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Showing posts from November, 2022

HOW DO SALESFORCE PARTNERS BENEFIT SALES TEAMS?

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 You'll have a pretty good formula if you can solve customer problems and ensure that the customer is representative of a sizable market. — Melanie Perkins Is it feasible for a business to grow its revenues without hiring more people? or perhaps working in a small group? Sounds intriguing, doesn't it? Yes, it is unquestionably a possibility, but only if you, as the company's owner or senior management, are prepared to adopt digital tools with a focus on sales for your developing tech stack. Digital tools are known for bringing efficiency and productivity to sales teams, and the results are evident to all. This blog examines the significant contribution that Salesforce Consultants like Codleo make to the "High Fives" that sales teams are receiving in these trying times. The marketing and sales teams, which make up a company's two cornerstones, frequently operate independently and in silos, despite the fact that working together is crucial for a company's ...

CODLEO SUMMITS AS SALESFORCE PARTNER

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 There is an ecstasy that serves as life's pinnacle and is the limit of life. The paradox of life is that when one is most alive, they experience this ecstasy and completely forget that they are alive. Jack London said this Codleo Consulting is very pleased to announce that is has reached the summit. Not the summit of Mount Everest.  Though we wish we could. Maybe we might in the near future. Who knows?  Yes, a goal to aim for!!!! Well coming back to the topic of Summit. We are now a Summit tier partner (earlier known as Platinum tier) of the world’s number 1 CRM – Salesforce Inc. Beginning our journey as a base level partner when we launched in April 2019 with a handful of employees, we have achieved this milestone very quickly. In fact, in a period of two and a half years, we have moved up their partner  level ladder rather rapidly – base, crest, ridge, and now the ultimate level / tier – Summit. We do feel like summiters scaling one of the big adventure mountain ...

HOW TO ACHIEVE YOUR GOALS WITH SALES CLOUD?

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"It’s not about having the right opportunities. It’s about handling the opportunities right." – Quote by Mark Hunter.  Sales personnel In recent times have their job cut out for them thanks to rapidly evolving scenarios in the 21st century, especially with regard to Covid – 19 pandemic. In such a scenario, they can do with the help of any good tech tool that will put the zing back into the sales lifecycle and in the lives of the sales team. One such great tool is the Sales Cloud by Salesforce universe. It is a tool that is just what is needed by the sales team to perform optimally. In this blog, we read about how companies can achieve their business goals thanks to Sales Cloud.   Here are some ways to achieve your goals with Sales Cloud: Customization – The reason why Salesforce products are very popular and in demand by businesses of all shapes, natures, and sizes is the level of customization that can be undertaken. This applies to their Sales Cloud platform which has a...

TOP PRACTICES FOR SALESFORCE LIGHTNING MIGRATION

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 The switch to Salesforce Lighting must be made as soon as possible, preferably tomorrow. This is due to Salesforce Inc.'s decision to refrain from adding new features and functionality to the traditional edition. Therefore, in order for all firms using the classic version of the software to fully utilize this powerful capability, a migration is absolutely necessary. Businesses, as well as their migration partners like Codleo , must always follow best practices to ensure a smooth move. They are provided below for your convenience. The following are the top practices for Salesforce Lightning migration in India that should never be forgotten: Clean data is a top pre -  requisite. Codleo has consistently emphasized via its blog the value of clean & correct data in a company's control, especially in its CRM or other cloud solutions. Inaccurate, out-of-date, or irrelevant facts are a disaster waiting to happen. A business should examine and purge its data before switchi...