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Salesforce® Managed
Services

Salesforce managed services provide 24/7 support and improve your system with AI-driven automation. As a top Salesforce consulting partner, we turn your CRM into a tool for growth. You’ll have no frustrated users, reduced technical issues, and every dollar you spend will give you clear returns.

What do we do ?

Codleo provides Salesforce managed services to help ensure Salesforce CRM runs smoothly and to reduce system problems.

As your business grows, your Salesforce system needs to change too. Salesforce managed services give you access to a team of experts, including Salesforce admins, developers, architects, and consultants, to help upgrade your system. Our team is your comprehensive solution for updating your Salesforce system to better align with your changing business processes.

How Our Salesforce Managed Services Benefit Your Business

Codleo's Salesforce Managed Services offer a flexible and affordable solution to help you maximize your investment. It means you don't need to hire extra full-time employees.

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Cost-Effective

Save 35%-40% compared to hiring full-time admins or developers

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Reliable

We fully meet all service level agreements (SLAs)

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Flexible and Agile

We adapt quickly to your changing needs

Salesforce Managed Services We Offer

1. Administration Services

Our certified Salesforce admins go beyond everyday maintenance. We utilize automated health checks, real-time monitoring, and security practices aligned with compliance standards to ensure your system runs smoothly, all without adding extra work for your team.

Virtual/Remote Admins: Acting as an extension of your IT team, our remote admins handle complex tasks like debugging flows and managing data quality to keep all your Salesforce clouds running flawlessly.

User Management: We create secure and scalable access controls using role-based permissions, making sure your data stays safe while your users get easy, guided access.

System Administration: We maintain backend health by syncing sandboxes, optimizing storage, and modernizing old workflows—all done during off-hours with full audit tracking.

Security Monitoring: We protect your Salesforce environment with multi-layered defenses, enforcing MFA, setting up real-time alerts, and carefully reviewing third-party app permissions to detect vulnerabilities early.

2. Support Services

Our multi-level support minimizes downtime and enables users to work more independently by combining expert technical assistance with intuitive guidance.

Tier 1 Support: Our frontline team quickly resolves user issues with intelligent ticket routing and built-in guidance, reducing repeat problems by offering quick micro-training.

Helpdesk: For serious errors like Apex failures or integration crashes, we provide fast fixes under guaranteed timelines, including root cause analysis and test validation to maintain compliance.

Release Management: We turn Salesforce updates into opportunities with zero downtime deployments, carefully activating new features that boost your ROI and business growth.

3. Release Readiness & Feature Activation

Our multi-level support minimizes downtime and enables users to work more independently by combining expert technical assistance with intuitive guidance.

Pre-Release Testing: We go beyond sandbox testing, running complete regression checks, auditing custom code, and planning rollbacks to ensure your business keeps running smoothly during updates.

Feature Activation: We help you adopt Salesforce features like Dynamic Forms and Einstein AI in phases, combining technical setup with tailored training to reduce disruptions.

Continuous Improvement: Regular quarterly reviews help us optimize workflows, reduce technical debt, and make sure your Salesforce system keeps getting better over time.

4. Custom Development & Integration

We tailor Salesforce to your unique needs by developing custom apps and seamless integrations that unify your entire tech ecosystem.

Custom Development: From custom quote tools to predictive dashboards, we build scalable solutions that perform well and stay secure without adding technical debt.

Integration & Monitoring: We design native-feeling integrations—from real-time syncs to legacy migrations—using Mulesoft or custom APIs optimized for Salesforce’s limits.

5. Analytics Services

We turn your Salesforce data into powerful insights that help you make smarter, faster decisions.

Reports & Dashboards: We create executive-level dashboards designed for speed and usability, with drill-down features and real-time data syncing tailored to each user’s role.

Data Analytics: Using AI-powered tools like Einstein Analytics, we forecast trends, reveal hidden risks, and provide actionable next steps, all backed by clean, accurate data.

6. AppExchange App Management

We make sure third-party apps add value without slowing down your system or creating security risks.

App Installation: Before adding any app, we thoroughly test its security, costs, and performance, then customize it to work smoothly within your Salesforce setup.

App Maintenance: We continuously monitor and test your apps to prevent conflicts with Salesforce updates, ensuring stable, trouble-free performance.

Our Salesforce Managed Services Stages

Choose us for reliable and comprehensive Salesforce Managed Services.

Assessment

We examine your Salesforce setup to identify gaps and opportunities for improvement.

Planning

We create a tailored plan, setting clear goals and service level agreements (SLAs).

Managed

Our experts make improvements and customizations.

Support & Maintenance

We offer continuous monitoring, problem-solving, and support for users.

Continuous Improvement

We regularly improve and suggest changes.

What's included with
Salesforce Managed Services?

Salesforce Data Cloud

Strategic Planning

Building a Salesforce Org is a critical task. It includes activities like setting goals in workshops and reviewing business processes.We will guide you from planning to achieving long-term benefits.

Sales Cloud

Salesforce Optimization

Using Salesforce for a few years may have resulted in technical issues, unused features, and missed opportunities for improvement. Let us help you combine new features with your existing system to streamline your business processes.

Service Cloud

Ongoing Enhancements

You’ve created a process that has grown, and your Salesforce Org can grow too. We can help you refine your backlog, improve your business processes, and ensure continuous delivery. This way, you can give leadership and others more visibility into your work.

Marketing Cloud

Technical and Industry Experts

Your admin does a great job, but they can't do everything. Our team of experts in Salesforce and other technologies can provide the technical support your admin needs to succeed.

Commerce Cloud

Lightning Migration

Migrating to Lightning doesn’t have to be intimidating. You can keep the process simple or fully transform your business. With managed services, you can decide how this transition will affect your organization.

 Salesforce Velocity

Integration Updates and Support

Don’t wait for updates—get real-time synchronization now. We can help you monitor integrations, troubleshoot issues, and create custom API integrations.

Salesforce Experience Cloud

Data

Salesforce relies on data. We will help you document integrations, validation, master data management, and storage reviews. We will also ensure you have the right backup policies in place.

Salesforce CPQ Cloud

Center of Excellence

Aligning IT strategy with business strategy can be challenging. Our team can help you create a Center of Excellence (COE) to keep you on track to reach your goals. We will help you measure performance with useful key performance indicators (KPIs).

Service Nonprofit

Quarterly Business Reviews

We hold ourselves accountable so you don’t have to. We work with you to set goals and review key performance indicators (KPIs), business impact, and market trends. We also follow up with planning and prioritizing your future roadmap.

Salesforce Lightning

Development Operations

Boost your productivity and reduce costs with Salesforce DevOps best practices. Our Salesforce DevOps maturity model helps you progress through the stages of crawl, walk, and run to support your entire organization.

Salesforce Financial Service Cloud

Analytics, Reports, and Dashboards

See your business clearly with just one click. You will receive customized reports and dashboards tailored to your business, highlighting the key metrics you need.

Salesforce Loyalty Cloud

Marketing Automation

Create incredible experiences for your prospects and customers with Marketing Cloud. Get expert help with marketing automation from Codleo’s skilled team.

Why Choose Codleo's
Salesforce Managed Services

Codleo is a top Salesforce Managed partner. We have a strong partnership with Salesforce and follow their best practices. Our goal is to provide reliable, stable, and secure Salesforce solutions.

Team of Certified Experts

Our certified Salesforce experts, including consultants, designers, and developers, help businesses automate key processes such as customer service and sales. It improves client management and boosts customer satisfaction.

Custom Managed Services

We offer customized Salesforce Managed services that incorporate additional features tailored to meet your specific business needs. Our Salesforce consultants focus on delivering reliable, scalable, and innovative software to help your business grow.

Follow Aglie Methodology

Our team uses an agile approach to manage the quality of the Salesforce solutions we create. It helps us deliver the results we promised. As a result, we improve teamwork, boost productivity, and increase customer satisfaction.

Ongoing Support & Maintenance

We understand the importance of providing support and maintenance after development. By offering ongoing support services, we help businesses stay current with the latest trends and remain competitive.

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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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NON PROFIT
NON PROFIT
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MEDIA
MEDIA
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We provide the following
Salesforce® Services for you

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Salesforce®
Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

Salesforce®
Consulting Services

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Salesforce®
Managed 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 Managed Services project runs smoothly & seamlessly. Our Salesforce Managed Services conforms to the highest standards and best practices.

Salesforce®
Managed Services

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Salesforce®
Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

Salesforce®
Integration 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.

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.

Salesforce®
Lightning Migration

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Salesforce®
Development Services

Our Salesforce Development Services empower businesses to customize, enhance, and optimize their Salesforce org to meet unique requirements. Whether you need custom applications, automation, integrations, or enhancements, our team of Salesforce experts ensures seamless development solutions.

Salesforce®
Development Services

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Salesforce Data Cloud
+ AI + Tableau

Combine the power of Salesforce Data Cloud, AI, and Tableau to turn raw data into actionable insights. From data unification to intelligent predictions and stunning visual dashboards, this trio empowers businesses to make faster, smarter, and more strategic decisions.

Salesforce Data Cloud
+ AI + Tableau

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Blockchain Platform Icon

Salesforce® Marketing
Cloud Staffing Services

Salesforce Marketing Cloud is the tool every marketing team needs in its tech stack. Every business can also do with Salesforce Marketing Cloud Staffing Services that ensure that the tool is leveraged to its maximum to deliver the goods. Certified specialists ensure winning campaigns.

Salesforce® Marketing
Cloud Staffing Services

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Salesforce®
CRM Health Check

Salesforce CRM Health Check throws up many a surprise and is an eye opener for most businesses. Our comprehensive report details the lacunas and the remedial measures that need to be taken immediately. It’s a health check that does wonders for businesses in their quest for enhanced ROI.

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CRM Health Check

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Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

Frequently Asked Questions

Salesforce managed services help organizations optimize their Salesforce platform. These services include system maintenance, user training, customization, integration, and data management. A provider ensures the CRM setup runs smoothly, allowing businesses to focus on revenue and customer engagement.

Many teams have a small internal owner to ensure business needs are met while they use managed services for flexible delivery.

Staff augmentation adds more people to your team. Managed services deliver results by ensuring effective management, leveraging diverse skills, and providing regular reports.

Mature practices manage data agreements, run middleware, monitor data flows, and fix errors.

Sales, service, experience, marketing, revenue, and data cloud, along with analytics and platform extensions.

No. Small and mid-sized businesses benefit from achieving results quickly and reducing hiring costs.

Service providers should meet your regional needs, such as SOC 2, GDPR, and HIPAA. They should also limit access to only those who need it and have a clear plan for backups and disaster recovery.

A full-time admin handles daily tasks, but Managed Services offers a team of specialists with various skills. They provide complete support for different Salesforce functions. This approach is flexible and often cheaper than hiring more internal staff.

We provide ongoing support and fresh ideas for your CRM. Our expert team is available 24/7 to prevent problems, improve performance, and keep your data secure. It lets your team focus on growing the business. With clear costs and quicker access to new features, you get a scalable and future-ready Salesforce setup.

We offer comprehensive Managed Services for Salesforce CRM, including:

  • Manage the platform continuously for user accounts, monitor security, and optimize performance.
  • We provide support services to help resolve bugs, troubleshoot issues in real-time, and guide users.
  • Manage releases strategically to activate features smoothly.
  • We create custom solutions for development and integration to meet changing business needs.

Our Salesforce experts can help you customize and integrate Salesforce to fit your needs. They will tailor the Salesforce solution to your specific requirements, incorporating the features you need. Our team can also integrate other applications and solutions to boost your platform's functionality and capabilities.

The time it takes to resolve an issue depends on its complexity and the terms agreed upon in the Service Level Agreement (SLA). Our team works hard to solve problems before they affect your business. It helps reduce downtime and ensures smoother operations.

We can help you upgrade and migrate your Salesforce system. We will plan and execute the upgrades or migration to minimize downtime and disruption for your business. Our experience ensures that your Salesforce environment stays stable and secure during the process. This way, you can take full advantage of new features and improvements.

At Codleo, we help you avoid the costs of hiring an in-house team. Instead, you can hire our Salesforce Managed Services experts. By letting us manage your platform, you save money on staffing, infrastructure setup, and daily operations. Our pricing is cost-efficient, unlike the ongoing expenses you would incur with in-house teams.

You can fully customize the Managed Services package to meet your business needs. Choose from a variety of services, including platform management, custom development, support levels, consulting, and staff augmentation.