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Salesforce® Consulting Services

We offer complete Salesforce® consulting services, including implementation, integration, customization, administration, and app development for the AppExchange.

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Upgrade Your Business with Expert Salesforce® Consulting Services

Codleo Consulting is a Summit Salesforce implementation consultant, administrator, platform developer, app builder, data architecture and management designer, and an AppExchange app developer partner. Since our founding in 2019, we’ve helped multiple small and large enterprise companies implement Salesforce and adapt it to their teams’ needs. We’ve curated well-thought-out customizations, configurations, and best custom development practices throughout our decades-long journey.

We don't simply provide solutions with our Salesforce Consulting Services; we also design a transformative journey suited to your specific business demands. Our certified Salesforce consultants from various industries provide cross-cloud expertise and strategic insights to optimize your internal operations with the appropriate Salesforce technologies. Our dedication extends beyond standard CRM consulting services; we provide integration, app development, and post-implementation hypercare to guarantee CRM functions as planned.

Our Salesforce consultants prioritize improving your current workflows while leaving room for future scalability, ensuring your CRM solution adapts to changing market demands. By understanding your needs, we provide practical insights that decrease technological hassles while increasing ROI. Codleo implements Salesforce CRM and lays the groundwork for long-term success.

Why Is Codleo The Right Choice For You?

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Experience Resources
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Certifications
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Community Followers
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Users Support
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Happy Clients

We Provide The Following
Salesforce® Solutions For You

Codleo is a certified Salesforce consulting partner that provides top-quality Salesforce consulting, development, and customization services. Our team of Salesforce experts is dedicated to meeting your needs, focusing on Salesforce CRM and the Salesforce platform. We carefully manage customer data to improve customer relationship management, strengthen connections, and boost customer satisfaction.

Salesforce Consulting Services

We provide a strategic path to optimize CRM usage. Our Salesforce consultants collaborate closely with your team to understand your business goals and challenges. By tailoring our advice and solutions to your unique needs, we thoroughly analyze your ongoing processes for potential improvements. This results in a customized Salesforce strategy designed to increase efficiencies, enhance customer engagement, and ensure sustainable business growth.

Salesforce Implementation Services

Our Salesforce consultants will help you set up the CRM platform from the beginning or update it after several years of use. We will create a clear plan for implementing Salesforce, covering everything from starting the CRM to getting users on board.

Our Expertise Includes:

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

Salesforce Development Services

Our Salesforce development services deliver custom solutions tailored to your enterprise's unique business needs. At Codleo, our skilled developers create personalized applications, custom objects, and complex workflows within Salesforce, ensuring that your CRM environment is uniquely suited to enhance functionality and drive efficiency.

Our Development Expertise Includes:

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

Salesforce Integration Services

At Codleo, our Salesforce Integration services help you connect your CRM with essential systems, including ERP, marketing automation, and financial tools. We facilitate seamless data exchange across platforms, enhancing operational efficiency by providing a holistic view of your business. This integration breaks down silos, enabling better decision-making and driving overall success.

Our Integration Expertise Includes:

  • 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 offer professional Salesforce migration consultancy, facilitating the transfer of data from legacy systems to Salesforce. Our team oversees the migration process, ensuring data accuracy and integrity while minimizing disruption. We manage all data mapping, cleansing, and validation aspects to guarantee a smooth and successful migration, allowing you to leverage Salesforce from day one.

Our Migration Expertise Includes:

Salesforce Support Consultation

Our Salesforce support consulting provides ongoing assistance to ensure your Salesforce environment operates at its best. At Codleo, our support services encompass troubleshooting issues, deploying updates, and offering strategic recommendations to enhance system performance. We are committed to ensuring your Salesforce platform functions effectively, continuously evolves to meet your business needs, and adds value at every step.

Our Support Services Include:

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

How we work

We offer the best service standards in the industry along with personalized solutions tailored to your needs.

TALK TO AN EXPERT
Step 1

Contact us or schedule a meeting

We will get back to you within one working day and set up a meeting at your earliest convenience.

Step 2

Talk to our representative

An expert in your market will contact you to discuss your needs and decide on the next steps.

Step 3

Get an offer

You will receive a service suite offer that includes time and cost estimates for each stage of your project.

Step 4

Sign the agreement

We deliver results and keep you informed about the progress.

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Why You Should Choose Only Codleo For Salesforce® Consulting Services

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Experience and Expertise

Our team of certified Salesforce consultants possesses extensive knowledge of Salesforce capabilities and industry best practices, ensuring you receive the most effective and tailored services.

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Comprehensive Solutions

Codleo offers a full suite of Salesforce consulting services, including implementation, customization, integration, migration, and ongoing support. Our approach guarantees a seamless, cohesive solution aligned with your business objectives.

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Commitment to Excellence

We pride ourselves on delivering high-quality service and support that distinguish us in the marketplace. Focusing on clear communication, timely delivery, and continuous improvement, we are dedicated to meeting and exceeding your expectations.

Our Valued Customers

Leading brands and SMEs trust us to simplify their complex business processes with customized Salesforce solutions that deliver exceptional value!

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What We Do

We help businesses invest in Salesforce solutions effectively. We guide our partners on their Salesforce journeys toward a common goal: a Salesforce solution that provides the results they need.

Analytics and AI

Using data to make decisions is essential for modern businesses. Salesforce helps companies improve their decision-making with analytics designed for their specific needs. With the power of Tableau and Einstein, you can manage data effectively, use no-code AI solutions, create intelligent experiences, and work with discovery and analytics tools. Codleo's Salesforce consulting experts will help you use AI-driven analytics to plan your next steps strategically.

CRM solutions design

To stand out in the market, serve your customers faster and better. Salesforce helps companies achieve this by providing automated, AI-driven customer care tools. Choose a CRM solution that boosts marketing and sales by enhancing customer care. Our experts have decades of experience creating efficient Salesforce solutions for businesses worldwide. We will help you design a CRM that shows you the complete picture of your business’s growth.

DevOps and release management

Imagine using a CRM tool that lets you make updates based on market changes while keeping your teams working without interruption. You can add new features to help you stay ahead of the competition without downtime. Sounds great, right?

Codleo's Salesforce DevOps and release management services offer precisely that. We will help you launch and improve your solution's software development life cycle (SDLC) to prevent downtime, enhance performance, and take advantage of growth opportunities.

Solution assessment

Salesforce solutions are valuable business tools. However, like any software, they can become outdated or may not align with new data sources or changing customer needs. There are many reasons for this, and they are not always clear. Codleo experts will analyze your Salesforce system to identify any technology or business issues that may be holding you back from success. We will provide a clear improvement plan, showing you how to enhance your system's performance to meet your expectations.

System integration design

Using Salesforce doesn't mean you must abandon the tools you're familiar with. Salesforce can work with any system, but not everyone can make those connections. Codleo is a flexible Salesforce developer with experience integrating Salesforce with various tools. With over 100 successful projects, our skilled experts can help your solutions work smoothly with any necessary tools and third-party integrations. We will assist you in selecting, designing, and integrating the best options for your IT setup and business needs, ensuring the power of Salesforce enhances your system without causing disruptions.

Our Sector expertise

Technology is not the same for everyone. We collaborate with Salesforce to create solutions for important industries like automotive, consumer products, retail, and financial services. We tailor these solutions to meet our clients' specific needs.

Our Sector

Consumer products and retail

Boost your retail business with Codleo. Create strong customer relationships using personalized voice assistants. Our Quick Start Commerce solution—built on Salesforce—provides grocers and quick-serve restaurants with a functional and responsive omnichannel experience in just 10 weeks.

Our Sector

Financial services

Change the way you run your business. With Inventive Banking, you can quickly create new ideas and offerings. Open Insurance Transformation makes products and services more flexible and connected, helping you find new ways to earn money and improve customer satisfaction.

Our Sector

Real Estate

Boost your real estate business with Codleo’s Salesforce solutions. Our tools help realtors and brokers manage leads automatically and engage clients personally, allowing you to close deals faster. With our Real Estate Quick Start package, you get a complete view of properties, prospects, and performance, all in one place. This helps you sell smarter and grow quicker.

Challenges of CRM ImplementationOur Salesforce® Consulting Services Can Resolve

Inefficiency in the sales process results in low sales. We leverage Salesforce Sales Cloud to transform your sales process. Salesforce consulting services result in a 26% win-rate enhancement and a 28% sales revenue uptick.

The customer’s disconnect is high thanks to the lengthy case resolution: Codleo transforms your client service quality using the default or custom case management functionality of Salesforce Service Cloud. The result is 31% faster problem resolution.

Prospect conversion percentage low: Our Salesforce consulting services advise you on how to increase prospect conversion percentage with super omnichannel marketing campaigns and start digital advertising with the Salesforce Marketing Cloud functionality. Communicate with a large audience in a personalized and relevant way that results in a minimum 30% uptick in prospect conversion.

Salesforce Products

Salesforce® Product We Support

Products

Products On Salesforce®
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Project Management Application on Salesforce速 Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

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Vendor Management Application powered by Salesforce速

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

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Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

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Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort