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GRATITUDE AT OFFICE

“I think gratitude is a big thing. It puts you in a place where you’re humble.” – Quote by Andra Day. Gratitude may only have nine letters in ...

BENEFITS WITH WHATSAPP AND SALESFORCE INTEGRATION

Discover the benefits of integrating WhatsApp and Salesforce to boost your business. Improve customer engagement, streamline sales and service, and in...

TIPS ON WRITING ALLURING SUBJECT CONTENT

Create multiple subject lines with varying tones and tenors. Have it reviewed by your colleagues and get their feedback....

BEING LIKED OR RESPECTED – YOUR CHOICE

Who doesn't want to be loved by everyone, and be popular. Well, for a professional who wishes to be known for their ethics and morality, it is import...

WHY IS SALESFORCE GOOD FOR YOUR CAREER?

Salesforce Inc is the leading CRM company in the world with its services spread across the globe and expanding. In this blog we are looking why is Sal...

CODLEO SUMMITS AS SALESFORCE PARTNER

Partner with Codleo Summits, a leading Salesforce Summit Partner. Get expert guidance and solutions to optimize your Salesforce experience....

TOP MARKETING TRENDS FOR 2022

Marketing being a dynamic vocation is witness to trends coming and going. Trends of tomorrow make way for the trends of yesterday....

TOP MANAGEMENT MYTHS UNMASKED

Business schools and business moguls keep bombarding with lots of information, theories, and data. In this blog, we look at 4 of these theories or myt...

TOP SALESFORCE CHROME EXTENSIONS 2022

Boost your Salesforce productivity and efficiency with these top Chrome extensions for 2022. Get more done with less effort and save time with these e...

SALESFORCE TESTING DECODED FOR DUMMIES

With an experienced team like Codleo performing tests, it ensures the integrity of your org, success, and integration with new tools as and when they ...

DO YOU KNOW THESE SALESFORCE FEATURES? PART 2

Expand your Salesforce expertise! Dive into Part 2 of our feature exploration, uncovering hidden gems and powerful tools to optimize your CRM experien...

DO YOU KNOW THESE SALESFORCE FEATURES? PART 1

Think you're a Salesforce pro? Test your knowledge on hidden features in Part 1 of our Salesforce Features Quiz!...

TOP PERFORMING TEAMS DO THESE THINGS WELL

Have you ever wondered why a particular team in your organisation gets it right all the time? Why are they high performing and get recognised....

CAREER SUCCESS VIA THESE RELATIONSHIPS

In life as a professional, one forms many associations and relationships. Some of them are structured and offer you a journey of learning, growth, and...

5 WAYS SALESFORCE PARDOT WILL GROW MORE BUSINESS

Discover how Salesforce Pardot can help you generate more leads, close more deals, and grow your business. Learn the 5 key ways Pardot can help you ac...

HOW CODLEO CAN HELP YOU IN LIGHTNING MIGRATION?

Codleo can help you with a smooth and successful Lightning migration. Our expert services will ensure that you make the most of Lightning and achieve ...

SWITCHING FROM THE OLDER VERSION OF SALESFORCE

Upgrade to the latest version of Salesforce for enhanced capabilities, improved productivity, and streamlined processes. Unlock the benefits of switch...

LATEST FROM SALESFORCE DREAMFORCE 2021

The much awaited Salesforce’s annual Dreamforce concluded recently. The much-anticipated event was held in a hybrid model with many participants joi...

TOP SALESFORCE APPS FOR 2022 Part 1

Salesforce as you know has its own app store similar to the Google play store or the one from Apple. It is called Appexchange and...

WAYS SERVICE FIRMS CAN BECOME PEOPLE FIRST

In today's competitive landscape, happy employees lead to happy clients. This guide reveals how to prioritize your people to create a thriving service...

PRESENTING SALESFORCE EINSTEIN AUTOMATE

Rather than wringing our hands about robots taking over the world, smart organizations will embrace strategic automation use cases. ...

ENHANCE EMPLOYEE DELIGHT & IMPROVE PRODUCTIVITY

The way your employees feel is the way your customers will feel. And if your employees do not feel valued, neither will your customers....

NEW PARDOT FEATURES – WINTER 2022 RELEASE

Discover the powerful new features in Pardot's Winter 2022 release and learn how to use them to boost your marketing, grow your business, and take you...

HOW SALESFORCE HELPS IN IMPROVING SALES

Unlock the power of Salesforce to boost sales productivity, accelerate deal closures, and elevate sales performance....

LATEST SERVICE CLOUD FEATURES FOR SUPPORT TEAM

Don't miss out! Dive into the latest updates for Salesforce Service Cloud and transform your support team's capabilities. ...

STUDENTS AND VIRTUAL EDUCATION LIFECYCLE

For a while, the education industry has been woke to the idea of onboarding a series of tech / digital mediums and tools, but the ferocity of the Covi...

IMPORTANT TIPS TO SPEED UP DIGITAL BUSINESS

The current ongoing pandemic has compelled management of all types and sizes of companies to accelerate digital business,...

SALESFORCE+ - THE NEW STREAMING SERVICE

Salesforce CRM has just launched its own streaming service. Aptly named Salesforce plus, It will host live and on-demand content for every profile, v...

EASE LIFE WITH PROCUREMENT AUTOMATION PART 2

Don't miss Part 2 of our procurement automation guide! Discover powerful new hacks to streamline your processes and maximize efficiency....

TOP SALESFORCE HEALTH CLOUD FEATURES

Explore the top features of Salesforce Health Cloud. Discover how these capabilities can streamline healthcare processes and improve patient care with...

TOP FEATURES OF SALESFORCE WINTER 2022 RELEASE PART 2

Hello all and welcome back to our 2-part blog series on the "top features of Salesforce Winter 2022". We hope you read our first part as well as our o...

TOP TIPS ON BEING A GOOD COLLEAGUE

Joining a new/first organization is always a stressful time. Getting used to the work, routine, people, and processes in the initial weeks can take it...

WHY DOES A STUDENT NEED TO DO AN INTERNSHIP?

Leaving the security and safety of educational campuses can be quite daunting for all youngsters. Stepping into the real harsh world for careers and o...

GUIDE TO SEO FOR SMALL BUSINESSES

Feeling lost in the world of SEO? Our actionable guide empowers small businesses to dominate local search, improve online visibility, and achieve succ...

BOOST YOUR PRODUCTIVITY VIA THESE SLACK HACKS

Supercharge your productivity with these powerful Slack hacks. Streamline workflows, automate tasks, and enhance collaboration for optimal efficiency....

WAYS COMPANIES CAN SUPPORT DIFFERENTLY ABLED EMPLOYEES

Diversity in workplace is not an act of favour to different segments of society. It is in the interest of the company, however small and in whichever ...

HOW TO TRAIN YOURSELF TO BE A LIFELONG LEARNER?

A human being is born as a sponge, devoid of any form of learning, knowledge or education. The human spends a lifetime in absorbing information that ...

TOP FEATURES OF SALESFORCE WINTER 2022 RELEASE PART 1

Another exciting release by Salesforce is coming up, which means a plethora of exciting novel features & functionality to wrap your heads around....

BEST TIME(S) FOR SALES CALLING DECODED

"Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time." - Quote by Thomas Edison, an American ...

TOP PROJECT RISKS AND HOW TO REDUCE THEM

A project is fraught with many risks that can derail or even put stop to it. In this blog, we list these risks and certain simple steps that can ensur...

DO YOU HAVE SKILLS TO BECOME SALESFORCE DEVELOPER?

Unleash the power of Salesforce and become a sought-after developer with these essential skills and strategies....

MENTORSHIP IN OFFICE REDUCES ATTRITION LEVELS

"I think the greatest thing we give each other is encouragement...knowing that I'm talking to someone in this mentoring relationship who's interested ...

TOP REASONS TO HIRE A DIGITAL MARKETING VENDOR PART 2

Part 2 explores even more reasons why a digital marketing vendor can supercharge your online presence and fuel business growth....

SALESFORCE TOOL KITS ENABLE EMBRACING OF DIGITISATION

Stop struggling with digitization! Salesforce toolkits offer a one-stop shop for success. Get started on your digital journey today!...

TOP BUSINESS PROBLEMS A CRM SOLVES

Streamline your operations, boost customer satisfaction, and achieve business growth with a CRM....

GUIDE TO BEST PRACTICES FOR SOCIAL MARKETING PART 1

Establish an outline at the very beginning for overseeing your social media journey, governance and compliance. This outline needs the support of your...

THE GUIDE TO MARKETING FOR SMALL BRANDS PART 2

In this second part of 2 blogs, we continue our guided journey into the ideal world of marketing for small brands/ companies....

THE GUIDE TO MARKETING FOR SMALL BRANDS PART 1

A small brand has it tough in the market going up against bigger and well-known brands. With small teams running and resources...

TECH TOOLS ALL NGOs MUST HAVE

NGOs and tech tools are now a partnership designed for success. All NGOs (big and small) need to onboard tech tools that make life easier....

CODLEO'S MASCOTS - DO YOU KNOW THEM?

A mascot is any human, animal, or object thought to bring luck, or anything used to represent a group with a common public identity, such as a school,...

Salesforce for Project Management: What You Need to Know

Explore Salesforce’s project management capabilities, how it integrates with tools, and why it may be the right fit for your team’s project needs....

CRM TRENDS FOR 2022 AND BEYOND

Our blog series is a medium of keeping its band of loyal readers abreast of all developments in the field of CRM etc. In this blog, therefore we have ...

AI TO THE RESCUE OF ADVERTISING SALES

Artificial Intelligence is becoming integral to the enhanced working of companies, their departments, and their processes. Marketing departments are g...

METRICS TO MEASURE DIGITAL SALES EFFORTS

hen people ask me what’s the ROI of Social, I ask them… what’s the ROI of Trust, and what’s the ROI of Loyalty. The answer, when used to build...

GATHERING REQUIREMENTS FOR SALESFORCE PROJECTS

Avoid project roadblocks! Discover a proven framework for gathering clear and concise Salesforce requirements to ensure project success. Learn more no...

WHAT DOES CODLEO CONSULTING DO?

What does Codleo Do? For those who are not sure about Codleo Consulting - we are a b2b information technology company and our purpose ...

MARKETING STRATEGIES FOR SMALL COMPANIES FOR 2022

“Integrated marketing offers opportunities to break through to consumers in new markets.” — Quote by Betsy Holdan, Senior Advisor, McKinsey & C...

INTEGRATION OF SALES CLOUD & GOOGLE ANALYTICS 360

Integrate Salesforce Sales Cloud and Google Analytics 360 to get a complete view of your customers, boost sales, and improve customer journeys....

STRENGTHEN TIES BTW SALES & MARKETING VIA ALIGNMENT

Marketing and sales teams are two important parts of a well-oiled machinery. While each has their own unique skills, their main objective is the same...

A GUIDE TO SALESFORCE IMPLEMENTATION

Explore our comprehensive guide to Salesforce implementation. Learn essential steps and best practices for a successful setup and maximize your CRM be...

INTERACTION STUDIO - A MARKETING POWERHOUSE

Looking for a marketing edge? Interaction Studio personalizes experiences in real-time. Learn more about this game-changer! ...

IMPROVE SALESFORCE ADOPTION WITH 2 STRATEGIES

“Tell me and I forget, teach me and I may remember, involve me and I learn.” - Quote by Late Benjamin Franklin, a founding father of the USA....

WHY SHOULD A BRAND INVEST IN SALESFORCE LIGHTNING?

Salesforce Lightning: The essential CRM platform for brands that want to increase sales, improve customer service, and boost productivity....

LGBT COMMUNITY CHALLENGES IN THE IT INDUSTRY

What do the following people have in common: Tim Cook of Apple, Chris Hughes of Facebook, Joel Simkhai of Grindr dating app and Peter Thiel of Paypal....

TIPS ON KEEPING DATA SAFE IN SALESFORCE CRM

Data security is the most important topic of discussion these days. Though Salesforce as a platform is safe & secure, there is no harm to take extra p...

TRAILBLAZER COMMUNITY AND TRAILHEAD UNIFIED

Salesforce is unifying the Trailblazer Community and Trailhead to forge a novel, smooth experience, enhancing the ability to learn and sync from anywh...

BENEFITS OF INTEGRATING SALESFORCE & SERVICENOW

Integrate Salesforce and ServiceNow to streamline your business processes, improve customer service, and boost sales....

HOW TO PROMOTE SOCIAL SERVICE WITHIN THE COMPANY

"Be the change you want to see" - Quote by Mahatma Gandhi will ring true for eternity. For people and businesses/brands, they are all mediums to effec...

SALESFORCE CERTIFICATION - B2B SOLUTION ARCHITECT

As crucial bridge between business and technology, a B2B Solution Architect should have adequate knowledge and experience with Sales Cloud, Service Cl...

HOW TO PREVENT BURNOUTS IN YOUR OFFICE

The issue of Office burnouts has gained centre stage over the past few years. One of the fallouts of high pressure and stressful jobs & careers is bur...

7 TIPS ALL SALESPEOPLE SHOULD KNOW

One of the toughest careers is sales and comes with enormous challenges. Being not everyone's cup of tea, it involves patience and nurturing of leads ...

ENHANCE EMAIL ENGAGEMENT VIA PARDOT ESTO

Boost Email Engagement with Pardot Esto: Unlock the Potential of Salesforce Partner Expertise to Optimize Email Marketing and Drive Meaningful Custome...

ENCOURAGE DIVERSITY AND GET A SMART WORKFORCE

Diversity is not only about looking good or putting your best foot forward to the world. It actually makes a whole lot of business sense....

FIVE SIMPLE AND EFFECTIVE WAYS FOR NURTURING MENTAL HEALTH

Though mental health is just as important as physical health, very few people actually pay attention to it as much. This is unfortunate as neglect of ...

THE LEADING CUSTOMER RELATIONSHIP MANAGEMENT (CRM) TRENDS FOR 2022

Discover the Top 5 CRM Trends to watch out for in 2022, including AI-powered automation, omnichannel integration, personalization, and more. Stay ahea...

MUCH AWAITED SALESFORCE SUMMER 2021 RELEASE – A DOWNLOAD

The much-awaited Summer 2021 release by Salesforce is here. Exciting developments and new features make up the essence of this release...

HOW SERVICENOW AND SALESFORCE, TWO CRM SYSTEMS WORK TOGETHER

ServiceNow & Salesforce: A match made in CRM heaven? Learn how this integration boosts efficiency and customer satisfaction. ...

ARTIFICIAL INTELLIGENCE (AI) & CHATBOT HELPING YOUR CUSTOMERS SHOP

What do Siri, Amazon product recommendations and Waze have in common? Any guesses? If no, the answer is Artificial Intelligence or simply put AI....

MARKETING THROUGH SALESFORCE NPSP: AWARENESS, SUPPORTERS AND FUNDS

Any Non Governmental Organisation (or NGO as they are known in India) that open shop has to work hard to build up their brand. This is because there a...

How Salesforce NPSP Enhances Donor Experience and Loyalty

Salesforce NPSP creates a smooth, personalized donor experience that builds trust, boosts loyalty, and helps nonprofits grow lasting relationships....

TWO DISTINCT APPROACHES TO CRM: SALESFORCE SERVICE CLOUD AND SERVICENOW

Salesforce CRM is the worlds premier Customer Relationship Management tool in the world. It is used by most of the top companies....

THE TOP 4 FEATURES IN SALESFORCE FOR NGO YOU MUST KNOW

Discover the top 4 Salesforce features designed for NGOs. Learn how these tools can enhance your organization's impact, efficiency, and donor manageme...

THREE IMPORTANT SALESFORCE TRAINING METHODS TO LOOK FOR IN 2021

Explore the top 3 Salesforce training methods to look for in 2021, including online courses, certification programs, and on-the-job training. Enhance ...

CASE MANAGEMENT IN SALESFORCE NPSP: AN OVERVIEW

Salesforce, the number one CRM in the world has a solution for all industries and verticals. It even has created space to include non-profit organisat...

WHY SALESFORCE CRM IS NECESSARY FOR THE MANUFACTURING INDUSTRY?

Salesforce CRM is essential for manufacturers in 2023. Learn how it can help you increase sales, improve customer service, boost productivity, and str...

VALUE SALESFORCE IS ADDING TO SMALL AND MEDIUM BUSINESSES

Salesforce is a powerful CRM platform that can help small and medium businesses grow and succeed. Learn how Salesforce can help you increase sales, im...

WHAT DO YOU KNOW ABOUT SALESFORCE HEALTH AND PROCESS CHECK?

Salesforce Health and Process Check: A comprehensive guide to ensuring your Salesforce org is healthy and efficient. Includes images....

INTRODUCTION TO SALESFORCE LIGHTNING MIGRATION AND ITS FEATURES

Learn everything you need to know about Salesforce Lightning migration, including its features and benefits, and how to migrate your org successfully....

Salesforce Manufacturing Cloud: Driving Innovation in Manufacturing

Struggling to meet production goals? Discover how Salesforce Manufacturing Cloud streamlines operations, improves visibility, and boosts efficiency fo...

WHY DOES YOUR MANUFACTURING BUSINESS NEED SALESFORCE?

Revolutionize your manufacturing operations with Salesforce, empowering seamless collaboration, enhanced customer experiences, and accelerated growth....

4 WAYS HOW YOU CAN KNOW THE NEED OF SALESFORCE HEALTH CHECK

Learn four ways to know when you need a Salesforce health check to ensure your org is healthy and performing at its best....

SALESFORCE HEALTH CLOUD HELPING HEALTHCARE SECTOR BOOST IT'S HEALTH

Boost efficiency & patient satisfaction with Salesforce Health Cloud. Explore how healthcare organizations are thriving....

HOW SALESFORCE CAN HELP LAW FIRMS? - A JOURNEY OF DISCOVERY

he number 1 CRM platform Salesforce uses various cloud-based apps for services, sales, and marketing. Law firms with their complexities....

HOW SALESFORCE BENEFITS THE TECH INDUSTRY TO GAIN AN EDGE IN THE 21ST CENTURY?

Discover how Salesforce is empowering the tech industry to innovate, grow, and thrive in the competitive 21st century....

PROFESSIONAL SERVICES AUTOMATION WITH SALESFORCE - WAYS AND BENEFITS

Professional Services companies are realising the value of various tech tools like Salesforce and how they play the role of catalysts....

IMPORTANT THINGS TO KNOW ABOUT A SALESFORCE BUSINESS ANALYST

Who is a Salesforce business analyst? This particular involves collecting & reviewing business needs and converting them into appropriate Salesforce f...

SALESFORCE FINANCIAL SERVICES CLOUD FOR BANKING SERVICE

Retail or consumer banks in India have always had it going tough. A plethora of banks (private, public, and foreign) are at hands to be the recipients...

SALESFORCE ADM CERTIFICATION 201 SAMPLE QUESTIONS (SET 2)

Free Salesforce ADM 201 Sample Questions For The Trainees. With the Salesforce admin certification questions, you will be able to test yourself on the...

SALESFORCE FINANCIAL SERVICES FOR WEALTH MANAGEMENT

The wealth management market in India is showing an upward movement for the past few years. This is despite the constant issues faced by this industry...

GROWTH OF FINTECH INDUSTRIES IN INDIA DESPITE COVID-19

As Covid – 19 pandemic’s 2nd wave engulfs India in a very deadly grip as we speak; there are bright spots to keep us optimistic and hopeful of a b...

SALESFORCE HEALTH CLOUD FOR VARIOUS HEALTH SEGMENTS

Salesforce Health Cloud caters to diverse healthcare segments. Discover how it optimizes care for hospitals, clinics, payers & more!...

HOW TO GET SALESFORCE EXPERIENCE BEFORE BAGGING A JOB?

The dilemma faced by most youngsters after completing their studies/graduation is of bagging a job, gaining a foothold or the first rung in the job ma...

TRANSFORM PATIENT ENGAGEMENT WITH SALESFORCE HEALTH CLOUD

Hospitals, clinics, and medical staff are among the most essential services in a country, community, and in a persons life. Considered as gods for the...

BENEFITS OF USING SALESFORCE AS HEALTHCARE CRM

It is not all bad news and by that, we mean Covid-19 pandemic which is currently sweeping the world, continent by continent. Exciting things are happe...

DO COMPANIES NEED A CUSTOMER DATA PLATFORM AKA CDP

Struggling to manage customer data? Learn how a CDP can transform your data strategy, personalize customer experiences, and drive business growth....

SALESFORCE MARKETING CLOUD 2021: NEW FEATURES IN ADDITION

Discover the new features of Salesforce Marketing Cloud 2021 and how they can help you boost your marketing efforts, with images of real-world use cas...

FEATURES AND BENEFITS OF GRANT MANAGEMENT IN SALESFORCE NPSP

Salesforce NPSP: Your one-stop shop for managing grants! Explore features & benefits to optimize your fundraising efforts....

PERSONALISED INFORMATION HELPS MARKETING DEPARTMENTS

Stop generic marketing! This guide explores the power of personalization and provides actionable tips to create targeted customer experiences that dri...

IMPORTANCE OF SALESFORCE AND FINANCIAL SERVICES INDUSTRY

The financial services industry is undergoing a revolution with Salesforce. Explore how this powerful platform can transform your business, boost effi...

IMPORTANCE OF SALESFORCE SUPPORT SERVICES AND MAINTENANCE

Stop Struggling with Salesforce! Our blog reveals how Salesforce support & maintenance unlock its full potential, boosting efficiency & user adoption....

6 THINGS ABOUT PARDOT SALESFORCE ADMINS SHOULD KNOW

Learn the six essential things Pardot Salesforce admins should know to succeed, with images to help you visualize and understand the key concepts....

EVOLUTION OF DIGITAL MARKETERS IN NEW GENERATION

The digital marketing landscape is changing! Discover the skills the new generation of marketers needs to succeed. ...

WHY DO PEOPLE LEAVE THEIR JOBS OFTEN OR KEEP SWITICHING TO DIFFERENT JOBS

Ms Malti Bhandari, senior office with a diplomatic mission in India retired after nearly 4 decades of service within the same organisation....

HOW TO CRAFT A GOOD MARKETING PLAN FOR YOUR BUSINESS

A start – up or well entrenched company, both need a well-crafted and thought-out marketing plan, based on ideas, analysis and observation. This is ...

WAYS TO BOOST YOUR SOCIAL MEDIA MARKETING TO BOOST YOUR BUSINESS

Struggling with social media? We reveal powerful strategies to amplify reach, engage your audience, and drive sales. ...

The Next Generation of Sales CRM with Modern Technologies

On 24th March 2021, Salesforce announced the launch of their next generation Sales cloud for a digital world. The cloud has 7 new features, some which...

6 DESIGN ELEMENTS FOR DIGITAL MARKETING THAT DIGITAL MARKETER ALWAYS USE

Design is the key to attracting eyeballs and gain an audience. A good and well-designed social media post is your calling card. Let it be so good that...

BE SMART AND OUTSOURCE YOUR DIGITAL MARKETING FOR YOU SEO COMPLEX

Diya W, late 20s and a passionate home baker in Poona got into baking as she was fed up with her hotel marketing career and wanted to take up baking a...

THINGS YOU NEED TO KNOW BEFORE INTEGRATING SALESFORCE WITH ANYONE

Rajesh Verma runs a large pharmacy in South Delhi with certain tech tools, but he had heard about salesforce and the difference it could make to his b...

BENEFITS OF LEARNING TECHNOLOGY FOR SENIOR CITIZENS

Mrs. Ranita Ray of Delhi, in her early 70s and retired, embraced the advent of new technologies like ducks taking to the water. She onboarded herself ...