Salesforce Consulting Services

How Codleo and Salesforce Help Transform Business

At Codleo, our Salesforce consulting services go beyond basic setup — we dive deep into your business needs to design scalable, efficient, and smart CRM solutions. Whether you're looking to streamline operations, boost sales, or improve customer engagement, our certified experts help you unlock the true potential of Salesforce. Let’s transform challenges into growth opportunities — together.

Talk To Our Salesforce Consultant

Sales Transformation

We help businesses, both B2B and B2C, by connecting Salesforce technologies. These tools provide real-time insights into sales operations, enhance the way salespeople work, and inform more effective sales strategies. It leads to increased revenue and profitability while lowering overall costs.

Service Transformation

Our team helps companies create plans that connect customer-focused strategies with the latest Salesforce technologies. We enhance functions to improve the experience for customer service teams. This approach fosters long-term relationships and has a positive impact on the business.

Marketing Transformation

We help both B2B and B2C companies of all sizes improve their marketing efforts. We combine Salesforce’s features with practical digital marketing tools and strategies. This approach increases lead flow and return on investment (ROI) while also enhancing operations for nurturing, upselling, and cross-selling.

Explore Related Success Stories

Explore our extensive portfolio to gain insight into our wide-ranging expertise within the Salesforce ecosystem.

FROM MANUAL TO SEAMLESS: STREAMLINING SALES, MARKETING, AND COMMUNICATION

Learn how moving from manual work to smart tools can make sales, marketing, and ...

FROM CHAOS TO CLARITY: DRIVING EFFICIENCY AND COLLABORATION FOR A FINANCIAL SERVICES FIRM

Learn how a financial services firm went from chaos to clarity by improving team...

360-DEGREE TRANSFORMATION: STREAMLINING DONOR, BUDGET, AND PROJECT MANAGEMENT FOR A NON-PROFIT

See how this nonprofit simplified how they manage donors, budgets, and projects�...

STREAMLINING DONOR & CAMPAIGN OPERATIONS: A NON-PROFIT'S JOURNEY TO DIGITAL EXCELLENCE

See how one non-profit simplified donor and campaign operations with Salesforce�...

DRIVING FINANCIAL EXCELLENCE WITH A DIGITAL TRANSFORMATION

Discover how digital transformation drives financial excellence. Learn how innov...

OPTIMIZING SALES OPERATIONS WITH A UNIFIED DIGITAL SOLUTION

Explore how a unified digital solution transformed sales operations, improved ef...

ENHANCING DONOR AND STUDENT ENGAGEMENT WITH SALESFORCE INTEGRATION

Learn how integrating Salesforce improved communication, streamlined operations,...

TRANSFORMING DONOR ENGAGEMENT WITH A UNIFIED CRM SOLUTION

Learn how a nonprofit improved donor relationships, streamlined communication, a...

OPTIMIZING CEMENT INDUSTRY OPERATIONS WITH SALESFORCE INTEGRATION

Discover how Salesforce integration streamlined operations, boosted sales produc...

TRANSFORMING BUSINESS WITH ENHANCED UX & PERFORMANCE OPTIMIZATION

Discover how improving user experience and optimizing system performance can dri...

STREAMLINING HEALTHCARE OPERATIONS WITH SALESFORCE FOR ENHANCED CARE

See how Salesforce helped streamline healthcare operations, improving patient ca...

OPTIMIZING OPERATIONS WITH SALESFORCE INTEGRATION AND SYSTEM UNIFICATION

Learn how Salesforce integration and system unification helped streamline operat...

OPTIMIZING PAYMENT SOLUTIONS AND SALES PIPELINE EFFICIENCY WITH SALESFORCE

Discover how Salesforce streamlined payment solutions, enhanced sales pipeline v...

Why You Should Choose Only Codleo For Salesforce^® Consulting Services

Experience and Expertise

Our team of certified Salesforce consultants possesses extensive knowledge of Salesforce capabilities and industry best practices, ensuring you receive the most effective and tailored services.

Comprehensive Solutions

Codleo offers a full suite of Salesforce consulting services, including implementation, customization, integration, migration, and ongoing support. Our approach guarantees a seamless, cohesive solution aligned with your business objectives.

Commitment to Excellence

We pride ourselves on delivering high-quality service and support that distinguish us in the marketplace. Focusing on clear communication, timely delivery, and continuous improvement, we are dedicated to meeting and exceeding your expectations.

Our Valued Customers

Leading brands and SMEs trust us to simplify their complex business processes with customized Salesforce solutions that deliver exceptional value!

What We Do

We help businesses invest in Salesforce solutions effectively. We guide our partners on their Salesforce journeys toward a common goal: a Salesforce solution that provides the results they need.

Analytics and AI

Using data to make decisions is essential for modern businesses. Salesforce helps companies improve their decision-making with analytics designed for their specific needs. With the power of Tableau and Einstein, you can manage data effectively, use no-code AI solutions, create intelligent experiences, and work with discovery and analytics tools. Codleo's Salesforce consulting experts will help you use AI-driven analytics to plan your next steps strategically.

CRM solutions design

To stand out in the market, serve your customers faster and better. Salesforce helps companies achieve this by providing automated, AI-driven customer care tools. Choose a CRM solution that boosts marketing and sales by enhancing customer care. Our experts have decades of experience creating efficient Salesforce solutions for businesses worldwide. We will help you design a CRM that shows you the complete picture of your business’s growth.

DevOps and release management

Imagine using a CRM tool that lets you make updates based on market changes while keeping your teams working without interruption. You can add new features to help you stay ahead of the competition without downtime. Sounds great, right?

Codleo's Salesforce DevOps and release management services offer precisely that. We will help you launch and improve your solution's software development life cycle (SDLC) to prevent downtime, enhance performance, and take advantage of growth opportunities.

Solution assessment

Salesforce solutions are valuable business tools. However, like any software, they can become outdated or may not align with new data sources or changing customer needs. There are many reasons for this, and they are not always clear. Codleo experts will analyze your Salesforce system to identify any technology or business issues that may be holding you back from success. We will provide a clear improvement plan, showing you how to enhance your system's performance to meet your expectations.

System integration design

Using Salesforce doesn't mean you must abandon the tools you're familiar with. Salesforce can work with any system, but not everyone can make those connections. Codleo is a flexible Salesforce developer with experience integrating Salesforce with various tools. With over 100 successful projects, our skilled experts can help your solutions work smoothly with any necessary tools and third-party integrations. We will assist you in selecting, designing, and integrating the best options for your IT setup and business needs, ensuring the power of Salesforce enhances your system without causing disruptions.

Our Sector expertise

Technology is not the same for everyone. We collaborate with Salesforce to create solutions for important industries like automotive, consumer products, retail, and financial services. We tailor these solutions to meet our clients' specific needs.

Consumer products and retail

Boost your retail business with Codleo. Create strong customer relationships using personalized voice assistants. Our Quick Start Commerce solution—built on Salesforce—provides grocers and quick-serve restaurants with a functional and responsive omnichannel experience in just 10 weeks.

Financial services

Change the way you run your business. With Inventive Banking, you can quickly create new ideas and offerings. Open Insurance Transformation makes products and services more flexible and connected, helping you find new ways to earn money and improve customer satisfaction.

Real Estate

Boost your real estate business with Codleo’s Salesforce solutions. Our tools help realtors and brokers manage leads automatically and engage clients personally, allowing you to close deals faster. With our Real Estate Quick Start package, you get a complete view of properties, prospects, and performance, all in one place. This helps you sell smarter and grow quicker.

Salesforce Products

Salesforce^® Product We Support

Products

Products On Salesforce^®

Project Management Application on Salesforce^® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Vendor Management Application powered by Salesforce^®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

All of Our Salesforce^® Consultants are trained to the highest level

Sales Cloud
Consultants

Service Cloud
Consultants

Marketing Cloud
Administrators

Platform App
Builder

System
Architect

Advanced
Administrator

Technical
Architect

Platform
Developers

Feedback from our clients

"I was really impressed with the turnaround speed of the Salesforce Consulting Services 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 the highly skilled Salesforce Consulting Services 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’s Salesforce Consulting Services team has 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 and its Salesforce Consulting Services team. 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

"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."

Industry Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

Industry High Tech

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Industry Real Estate

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"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!!"

Industry Healthcare & Life Sciences

Questions? We're here to help.

FAQ

FAQ - Our Salesforce^® Consulting Services

What are Salesforce Consulting Services?

Salesforce consulting services help businesses implement and optimize CRM systems. These services include creating strategies for data migration, assisting with the selection of Salesforce Clouds and editions, and providing tips for effective user adoption. You can choose to work with independent freelance consultants or certified Salesforce consulting partners.

What is a Salesforce Consultant?

A Salesforce consultant is a certified expert who helps businesses set up and customize their Customer Relationship Management (CRM) system. They develop effective strategies for utilizing Salesforce, ensuring a seamless implementation process. Their work minimizes the chances of issues during the rollout and helps guide them to ensure the project's success.

Why Choose Codleo for Your Salesforce Consulting Requirements?

We are a Salesforce Summit Consulting partner with expertise in various Salesforce products and services. Our team includes over 400 Salesforce-certified consultants. We focus on delivering value to all customers, regardless of their business size or industry.

We focus on our customers to understand their specific needs and provide tailored solutions that work today and in the future. We offer comprehensive services, spanning from initial consultation and solution design to implementation and ongoing support. It ensures a smooth experience throughout the project. Our agile methods and commitment to data security enable you to obtain reliable and practical solutions that deliver results.

How Much Do Salesforce Consulting Services Costs?

The cost of hiring a Salesforce consultant depends on several factors. These include the project's size, customization needs, the number of resources required, the time spent on implementation, and any training or support services that may be needed. Additionally, data migration and app development can also influence the cost. To obtain accurate price quotes that meet your needs, consider the following aspects. Alternatively, you can contact our experts for customized quotes tailored to your requirements.

Is it Important to Hire a Salesforce Consultant?

Hiring a Salesforce consultant can help you get the most out of your Salesforce system. They possess specialized knowledge that enables them to identify challenges and create custom solutions tailored to your business goals. A Salesforce consultant can also save your organization time and resources by handling complex configurations, data migrations, and integrations that may be too much for your internal team to manage.

How to Find the Right Salesforce Consultant in the USA?

Here are some simple yet practical considerations to keep in mind when choosing the right Salesforce consulting partner in the USA.

Look for authentic and legitimate reviews.
Check for their specialization and expertise area.
Don't compromise on the technical expertise of the consultants.
Ensure that their expertise can address your industry-specific needs.
Check authentic reviews and references from previous clients for insights.

How Can Salesforce Consulting Improve Your Platform Performance?

Salesforce consulting enhances the platform's functionality by employing various methods. A consultant first learns about your specific needs and customizes the platform to meet your business's requirements. They incorporate all the necessary features for optimal performance. After the initial setup, consultants assist in managing updates and new features in Salesforce. They find and implement the most relevant updates to keep your platform current. Additionally, they can connect other solutions and applications to enhance your platform's capabilities.

What different Salesforce Consulting Services do you offer?

Our team helps you with Salesforce. We handle tasks such as setting it up, connecting it to other systems, customizing features, migrating data, optimizing performance, training users, and consulting on AppExchange solutions. We guide you through the entire process, ensure safe data transfers, optimize existing setups, and provide training to empower your team, leading to tangible results.