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TIPS FOR A SMOOTH SALESFORCE CLASSIC TO LIGHTNING MIGRATION

Migrating from Salesforce Classic to Lightning? Learn how to do it smoothly and without disrupting your business with these tips for admins. ...

HOW TO LEVERAGE DIGITAL MARKETING SERVICES FOR SUCCESS?

Learn how to use digital marketing services to grow your business. With the right strategy, you can reach more customers, increase brand awareness, an...

5 WAYS PARDOT CAN BOOST YOUR BUSINESS

Want to generate more leads and close more deals? Discover how Salesforce Pardot can help you automate your marketing and sales processes, nurture you...

TECH SAVVY SMALL BUSINESSES ARE THRIVING

Tech is transforming the small business landscape. Discover how tech-savvy small businesses are using technology to gain a competitive edge and achiev...

WHY ARE SALESFORCE CONSULTANT CERTIFICATIONS VALUED?

Learn why Salesforce consultant certifications are valued by employers and job seekers alike. Discover the benefits of getting certified and how to pr...

SALESFORCE ADMINS ARE ON THE RISE

Salesforce Admins are in high demand, and the career is only growing. Learn why this career path is so hot and how you can get started....

WHAT IS THE ROLE OF SALESFORCE CONSULTANTS IN UPGRADING YOUR CRM?

Salesforce consultants can help you upgrade your CRM effectively and efficiently. Learn how they can help you avoid common mistakes, choose the right ...

TOP NEW SALESFORCE FEATURES FOR DEVELOPERS

Discover the top new Salesforce features for developers in 2023-2024. Learn how to use these features to build more powerful and scalable Salesforce a...

TOP QUALITIES A DIGITAL MARKETER SHOULD POSSESS

Want to be a successful digital marketer? Learn the top qualities you need to succeed, including creativity, analytical skills, and a passion for lear...

MORE REASONS TO GO FOR SALESFORCE SUPPORT SERVICES

Salesforce support services can help you maximize your ROI, improve efficiency, and resolve issues quickly. Learn why Salesforce support is essential ...

WEALTH MANAGEMENT TRENDS 2023

Here you will read wealth management trends 2023. The defining Middle class population is on the rise and form the bulk within a few years. More peopl...

3 THINGS GOOD MANAGERS DO

Their journey from executives to managers has begun and it’s a long and hard journey. This blog is for Salesforce consulting partners, them and is a...

ARE YOU READY TO BE A SALESFORCE BUSINESS ANALYST?

Are you ready to become a Salesforce Business Analyst? Learn the skills and experience you need to succeed in this in-demand career....

4 MARKETING TRENDS FOR 2023

4 marketing trends to help you succeed in 2023, including short-form video, creator partnerships, AI-powered marketing, and long-form live video....

6 PILLARS OF DIGITAL MARKETING Part 2

Learn about the essential pillars of digital marketing in part 2 of our comprehensive guide, including email marketing, paid ads, affiliate marketing,...

6 PILLARS OF DIGITAL MARKETING Part 1

Learn about the essential pillars of digital marketing in part 1 of our comprehensive guide, including SEO, social media, content marketing, and more....

WHY IS DIGITAL MARKETING SERVICES IMPORTANT FOR SMBs?

Digital marketing services can help SMBs reach a wider audience, generate leads, and increase sales. Learn why digital marketing services are essentia...

HOW TO OBTAIN MAXIMUM BENEFITS FROM SALESFORCE PARDOT?

Learn how to maximize your benefits from Pardot with this comprehensive guide, including tips on lead nurturing, email marketing, and automation....

INCREASE B2B SALES VIA THESE CHANNELS

Struggling to reach your B2B sales goals? Discover powerful marketing channels to generate leads, nurture relationships, and close more deals. ...

ARE YOU A DATA-FUELLED FIRM?

In any given day, businesses are becoming warehouses of data reveal Salesforce Consulting Partners. In this blog we will read are you a data fuelled f...

DO YOU KNOW THESE DATA CLEANSING PRACTICES?

Here we will read If best practices are not employed by a business, this data can be a nuisance. It's disorganized and outdated. Data in companies as ...

WHO IS A SALESFORCE DEVELOPER?

Salesforce developers build and customize Salesforce applications to meet the unique needs of businesses. Learn more about what Salesforce developers ...

SALESFORCE DREAMFORCE 2022 NEWS

The global leader in CRM, Salesforce unveiled Salesforce Genie. It is a hyperscale real-time data platform that powers the entire Salesforce Customer ...

TOP CHALLENGES TO SALESFORCE IMPLEMENTATION

Learn about the top challenges to Salesforce implementation and how to overcome them to ensure a successful rollout....

HOW TO SELECT THE FINEST SALESFORCE CONSULTING COMPANY?

Learn how to choose the best Salesforce consulting company for your business, including tips on evaluating their expertise, experience, and fit for yo...

WHAT IS SOCIAL MEDIA MONITORING? Part 2

Take your social media monitoring to the next level with advanced tools and techniques to gain deeper insights, identify new opportunities, and improv...

WHAT IS SOCIAL MEDIA MONITORING? Part 1

Social media: a goldmine of insights! Learn the basics of Social Media Monitoring in Part 1 of this informative series....

CODLEO’S 1% PLEDGE IS A WINNER FOR NGOs

We are inviting all NGOs to partner with us for their success. Success means onboarding digital tools for your tech stack that will make you future re...

YOUR TEAMS AND THEIR INNER PURPOSE

Explore the profound inner purpose that propels our teams forward. Discover the essence that fuels our collective drive and fuels our success. Dive in...

ROLE OF ADMINS IN ORG MAINTENANCE

One of the most important profiles yet unsung in the Salesforce ecosystem is that of Salesforce administrators who work with Salesforce implementation...

WHY DO YOU NEED SALESFORCE SUPPORT SERVICES?

Salesforce support services can help you get the most out of your CRM, resolve issues quickly, and keep your system running smoothly. Learn why Salesf...

CODLEO’S SALESFORCE EVENTS 2022

Join Codleo for their Salesforce events in 2022 to learn from experts, network with peers, and discover new ways to grow your business....

MAJOR PARDOT UPDATES IN WINTER 2023 RELEASE

Learn about the major Pardot updates in the Winter 2023 release, including new features and enhancements to boost your marketing and sales results....

WHY SHOULD HOTEL INDUSTRY EMBRACE CRMs?

Discover why CRM is indispensable for the hotel industry. Explore how it streamlines operations, enhances guest experiences, and drives revenue....

SALESFORCE SUCCESS STORIES OF CODLEO

Read real-world Salesforce success stories from Codleo's customers and learn how they are using Salesforce to drive growth and innovation....

TOP TOOLS IN YOUR B2B TECH STACK

Discover the powerhouse tools within our B2B tech stack. Unlock business success with the top tools that streamline operations, boost productivity, an...

TOP PAYING SALESFORCE CAREERS AND YOU

Salesforce ecosystem is a great place for techies as well as those in marketing & sales. With the company gaining popularity worldwide as the preferre...

SHOULD SMBs DEPLOY SALES CLOUD?

Is Salesforce Sales Cloud an SMB superpower? Learn how it can streamline sales, boost efficiency, and help your small business thrive....

WHY YOU SHOULD HIRE SALESFORCE INTEGRATION PARTNERS FOR YOUR BUSINESS GROWTH?

Hire Salesforce integration partners to accelerate business growth. Unlock seamless integration, expert guidance, and maximize your Salesforce investm...

6 ADVANTAGES OF MIGRATING TO SALESFORCE LIGHTNING

Migrating to Salesforce Lightning can offer a number of advantages for businesses of all sizes. Learn about the top 6 benefits of Salesforce Lightning...

HOW TO SUPPORT MENTAL WELLNESS AT WORK

Learn how to support mental wellness at work with tips for employers and employees from Salesforce partners. ...

BUSINESS ANALYSTS AND A BRIGHT FUTURE

Business analysts are in high demand, and the future looks even brighter. Learn why now is the time to start or advance your business analyst career....

INTERVIEW WITH ROUSHAN, COURSE PARTICIPANT

In this blog, we speak to Roushan Kumar Jha, of the many attendees of our free live courses on Salesforce admin or developer courses. Roushan complete...

HOW DO SALESFORCE PARTNERS BENEFIT SALES TEAMS?

Salesforce partners can help sales teams streamline their workflows, improve productivity, and close more deals. Learn how Salesforce partners can ben...

TIPS ON GETTING MARKETING LEADS ONLINE

Harness the power of online lead generation with expert tips. Learn effective marketing strategies to attract and convert leads, driving business grow...

TOP PERFORMANCE METRICS FOR EMAIL MARKETERS Part 2

Discover the essential performance metrics for email marketers. Learn how to measure success, optimize campaigns, and drive engagement for maximum ema...

FIND THE BEST SEQUENCE OF SALESFORCE IMPLEMENTATION SERVICES?

Learn the best sequence of Salesforce implementation services to ensure a smooth and successful rollout. This step-by-step guide will help you get sta...

TOP REASONS FOR NGOs TO ADOPT SALESFORCE

Struggling with inefficient processes in your NGO? Explore how Salesforce can revolutionize your work and maximize your impact. ...

PARDOT, B2B AND HUMAN ELEMENT

Elevate B2B Success: Harmonizing Pardot Automation and Human Touch | Salesforce Partner. Unlock growth with personalized strategies and stronger custo...

TOP PERFORMANCE METRICS FOR EMAIL MARKETERS Part 1

Unlock email marketing success with essential performance metrics. Dive into Part 1 and discover key metrics for optimizing campaigns, driving engagem...

BUSINESS TRENDS FOR 2022 AND BEYOND

Explore the top business trends shaping the future in 2024 and beyond. Discover how to adapt and thrive in a changing marketplace....

HOW TO ACHIEVE YOUR GOALS WITH SALESFORCE SALES CLOUD?

Learn how to achieve your sales goals with Salesforce Sales Cloud. This step-by-step guide will show you how to use Salesforce Sales Cloud to streamli...

SALES CLOUD & BETTER RESULTS IN THE SALES FUNNEL

Struggling to convert leads? Discover how Sales Cloud optimizes your sales funnel for smoother conversions and skyrocketed sales. Learn more!...

DO YOU KNOW THE TRAILHEAD BADGES OF SALESFORCE?

Trailhead’s large success is due to its gamification. Users study/train to obtain badges that enables them to move up the Salesforce trailhead ladde...

TOP TIPS TO GEAR FOR SALESFORCE CERTIFICATIONS

Feeling overwhelmed by Salesforce certifications? Discover our top tips to prepare effectively, boost your confidence, and crush your exams! Learn mor...

TIPS TO BECOMING SELF DISCIPLINED

People who are self-disciplined are sorted and don’t allow feelings / thoughts to make wrong choices. They don’t have “weak moments” or give i...

WHY SHOULD YOU BE SALESFORCE CERTIFIED?

Discover the Benefits of Salesforce Certification: Accelerate Your Career, Gain Credibility, and Unlock New Opportunities in the World of CRM. Learn M...

PROJECT MANAGEMENT AND PROJECLEO

Projecleo helps in tracking the large-scale and complex projects of your business with the help of various effective project management tools. Project...

TOP CTI APPS TO ENHANCE CALL QUALITY

Well, the best news is that with the aid of Computer Telephony Integration (CTI) apps, available on AppExchange, superior call centers can be created ...

CURATING THE IDEAL SALES PITCH

A sales pitch is an excellent method of delivering a product, service, or idea to a customer with time being of the essence. Let's read the curating i...

A – Z GUIDE OF PROJECT MANAGEMENT

Project management as the definition goes is the process that leads a team’s work to achieve all the project objectives within set limits & boundari...

BEST PRACTICES FOR IMPORTING INFORMATION INTO CRM

Migrating to a new CRM? Avoid data headaches! Learn essential best practices for a smooth and successful CRM data import. Read now!...

TOP REASONS WHY PROJECT MANAGEMENT IS CRUCIAL

Avoid project disasters! Discover the top reasons why effective project management is crucial for success. ...

TOP TRENDS IN SCALING AI

Artificial Intelligence refers to the concept that machines “think like human beings”. Machines are able to perform tasks like reasoning, plannin...

IS YOUR SALESFORCE INTEGRATED WITH WHATSAPP?

Is your Salesforce integrated with WhatsApp? Learn how to check and set it up in this step-by-step guide, with images to help you along the way....

SALESFORCE & MEASURING MARKETING ROI

Unlock the potential of Salesforce for measuring marketing ROI. Optimize campaigns, drive revenue growth, and make data-driven decisions with powerful...

TIPS ON MOTIVATING EMPLOYEES PART 2

Experience new things together out of the office. Getting team members / staff to experience new things together is a novel way to reward employees, a...

HOW CAN CRM AID CLIENT DELIGHT?

Discover how CRM can significantly contribute to client delight. Enhance customer satisfaction, build stronger relationships, and deliver personalized...

NEW SALES TACTICS FOR 2022

We are hoping however that this year with more people being vaccinated, businesses can bounce back to pre-pandemic levels. we are looking at news sale...

SALESFORCE LICENSED PARTNERS – THE LOW DOWN

Learn everything you need to know about Salesforce licensed partners, from what they are to how they can help your business, with informative images t...

TOP SELLING STRATEGIES TO CLOSE DEALS

Sales is among the highest pressured careers on the planet and are not meant for all. In this blog, we list the most important ones how many of these ...

WHEN WAS THE LAST TIME YOUR SALESFORCE WAS AUDITED?

Salesforce auditing is essential for maintaining security and compliance. Find out when Salesforce was last audited and get tips on how to keep your d...

TIPS ON MOTIVATING EMPLOYEES PART 1

Retention of employees is one of the biggest headaches by corporates. The constant battle to keep talent within the organization can be won with a sle...

STOPPING GOSSIP IN THE WORKPLACE

Gossiping is not limited to the hit TV series Gossip Girls. It is all pervasive and has seeped into all aspects of our lives. You indulge in it and ch...

IS SALESFORCE INTEGRATION A CHALLENGE FOR YOU?

Is Salesforce integration a challenge for you? Get expert tips on how to overcome common pitfalls and ensure data accuracy, security, and performance....

IS YOUR SALESFORCE INTEGRATED WITH WHATSAPP

Discover the benefits of integrating Salesforce with WhatsApp and learn how to do it step-by-step. Boost customer engagement and improve sales and ser...

HOW IS THE HEALTH OF YOUR SALESFORCE ORG

Are you happy with your Salesforce org? Has it been delivering the results that you are so keen on? Do you find that along the ...

GET FREE SALESFORCE ORG HEALTH CHECK & OPTIMISATION

An optimal Salesforce instance requires the technical capability to supervise administration and support on a daily basis. ...

NEW SALES CLOUD FEATURES TO BOOST REVENUE INTELLIGENCE

Elevate revenue intelligence with new Sales Cloud features. Gain actionable insights, advanced forecasting, and real-time visibility. Supercharge your...

SALESFORCE INTRODUCES RPA TO EINSTEIN

Salesforce Einstein is a set of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform, ...

GET THE MOST OUT OF YOUR SALESFORCE IMPLEMENTATION

Learn how to get the most out of your Salesforce implementation with expert tips and best practices. Maximize the value of your investment and boost y...

BOOST CAMPAIGNS VIA MARKETING CLOUD

Boost your marketing campaigns with Salesforce Marketing Cloud! Discover expert tips and tricks to reach your target audience, drive engagement, and g...

SALESFORCE, DATA SECURITY, AND US

Concerned about Salesforce data security in the US? Learn key regulations, best practices, and how to keep your data safe....

DOCUSIGN & SALESFORCE PARTNERSHIP

Optimize processes with the Docusign and Salesforce partnership. Seamlessly integrate e-signatures and document workflows, enhancing efficiency and pr...

GET YOUR IDEAS EXECUTED AND HERE IS HOW

Have an idea to make improvements in your company’s goals, mission, process or functioning? Don’t keep it to yourself. Share and be a change maker...

TIPS TO MAINTAIN WORK LIFE BALANCE

In life, it is essential to do everything in moderation that includes exercise, work, food, and indulging in bad habits such as alcohol....

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

Developments in medical technology have long been confined to procedural or pharmaceutical advances, while neglecting a most basic ...

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...