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Salesforce® Consulting Services

SALESFORCE® CONSULTING SERVICES TRANSFORM BUSINESSES FOR TOMORROW
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Consulting Services To Be Future Ready

Salesforce is a powerful cloud-based system that seamlessly connects your organization to various stakeholders, driving meaningful interactions, delivering exceptional experiences, and helping you achieve your business goals.

We understand that your success with Salesforce must align with your unique business needs, processes, technologies, and people. Our team of certified Salesforce consultants and experts collaborates with you to unlock Salesforce’s full potential. We are dedicated to understanding your specific business requirements and leveraging our Salesforce expertise to provide you with lasting business value.

Our experience and expertise in Salesforce consulting experience help businesses turn around their fortunes by benefitting from Salesforce CRM. Our Salesforce consultants with their certifications, knowledge, and experience arm businesses to be future-ready to stay ahead of the competition. Codleo's expertise ensures you stay connected with your clients.

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 experienced consultants to ensure it aligns with your business goals. Our Salesforce Implementation Consulting services guarantee a smooth and seamless project execution. We adhere to the highest standards and best practices.

Our Expertise Includes:

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

Salesforce Development Services

Codleo Consulting specializes in helping businesses scale their CRM capabilities with the power of the Salesforce platform. Our certified Salesforce developers and architects create tailored solutions to ensure your business maximizes the potential of Salesforce.

Our Development Expertise Includes:

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

Salesforce Integration Services

Our Salesforce Integration Consulting ensures smooth integration with diverse business tools such as WhatsApp, Jira, and QuickBooks. Our expertise enhances productivity and reduces time spent switching between screens, providing a seamless experience.

Our Integration Expertise Includes:

  • 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 adept at identifying functionality gaps and implementing strategic solutions to address challenges such as security risks, data loss, and business operation interruptions.

Our Migration Expertise Includes:

Salesforce Support Services

Our comprehensive Salesforce Support Consulting covers correcting issues, integrating custom features, fixing bugs, and training end users. Our expertise ensures a robust org with superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts, and we are here to help.

Our Support Services Include:

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

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

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

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...

Vertical Solutions

Salesforce® Industry Vertical Solutions

HEALTHCARE
HEALTHCARE
HEALTHCARE
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RETAIL
RETAIL
RETAIL
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MANUFACTURING
MANUFACTURING
MANUFACTURING
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EDUCATION
EDUCATION
EDUCATION
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PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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FINANCIAL SERVICES
FINANCIAL SERVICES
FINANCIAL SERVICES
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NON PROFIT
NON PROFIT
NON PROFIT
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MEDIA
MEDIA
MEDIA
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Salesforce Products

Salesforce® Product We Support

Products

Products On Salesforce®
Logo of projecleo
Project Management Application on Salesforce® Platform

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

Logo of venleo
Vendor Management Application powered by Salesforce®

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

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Recruitment & HR solutions application
by Codleo

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

Logo of outleo
Daily Travel & Expense Management
Solutions

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

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
Questions? We're here to help.

FAQ

FAQ - Our Salesforce® Consulting Services

Salesforce Consulting Services enable companies to transform their business with a custom tech stack that comprises Salesforce products, based on consultancy provided by a certified Salesforce partner.

Salesforce Consulting Services helps businesses meet their unique business goals with the right mix of consultancy, guidance, and a custom Salesforce tech stack.

You can choose the Best Salesforce Consultant through a set of criteria such as partnership level, team certifications, customer satisfaction score, and industry experience.

Yes, this is because of the value that they bring to companies in their quest for growth, success, and enhanced ROI via consultancy.

Yes, it's one of the wisest decisions a business can make in their quest to be future-ready with a custom tech stack that works for them and their objectives.

You can find a Salesforce Consultant through professional referrals, the internet, and your regional Salesforce office.

The cost of hiring a Salesforce Consultant is dependent on the scope of work and the level & range of customisations needed by you.

Salesforce Consulting Partners provides consultancy based on extensive engagement and study of a business, its challenges, and its pain points. The consultancy talks about the various tech tools that are needed to fuel a company to growth & success.