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Home / Salesforce® Consulting Services

Salesforce® Consulting Services

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

Unlock Your Business Potential with Salesforce Consulting

Salesforce consulting is the expert guide toward implementing, customizing, and optimizing Salesforce CRM for your business. It comprises various setting up and configuration Salesforce, migrating data, creating tailored solutions, integrating with other symptoms, and offering ongoing support.

As a leading Salesforce consultancy service provider - we understand the requirement for accuracy in the process for improved data accuracy and decision-making utilizing advanced analytics, it needs automation of routine tasks and better collaboration for optimal results to mark the difference in productivity and customer relationships. Ultimately Salesforce consulting facilitates businesses to stay effective in the competition, scale effectively, and achieve strategic goals through emphasizing the role of CRM.

Choosing the best Salesforce consulting partner is the most crucial decision here, and to ensure the qualitative results it is essential to choose experienced professionals. With over a decade of experience, cochlear specializes in Salesforce implementation, customization, and optimization to ensure seamless integration with your existing system. To bring out the best, we facilitate expert solutions tailored to meet your business needs best. We offer comprehensive support from data migration to user training, enhancing your customer’s efficiency and effectiveness. It facilitates your business with improved decision-making and boosts 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. In this regard, our Salesforce consultants work with the client's team to understand the goals and challenges of the business and provide advice and solutions tailored to the customer's needs. Our consulting entails an analysis of ongoing processes for improvements, and a Salesforce strategy is designed to increase efficiencies, improve customer engagements, and assure business growth.

Salesforce Implementation Services

Let your customer experience be enriched through the smooth and effective setup of your Salesforce platform through our Salesforce implementing consulting. We take comprehensive responsibility right from initial configuration to integrating custom features as per the needs and requirements of the business procedure. With thorough training and support, we make it happen for you all to ensure your team is sufficiently prepared to acknowledge the utilization of Salesforce. We facilitate training and support that lead to successful adoption and prompt realization of benefits.

Our Expertise Includes:

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

Salesforce Development Services

Our Salesforce development consulting service helps your enterprise with custom development solutions for any unique business need. At Codleo, skilled developers craft tailored applications, custom objects, and even intricate workflows within Salesforce to ensure that your CRM environment is custom fit to your special needs for enhanced functionality and efficiency.

Our Development Expertise Includes:

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

Salesforce Integration Services

At Consulting's Salesforce Integration service, we assist in integrating your Salesforce CRM with other critical systems, including ERP, marketing automation, and financial tools, among others. We enable seamless data exchange and integration amongst platforms. The integration of Salesforce enhances operational efficiency through a holistic view of your business by breaking down silos that hence enable better decision-making.

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 provide professional migration consultancy for Salesforce, which transfers data from legacy systems into Salesforce. Our team manages the whole migration process, from ensuring the accuracy and coherence of the data to minimal disruption. We handle all data mapping, cleansing, and validation necessary for the smooth and successful migration. This will enable you to use Salesforce right from the very beginning.

Our Migration Expertise Includes:

Salesforce Support Consultation

Our Salesforce support consulting offers continuous assistance with guaranteeing that your Salesforce environment is always kept optimum. Codleo's support services include basic troubleshooting issues, deploying updates, and strategic suggestions to develop system performance. We make certain your Salesforce platform is working at an effective capacity and in stride with the evolution of your business needs by continuing to add value to it.

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

What follows is a streamlined process for how Codleo proceeds with Salesforce consulting services, putting the subpoints together into one cohesive description:

  • Initial Assessment and Discovery: The first step that follows the consultation is assessment; hereby, our SFDC consultants make sure to understand your business goals and the current setup of CRM. A full analysis is made to identify challenges and opportunities; this makes certain that we tailor the approach in the best interest of the customer.
  • Strategy Planning and Proposal: Based on the assessment above for further processing, we design a personalized Salesforce strategy, including scope, objectives, and timelines. The most important role here is that of the customer; we provide them with a detailed proposal, recommendation, and cost where their approval is needed to go further.
  • Implementation and Customization: For any requirements, we changed, developed customized features, and integrated them with the existing system for a smooth transition. We manage data migration from any legacy systems to make sure accuracy is maintained.
  • Training and Support: In this respect, we will impart training in the efficient use of Salesforce and extend ongoing support to resolve issues, implement updates, and optimize performance.
  • Review and Optimization: By reviewing the Salesforce implementation through our Salesforce consultants, we consider whether it is effective and recommend enhancements necessary to keep the platform relevant to your ever-evolving business needs.

Explore the Essential Salesforce® Products for Business Success

Look here at the wide range of Salesforce products required by businesses:

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Salesforce Sales Cloud

The powerful CRM-one-stop solution manages and tracks sales activities, opportunities, and customer relationships, hence enhancing sales processes and driving growth.

Salesforce Service Cloud

Entirely built on customer service and support, it deals with case management, knowledge base creations, and omnichannel support for customers.

Salesforce Marketing Cloud

A marketing solution developed to create and manage customer journeys with an appropriate toolkit provided for email marketing, social media, and data-driven strategies.

Salesforce Platform

A flexible, all-in-one platform to build, deploy, automate, and integrate custom applications to shape Salesforce for the unique needs of a business.

Why You Should Choose Only Codleo For Salesforce® Consulting Services

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Experience and Expertise

our team of experienced and certified Salesforce Consultants have deep knowledge of Salesforce capability and best practices for ensuring the most effective services.

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Comprehensive Solutions

We provide comprehensive Salesforce consulting services, including implementation, customization, integration, migration, and ongoing support to offer a seamless and cohesive solution tailored to your business objectives.

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Commitment to Excellence

We are committed to high-quality service and support that set us apart. We give importance to clear communication, timely delivery, and continuous improvement.

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
Salesforce cloud consultants certification logo
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
developers certification logo
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.