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SALESFORCE SERVICES
SALESFORCE
IMPLEMENTATION SERVICES

we deliver

AS SALESFORCE SOLUTIONS PARTNER,WE DELIVER YOUR SUCCESS

With years of experience in CRM development, Codleo provides Salesforce implementation services for driving your business to a more visible customer journey with enhanced user satisfaction. Codleo provides assistance in implementing and customizing Salesforce to fit your specific business requirements. Our implementation services include configuration, customization, migration, integration and support for various industries. We at Codleo will understand your business in detail and provide the right CRM implementation with minimum risks and complexities to make your business process efficient. By our cost- effective implementation services, we provide economical solution for business of all sizes.

Salesforce implementation partner

YOUR CHALLENGES REGARDING SALESFORCE IMPLEMENTATION

  • Standard Feature Implementation
  • Less Coding
  • Data accuracy
  • Reporting & Analytics
  • Salesforce Adoption
  • Salesforce New Feature Releases
Help

CODLEO - A SALESFORCE IMPLEMENTATION PARTNER WILL HELP YOU

Codleo implementation consultants provide customized Salesforce implementation services to new or existing Salesforce businesses. A variety of Salesforce cloud services and tools can be implemented by Codleo Salesforce consultants for any business scale. Proper and planned Salesforce implementation is the key. Following are the ways by which we can help you by our Implementation Services.

We will provide the right fit and help you to capitalize on opportunities.

We will not only understand your needs quickly but also suggest suitable improvements to your business process.

Codleo offers Post-implementation support for smooth functionality of Salesforce services

Our Salesforce team will consist of architects, designers, developers and testers who have a deep understanding of Salesforce.

Codleo integrates Salesforce with other software platforms to expand the functionality of the operating environment.

We will define precisely your Salesforce requirements & provide honest estimates and timelines

Our Salesforce implementation experts understand business and will work with you to launch your Salesforce org or will work to relaunch or recover your existing Salesforce org

Codleo will provide your team with the necessary training for operating the new CRM solution in the best possible way.

Our Process

Our Salesforce IMPLEMENTATION Process

Step

01

Consulting

Before you begin the implementation process, consult and plan it well.

Step

02

Prototyping

Understand requirements and data to build a prototype for clear understanding .

Step

03

Solution

Plan the best implementation method using the best Salesforce practices to provide the best solutions.

Step

04

Testing

Make sure the solution works fine with new functionalities, bug fixes or any changes in the existing features.

Step

05

Deploy

Move the entire configuration to a final sandbox environment, develop a go-live checklist and communicate to end users for Go-live and Training.

Videos

Salesforce Implementation Videos

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How Not to Fail at Your Salesforce Implementation
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Connect to a Better Tomorrow with Salesforce.org Education Cloud

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Vertical Solutions

Salesforce Industry Vertical Solutions

CodleoSalesforce health cloud mobile logo
HEALTHCARE
HEALTHCARE
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Codleo Salesforce retail cloud logo
RETAIL
RETAIL
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Codleo Salesforce manufacturing cloud logo
MANUFACTURING
MANUFACTURING
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Codleo Salesforce education logo
EDUCATION
EDUCATION
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Codleo Salesforce partner professional services logo
PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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Codleo financial services logo
FINANCIAL SERVICES
FINANCIAL SERVICES
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Codleo Salesforce non-profit logo
NON PROFIT
NON PROFIT
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Codleo media logo
MEDIA
MEDIA
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Salesforce Products

Salesforce Product We Support

Our Products

Our Products On Salesforce

Projecleo logo
Project Management Application on Salesforce® Platform

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

Venleo logo
Vendor Management Application powered by Salesforce®

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

Hireleo logo
Recruitment & HR solutions application
by Codleo

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

Outleo logo
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 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 highly skilled 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 has a team of 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. 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

FAQ

Frequently Asked Questions

On average Salesforce implementation projects can take 2-8 weeks.

In the Salesforce Deployment checklist you need to check and focus on the following things:

  • Check the audit trail
  • Prepare the change set
  • Do a full export of production data before deployment
  • Build a Sandbox copy of your production organization
  • Prepare test scripts
  • Disable Email Deliverability
  • Prepare Training and Documentation

A customization is a feature or modification of an existing software feature that requires custom coding and /or some form of implementation. A configuration is where you use native tools in the system to change its behavior or features.

Customer relationship management (CRM) implementation is the process of installing CRM software so an organization can manage current and potential customer relationships. Successful CRM implementation can help businesses analyze customer interactions leading to customer delight, efficiently track leads and streamline processes.

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