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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.

Salesforce implementation partner


  • Standard Feature Implementation
  • Less Coding
  • Data accuracy
  • Reporting & Analytics
  • Salesforce Adoption
  • Salesforce New Feature Releases


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.

Our Process

Our Salesforce® IMPLEMENTATION 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.



Salesforce® consulting

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.



Customization and configuration

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.




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.




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




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. Itís a moment of pride and joy that weeks or months of work come to fruition.




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.



Post-Implementation Support

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 clientís team focuses on their core business activities. User adoption and motivation are high


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Vertical Solutions

Salesforce® Industry Vertical Solutions

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Products On Salesforce®

Projecleo logo
Project Management Application on Salesforce® Platform

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

Venleo logo
Vendor Management Application powered by Salesforce®

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

Hireleo logo
Recruitment & HR solutions application
by Codleo

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

Outleo logo
Daily Travel & Expense Management

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

Our Servcies

We provide the following Salesforce®services for you

Feedback from our clients

"Long ago when we were waiting to scale our whole team's efficiency and performance , Codleo reached out and came up with an excellent solution. They are very well versed in understanding Salesforce technology and provided us with verified & experienced resources at the time of Salesforce implementation. Within a short amount of time, they have implemented our project through their dedicated team. I have personally visited their office and was delighted to see that they have every facility that one would anticipate from an IT service provider. The team is very professional & dedicated in the area of their expertise. I would always recommend Codleo, the best provider of Salesforce Implementation services to any company who is looking forward to growing with the right technology team by their side."

Project Manager, Professional Services

"Codleo has been an outstanding partner in terms of integration and Salesforce technology. Codleo is consistently working on our projects such as CRM integration, with the help of a dedicated team. Codleons give full attention during meetings and are very particular about their documentation ,which is a very good practice to follow for any IT firm. During the time of Salesforce implementation, the team was very proactive even during Covid crisis.I am confident enough to trust & work with Codleo in terms of their best practices & Salesforce implementation services."

Marketing Head, Educational Institute

"I had a great experience working with the Codleo team on many projects. The team knowledge and their consulting is second to none. The support, service and hand-holding that Codleo has offered was outstanding. Adding technology with perfect execution plays a very important role at the time of Salesforce implementation, and I am confident enough to admit the same for Codleo."

Project Coordinator, Educational Institute

"Codleo has helped us in various project implementations and streamlined our processes in a well defined structured manner. They are consistent with their support even though they have a different time zone and get their job done on time. Pleasure working with them. Highly recommended for Salesforce implementation."

Director of Business Development, Healthcare Company


Frequently Asked Questions

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:

  • The right strategy for your business
  • Selecting the best flow of implementation stages
  • Planning the implementation
  • Budget and implementation time
  • Consideration of various risks during the process
  • Best in user adoption and productivity

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:

  • Big bang implementation
  • Phased implementation
  • Parallel implementation

There are several challenges in Salesforce implementation for small companies, some of these are:

  • The wrong system
  • High expectations
  • Poor adoption by end-users
  • Integration with existing software
  • Finding the right Salesforce implementation partner
  • Lack of business insight

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:

  • No. of Salesforce certified employees
  • Diverse work experience
  • Compatible Partner
  • Good knowledge about Salesforce products
  • Have clear blueprint of process
  • A great problem solver

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.

We are here to help!!Talk with an expert today!