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Home / Salesforce® Consulting Services

Salesforce® Consultants

Boost sales and streamline operations with our expert Salesforce consulting. Get tailored solutions and top-notch results from our certified Salesforce® consultants.

TALK TO AN EXPERT

Drive Innovation and Results with Top-Tier Salesforce Consultants

Salesforce consulting is your expert guide for implementing, customizing, and optimizing Salesforce CRM to meet your business needs. This encompasses a range of services, including setup and configuration, data migration, development of tailored solutions, integration with other systems, and providing ongoing support.

As a leading Salesforce consultancy service provider, we recognize the importance of accuracy in processes to enhance data integrity and decision-making through advanced analytics. Achieving this requires the automation of routine tasks and improved collaboration for optimal results, ultimately boosting productivity and strengthening customer relationships. Salesforce consulting empowers businesses to remain competitive, scale effectively, and achieve strategic goals by emphasizing the critical role of CRM.

Choosing the right Salesforce consulting partner is a crucial decision, and selecting experienced professionals is essential for achieving qualitative results. With over a decade of experience, Codleo specializes in Salesforce implementation, customization, and optimization, ensuring seamless integration with your existing systems. We provide expert solutions tailored to meet your unique business needs, offering comprehensive support from data migration to user training. Our approach enhances efficiency and effectiveness, empowering your organization with improved decision-making and increased productivity. Trust Codleo to unlock the full potential of your Salesforce investment.

We Provide The Following
Salesforce® Services For You

With a focus on comprehensive solutions, we provide a broad range of technical and consulting expertise that can transform visualization into reality:

Salesforce Consulting Services

We provide a strategic path to optimize CRM usage. Our Salesforce consultants collaborate closely with your team to understand your business goals and challenges. By tailoring our advice and solutions to your unique needs, we conduct a thorough analysis of your ongoing processes for potential improvements. This results in a customized Salesforce strategy designed to increase efficiencies, enhance customer engagement, and ensure sustainable business growth.

Salesforce Implementation Services

Enhance your customer experience with our seamless and effective Salesforce platform setup. Our Salesforce implementation consulting takes comprehensive responsibility, from initial configuration to integrating custom features tailored to your business processes. We provide thorough training and ongoing support to ensure your team is well-prepared to leverage Salesforce effectively. Our training and support services facilitate successful adoption and quick realization of benefits.

Our Expertise Includes:

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

Salesforce Development Services

Our Salesforce development services deliver custom development solutions tailored to your enterprise's unique business needs. At Codleo, our skilled developers create personalized applications, custom objects, and complex workflows within Salesforce, ensuring that your CRM environment is uniquely suited to enhance functionality and drive efficiency.

Our Development Expertise Includes:

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

Salesforce Integration Services

At Codleo, our Salesforce Integration services help you connect your Salesforce CRM with essential systems, including ERP, marketing automation, and financial tools. We facilitate seamless data exchange across platforms, enhancing operational efficiency by providing a holistic view of your business. This integration breaks down silos, enabling better decision-making and driving overall success.

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 offer professional migration consultancy for Salesforce, facilitating the transfer of data from legacy systems to Salesforce. Our team oversees the entire migration process, ensuring data accuracy and integrity while minimizing disruption. We manage all aspects of data mapping, cleansing, and validation to guarantee a smooth and successful migration, allowing you to leverage Salesforce from day one.

Our Migration Expertise Includes:

Salesforce Support Consultation

Our Salesforce support consulting provides ongoing assistance to ensure your Salesforce environment operates at its best. At Codleo, our support services encompass troubleshooting issues, deploying updates, and offering strategic recommendations to enhance system performance. We are committed to ensuring your Salesforce platform functions effectively, continuously evolving to meet your business needs and adding value every step of the way.

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!

Codleo's Streamlined Salesforce® Consulting Process: From Assessment to Optimization

about-us

Here’s a cohesive overview of how Codleo approaches its Salesforce consulting services:

  • Initial Assessment and Discovery: The first step in our consultation process involves a thorough assessment, where our SFDC consultants work to understand your business goals and evaluate your current CRM setup. We conduct a comprehensive analysis to identify challenges and opportunities, ensuring our approach is tailored to your specific needs.
  • Strategy Planning and Proposal: Based on the insights gathered during the assessment, we develop a personalized Salesforce strategy that outlines the scope, objectives, and timelines. In this phase, customer involvement is crucial; we provide a detailed proposal, recommendations, and cost estimates, requiring their approval to proceed.
  • Implementation and Customization: For any identified requirements, we modify and develop customized features, integrating them seamlessly with your existing system to facilitate a smooth transition. Our team also manages data migration from legacy systems, ensuring data accuracy is maintained throughout the process.
  • Training and Support: We offer comprehensive training to ensure efficient use of Salesforce and provide ongoing support to address any issues, implement updates, and optimize performance.
  • Review and Optimization: Finally, our Salesforce consultants conduct a review of the implementation to assess its effectiveness. We recommend enhancements as needed to ensure the platform remains relevant to your evolving business needs.

Explore the Essential Salesforce® Products for Business Success

Discover the diverse range of Salesforce products that are vital for driving business success:

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Salesforce Sales Cloud

An all-in-one CRM solution that efficiently manages and tracks sales activities, opportunities, and customer relationships. By streamlining sales processes, it enhances productivity and drives growth.

Salesforce Service Cloud

Designed to optimize customer service and support, this platform focuses on case management, knowledge base creation, and providing omnichannel support, ensuring customers receive the assistance they need, whenever they need it.

Salesforce Marketing Cloud

A comprehensive marketing solution crafted to create and manage customer journeys. It offers a robust toolkit for email marketing, social media engagement, and data-driven strategies to enhance your marketing efforts.

Salesforce Platform

A versatile, all-in-one platform that allows businesses to build, deploy, automate, and integrate custom applications. This flexibility helps tailor Salesforce to meet the unique needs of any organization.

Why You Should Choose Only Codleo For Salesforce® Consulting Services

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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.

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Comprehensive Solutions

At Codleo, we offer 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.

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Commitment to Excellence

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

Our Clients

novozymes logo
Gamezop
Xceedance
uPes
Pearl-academy
Northwest logo
Hikal-pharma logo
GUS logo

Our Salesforce® Projects

Learn how Codleo helped these companies leverage Salesforce to significantly improve their business.
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Pardot marketing tool for the marketing team

Our client is a global provider of consulting, support, and managed services for insurance firms...

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Salesforce is the premier go-to tool for our entire ecosystem

Our customer is an award-winning firm in the domain of business intelligence...

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Complete reporting of all activities and all sales

It is an e-learning platform for children (kindergarten to 12th grade)...

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Salesforce CRM with the centralised lead database

Our client is a premier institute in Design, Fashion, Business, and Media...

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Sales onboarding process along with opportunities

Our client is a family-run medium scale enterprise...

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All digital interactions were unified in one place

Our customer is a digital used-car buying & selling portal...

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Certified Therapists providing personalised care at home

Our client is a behavioural agency specialising in care & therapy for children...

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Enable them digitally with omnichannel presence

Our customer is a corporate group that operates private universities across continents...

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Pardot has made us a tech innovator in education

Our client is an executive education enabler connecting leading universities...

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Better service to small businesses with Service Cloud

Our client is a group of retail experts providing cloud-based point of sale software...

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Salesforce platform to bring any new leads added by their partner Agencies

our client is a Delhi based non - governmental organization...

Salesforce Products

Salesforce® Product We Support

Products

Products On Salesforce®
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Project Management Application on Salesforce® Platform

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

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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

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Daily Travel & Expense Management
Solutions

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

All of Our Salesforce® Expert Consultants are trained to the highest level
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Sales Cloud
Consultants
Salesforce cloud consultants certification logo
Service Cloud
Consultants
Marketing cloud administrators certification logo
Marketing Cloud
Administrators
Platform app builder certification logo
Platform App
Builder
System architect certification logo
System
Architect
Advanced administrator logo
Advanced
Administrator
Technical architect certification logo
Technical
Architect
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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
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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.