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Your All-in-One Salesforce® Partner for Strategy, Service, and Experience

At Codleo Consulting, we partner with Salesforce to help brands craft personalized, engaging, and impactful experiences throughout the entire customer journey.

We assist our clients in attracting the right customers and guiding them through integrated marketing efforts. Our focus is on empowering sales teams to drive sustainable and profitable growth. Additionally, we enhance customer service to ensure a consistently exceptional service experience.

We Provide The Following
Salesforce® Services For You

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.

  • Optimized CRM Strategy & Assessment
  • Streamlined CRM Onboarding Process
  • Customized Salesforce Roadmap Development

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

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud
  • Education Cloud

Salesforce Development Services

Catering to distinct business needs, Codleo Consulting specializes in helping businesses scale their CRM capabilities with the power of the Salesforce platform. Our solutions are developed by certified Salesforce developers and architects, ensuring that your business gets the most out of the Salesforce platform.

  • Custom App Cloud Development
  • AppExchange Product Development
  • Mobile-First Solution Rollout
  • Salesforce Customization

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.

  • 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

we specialize in seamless Salesforce migrations, ensuring that your transition is smooth and efficient. Our experts are skilled at identifying functionality gaps and implementing strategic solutions to eradicate challenges such as security risks, data loss, and interruptions in business operations.

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.

  • Managed Services
  • Remote Administrator
  • Production Support and Administration
  • User, Admin, and Management Training

We Are Here To Help!! Talk With An Expert Today!

The Value Codleo Delivers As a Salesforce® Partner

At Codleo, we take a unique approach to Salesforce solution implementations. We prioritize people—users, customers, employees, and partners—at the core of our strategy. Choosing the right Salesforce partner and approach is crucial for effectively managing change and achieving optimal adoption and business outcomes.

We provide customized tools tailored to your specific needs, ensuring you maximize the value of your Salesforce investment. With extensive Salesforce expertise across various industries, we offer a comprehensive range of services. These include strategy and consulting, design and implementation, integration, managed services, and accelerators to fully leverage the Salesforce platform.

By partnering with Codleo, you can expect a dedicated focus on driving successful Salesforce implementations that deliver tangible business results.

Why Choose Codleo as Your
Salesforce® Partner in the Company?

Unparalleled Salesforce Expertise

Our team of Salesforce-certified professionals has extensive experience working with businesses across various industries. We have successfully implemented Salesforce solutions for companies of all sizes, from startups to large enterprises.

Deep Local Market Knowledge

We understand the dynamics of the Company market and the unique challenges faced by businesses in the region. Our expertise allows us to deliver tailored Salesforce solutions that meet your specific business needs and comply with local industry regulations.

Comprehensive Services

Whether you need help with Salesforce implementation, customization, integration, training, or ongoing support, we offer a full range of services to ensure your Salesforce journey is smooth and successful.

Proven Success

We have a strong track record of delivering top-notch Salesforce solutions that generate real results. Our happy clients are a testament to our dedication to excellence and customer satisfaction.

Customer-Focused Approach

At Codleo, we prioritize building long-term relationships with our clients. We strive to understand your business goals and challenges to provide personalized solutions that help you achieve success.

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

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Company In Numbers

120
+
Experience Resources
400
+
Certifications
30000
+
Community Followers
99.99
%
Happy Clients

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

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.

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.

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

Salesforce partners in the Company, 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.

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.

When selecting Salesforce partners in the Company 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.


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