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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.
With our Salesforce implementation services, businesses reap a range of benefits such as:
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 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
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
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 is a moment of pride and joy that weeks or months of work come to fruition.
Step
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
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
As a prominent SFDC Implementation partner, Codleo understands your business requirements and helps you reduce bottlenecks that hinder your business growth
An experienced and professional team of Salesforce Developers will help you with all your business requirements
Our experienced developers are committed to delivering innovative and user-centric solutions
We follow customer-centric development approaches to our global clients for their business needs
Our in-house teams work for you round the clock to solve your queries and deliver smooth operations
An e-learning platform serving kindergarten to 12th-grade students in India has gained recognition for its curated learning experiences, benefiting over 4 lakh students and 400 schools. However, operational challenges surfaced, including lead management issues, redundant customer contacts, and finance tracking complexities.
We implemented Salesforce Sales Cloud with CTI integration to streamline communication and lead management. Structured finance approval processes were established, and separate B2B and B2C models were tailored. Essential modules like training and payment were configured, alongside S3 Drive integration for seamless file management and a custom proposal management tool.
The solutions led to improved agent productivity, streamlined processes, and enhanced transparency between departments. Real-time updates empowered management to intervene promptly, and comprehensive reporting provided insights for informed decision-making. The platform experienced a transformative shift towards efficiency and customer-centricity, solidifying its leadership in the educational e-learning sector.
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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
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:
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.
