Discover the essential steps for a successful Salesforce implementation. Ensure seamless integration and maxim...
we deliver
Codleo provides assistance in Salesforce implementation services and customization to fit your specific business requirements. Our Salesforce implementation services include configuration, customization, migration, integration, and support for various industries. Codleo, as a Salesforce implementation company will understand your business in detail and provide the right Salesforce implementation services with minimum risks and complexities to make your business process efficient. Through our cost- effective Salesforce implementation services, we provide economical solutions for businesses of all sizes.
Codleo is one of the best Salesforce implementation partners that provides customized Salesforce implementation services to new or existing Salesforce businesses. A variety of Salesforce cloud services and tools can be implemented with Codleo Salesforce implementation services for any business scale. Proper and planned Salesforce implementation services are the key. Following are the ways by which we can help you with our Salesforce Implementation Services.
Salesforce implementation partners will provide the right fit and help your company to capitalize on opportunities.
Salesforce implementation companies will not only understand your business needs quickly but also suggest suitable improvements to your business process.
Salesforce implementation vendors offer Post-implementation support for smooth functionality of Salesforce services
Our Salesforce team consists of Salesforce implementation consultants, architects, designers, developers & testers who have a deep understanding of Salesforce.
We as a Salesforce implementation firm integrates Salesforce with other software platforms to expand the functionality of the operating environment.
Salesforce implementation partners will define precisely your Salesforce requirements & provide honest estimates and timelines.
Our Salesforce implementation consultants & experts understand business and work to launch your Salesforce org or will work to relaunch or recover your existing Salesforce org.
Salesforce implementation vendors will provide your team with the necessary training for operating the new CRM solution in the best possible way.
Implemented different Salesforce clouds to automate both Sales and Service. Salesforce gives rich data to Sales & Service teams to quickly resolve all sales and service queries & drive more opportunities. The service team builds trust with customers by prioritising service goals and faster resolution time which in turn increases customer loyalty, hence increasing sales numbers by repeat orders from the same customer.
Salesforce implementation partners can help you to support your business needs and provide you the right fit. We as a Salesforce implementation partner can help you to capitalize your opportunities and help you to save money. With years of expertise and experience in Salesforce implementation services, we will get the most out of our implementation process for better efficiency and ROI
Our Process
Have you ever wondered what are the stages in implementing Salesforce CRM in a business? We have listed below in detail the stage-by-stage process followed using best practices and the latest tech tools by our team of experienced & certified Salesforce Day after day to deliver solutions within times lines and budgets as per client business goals & needs.
Step
In the first stage our team of consultants engages intensively with all the concerned teams and stakeholders. The purpose is to identify pain points and challenges faced by the business that impedes business goals. This leads to the creation of a roadmap with tech tools & solutions to overcome the issues. It includes the important customisations & integrations that prove beneficial to the business. At this stage, the implementation process is planned with timelines and a budget.
Step
In the second stage, customisation and configuration of the org is carried out as per the roadmap. Customisation is as per the needs & wants of the business. They can be simple and few to intensive customisation. Both impact timelines and budgets.
Step
Integration with third-party systems, tech tools, and apps is carried out in a smooth & seamless manner. Thus, there is no more switching between screens, and productivity increases.
Step
In this stage, testing is carried out in a sandbox environment (a mirror image of your future org) and modifications /corrections are based on feedback received from the core group of users & testers. The org is transferred to the UAT (User Acceptance Testing) environment where the core team from the client can test it to see if it meets the solution that addresses their needs, challenges, and business goals
Step
This is the stage that is most looked after by everyone involved in the project. The org goes live after the green signal is given by the client. It’s a moment of pride and joy that weeks or months of work come to fruition.
Step
Customised and interactive training for different personnel/teams are carried out by experienced trainers. These engaging sessions ensure user adoption and the success of the project. Refresher training courses are also advised.
Step
The deployment is the beginning of the journey. Post support services by Codleo ensure that the org functions smoothly, upgrades and modifications happen on time, all glitches are resolved, and the client’s team focuses on their core business activities. User adoption and motivation are high
Videos
Latest News
Discover the essential steps for a successful Salesforce implementation. Ensure seamless integration and maxim...
Get the most out of your Salesforce investment with these best practices for implementation in 2023. Learn how...
Learn how to ensure a smooth and efficient Salesforce implementation with these 7 best practices. Includes tip...
Discover the top 7 Salesforce implementation challenges and effective solutions to overcome them. Read our com...
Explore the top benefits of implementing Salesforce with AI services, including improved efficiency, customer ...
Though Salesforce is relatively a simple tool to use, its implementation and deployment by a company do requir...
Vertical Solutions
Salesforce Products
Products
Look after the flow of goods from manufacturers to the warehouse bin to the sales order
Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology
Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort
Our Servcies
FAQ
We as a salesforce implementation partner can help you to automate your business process for better reporting, will handle in-depth training and work with you to ensure successful team adoption.
The right steps for Salesforce implementation will save a business from heart aches and disappointments. For every business to implement Salesforce the right and the best way, here are the steps:
You can find the list of all the Salesforce Implementation Partners on Salesforce Appexchange.
The overall implementation process depends upon various factors. We as a Salesforce implementation partner can take up to 1 month in basic implementation and the rest of the time frame can depend upon user customization & requirements.
The 3 approaches to Salesforce implementation are:
There are several challenges in Salesforce implementation for small companies, some of these are:
If you have time, good technical knowledge, supportive team, financial issues & Salesforce expertise you can do Salesforce implementation by yourself. If not you should hire a Salesforce implementation partner.
There are certain qualities to look for when choosing a Salesforce implementation company in India or anywhere in the world. These are:
Salesforce implementation cost depends on various factors such as the requirement of your company or the level of customizations you need or timeline of your projects.
We as a Salesforce implementation company provide both onshore and offshore Salesforce implementation services. We as an experienced Salesforce implementation partner serve more than 100 fortune companies.
A Salesforce implementation consultant follows the best practices to implement Salesforce as per the requirement of your business. A consultant will analyze your business requirement, advise the Salesforce product and its editions, plan & supervise your Salesforce implementation process and create a user adoption strategy for it.
Plan post-implementation goals, set roles & responsibilities and address post-implementation support & maintenance.
