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SALESFORCE®
IMPLEMENTATION SERVICES

Boost your business efficiency with our expert Salesforce Implementation Services—designed to streamline processes, enhance productivity, and deliver scalable CRM solutions tailored to your needs.

we deliver

As Salesforce® Implementation Services We Deliver Your Success

Codleo provides assistance in Salesforce implementation services and customization to fit your specific business requirements. Our Salesforce implementation services include configuration, customization, migration, integration, and support for various industries. Codleo, as a Salesforce implementation company, will understand your business in detail and provide the right Salesforce implementation services with minimum risks and complexities to make your business process efficient. Through our cost-effective Salesforce implementation services, we provide economical solutions for businesses of all sizes.

Salesforce implementation partner

Your Challenges Regarding Salesforce® Implementation

  • Standard Feature Implementation
  • Less Coding
  • Data accuracy
  • Reporting & Analytics
  • Salesforce Adoption
  • Salesforce New Feature Releases
Help

Codleo - A Salesforce® Implementation Partner Will Help You

Codleo is one of the best Salesforce implementation partners that provides customized Salesforce implementation services to new or existing Salesforce businesses. A variety of Salesforce cloud services and tools can be implemented with Codleo Salesforce implementation services for any business scale. Proper and planned Salesforce implementation services are the key. Following are the ways by which we can help you with our Salesforce Implementation Services.

Salesforce implementation partners will provide the right fit and help your company to capitalize on opportunities.

Salesforce implementation companies will not only understand your business needs quickly but also suggest suitable improvements to your business process.

Salesforce implementation vendors offer Post-implementation support for smooth functionality of Salesforce services

Our Salesforce team consists of Salesforce implementation consultants, architects, designers, developers & testers who have a deep understanding of Salesforce.

We as a Salesforce implementation firm integrates Salesforce with other software platforms to expand the functionality of the operating environment.

Salesforce implementation partners will define precisely your Salesforce requirements & provide honest estimates and timelines.

Our Salesforce implementation consultants & experts understand business and work to launch your Salesforce org or will work to relaunch or recover your existing Salesforce org.

Salesforce implementation vendors will provide your team with the necessary training for operating the new CRM solution in the best possible way.

Our Process

Our Salesforce® Implementation Process

Have you ever wondered what are the stages in implementing Salesforce CRM in a business? We have listed below in detail the stage-by-stage process followed using best practices and the latest tech tools by our team of experienced & certified Salesforce Day after day to deliver solutions within times lines and budgets as per client business goals & needs.

Step

01

Salesforce® consulting

In the first stage, our team of consultants engages intensively with all the concerned teams and stakeholders. The purpose is to identify pain points and challenges faced by the business that impede business goals. This leads to the creation of a roadmap with tech tools & solutions to overcome the issues. It includes the important customizations & integrations that prove beneficial to the business. At this stage, the implementation process is planned with timelines and a budget.

Step

02

Customization and configuration

In the second stage, customization and configuration of the org are carried out as per the roadmap. Customization is as per the needs & wants of the business. They can be simple and few to intensive customization. Both impact timelines and budgets.

Step

03

Integration

Integration with third-party systems, tech tools, and apps is carried out in a smooth & seamless manner. Thus, there is no more switching between screens and productivity increases.

Step

04

Testing

In this stage, testing is carried out in a sandbox environment (a mirror image of your future org) and modifications /corrections are based on feedback received from the core group of users & testers. The org is transferred to the UAT (User Acceptance Testing) environment where the core team from the client can test it to see if it meets the solution that addresses their needs, challenges, and business goals

Step

05

Launch

This is the stage that is most looked after by everyone involved in the project. The org goes live after the green signal is given by the client. It is a moment of pride and joy that weeks or months of work come to fruition.

Step

06

Training

Customized and interactive training for different personnel/teams is carried out by experienced trainers. These engaging sessions ensure user adoption and the success of the project. Refresher training courses are also advised.

Step

07

Post-Implementation Support

The deployment is the beginning of the journey. Post support services by Codleo ensure that the org functions smoothly, upgrades and modifications happen on time, all glitches are resolved, and the clients team focuses on their core business activities. User adoption and motivation are high

Why Choose

Why Choose Codleo?

As a prominent SFDC Implementation partner, Codleo understands your business requirements and helps you reduce bottlenecks that hinder your business growth

Experienced Team

An experienced and professional team of Salesforce Developers will help you with all your business requirements

Technical Expertise

Our experienced developers are committed to delivering innovative and user-centric solutions

Global Presence

We follow customer-centric development approaches to our global clients for their business needs

24x7 Support

Our in-house teams work for you round the clock to solve your queries and deliver smooth operations

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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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Codleo Salesforce non-profit logo
NON PROFIT
NON PROFIT
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Codleo media logo
MEDIA
MEDIA
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Salesforce Products

Salesforce® Product We Support

Products

Products On Salesforce®

Logo of projecleo
Project Management Application on Salesforce® Platform

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

Logo of venleo
Vendor Management Application powered by Salesforce®

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

Logo of hireleo
Recruitment & HR solutions application
by Codleo

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

Logo of outleo
Daily Travel & Expense Management
Solutions

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

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 Implementation refers to the process of deploying the Salesforce CRM tool in a business for success, using best practices, a large, experienced team, and the latest technologies.

Preparing for Salesforce implementation requires some best practices that include:

  • Identifying business goals that will be solved via Salesforce.
  • Identifying the various stakeholders and a dedicated project manager
  • Creating a budget, timelines, and roadmap
  • Partnering with an established Salesforce partner

Salesforce implementation service costs depend on the volume and complexity of customizations sought by the business.

The ideal way to implement Salesforce is to tie up with an experienced Salesforce partner like Codleo with a large, certified team, a good CSAT score, and a Summit tier accreditation from Salesforce.

Salesforce implementation can take from a few weeks to a few months based on the volume and complexity of customizations sought by the business.

It is ideal to hire a Salesforce implementation partner as they are professionals who ensure a smooth and seamless implementation while allowing companies to focus their attention and energy on growing their business.

Salesforce is the leading CRM tool globally known for its deep customization options. Its implementation allows businesses to nurture and engage their leads and audiences, keeping them loyal, making purchases, and increasing business revenue.

You can find a Salesforce implementation partner by contacting your regional Salesforce office, business referrals, social media, or online search engines such as Google.

Salesforce implementation services usually include business requirements, analysis solutions architecture, data migration, adjustment, third-party integration, testing, distribution and user training. These services ensure that the Salesforce platform matches unique processes for an organization and goals for maximum efficiency and return.

The key steps include:

  • Searched and gather required data
  • System Design and Adaptation
  • Data Migration and Integration
  • Testing and quality assurance
  • User training and adoption
  • Go-Live support and Post-Implementation Monitoring
  • Following these structured stages, a seamless rollout of the Salesforce system and user acceptance is secured.

Common challenges, including unclear business goals, resistance to change, poor data quality, lack of internal training and project scope, were underestimated. Collaboration with experienced professionals helps to avoid these pitfalls.

Industries such as the health care system, finance, Manufacturing, real estate, retail, logistics and Nonprofits are largely the benefit of Salesforce. The platform’s flexibility allows tailored solutions for CRM, sales automation, service management, and analytics specific to industry needs.

Choosing the right Salesforce implementation partner involves evaluating:

  • Their Salesforce partnership level (e.g., Summit/Platinum)
  • Proven industry experience and client success stories
  • Certified Salesforce experts on staff
  • Scalable and flexible implementation methodologies
Codleo is a leading Salesforce implementation partner recognized for delivering customized, scalable solutions. With deep industry knowledge and a team of certified professionals, Codleo ensures a smooth implementation journey tailored to your business objectives.