Codleo Consulting - Salesforce Platinum Partner

  Behind the success of any organization is its sales team. The sales personnel are some of the most hard working and stressed corporate personnel. With targets and deadlines to meet, they are always fighting with their backs to the wall. If you are a salesperson or been in this line before, we hear your pain. It is with this express purpose that Salesforce Inc created a special cloud based tool for sales people. In this blog, we talk about how   Salesforce Consulting Services   provided by licensed & experienced Salesforce partners like Codleo play an important role. Salesforce Inc is a software company base d in the USA. Its main product / tool is Salesforce CRM which is market leader in the field. The tool’s main purpose is to enable deeper connection between corporates and their clients. In these tough days, the company that does not form deep bonds is the one that will be the loser. It has a range of tools & features that lead to productivity & efficiency...

“As you navigate through the rest of your life, be open to collaboration. Other people and other people’s ideas are often better than your own.” –    Quote by Amy Poehler, comedian, and actress      The universe of Salesforce is expanding say Salesforce partners . With three launches every year introducing new features and upgrades to existing ones, for those using or in their universe, these are always eagerly awaited times. People and Salesforce partners wait with eager anticipation to see what new discoveries await them with each launch. However, for those who work on project management, alas there is no fully functional tool / solution for it so far. However, all is not lost. There are some options within the Salesforce universe that are worth checking out. So, let's explore them.      Basic project management features. If your needs are simple such as tracking the work of team members as well as collaborating with small teams, then Salesforce...

  Hello folks, here are some simple tips on how you can leverage  Salesforce  (and  Salesforce   implementation   services  ) better for your business and be productive. The trick is to know your  Salesforce  and discover its many functions.    Here they are….   Here are our  Salesforce  tips to improve performance:     Salesforce  List Views – This is  Salesforce ’s way of handling varied sets of information within Objects. Are you aware that you can curate your own list views? You can chop & dice the information any way you wish to handle your records. Like, businesses can curate their own Lead list view and filter based on the Lead Source.  Did you know that list views have more function in the Lightning version with the likes of pinning, resizing columns, as compared to the Classic version. One of the top list features is the capability to see records at varied stages bunched in a new...

  High-Velocity Sales product was developed by Salesforce to enhance the productivity of the sales department of companies, especially those who are assigned the calling bit. AS per a survey undertaken by Salesforce, sales personnel only spend 35% of their time in sales calls reveal Salesforce consulting partners. The rest of the day goes in non – call work such as task organisation, documentation, seeking contacts, and so on. Furthermore, they are using multiple tools to manage their work.    HVS as High-Velocity sales is known is good for the below as per Salesforce consulting partners :      Assigning priorities for various opportunities      Task management      Effective carrying out the sales process      Integrated tools to remove multiple logins   The main functions of High-Velocity Sales product (or HVS) as told by  Salesforce consulting partners   are:    Pacing structures durin...

  If you are a Salesforce admin and planning to up-skill to become a Salesforce consultant, there are some core skills which you need to have or need to inculcate to succeed in this position.     In this blog, we shall look at 5 such skills required to be a good Salesforce consultant. Let’s read about them.      Business empathy – Empathy is as we all know defined as the ability to comprehend and share the feelings of another person or for that matter a living creature. Taking it further in the realm of work and corporate jargon, business empathy is a core skill needed to be a Salesforce consultant. This means the ability to understand the business from the perspective of the client / person.    Business empathy is a skill that may not be innate in some people but honed over time.    This can be honed especially when interacting with clients and other business associated.     Ability to gather needs & requirements – Another...

  Companies looking to hire Salesforce platinum partners to carry out implementation or any other Salesforce work must be very careful. They need to check with the proposed Salesforce platinum partners about their staff. It's very important that the staff of administrators that they have possess a certain skillset that makes them invaluable. In this blog, we highlight some of them.  The skill set Salesforce administrators working with Salesforce platinum partners must have are: Communication – communication is the key to success in every aspect of life. Communication ( written or oral ) is important for while administering the Sales org for a client. Clear and crisp communication is important for verbal communication. Whereas in terms of written communication, it must be simply worded, as bereft of technical jargon as can be and detailed leaving no scope of ambiguity or confusion. This is a soft skill that is honed over time and comes with experience. Young...