnership level, team certifications, customer satisfaction score, and industry experience.

Yes, this is because of the value that they bring to companies in their quest for growth, success, and enhanced ROI via consultancy.

Yes, it's one of the wisest decisions a business can make in their quest to be future-ready with a custom tech stack that works for them and their objectives.

You can find a Salesforce Consultant through professional referrals, the internet, and your regional Salesforce office.

The cost of hiring a Salesforce Consultant is dependent on the scope of work and the level & range of customisations needed by you.

Salesforce Consulting Partners provides consultancy based on extensive engagement and study of a business, its challenges, and its pain points. The consultancy talks about the various tech tools that are needed to fuel a company to growth & success.