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SALESFORCE SERVICES
SALESFORCE
IMPLEMENTATION SERVICES

we deliver

As Salesforce Consulting 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.

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

Step

02

Prototyping

Step

03

Solution

Step

04

Testing

Step

05

Deploy

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Vertical Solutions

Salesforce Industry Vertical Solutions

HEALTHCARE
RETAIL
MANUFACTURING
EDUCATION
PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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FINANCIAL SERVICES
FINANCIAL SERVICES
www.codleo.com/financial
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Our Products

Salesforce Product We Work With

Feedback

Feedback from our clients

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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