Codleo is a leading Salesforce partner providing a range of Salesforce solutions and services. We use the power of the Salesforce platform to transform businesses digitally to be future-ready in their quest for growth and enhanced revenue.
Our large and certified team of experienced Salesforce personnel use their knowledge and expertise on every project, be it implementing new Salesforce solutions, making changes to existing solutions or orgs, or even enhancing user adoption via customised training and support services. Our services as the best Salesforce partner are customised to meet the unique needs and challenges of each of our clients, with each solution as unique as each client.
As the best Salesforce partner, we deploy the latest tools and resources from Salesforce, such as the latest technology and best practices. Our team is always updated with the latest industry trends and developments, thereby getting the benefits of the latest solutions on the market.
Salesforce licensed partnership program has four levels – Base, Crest, Ridge, and Summit. Earlier known as Registered, Silver, Gold, and Platinum. These levels are allocated as per Salesforce Inc.’s strict evaluation criterion for quality. To become the Best Salesforce Partner and reach the status of ‘Summit Consulting Partner’ the Best Salesforce Partner must accumulate the minimum points via a specific, algorithm-based point system known as the ‘Partner Value Score.’ The Partner Value Score is for client satisfaction scores, certifications, projects, and so on. Only 10% of the partners reach this status and we are very proud that we got this distinction within 3 years of our launch, a very rare feat.
As the Best Salesforce Partner, we help you achieve your business goals via the correct roadmaps, technology choices, solution design, and architecture. Our services are second to none and is reflected in our growing list of customers, services, and products as the Best Salesforce Partner.
Clients have deployed Salesforce Community Cloud to build a Dealer Portal for their dealer network and digitised all dealer-related processes on a single portal like order booking, pending invoices, payment, logistics and complaint management to deliver a frictionless experience to channel partners. With digital transformation and ability to manage their orders more efficiently through the portal, clients have seen a 4-5% increase in their sales orders and 90% efficiency in timely delivery of sales orders.
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
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Vertical Solutions
Grow every part of your company business with the complete Salesforce® suite of business applications. Monitor and manage everything from sales leads to support tickets, and from channel marketing to website analytics — all from any desktop or device.
Sales Cloud
Salesforce® Sales Cloud is a customer relationship management platform designed to support in both business-to-business (B2B) and business-to-customer (B2C) contexts. It enables businesses to grow, scale, and serve their customers better than ever before. With customizable features, top-notch security, in-depth reporting & analytics, and a mobile app that works as fast as you do, Sales Cloud is the World's #1 CRM.
Service Cloud
Salesforce® Service Cloud is a customer service platform to help you get faster and reliable case resolution. It lets you deliver smarter service with a 360-degree view customer, resolve issues across any channel, and increase CSAT. It offers the most complete customer service platform with features and capabilities that include service console, omni-channel routing, social media customer service, self-service, live chat, and more.
Marketing Cloud
Salesforce® Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships & campaigns with customers. The Marketing Cloud incorporates integrated solutions for customer journey management, email, mobile, social media, web personalization, advertising, content creation, content management and data analysis.
Community Cloud
An online community is a great platform to connect with customers, partners, and employees in a new and different way. Partner Relationship management: Grow and scale by connecting your channel partners to Salesforce® automation and Self-Service: Improve the customer experience by giving customers an online destination to access business data, process, content and experts B2B Commerce: Use the power of Salesforce® platform to create custom applications specific to your business.
Health Cloud
Enable healthcare teams to collaborate seamlessly from a single point of engagement for all patient data. With intelligent technology, you’ll be able to maximise efficiency while delivering exceptional patient experiences. Connect to patients with a single engagement platform that helps them access the right services faster and drives higher satisfaction, all while reducing your operational costs.
Heigher Ed
EDA is a community-driven data architecture and set of best practices designed to configure Salesforce® out of the box for Higher Ed institutions. EDA makes it even easier for an institution of any size to become a Connected Campus and enables richer and dynamic, 1-to-1 engagement across the student journey.
Einstein Analytics
Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce®. It brings actionable insights to the business user.Create Analytics datasets and produce useful charts from those datasets. With Analytics charts, you can transform tables of data into beautiful and informative visuals that won't require your audience to do math in their heads.
Quote-to-Cash
Commerce Cloud
Commerce Cloud is the world's leading B2C and B2B commerce solution. It is a multi-tenant, cloud-based commerce platform that empowers brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store. B2B Commerce empowers you to generate revenue faster, and scale easily as your brand grows. B2C Commerce solution provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfilment, and artificial intelligence.
Non-Profit Success
Salesforce®.org empowers tens of thousands of nonprofits and educational institutions through technology, grants, and volunteering programs. Streamline fundraising processes and manage mission objectives in real time. Seamless volunteer management; NPSP empowers nonprofits with the ability to track all volunteer jobs, allow volunteers to sign up directly for shifts online and match volunteer skills to opportunities available.
Mulesoft
Pardot-Marketing Automation
Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals. Build intelligent, data-driven programs that generate new leads and speed up your sales cycle - all while allowing customers to forge their own path to purchase.
Manufacturing Cloud
Manufacturing Cloud, the newest industry-specific product from Salesforce®, delivers a new level of business visibility and collaboration between the sales and operations of a manufacturing company. This allows them to have a better view of their customers through new sales agreements and account-based forecasting solutions, providing visibility into their customer interactions and enabling them to generate more robust sales forecasts.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.
Our Products
There are many benefits of hiring Salesforce partners that accrue to a business. They include:
You can focus on your core business leaving all Salesforce related work to the Salesforce partner.
All issues and challenges are resolved / avoided by the Salesforce partner during the project.
A Salesforce partner ensures a smooth & seamless project implementation.
The project is completed within budget and timelines by the Salesforce partner.
The Salesforce partner provides training to users and support services that are essential to the project success.
A Salesforce Partner offers a range of Salesforce related services from A to Z. These services include:
Salesforce Consulting involves strategize on the pros & process of a successful Salesforce CRM implementation.
Salesforce implementation services include configuration, customization, and deployment of the Salesforce solution(s).
Salesforce migration services by a Salesforce Partner includes smooth transfer from the Classic to the Lightning version.
Salesforce integration services refers to integrating Salesforce CRM or other products with third party apps & systems in use or planning to be deployed by the business.
Salesforce support services by a Salesforce Partner keep your Salesforce solutions stable and ensure its fast evolution.
Salesforce training services ensure that the user adoption is strong by customised & focused training, and refresher training sessions.
There are certain basic factors that all organisations should consider when choosing Salesforce partners in India. They include:
The Salesforce partner should be a Summit Tier Partner (The highest rank for a partner).
The Salesforce partner should have a large team of certified and experienced personnel.
The Salesforce partner should have a good customer satisfaction. score. This is an assessment of its performance by the clients themselves.
The partner should have domain expertise in your industry.
The partner has visibility on social media..
Salesforce is the world’s #1 customer relationship management (CRM) platform. Set up and manage cloud-based CRM applications for sales, service, marketing and more without the aid of IT experts.
Types of Salesforce® Clouds are as follows:
Salesforce® works only in the public cloud model. This means that:
All customers use exactly the same version of software
Updates are automatic and are installed 3 times a year for all
The Salesforce® user community helps one another within the framework of the forum, discussing the same functionalities that work in the same way for every customer
The Trailhead free training package is synchronized with the current Salesforce® version and is developed in the same update cycle as the entire platform.
You can find the list of all Salesforce partners in your local area on Salesforce AppExchange.
Whether you are a small or large firm, these are some top qualities of a Salesforce Partner to look before finalizing any company.
Certified Salesforce Employees
A partner with diverse experience
CSAT Score
Salesforce Partner Status
Compatible & understanding partner
Good Knowledge of Salesforce Products
A Great decision maker & problem solver
Have clear idea about the project
Salesforce® now providing four types of Sandboxes Salesforce® provides integration with any system, whether in the cloud or in the customer’s environment, it can actively refer to (call API) other systems or be called by other systems.
Yes, this is what Partner Community and Customer Community licenses are used for. These functionally limited licenses are intended for large volumes of users who are not employees of the company and should have access to the Salesforce® application. Using the configurator, you can prepare dedicated data and process views for these users in Salesforce®.
Salesforce® Security can be Two-factor authentication – in addition to a login and password, in the second step of signing in you have to use a generated PIN within a specific time IP-restricted signing in SSO – Single Sign On, signing in to Salesforce® using sign-on mechanisms already existing in the company makes it possible for the user to access all applications in the company using only one login and one password. Time-restrictive sign-on to the system for business hours.
Salesforce® server locations are: Chicago, Illinois, United States (USA) Dallas, Texas, United States (USA) Frankfurt, Germany (GER) Kobe, Japan (JPN) London, United Kingdom (UK): London, UK (North) & London, UK (West) Paris, France (FRA) Phoenix, Arizona, United States (USA) Tokyo, Japan (JPN). You can go to trust.Salesforce®.com and find more details on Salesforce® Servers.
You can find out which instance your Salesforce® org is on by viewing your browser address bar, viewing your Company Information, or by using the Domain Lookup tool.
Before you start your quest for a Salesforce Partner, put your association under the magnifying instrument to increase a superior comprehension of your remarkable business needs and desires for the undertaking. This data is basic while talking with potential partner since it will assist you with deciding if partner's basic beliefs line up with your own and whether they can incorporate flawlessly into the exceptional manners by which your business capacities.
There are 5 Salesforce Partnership Level
Global Strategic
Platinum
Gold
Silver
Registered
Salesforce Partners work in sync with Salesforce and help your business to implement, enhance and upgrade the Salesforce CRM as their highest growth while delivering customer success. Also, Salesforce Partners help in market research, which can satisfy your target sales goals with high profit and upgrade the Salesforce skills, which can boost your business to the highest peak in the market.
100% yes! A good Salesforce partner will not only do your Salesforce implementation but they’re committed to get you the desired results out of your investment.
The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It's where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.
Salesforce partners can grow a profitable business by building expertise, leading differentiated practices, and leveraging innovative tools according to your business needs.
