Salesforce Partner

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We as Salesforce^® Partner

Bring Your Customer and Company Together

Codleo is a leading Salesforce partner providing various solutions and services. We use the Salesforce platform's power to transform businesses digitally so that they are future-ready in their quest for growth and enhanced revenue.

Our extensive and certified team of experienced Salesforce personnel uses their knowledge and expertise on every project, whether implementing new Salesforce solutions, making changes to existing solutions or organs, or enhancing user adoption via customized training and support services. Our services as best Salesforce partner are customized to meet the unique needs & challenges of each of our clients, with each solution as unique as each of our 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 & developments, thereby getting benefits of the latest solutions in the market.

We Provide The Following
Salesforce^® Services For You

Salesforce Consulting

We are a Salesforce Summit Partner and one of the top Salesforce partners in the USA. We provide comprehensive consulting services that focus on ensuring the effectiveness of solutions, assessing readiness, onboarding, developing strategies and roadmaps, and managing change.

CRM Strategy & Assessment
Salesforce Roadmap

CRM Onboarding

Salesforce Implementation

We are a top Salesforce Summit Partner. We help organizations improve their performance by implementing various Salesforce Cloud platforms.

Sales Cloud
Service Cloud
Experience Cloud
Nonprofit Cloud
Salesforce CPQ

Marketing Cloud
Analytics Cloud
Financial Services Cloud
Salesforce Pardot
Data Cloud

Salesforce Development

We help businesses improve their customer relationship management (CRM) using the Salesforce platform. Our team consists of certified Salesforce developers and architects, making us a trusted partner for many companies.

Custom App Cloud Development
AppExchange Product Development
Hire Salesforce Developers

Mobile-First Solution Rollout
Salesforce Customization

Salesforce Integration

We are a trusted Salesforce Summit partner and Salesforce Integrator. We ensure easy integration with various tools and platforms. This helps streamline processes and workflows, creating a collaborative ecosystem.

Tableau Integration
SharePoint Integration
ERP Integration
DocuSign Integration
Stripe Integration
Call Center Integration

Outlook Integration
MailChimp Integration
SAP Integration
SOAP API
Informatica Integration

Migration Services

Our Salesforce experts identify functionality gaps and manage transitions. We help you overcome challenges like security issues, data loss, and disruptions to your business operations with effective migration services.

Classic to Lightning

Third-Party to Salesforce Migration

Salesforce Managed Services

As a Salesforce Summit Consulting Partner, we offer monitoring, maintenance, and management services. Our technical support is available 24/7 to help ensure that users adopt our solutions effectively.

Remote Administrator
User, Admin, and Management Training

Production Support and Administration

Salesforce AI

We help businesses reach their transformation goals by using Salesforce Einstein and Agentforce. Our AI solutions improve business intelligence, automate workflows, and enhance customer experiences.

Agentforce

Einstein AI Services

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Salesforce^® Summit Tier Accreditation

Salesforce licensed partnership program has four levels – Base, Crest, Ridge, and Summit. Earlier, it was known as Registered, Silver, Gold, and Platinum. These levels are allocated as per Salesforce Inc.’s strict evaluation criteria 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, etc. Only 10% of the partners have reached this status, and we are very proud that we got this distinction within 3 years of our launch, a 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 are reflected in our growing list of customers, services, and products as the Best Salesforce Partner.

Explore Related Success Stories

Explore our extensive portfolio to gain insight into our wide-ranging expertise within the Salesforce ecosystem.

FROM MANUAL TO SEAMLESS: STREAMLINING SALES, MARKETING, AND COMMUNICATION

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FROM CHAOS TO CLARITY: DRIVING EFFICIENCY AND COLLABORATION FOR A FINANCIAL SERVICES FIRM

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360-DEGREE TRANSFORMATION: STREAMLINING DONOR, BUDGET, AND PROJECT MANAGEMENT FOR A NON-PROFIT

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STREAMLINING DONOR & CAMPAIGN OPERATIONS: A NON-PROFIT'S JOURNEY TO DIGITAL EXCELLENCE

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DRIVING FINANCIAL EXCELLENCE WITH A DIGITAL TRANSFORMATION

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OPTIMIZING SALES OPERATIONS WITH A UNIFIED DIGITAL SOLUTION

Explore how a unified digital solution transformed sales operations, improved ef...

ENHANCING DONOR AND STUDENT ENGAGEMENT WITH SALESFORCE INTEGRATION

Learn how integrating Salesforce improved communication, streamlined operations,...

TRANSFORMING DONOR ENGAGEMENT WITH A UNIFIED CRM SOLUTION

Learn how a nonprofit improved donor relationships, streamlined communication, a...

OPTIMIZING CEMENT INDUSTRY OPERATIONS WITH SALESFORCE INTEGRATION

Discover how Salesforce integration streamlined operations, boosted sales produc...

TRANSFORMING BUSINESS WITH ENHANCED UX & PERFORMANCE OPTIMIZATION

Discover how improving user experience and optimizing system performance can dri...

STREAMLINING HEALTHCARE OPERATIONS WITH SALESFORCE FOR ENHANCED CARE

See how Salesforce helped streamline healthcare operations, improving patient ca...

OPTIMIZING OPERATIONS WITH SALESFORCE INTEGRATION AND SYSTEM UNIFICATION

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OPTIMIZING PAYMENT SOLUTIONS AND SALES PIPELINE EFFICIENCY WITH SALESFORCE

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The Challenges Codleo Solves as the Best Salesforce^® Partner

Low sales due to inconsistent processes. We transform your sales process via our solutions. Sales personnel are empowered to close more deals. You can see an increase in revenue by as much as 28% thanks to our work as the best Salesforce partner.

Client disaffection thanks to delays in ticket resolution. Tardy client service has its consequences. We reverse the flow with tools such as Salesforce Service Cloud as the best Salesforce partner. Improve the customer experience, resulting in 30% quicker case resolution. Customer satisfaction is not a mirage.

Poor lead conversion to sales. Marketing Cloud and Codleo to the rescue. As a Salesforce partner, we improve your marketing challenges with super omnichannel marketing campaigns. Personalized marketing and relevant messaging are here, resulting in a 30% increase in lead conversion to sales.

Why Choose Us ?

24 x 7
Support

5+ Years Salesforce Platinum Partner

450+ Salesforce Certifications

99.99% Happy
Customers

L0, L1, L2 and L3 Salesforce Support Levels

Dedicated Customer Portal

Weekly and Monthly Reports

A Large and Growing Team of Experienced Experts

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce^® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

"Codleo Support solved all our Pardot queries. We understood functionalities of Pardot. Mayank explained it very well. Thank you for your time."

Healthcare & Life Sciences

"I'm satisfied with the product delivery on time and weekly update. But lack with the admin training to the client for product knowledge"

Financial Services

"Excellent Support and implementation from Codleo team. Awesome support providing by the Codleo Spoc Akshay. Thanks for the support and expecting the same for the future."

Financial Services

"It is amazing to experience this partner know how and determination towards implementation & consulting. They deliver product & services in time. They have the know how of all industries and ability to understand business process very fast."

Manufacturing

"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

"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 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

Being Salesorce^® Support Partner Our Consultants Are Trained To The Highest Level

Sales Cloud
Consultants

Service Cloud
Consultants

Marketing Cloud
Administrators

Platform App
Builder

System
Architect

Advanced
Administrator

Technical
Architect

Platform
Developers

COMPANY IN NUMBERS

180

Experience Resources

500

Certifications

M+

Community Followers

K+

Users Support

99.99

Happy Clients

Salesforce^® Products We Support

Sales Cloud

Service Cloud

Marketing Cloud

Experience Cloud

Pardot

Heroku

Mulesoft

Data Cloud

Tableau Analytics

Lightning Component

Chatbot

Slack

Find out what Codleo can do for you

Talk to a Salesforce^® solutions expert

FAQ

How Can Salesforce Solutions Help Accelerate Business Performance?

Salesforce is a cloud-based software service (SaaS) that optimizes various business operations including sales, marketing, customer relationship management, and more. Implementing solutions from top Salesforce partners allows organizations to seamlessly unify, manage, and streamline diverse functions, resulting in enhanced performance and improved ROI.

What Are the Benefits of Hiring Salesforce Partners?

A lack of practical know-how and technical skills can disrupt business operations. Hiring a Salesforce certified partner, who has proven expertise in customizing, implementing, and integrating Salesforce products, helps organizations mitigate risks and overcome challenges during Salesforce adoption and upgrades.

How much does it cost to work with a Salesforce partner?

The cost of working with a Salesforce partner can vary depending on a number of factors, including:

The size and complexity of your project
The level of expertise and experience of the partner
The specific services that you need
The length of the engagement

Which Services Are Provided by Salesforce Partner Companies?

Salesforce partners in the USA, with diverse expertise, are authorized to offer a range of services. Salesforce Platinum Partners or integrators with a strong track record assist organizations with customization, implementation, integration, and migration of Salesforce solutions, in line with the partnership criteria.

What Does Salesforce Development Mean for an Organization?

Salesforce development involves analyzing business processes, creating CRM workflows, and customizing Salesforce products to meet specific business needs. A Salesforce Platinum Partner offering development solutions can help organizations scale their operations with optimized workflows and processes.

Which Factors Should Organizations Consider When Choosing Salesforce Partners in the USA or India?

When selecting Salesforce partners in the USA or India, organizations should look for partners with extensive experience in their industry. Additionally, they should evaluate the partner's team for relevant Salesforce certifications, review proof of concepts and case studies to confirm their domain expertise, and ensure a good cultural fit.