What are the best practices for Salesforce project management? Here are the top tips for that....
Life, business and Salesforce are dynamic and always evolving. Salesforce require constant up-gradations as per business processes. Codleo offers Salesforce support across domains and the various products of Salesforce. So whether you are new to Salesforce or using them for some time, we offer our skilled Admin or developer Support (On-location and off) to take care of the business needs.
Our efficient and experienced team of certified Salesforce developers and administrators together with business analysts are groomed to keep your Salesforce solutions stable and ensure its fast evolution. We ensure by our services that your Salesforce journey is smooth and profitable.
TRUSTED SALESFORCE COMPANY
Codleo is a leading entity in Salesforce support & maintenance services across diverse industrial verticals. Our core work belief is customer delight which is our driving force and key in the success of the company. Our Salesforce Support Services/ Salesforce Customer Services ensure in our maintaining error free system functions, user support, Salesforce releases, Salesforce updates and upgrades including enhancement of existing functionalities etc. We create blueprints for our customer’s Salesforce CRM customization needs and required maintenance tasks, so that their work processes are streamlined and efficient. This in turn leads to higher returns throughout the Salesforce investments and lifecycle. Our Salesforce IT Service Desk work tirelessly and smartly to ensure that our clients fulfil their business objectives.
HOW CODLEO CAN HELP
Outsourcing your Salesforce admin & development requirements to Codleo (Salesforce Partner) translates into higher quality end results at reduced costs — many of our clients realize savings greater than 50% from their earlier internal, full-time Salesforce admin. Following are the ways by which Codleo Can help
We provide round the clock monitoring services and upgrade plans to ensure the utmost performance of your salesforce solution.
We provide a wide range of services such as data maintenance, security or user maintenance
Leave your data-related concerns to us. We administer all the data functionalities in your Salesforce system (Uploads, cleansing, validation, administration, and set-ups)
Our experienced developers with their rich development skills and seasoned business analysis experience are aware of the latest CRM trends
We offer our complete support and assistance whether you want maintenance of an existing salesforce solution or prefer to invest in a wide range of solutions
Having Doubts or queries? Our dynamic help desk is at hand to assist users and provide support for any salesforce solution.
Our experienced developers are able to immediately resolve/fix any issues in the salesforce process thus ensuring a smooth experience
We are able to carry out upgrades to our salesforce solutions as per requirements and requests from the client seamlessly without impacting the conduct of the ongoing operation.
Our Non-Profit client was not able to gain value from Salesforce which was implemented 4 years earlier. Our Salesforce Consultant did a gap analysis, tried mapping all business processes like Lead Management, Donor Management, Mass Emailing, Grant Management on Salesforce with simple configurations. Our Salesforce trainers trained the sales and service support team to utilize salesforce features and increase adoption to 90% by using Salesforce mobile and chatter.
Gradually over time, the NGO’s complete team was on-boarded on Salesforce CRM with 100% adoption and better analytics. With Salesforce case management module, all requests & tickets were automated into a centralized bucket. A 360 degree view of the entire the donor management process was provided, sales and service team members are incredibly pleased with the tool; they experience the advantages every day.
Our Process
Codleo ensures you focus on your business while we manage the Salesforce Support Service and post-implementation activities. We implement the best practise Support Model which includes the following process
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Look after the flow of goods from manufacturers to the warehouse bin to the sales order
Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology
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Our Servcies
FAQ
Salesforce has emerged as one of the most dynamic CRM companies in the market, offering a wide bouquet of services which take care of all your business needs.
9 good reasons to invest in Salesforce as
your preferred CRM:
In Desk there is one Support Process for Cases, and it uses out of the box case statuses (New, Open, Pending, Resolved). Closed and Deleted are also valid stages in the Desk Support Process. The Support Process defines the different Stages or Statuses that a case goes through during its lifecycle. The Salesforce service cloud provides ample opportunities to curate multiple support processes for different types of cases. The options are quite flexible and include the following case status values: New, Open, Pending, and Closed. It is possible that in your business, you may need more than one Type of Case and more than one Support Process. Your business needs may require you to have multiple case types and support processes.
Our Support Services include the following
The support team answers all queries and provides relevant solutions. The queries are referred to different teams of experts such as one for developer related issues. The support structure at salesforce is multi tiered based on the complexity of the issue at hand. The various levels of support are:
Steps we take to improve your customer support strategy
