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IMPLEMENTATION SERVICES

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As Salesforce® Implementation Services We Deliver Your Success

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

Your Challenges Regarding Salesforce® Implementation

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

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Help

Codleo - A Salesforce® Implementation Partner Will Help You

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.

Step

01

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 impede business goals. This leads to the creation of a roadmap with tech tools & solutions to overcome the issues. It includes the important customizations & integrations that prove beneficial to the business. At this stage, the implementation process is planned with timelines and a budget.

Step

02

Customization and configuration

In the second stage, customization and configuration of the org are carried out as per the roadmap. Customization is as per the needs & wants of the business. They can be simple and few to intensive customization. Both impact timelines and budgets.

Step

03

Integration

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

04

Testing

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

05

Launch

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

Step

06

Training

Customized and interactive training for different personnel/teams is carried out by experienced trainers. These engaging sessions ensure user adoption and the success of the project. Refresher training courses are also advised.

Step

07

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

Why Choose

Why Choose Codleo?

As a prominent SFDC Implementation partner, Codleo understands your business requirements and helps you reduce bottlenecks that hinder your business growth

Experienced Team

An experienced and professional team of Salesforce Developers will help you with all your business requirements

Technical Expertise

Our experienced developers are committed to delivering innovative and user-centric solutions

Global Presence

We follow customer-centric development approaches to our global clients for their business needs

24x7 Support

Our in-house teams work for you round the clock to solve your queries and deliver smooth operations

Case Studies

Learn how Codleo helped these companies leverage Salesforce to significantly improve their business.
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Our client is a global provider of consulting, support, and managed services for insurance firms...

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

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

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

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

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

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

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

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

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

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

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Vertical Solutions

Salesforce® Industry Vertical Solutions

CodleoSalesforce health cloud mobile logo
HEALTHCARE
HEALTHCARE
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Codleo Salesforce retail cloud logo
RETAIL
RETAIL
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Codleo Salesforce manufacturing cloud logo
MANUFACTURING
MANUFACTURING
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Codleo Salesforce education logo
EDUCATION
EDUCATION
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Codleo Salesforce partner professional services logo
PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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Codleo financial services logo
FINANCIAL SERVICES
FINANCIAL SERVICES
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Codleo Salesforce non-profit logo
NON PROFIT
NON PROFIT
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MEDIA
MEDIA
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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

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

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FAQ

Frequently Asked Questions

Salesforce Implementation refers to the process of deploying the Salesforce CRM tool in a business for success, using best practices, a large, experienced team, and the latest technologies.

Preparing for Salesforce implementation requires some best practices that include:

  • Identifying business goals that will be solved via Salesforce.
  • Identifying the various stakeholders and a dedicated project manager
  • Creating a budget, timelines, and roadmap
  • Partnering with an established Salesforce partner

Salesforce implementation service costs depend on the volume and complexity of customizations sought by the business.

The ideal way to implement Salesforce is to tie up with an experienced Salesforce partner like Codleo with a large, certified team, a good CSAT score, and a Summit tier accreditation from Salesforce.

Salesforce implementation can take from a few weeks to a few months based on the volume and complexity of customizations sought by the business.

It is ideal to hire a Salesforce implementation partner as they are professionals who ensure a smooth and seamless implementation while allowing companies to focus their attention and energy on growing their business.

Salesforce is the leading CRM tool globally known for its deep customization options. Its implementation allows businesses to nurture and engage their leads and audiences, keeping them loyal, making purchases, and increasing business revenue.

You can find a Salesforce implementation partner by contacting your regional Salesforce office, business referrals, social media, or online search engines such as Google.