Codleo Consulting

BACKGROUND

Introduce your business and what you do there.

I’m the VP of sales at Snware Research Pvt. Ltd., a research firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CODLEO CONSULTING?

We needed Salesforce consulting.

SOLUTION

What was the scope of their involvement?

The team provides Salesforce support services. They assist with any challenges with training new reps, any downtime that we get on the Salesforce tool, any updates, and any new alterations that we have to make to the tool in order to be suitable for our work scenario.

We’ve assigned them a new project that will start soon.

What is the team composition?

We have eight people working with us, including project managers, sales managers, lead generation people, and business development people.

How did you come to work with CODLEO CONSULTING?

We were looking for a Salesforce implementation and were looking at web service providers. We found them through a Google search.

What is the status of this engagement?

We’ve worked with them on this first project from January–August 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their service has been exemplary. There have been no quality issues. Whatever we ask for was delivered on time and exactly what we wanted. We’re satisfied with their work.

How did CODLEO CONSULTING perform from a project management standpoint?

From a project management standpoint, they performed excellently. There weren’t any communication gaps. We have no complaints when it comes to support services.

They’re up to the mark, and we have no complaints about that. They’ve been very prompt in their service and through answering emails. They also quickly make the required changes we ask them to.

What did you find most impressive about them?

Everything came out very nice.

Are there any areas they could improve?

They could improve on the communication side a little. That’s mostly to do with the emails that they wrote back. Some of the emails should’ve been more informed.

Do you have any advice for potential customers?

Whenever I have a need for running my business on a particular project, I’ll always choose them for support services.

BACKGROUND

Introduce your business and what you do there.

I’m the head of business development at the law firm Singhania & Partners, LLP. We’re a 20-year-old company, established in 1999.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CODLEO CONSULTING?

We were looking for a practice management software that could house all our client data and every other document we were handling. This would include conversions, disputes, contact details, billing information, and insights on which clients were the most profitable for us.

We’d worked with another company before CODLEO CONSULTING, and it did not work out. 

SOLUTION

What was the scope of their involvement?

CODLEO CONSULTING implemented our Salesforce platform as per our requirements. We were happy with their work, so we contracted them to make our HR app after that. It’s used for recruitment management, internal employee data, and risk management appraisals.

We’ve also hired CODLEO CONSULTING to build our new website, Singhania.in. It was developed in PHP. We had some brainstorming sessions, and we gave them some design examples.

What is the team composition?

The Salesforce implementation was led by RS Maan (Global Chief Revenue Officer) and Mohit (Solutions Maker & Project Leader). The website project was led by RS Maan and Vineet (Digital Marketing Consultant). They were supported by other team members.

How did you come to work with CODLEO CONSULTING?

They were introduced to us by Salesforce as the implementation partner to customize the platform as per our requirements.

How much have you invested with them?

We’ve spent around $10,000.

What is the status of this engagement?

We had initial calls with them around July 2020, and the contract was signed in August of that year. The site is in beta testing right now. We plan to continue working with CODLEO CONSULTING.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’d experienced a very bad implementation partner earlier. We worked with CODLEO CONSULTING at their office for almost two months, and they never said no to something we wanted to introduce. CODLEO CONSULTING went above and beyond, and they accommodated us every time we made a request.

How did CODLEO CONSULTING perform from a project management standpoint?

We didn’t have any problems with them. They delivered as per our expectations.

It’s been almost two months since we went live with the Salesforce project, and CODLEO CONSULTING is continuing to support us. We’ve given them feedback based on our employees’ experience with the system, and CODLEO CONSULTING never got irritated with us. They have great customer service.

We’re using Microsoft Teams, and we go to their office as and when required. Face-to-face communication is sometimes better than virtual meetings.

What did you find most impressive about them?

They’re passionate about their work, and they’re not just doing it to earn money. CODLEO CONSULTING aims to bring value to the client. They not only developed the system for us, but they gave us suggestions that helped us save money. We’ve saved around $5,000 because of RS Maan’s suggestions.

Are there any areas they could improve?

We’re happy with them, and we hope they continue to deliver a good service. They have a good team, which I hope will stay with them.

Do you have any advice for future clients of theirs?

Clients should be clear with the requirements of what they want. If both parties are on the same page, we’ll work well together.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Caliber Autism Care. We provide care for autistic kids.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CODLEO CONSULTING?

We needed help with social media marketing and we needed a new website developed.

SOLUTION

What was the scope of their involvement?

They are doing our social media outreach since they developed our website. They help us in marketing in generating referrals, and for social media, they help with Facebook, Twitter, LinkedIn, Instagram, and CORA. They aren’t doing email marketing at this time because I don’t have sufficient email addresses for my customers.

What is the team composition?

I work with the CEO and his employees; I’m in touch with at least 3-4 people. There’s one content writer, one who does research on my prospective customers, and one who does social media marketing.

How did you come to work with CODLEO CONSULTING?

They were the first company I chose because their prices were good.

How much have you invested with them?

We spent $2,000 with them.

What is the status of this engagement?

We started working together in April-May 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I give them 10/10. I’m highly satisfied in all areas.

How did CODLEO CONSULTING perform from a project management standpoint?

Everything was 10/10. I’m highly satisfied with them. We used email, phone, and text.

What did you find most impressive about them?

They’re flexible.

Are there any areas they could improve?

If I can get more referrals, I’ll be happy but that’s not on me.

Do you have any advice for potential customers?

Trust them.

BACKGROUND

Introduce your business and what you do there.

I’m one of the directors of Kytero Immigration Pvt. Ltd. We help people migrating into different countries with student visas or for tourism and permanent residency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Codleo Consulting Pvt. Ltd.?

We hired them for their marketing services.

SOLUTION

What was the scope of their involvement?

The team helps us find leads through digital marketing services. They’re also handling our Salesforce CRM.

What is the team composition?

We’ve worked with eight or nine members of their team. A few of them support digital marketing. The others help with our website and CRM.

How did you come to work with Codleo Consulting Pvt. Ltd.?

We discovered Codleo Consulting Pvt. Ltd. through Salesforce. After we started talking to each other, we began understanding what each of our teams required in a partnership. I was also unsatisfied with my current digital marketing team. We gave them a chance with that as well.

How much have you invested with them?

For the Salesforce implementation, there was a one-time charge. For their other services, we pay them hourly. We typically spend $300–$400 a month.

What is the status of this engagement?

We began working with them in September 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their detail-work is very insightful. Whenever I assign them a task, they researched deeply before coming together with a detailed report. They relay possible outcomes and if things end up being good or bad.

How did Codleo Consulting Pvt. Ltd. perform from a project management standpoint?

They were very good, taking ownership of the project. We communicate through phone calls, emails, Zoom, and WhatsApp.

What did you find most impressive about them?

Once they’re assigned a task, consider it done.

Are there any areas they could improve?

Nothing I can think of right now.

Do you have any advice for potential customers?

I would certainly recommend them, but every business has different challenges. With mine, they were able to deliver what I wanted. I’m not sure how they manage to work with other companies, but I strongly recommend them.

BACKGROUND

Please describe your company and position.

I am the GENERAL MANAGER of LEARNING LINKS FOUNDATION

Describe what your company does in a single sentence.

Education

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Codleo Consulting to accomplish?

• SALESFORCE IMPLEMENTATION

SOLUTION

How did you find Codleo Consulting?

Referral

Why did you select Codleo Consulting over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Codleo Consulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

ENTERPRISE WIDE CRM IMPLEMENTATION ON SALESFORCE

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

CRM SOFTWARE UAT AND ADOPTION

Describe their project management. Did they deliver items on time? How did they respond to your needs?

ON TIME, GOOD HANDLING OF COMPLEX REQUIREMENTS

What was your primary form of communication with Codleo Consulting?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their competence was impressive

Are there any areas for improvement or something Codleo Consulting could have done differently?

REQUIREMENT GATHERING AND UAT

BACKGROUND

Please describe your company and your position there.

it is such an amazing company to work with and would highly recommend to everyone

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Codleo Consulting Pvt. Ltd.?

Salesforce consulting

What were your goals for this project?

smoothen our salesforce project

SOLUTION

How did you select this vendor?

Through salesforce AE

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Not yet

How effective was the workflow between your team and theirs?

its was very effective

What did you find most impressive about this company?

they are an active partner

Are there any areas for improvement?

None