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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 Consulting Services refers to the in-depth consultancy provided by a Salesforce registered partner to transform businesses using a unique Salesforce tech stack. The consultancy and customised solutions are aimed at achieving business goals as well as enhanced productivity & efficiency. The consultancy involves detailed engagement with the client’s team to understand their pain points and challenges. Detailed documentation maps the blueprint for the journey. Salesforce partners use best practices & latest technologies.

Salesforce Consulting services by the Best Salesforce Partners focus on how to reinvent sales, marketing, and client service processes. Our experience and expertise in CRM 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 as a Best Salesforce Partner brings you close to your clients.

WE PROVIDE THE FOLLOWING
SALESFORCE® CRM SERVICES

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Salesforce®
Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

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Salesforce®
Implementation Services

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Salesforce®
Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

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Salesforce®
Support Services

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Salesforce®
Lightning Migration

We carry out a seamless Salesforce Lightning Migration so that your org is up to speed with the latest and greatest that Salesforce Inc has to offer. Experts with years of migration experience behind them carry out this process with care and due diligence. Time to migrate from Salesforce Classic to Lightning for businesses.

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Salesforce®
Lightning Migration

Transforming Businesses With Our Expertise

For nearly 5 years, we have partnered with businesses across every industry on their digital transformation journey with a customised approach to their needs, and their business goals with the help of the Salesforce platform.

We have handled all types of projects even the most complex projects. Whether a business needs assistance automating business processes or connecting, integrating, and streamlining systems, our certified & experienced Salesforce consultants provide the expertise to get them there.

We transform a business with custom capabilities and help them forge close ties with clients, partners, and employees via Salesforce implementation project.

Talk with an expert today!

CHALLENGES

Challenges of CRM Implementation Our Salesforce® Consulting Services Can Resolve

There are a host of challenges that confront a business opting for deploying a CRM tool on a “do it yourself’ model. Businesses opt for DIY because they feel that the platform being low code / no code means it doesn’t need professional expertise. This leads to the following challenges:

  • The presence of many functionalities and tools available within the platform. Only some of them are relevant for a business. Selecting the right ones comes under the domain of Salesforce Consulting Services.
  • Integration of the CRM with the existing business stack of the company can be tricky. Our Salesforce Consulting Services includes an integration strategy and experts are used to ensure a smooth synergy.
  • Most companies don’t have Salesforce-certified personnel due to different reasons. This is addressed by our consulting services where businesses access a range of skills from our certified personnel – architects to consultants to developers.
  • Customisation of the org-related issues. Learning the intricacies of the same takes time therefore let the experts work wonders and help businesses create unique organizations for different teams or even personnel.
  • Data migration challenges. The dedicated team of experts enables businesses to prepare data for migration and ensure there are no issues during the process. No loss of data and so on.
  • CODLEO - SALESFORCE® CONSULTING PARTNER WILL HELP YOU

    We make your business our business and smoothen all wrinkles via our Salesforce professional services. Our Salesforce consulting services as among the Best Salesforce Partners enable you to select the relevant Salesforce product and version as per business goals. As leading Salesforce consulting companies in India, we also advise businesses on how to implement Salesforce products successfully. If you are already using Salesforce CRM, we as Salesforce Consulting Partners as Best Salesforce Partners will help you adopt and make a better ROI by providing the right Salesforce Consulting services around best practices and industry trends.

    Help you in selecting the product not only for current business needs, but also for an organization which is growing with changing needs with the correct version of the product.

    Salesforce Consulting services provide CRM consultation at every step of the Salesforce implementation.

    We as Salesforce Consulting Partners will correct documentation of CRM Project objectives, develop prototype and Intermediate progress sign-offs.

    Intensive engagement sessions with every stakeholders to identify requirements, pain points and challenges

    Salesforce Consulting Vendor helps in data analysis in terms of its quantity, quality and usage

    Transform the overall user and business experience with Salesforce Consulting services.

    As a Salesforce Consulting Firm we will recognize the transformative power of CRM; make the process flexible to adopt best practices.

    Our Salesforce Consultants will plan change management and CRM deployment strategy for deploying CRM systems spanning multiple geographic regions due to differences in business practices.

    Ensure an easy to use and quick CRM system with Codleo, a Salesforce Consulting Partner

    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

    Logo of hireleo
    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.