This is where the Codleo steps in. We specialize in Salesforce Consulting, Salesforce Implementation and Salesforce Integration-offering end-to-end solutions that convert the CRM into a powerful business development engine.
Salesforce Consulting – Strategy Before Execution
Before starting technical work, the right strategy ensures that your Salesforce investment delivers maximum return.
Salesforce Consulting focuses on:
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Understand your professional goals
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Current procedures and pain points
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Select the correct Salesforce products and licenses
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To make a roadmap for phase, scalable adoption
Why this matters: Without proper consultation, many companies end up with weak features or poorly configured workflows. Codleo's Salesforce Consultants provides expert guidance, which helps you avoid expensive errors and ensure that Salesforce fully in accordance with your business goals.
Salesforce Implementation – Turning Strategy into Reality
When the strategy is determined, the Salesforce implementation brings it to life. This is the place where the platform is adapted, configured, and distributed to suit your unique needs.
Codleo's Salesforce implementation services include:
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Core CRM module set (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
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Customize items, fields and workflows
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Configure report, dashboard and automation
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Training your teams for adoption
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Provide the migration of data without errors
Why it matters: A bad implementation can cause user frustration and low decision rates. Codleo ensures that with scalability for future development, your Salesforce system is first created for the first time.
Salesforce Integration – Connecting All Your Systems
A powerful CRM works best when it is associated with the rest of your technology stack. This is the place where Salesforce integration comes.
Codleo's integration experts are linked to salesforce:
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ERP System (SAP, Oracle, Microsoft Dynamics)
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Marketing platform (HubSpot, Mailchimp, Pardot)
