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Your All-in-One Salesforce® Partner for Strategy, Service, and Experience

At Codleo Consulting, we partner with Salesforce to help brands craft personalized, engaging, and impactful experiences throughout the entire customer journey.

We assist our clients in attracting the right customers and guiding them through integrated marketing efforts. Our focus is on empowering sales teams to drive sustainable and profitable growth. Additionally, we enhance customer service to ensure a consistently exceptional service experience.

WE PROVIDE THE FOLLOWING
SALESFORCE® SERVICES FOR YOU

Salesforce Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

  • Optimized CRM Strategy & Assessment
  • Streamlined CRM Onboarding Process
  • Customized Salesforce Roadmap Development

Salesforce Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

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

Salesforce Development Services

Catering to distinct business needs, Codleo Consulting specializes in helping businesses scale their CRM capabilities with the power of the Salesforce platform. Our solutions are developed by certified Salesforce developers and architects, ensuring that your business gets the most out of the Salesforce platform.

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

Salesforce Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

  • 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 specialize in seamless Salesforce migrations, ensuring that your transition is smooth and efficient. Our experts are skilled at identifying functionality gaps and implementing strategic solutions to eradicate challenges such as security risks, data loss, and interruptions in business operations.

Salesforce Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

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

We Are Here To Help!! Talk With An Expert Today!

THE VALUE CODLEO DELIVERS AS A SALESFORCE® PARTNER

At Codleo, we take a unique approach to Salesforce solution implementations. We prioritize people—users, customers, employees, and partners—at the core of our strategy. Choosing the right Salesforce partner and approach is crucial for effectively managing change and achieving optimal adoption and business outcomes.

We provide customized tools tailored to your specific needs, ensuring you maximize the value of your Salesforce investment. With extensive Salesforce expertise across various industries, we offer a comprehensive range of services. These include strategy and consulting, design and implementation, integration, managed services, and accelerators to fully leverage the Salesforce platform.

By partnering with Codleo, you can expect a dedicated focus on driving successful Salesforce implementations that deliver tangible business results.

Why Choose Us ?

24 x 7
Support

5+ Years Salesforce Platinum Partner

450+ Salesforce Certifications

99.99% Happy
Customers

L0, L1, L2 and L3 Salesforce Support Levels

Dedicated Customer Portal

Weekly and Monthly Reports

A Large and Growing Team of Experienced Experts

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

"Codleo Support solved all our Pardot queries. We understood functionalities of Pardot. Mayank explained it very well. Thank you for your time."

Healthcare & Life Sciences

"I'm satisfied with the product delivery on time and weekly update. But lack with the admin training to the client for product knowledge"

Financial Services

"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."

Financial Services

"It is amazing to experience this partner know how and determination towards implementation & consulting. They deliver product & services in time. They have the know how of all industries and ability to understand business process very fast."

Manufacturing

"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!!"

Healthcare & Life Sciences

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services
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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...

COMPANY IN NUMBERS

120
+
Experience Resources
400
+
Certifications
30000
+
Community Followers
99.99
%
Happy Clients

Find out what Codleo can do for you

Talk to a Salesforce® solutions expert

FAQ

Salesforce is a cloud-based software service (SaaS) that optimizes various business operations including sales, marketing, customer relationship management, and more. Implementing solutions from top Salesforce partners allows organizations to seamlessly unify, manage, and streamline diverse functions, resulting in enhanced performance and improved ROI.

A lack of practical know-how and technical skills can disrupt business operations. Hiring a Salesforce certified partner, who has proven expertise in customizing, implementing, and integrating Salesforce products, helps organizations mitigate risks and overcome challenges during Salesforce adoption and upgrades.

The cost of working with a Salesforce partner can vary depending on a number of factors, including:

  • The size and complexity of your project

  • The level of expertise and experience of the partner

  • The specific services that you need

  • The length of the engagement

Salesforce partners in the USA, with diverse expertise, are authorized to offer a range of services. Salesforce Platinum Partners or integrators with a strong track record assist organizations with customization, implementation, integration, and migration of Salesforce solutions, in line with the partnership criteria.

Salesforce development involves analyzing business processes, creating CRM workflows, and customizing Salesforce products to meet specific business needs. A Salesforce Platinum Partner offering development solutions can help organizations scale their operations with optimized workflows and processes.

When selecting Salesforce partners in the USA or India, organizations should look for partners with extensive experience in their industry. Additionally, they should evaluate the partner's team for relevant Salesforce certifications, review proof of concepts and case studies to confirm their domain expertise, and ensure a good cultural fit.