The Leading Salesforce Service Providers to Watch February 2023.pdf
1. www.insightssuccess.in
Vol: 02 |Issue: 01 | 2023
360
Degree
CLOUD
The Perfect Salesforce Consul ng Partner
Siddharth Sehgal
CEO, and Founder
360 Degree Cloud
The
SERVICEProviders
to Watch
SALESFORCE
Leading
Rohit Bhalla
COO
360 Degree Cloud
Perpetual Innovations
Emerging Martech Trends
that are Enabling
Advancements in the
Modern Business Arena
Comprehensive Aspects
Importance of
Salesforce Services in
the Age of Digital
Transformations
5. usinesses have been driven by how well they
Bcontinue the inflow of demand for their products or
services. Several factors have affected the process
which have propelled the leadership in identifying and
exploring newer ways of marketing its product offerings
and selling smartly.
The digital transformation process has opened newer
avenues in every business vertical including finance,
production, management, quality assurance, inventory,
purchase, sales and marketing as well. Digital technologies
in marketing have offered a vast scope and exposure to the
organizational brands and services. Digitalization in the
sales process has advanced through certain dedicated
innovative applications specialized developed like
Salesforce.
Being one of the leading cloud-based software
organizations, Salesforce caters to more than 1,50,000
business organizations worldwide. Consistently growing
year-on year, Salesforce has reached revenue benchmark of
$21.25 billion in 2021. Dominating the CRM market with a
decent share of 19.8% Salesforce stands taller than all its
four competitors combined. With more than 56,000 strong
employee strength, Salesforce offers effective business
applications that empower the business organizations in
implementing result-oriented strategies that help in generate
impressive sales figures.
Professional Salesforce service providers support the
organizations transform how they engage, retain, and grow
their businesses.
They deliver several Salesforce solutions, including
consulting, configuration, migration, customization, and
integration. These technology experts execute a data-driven
approach to Customer Relationship Management (CRM).
Recognizing the outstanding contribution of the Salesforce
service facilitators, Insights Success is pleased to present
you our latest edition, The Leading Salesforce Service
Providers to Watch-2023, that showcases the phenomenal
difference they have created in strengthening the sales
process of several business organizations.
A couple of articles about the dimensions of the Salesforce
industry, written by our in-house editorial team are added to
enrich your subject knowledge.
As you delve in the dynamism of the Salesforce solutions,
you will be amazed by the glimpses of the Success stories
reflecting how they have helped business organizations
carve through the professional finesse of technological
applications.
Have an engrossing and inspiring read. Enjoy!
Abhishek Joshi
Deputy Editor
abhishek.joshi@insightssuccess.com
6. C o v e r S t o r y
360
Degree
CLOUD
The Perfect Salesforce Consul ng Partner
7. C O N T E N T
CloudVandana Solutions
Your Most Trusted Salesforce
Expert Consulting Partner
Codleo Consulting
Your Enterprise Success
Spaceship in the Salesforce
Universe
A r t i c l e
Stetig Consulting
Preparing Your Business for
the Spectacular Success It Deserves
Perpetual Innovations
Emerging Martech Trends
that are Enabling
Advancements in the
Modern Business Arena
Comprehensive Aspects
Importance of
Salesforce Services in
the Age of Digital
Transformations
9. Featuring Brief
Organization
Codleo is professional software organization that focuses
on customer needs, delivers awesome services and builds
better relationships.
360 Degree Cloud is a team of Salesforce Consulting Experts
that helps customers to customize the Salesforce CRMs
according to the business requirements
CloudVandana a Salesforce first IT company offering business
process consulting and development services through the
Salesforce Platform and its extended offerings.
Codleo
360 Degree Cloud
CloudVandana Solutions
RS Maan,
Managing Director
and Global CRO
Siddharth Sehgal,
CEO and Founder
Atul Gupta,
CEO
Stetig is a business transformation partner specialising in
Salesforce CRM implementations for Marketing, Sales and
Service processes.
Stetig Consulting
Lalitha Bhat,
Chief Technology
Officer
The
SERVICEProviders
to Watch
SALESFORCE
Leading
10. 360 Degree Cloud
is a decade-old
Salesforce prac ce
and a Pla num
Salesforce
Consul ng
Partner, the
highest- er
possible.
360
Degree
CLOUD
The Perfect Salesforce Consul ng Partner
usinesses all over the world are dealing with
Bextremely difficult conditions. On the one hand,
there is the unpredictability of the future. On the
other hand, market dynamics are constantly changing.
Geographic boundaries have been obliterated by
digitalization. The global expansion has increased the
pressure on businesses and their executives to acquire,
retain, and grow customers while meeting their customers’
heightened expectations.
Now, as a business owner or manager, you must be precise
in utilizing all of the CRM's capabilities and offerings. With
nearly all data, information, and records now being stored
in the cloud, any business must implement a long-term,
effective, and evolving CRM strategy. A clear Salesforce
vision will enable you to communicate with your customers
and interact with your audience on a consistent and real-
time basis.
Of course, you can only do so if you have a 360 Degree
Cloud solution at your service to assist you based on your
11. The Leading Salesforce Service Providers to Watch
Siddharth Sehgal
CEO, and Founder
360 Degree Cloud
12. personalized and customized Salesforce needs. Championed
by Siddharth Sehgal, the CEO and Founder, 360 Degree
Cloud is a decade-old Salesforce practice and a Platinum
Salesforce Consulting Partner, the highest tier possible.
A Decade Long Trustworthy Reputation
Headquartered in Haryana, India, as well as California, US,
the Salesforce development company with Mile-Wide, Mile-
Deep Salesforce Expertise is truly Pan-Global Consulting
Solutions for you via every possible angle and dimension.
Siddharth states, “This positions us as the best because we
have years of experience and have created Reusable
Components for faster development.” He further insists that
they can help Salesforce users with much faster and more
robust solution development and user adoption of the
solutions created, bringing down years of time wasted in
development and budget approval down to mere months.
“We’re also one of the few firms with a strong and result-
driven development methodology that focuses on client
success,” he adds.
Telling more about 360 Degree’s offering and aspects that
make it stand out in the cutthroat competition, Siddharth
says that they provide core Salesforce services across the
entire Salesforce Cloud Technology stack. Primarily, they
provide expert-led services like Consulting, Customization,
Integration, Implementation, and Product Development for
ISVs. Aside from this, they also offer niche Salesforce
Staffing, and their success in product development has
helped them branch out into a subsidiary product company,
360 SMS.
The 360 Degree Difference
He asserts, “What distinguishes us from competitors is our
singular focus on customer growth, rather than the choice
of technology or what will generate more revenue for us.
We concentrate on business growth and expansion by
heavily streamlining current operations with technology. We
enable digital readiness, which builds over time into
opportunities and competitive advantages and allows us to
tap into the market when it's hot or cold.”
Siddharth started his career 15 years ago with the
Salesforce ecosystem and founded 360 Degree Cloud ten
years back. He’s a die-hard Salesforce fan, and having seen
it first-hand, he can believe in its transformational
capabilities as a business driver.
He stands out because he still believes in the old clichés and
stands by them. Honesty in service, learning aggressively
from mistakes, thinking from the heart first, and always
putting the customer at the center of all thoughts and ideas.
Getting the customer to succeed and doing it quickly is the
core mantra. It’s not about building things for
implementation’s sake or billing them for some hours. To
him, an ideal project outcome is one that gets the best ROI
and results in the most cost-effective way and within the
shortest time frame.
There are some unique professional qualities and values
possessed by Siddharth that are greatly admired by his
clients. He is known for true Round-the-Clock Availability
and Ruthless Honesty. He’s the Client’s Consultant because
he’s in their corner, and his work isn’t done till they find
success.
He’s also their consultant of choice because he wants to
raise the standard of service and consulting in the
Salesforce ecosystem with the best practices and expertise.
He believes in formalizing and sharing best practices in the
industry and approaching business problems from the lens
of a business advisor first.
Disrupting an Industry
Being an experienced leader, Siddharth shares his 360
Degree opinion on how the adoption of modern
technologies like AI and ML impact the Salesforce Solution
space and how they are adapting to the change. “We’re now
entering the stage of mature AI-based products that may
completely change a CRMs core function,” he observes.
Even creative functions are witnessing a penetration of
these technologies. This means not just the nature of
Salesforce talent but customer data will change whether
businesses like it or not.
Your competitors with richer data will win, making asking
customers the right questions even more important. That’s
something that isn’t going to change. Salesforce users will
also see more acquisitions down the line to fully make AI-
first operations a part of the business.
As a front-running Salesforce practice, Siddharth informs
that they have already adopted SF Einstein and have done
tons of successful SF implementations and adopted
Einstein-AI penetration fully by onboarding more qualified
Salesforce Talent. He says, “We’re also looking into how we
13. What dis nguishes
us from compe tors
is our singular focus
on customer
growth, rather than
the choice of
technology or what
will generate more
revenue for us.
14. can operationalize AI more meaningfully and competitively,
as well as handle and collect richer customer data to
ensure that our customers can grow faster.”
A Winning March
Challenges are part of every industry, and Salesforce is not
an exception. Considering the scenario, according to
Siddharth, the biggest challenge in the industry currently is
finding quality Salesforce talent quickly. He explains,
“We’re thinking hard and changing how we see resources to
fix this. We try to do everything to make life simpler
without affecting performance or rigor. We seek out what
rising and top-tier Salesforce talent want.”
For instance, even when offices are reopening, they aren’t.
Not all employees prefer the commute. That makes them an
ideal choice for all top-tier talent that want more freedom in
their life and work styles.
And unlike other practices, they invest heavily in their
talent and prioritize their growth and upskilling without
being held back by fear of attrition. “That means we nurture
more talent that can do complex project work without much
assistance,” insists Siddharth.
They’re also quite aggressive with certifications that
significantly pay off resources and clients. The resources get
consistent, reliable career growth, and the clients get vetted,
appropriate resources. A win-win all the way.
The right mix of practices makes their resources shine
among their peers and retains them more than any other
firm. That’s what grows the bench pool from top-to-bottom,
year over year.
With the 4th industrial revolution coming up and the
changing economic landscape of the US, they’re
positioning themselves to deliver the best ROI in the
quickest manner possible. For this, they’re concentrating on
building reusable components, streamlining project
sequences, and delivery at the development level to help
customers go live faster.
360 Degree Salesforce Drive
Siddharth’s take on the vitality of Salesforce in the present
times and prediction of its advancements in the future is
again a 360 Degree view. He quips, “Salesforce is the
future of CRM. Period.” Nothing else compares or scales
like Salesforce. Not its competitors, and definitely not
Excel.
There’s no way around it if you’re after growth.
That said, having the #1 CRM isn’t the goal.
You being #1 is. The CRM is JUST THE VEHICLE.
The path you take and how you drive it matters.
But having the most equipped vehicle to do it with is no
longer a nice-to-have once when everyone else has one
too. It becomes a necessity.
With a good CRM, you can direct your entire sales cycle,
service process, lead generation, and marketing operations.
The correct CRM implementation can change how your
business operates as well as its growth trajectory from a
downward spiral or plateau to a consistent rise in growth.
The advancements, acquisitions, and strides happening are
around ease of use and making Salesforce the platform of
choice for business solutions. This includes bringing all the
tools into one manageable system, using AI to massage
data for bot automation, and freeing up teams.
A Multi-Dimensional Wisdom
In his exceptionally insightful advice to budding
entrepreneurs aspiring to venture into the Salesforce
Solution space, Siddharth says, “Please pick up a niche and
work continuously toward it.”
Core technologies like Sales and Service cloud are
saturated. If you’re starting, you have a better chance of
coming across opportunities by concentrating on Vlocity,
Mulesoft, Slack, and Commerce Cloud.
We nurture more
talent that can do
complex project work
without much
assistance.
15. 360 Degree Cloud has been awarded as
a Product Development Outsourcing partner (by Salesforce),
a Talent Alliance Partner (by Salesforce),
a DEMO JAM WINNER (by Salesforce),
a Leading Software Development Company (by Online Degree),
a Top Salesforce Development Company (by ForceTalks),
a Top App Development Company (by AppFutura),
a Top Cloud Consulting Company (by Techreviewer),
the Best Salesforce Consulting Company in 2022 (by Business Connect), and
a Great Place to Work.
16. Ÿ “We manufacture testing instruments for quality control, and our top customers are Amazon, Flipkart,
Harley-Davidson, Coca-Cola, Pepsi, etc. We have been using Salesforce for the last eight-nine years.
Earlier fine-tuning was missing. But the moment we onboarded 360 Degree Cloud, they integrated this
WhatsApp module into our CRM, and it’s been a smooth ride since then. Their customer service is
amazing. The product helps us automate and auto-pilot all our communications with the clients,
whether it be sales, services, payments, etc. I’m really very impressed and happy with their product and
service and highly recommend them to one and all.” – Gaurav Malhotra, Executive Director at Presto
Stantest Private Limited.
Ÿ “I’ve been with them for the last two years, and I’m a mortgage lender. I use their product alongside
Salesforce a lot for texting. And I must tell you their customer service is fantastic. The product is very
solid. I never have any issues with so ware products; If I do, I call, they pick up, and they actually
provide solutions. I would recommend them to anybody, especially to lenders.” – David Jones, Mortgage
Loan O cer at Associated Bank.
Ÿ “Before being introduced to Rohit from 360 Degree, I was interviewing various so ware developers,
and I always felt like I really wasn’t ge ing the kind of consultation and a ention that I really needed. I
was ge ing a vague yes to everything I wanted. I really didn’t know if what I was ge ing will be worth
my money. And then, I met Rohit and the team. And the kind of consultation, guidance, and mentoring
they provided whenever I needed it is fulfilling my dream outcome. I say this, don’t question, call these
people; call Rohit@360 Degree right now. Because, let me assure you, you’re not going to regret it.” –
Yesi Lavin, CEO at JELYM LLC.
Ÿ “When we first set out to further develop our salesforce organization, my intention was to go with a
freelancer who would be able to adapt to our needs. I then met with Rohit from 360 Degree, and he and
his team are nothing but the best in helping us implement and customize our Salesforce work. We are
really excited to continue this with our o shore partnering with them as they are exceeding our
expectations, and we look forward to having them onsite in our o ces in California.” – Sarah Abdi,
Marketing Communication Manager at Parallel Flight Technologies.
17. The resources are hard to come around for these, so it’s
easier to make a name in that space. The markets there are
still wide open and waiting to be dominated.
To recapitulate the earlier points, you should:
● Concentrate on going-live faster,
● Centralizing tools into one system,
● Think of Salesforce as a MUST-HAVE,
● Formalize best practices, concentrate on retention,
● Find talent quickly, Invest and retain it wholeheartedly.
Ultimately, the competitive advantages will accumulate,
you’ll be ahead of your peers, and the customer will keep
coming back for value. There’s really no other way.
A Panoramic Future Vision
Siddharth’s plans for scaling 360 Degree Cloud’s
operations and offerings in the future are
compassionately pragmatic. He ensures, “Our core
focus, even when expanding and introducing new
offerings, is caring for our customers. We want
them to be helped even without us by their side,
and it’s something we do selflessly through
Salesforce advice for digital growth. That’s what
dictates our future vision, even when Salesforce
technology evolves.
We want them to be able to speak to us accessibly
one-on-one and be able to walk away with massive
value and help to eliminate their growth-blockers
and pain areas permanently.”
To support their customer-centric offerings into the
future successfully, they plan to expand their operations
to other developed countries like the UK, the US, and
Australia by hiring teams locally. “We hope to do this
parallelly by expanding our off-shore development centers
in strategic talent locations like India, so we source a
variety of cloud talent and cater to the broadest range of
services, including the newly acquired services by
Salesforce, like Tableau, Vlocity, etc.,” he says.
18. Subscribe Today
CORPORATE OFFICE
Insights Success Media and Technology Pvt. Ltd.
Survey No.133/134, Brand Square, Office No. 512,
Kunjir Chowk, Pimple Saudagar, Pune, Maharashtra 411027.
Phone - India: 020- 7410079881/ 82/ 83/ 84/ 85
USA: 302-319-9947
Email: info@insightssuccess.in
For Subscription : www.insightssuccess.in
Cheque should be drawn in favour of : INSIGHTS SUCCESS MEDIA AND TECH PVT. LTD.
Stay in touch.
Subscribe to Insightssuccess Get Insightssuccess
Magazine in print, & digital on www.insightssuccess.in
www.insightssuccess.in
19.
20. Emerging Martech Trends
that are Enabling
Advancements in the
Modern
Business Arena
he digital transformation has opened a wide gamut
Tof digital application to several business functions
that have enhanced their productivity, saved time,
efforts and cost involved in the process. Digital application
in the marketing field have been phenomenal in expanding
the visibility, reach and customer experience about the
business offerings. Moving beyond the brackets of digital
marketing, modern technologies face propelled the
marketing functions of the modern business organizations
in a diverse and interactive levels. Let’s explore some of the
modern trends in the marketing technologies.
18 | February 2023 | www.insightssuccess.in
21. Perpetual Innovations
Augmented Reality (AR) / Virtual Reality (VR)
Applications
VR campaigns have been in the marketing technology news
since considerable time. In 2017, Adidas, launched one
allowing people to follow two mountain climbers in real-
time.
Incorporating augmented and virtual reality in advertising
campaigns plays well with users’ desire to prioritize the
shopping experience over the product’s price. Moreover,
new technologies in marketing can be used to appeal to a
younger audience. Online ads or TV commercials as tools
will not be as effective in connecting with kids as the
immersive campaigns are. Samsung launched the Bedtime
VR Stories app that proved the efficiency of immersive
technology in connecting youngsters and brands.
Programmatic Ads
The marketers today have an important role to play when it
comes to setting up the ads. The default settings are rarely
the best ones, and managers must change the campaign
settings several times to run a successful campaign. In
2023, the programmatic ads spend in the US alone, has
been projected to touch closer to $100 billion. Both the US
and UK are expected to lead the transformations in
advertising and have the highest share of programmatic
advertising and trade.
Blockchain-based marketing tools
Fraudsters have become active with different types of
advertising frauds making it a major problem marketers.
Research reveal that marketing managers lose around $19
million a year to fraudulent activities. Blockchain ensures
in tracking the KPIs of a campaign transparently and
without wasting the budgets. The new blockchain anti-fraud
platforms have emerged in 2023 allowing marketers to offer
users solid data behind their claims. A blockchain-based
platform can keep records that prove the product’s
authenticity or place of provenance.
19 | February 2023 | www.insightssuccess.in
22. Mobile-first solutions
Gen Z and Millennials are known as mobile-first
generations. Surfing the web is no longer a necessity or a
ritual but a daily activity. That’s the reason these shoppers
shop or ordering services on the go — and have the
tendency to stay.
Marketing solutions designed for mobile users have
evolved recently. Beginning with the responsive websites
(those programmed to open on a computer screen as well a
smartphone adjusting immediately). Businesses will attract
investments for marketing in mobile social media apps and
catering primarily to mobile users and scaling for desktops
as they go. These are designed to ensure online platforms
are responsive i.e. mobile compatible. Influence rankings
are dependent on the responsiveness as the online
community sees a steady surge of mobile users everywhere.
Location-based targeting is seen in smartphone-based
Bluetooth and GPS tracking helps business owners find
prospects that are in close physical proximity to the store or
the office and get in touch with them.
Wearable tech integration
Wearable martech integrations offer new ways to approach
audiences and build connections with users. Smartwatches
and other tools enable highly targeted advertising
—considering a real-time situation where a person who’s
looking for an apparel store can get a notification from one
when passing it by. Wearable technology trends in
marketing enables marketers to reach potential shoppers at
the right time in the right place, increasing conversion rates.
Working like a pleasant and helpful surprise to the
customers, it helps in giving a fulfilling shopping
experience. Mobile optimization became a major ranking
factor, wearable tech too can influence in search engine
optimization. In the future, website managers might be
required to optimize their platforms for smartwatches and
other wearable devices to get a higher ranking.
Big-data platforms for in-depth monitoring and
analytics
The impact of data in marketing technology trends
increases gradually. With the campaign performance
monitoring platforms, managers can track the efficiency of
content they publish, capture metrics, and more, helping for
making accurate pricing decisions. With these, the business
owners will be able to ensure their pricing strategy has high
upside potential and gives their product line an advantage
compared to competitors.
Higher customer responsiveness is achieved as the modern
systems can predict changes in customer values and
priorities gives businesses more reactivity and increases
adaptability in content creation, team collaboration, or
choosing the right marketing channels.
Collecting more data on customers and processing it with
the help of an intelligent platform will help brands cater to
clients more efficiently, offering them relevant special deals
leading to increasing customer loyalty. The company will
be able to promote only the products that are relevant to
users without being redundant or intrusive.
Voice Technology
The AI enabled smart speakers are no longer a rarity in
modern businesses as the number of voice assistants grew
by 78% between 2017 and 2018 and has only increased
since. The Statista survey unfolded that only in the USA
there will be 135,6 million of voice assistant users in 2023.
Unique notification tones will be a major way for
technology companies to stand out among competitors;
reflect a growing emphasis on UX voice content.
It will be increasingly more important to make sure a
person feels comfortable talking to the brand’s voice
assistant. Music as a part of the brand culture. Marketers
should consider the rising importance of music and create
branded playlists to connect with users more efficiently.
- Kedar Borgaonkar
20 | February 2023 | www.insightssuccess.in
23.
24. Your Most Trusted Salesforce Expert Consulting Partner
According to CloudVandana Solutions’s CEO,
Atul Gupta Salesforce has emerged as nothing
short of a revolutionary CRM platform for sixty-
eight percent of companies in its two decades of journey.
These businesses use the Salesforce platform to customize
their business solutions completely.
What is so magical about Salesforce that makes it ‘World’s
Most Innovative Corporation,’twice, in the Forbes list, and
Gartner’s #1CRM for nine consecutive years? Atul shares
that the Salesforce Service niche is always evolving as new
features and capabilities are added to the platform. The
philosophy of ‘A twenty-four-by-seven software access to
the masses’ is inbuilt into Salesforce. And, as customer
demands and market dynamics change, the global cloud-
computing architecture-based platform evolves. “It is like a
living-breathing organic entity adapting to the change
constantly,” says Atul.
He further explains that CloudVandana offers eight
significant Salesforce benefits: Simple Implementation,
Development, Integration, App Development, Data
Migration, AppExchange, Lightening Component, and
Support & Maintenance. “This is why we are distinctive,”
insists Atul.
Salesforce Experts–We do nothing else
CloudVandana is a Salesforce-first IT company offering
business process consulting and development services
through the Salesforce Platform and its comprehensive
offerings. Its skilled and experienced team conducts a
strategic assessment of clients’ requirements and imple-
ments their business process on Salesforce Cloud.
CloudVandana has been a Salesforce Registered Consulting
Partner and ISV Partner for the last eight years, “From the
time Salesforce has been ranked number one CRM glob-
ally,” informs Atul.
The man behind CloudVandana’s tremendous suc-
cess––300K hours of consulting delivered; 100+ projects
completed, 30+ Salesforce Certification acquired; and 15+
years of combined experience––Atul laid the foundation in
2016. He has been a 2X Salesforce MVP and has nine
Salesforce Certifications. He has been working with
globally situated businesses in creating custom Salesforce
Solutions.
An Incredible Leader
Before the genesis of CloudVandana, Atul worked with
Accenture, a Salesforce Platinum Partner, for four long
years. Atul also leads the New Delhi Salesforce Developer
Group and initiated the #SalesforceSaturday community
CloudVandana helps
companies dramatically
increase revenue by solving key
challenges such as inefficient
teams, ineffective value propor-
tion, and inefficient business
processes.
22 | February 2023 | www.insightssuccess.in
25. meetup and discussion in India for professionals to share
Salesforce knowledge and experiences.
Sharing his professional journey, Atul says, “I started my
career with Salesforce, and I was comfortable with the
language. My fascination with Salesforce is a technology-
driven platform that is constantly evolving and helps to
solve modern business problems.”
The Salesforce Service niche is a growing and in-demand
area, and there are many opportunities for professionals to
advance their careers by developing expertise in this area.
Those working in this area need to be flexible and adaptable
to keep up with these changes and learn new skills as
required. “So for me, it was challenging and exciting
simultaneously,” he expresses. This constant learning and
turning challenges into opportunities has been Atul’s own
inspiration to launch CloudVandana to help companies
dramatically increase revenue by solving key challenges
such as inefficient teams, ineffective value proportion, and
inefficient business processes.
Modernize Your Business with Us
Highlighting CloudVandana’s USPs that make it a
leading brand in the industry, Atul says that
CloudVandana does not believe in ‘One size
fits all approaches. “Our experts take calls
from the clients and focus on their pain
points and requirements. Based on that, we
provide the customized solution that is
best suited for that organization.
Customer satisfaction and long-term
relationships with them keep us ahead
of other service providers,” he states.
Further, CloudVandana offers some
very immersive benefits of Salesforce
solutions to its clients, which are
unique to the company. Salesforce
helps businesses keep track of
customer interactions and sales
data. It can manage leads, contacts,
opportunities, and cases. Salesforce
also offers several features to help
companies to automate their sales and
marketing processes, such as email
marketing, lead capture, and lead
scoring.
“We help companies to get the maximum benefits of this
platform by implementing Salesforce CRM into their
workflow. In addition, we provide Salesforce Staff
Augmentation service to organizations to avoid any skill
gap and maintain scalability yet deliver the best productiv-
ity,” he reveals.
Positivity Defeats Challenges
When probed about what their initial challenges were after
venturing into the field of salesforce services and now, and
how he overcomes them, Atul says growing a company and
creating jobs for others can sound cool, but running your
own business is not easy—working for yourself without the
security net and being lonely frustrating and challenging.
Everyone says you no in the beginning.
The Leading Salesforce Service Providers to Watch
Atul Gupta
CEO
CloudVandana
Solutions
26. “For me, the biggest challenge was hiring; people you
recruit as employees have a huge impact on your start-up’s
success.” one negative employee can quickly damage the
team, which directly affects productivity, and then it’s hard
to fire someone, but having the wrong people in your start-
up can be very disruptive.
“So my suggestion would be, for the first person you are
planning to hire, spend time making sure you find the right
person and create clear and open communication channels,
so you understand their strengths and weaknesses, and then
they will help you to create a good team. I did the same to
overcome this hurdle.”
The Greatest Feature: Automation
Being an experienced Salesforce leader Atul says how
Salesforce services are crucial today and what advance-
ments can be expected in the future. According to him,
Salesforce provides valuable insight into how customers
behave, respond, and react to various sales and marketing
campaigns. In addition, it provides information regarding
marketing trends, lead generation, and management — that
help organizations to enhance their sales and marketing
efforts. Organizations can experience the 360-degree view
of the customer journey, so they can easily provide
personalized and customized solutions to their clients.
“Automation is one of the greatest features of Salesforce
CRM.” This platform is helping organizations across the
world by automating various tasks. So in the future,
Salesforce will automate a major part of repetitive and
manual tasks for better productivity and revenue.
Raining Rewards
On envisioning brand CloudVandana’s success path in the
future, Atul reveals that they have some precisely devised
plans in this regard. “We eventually want to become a
number one choice for salesforce service providers, and our
company has a strong track record of growth and innova-
tion.”
“We will focus on Expanding into new markets, developing
new products and services, improving customer satisfac-
tion, and increasing profitability will be the prime goal for
this year.”
“We will also work in developing a strong online presence,
attending industry events, and using targeted marketing
campaigns, exploring partnerships and collaborations.”
His advice to the aspirants willing to venture into the
salesforce services niche is precious. He says that
Salesforce may be used by large enterprises, but it also
allows great automation tools for smaller businesses. “It is
a scalable solution, so the pricing that Salesforce offers
here is manageable by almost everyone and can be used to
kickstart a small business,” he concludes.
29. he present acts like a beacon for future navigators.
TIn the global cosmos of modernistic
industrialization, technological waves of
digitalization have helped entrepreneurship to cross over
from the darkest black holes of the pandemic. Salesforce®
is the primary force of digitalization provided enterprises
and industries can cope effectively with the quickly
changing scenarios of concurrent skies.
By leveraging your business tools, processes, people, and
data, Codleo Consulting is investing in precise
technologies like Salesforce® first to establish your
connection with your clients –residing on the digital planets
of the online networks across the expanding market
universe – and then strengthening that connection into an
unbreakable long-lasting bond.
Under the legendary leadership of its Managing Director
and Global CRO Mr. RS Maan, Codleo has emerged as
one of the most trusted IT companies based in North India
within three years of its inception. Starting with an aim to
transform the work process of different business
organizations, it has expertise in executing strategic
business ideas using the latest technologies for enhanced
customer experience.
Your Success, Our Mission
Sharing the inspiration behind Codleo’s venture, Mr. Maan
states that the genesis of Codleo lay in the coming together
of Late Mrs. Bimla Singh and family friends – Mohit
Sharma and Rahul Ray, in early 2019 one wintry morning
in a classroom in the school, run by Mrs. Singh. The three
founders decided to build a company that would deliver
holistic solutions for customers rather than those consulting
and leaving them with just technology/digital tools. The
Salesforce® services company would bat for its customers
and empower them to forge deeper and lasting bonds with
their customers. Codleo Salesforce® Consultancy was
launched in April 2019 by the three founders with
determination, inspiration, and self-belief.
Currently, Codleo is an ISO 9001: 2015, ISO 27001: 2013
and CMMI 3 certified company that works at par with
global standards. With a culture of addressing business
needs and building strong customer relationships, it is
serving 80+clients across different domains, including
healthcare, education, manufacturing, retail, financial
services, and many others.
“Every day is a new day to find hope and make a start” is a
mantra that Mr. Maan lives by. With a cumulative
experience of over 22 years in driving strategic innovations
in the technological domain, Mr. Maan has been one of the
pioneers in introducing the power of CRM - Salesforce® to
enterprises in APEC and AMER since 2010. In his role, Mr.
Maan is responsible for strategic innovation, business
planning, software design, sales and marketing, channel
creation, operating model improvement, and strategic
partnerships to help the business growth and expansion.
Quickening the Digital Journey of Your Organization
Highlighting the brand Codleo Consulting’s USPs, Mr.
Maan says, “Our 100% certified employees, best practices,
consulting with 100+ years of collective experience,
comprehensive support services, Salesforce® Summit tier
partner status, and ISO certifications are the exceptional
specialties that helps us in remaining a trusted brand in this
competitive niche.”
Codleo brings together a broad range of services within the
areas of Digital marketing, and CRM. It has an in-house
team of 65+ young professionals who provide
C O N S U L T I N G
Your Enterprise Success Spaceship in the Salesforce® Universe
27 | February 2023 | www.insightssuccess.in
30. out-of-the-box solutions for Digital marketing and
management, portal design and development, and CRM
development. To deliver a high return on investment, the
team formulates impactful strategies and campaigns that
drive sustainable revenue growth.
To provide exceptional support to businesses, Codleo
provides integrated CRM services that include consulting,
implementation, support services, migration, health checks,
training, and many others. It also offers a gamut of new-age
technology services to provide seamless business
operations, such as Business Consulting, Cloud Services,
Data Analytics, Mobility Solutions, Robotic Process
Automation, Staffing Services, and Blockchain platforms.
After achieving an overwhelming response from the
market, the company forayed into the product segment and
launched exclusive apps – ‘Projecleo’ and ‘Venleo’ that
provides seamless support for project management and
vendor management, respectively.
Discovering Transformations Together
ProjecLeo is an exclusive project management app
designed to provide impeccable management practices for
businesses to achieve specific goals in a specified timeline.
It has powerful project planning and scheduling features
with collaboration tools for teams. Also equipped with user-
friendly task management and time logs, the app helps to
automate and streamline essential business processes for
enhanced operational efficiency.
In such a short span, Codleo has also partnered with a few
prominent names in the tech industry – Salesforce®,
Hubspot, Microsoft, and Zendesk.
Codleo has established a global presence in international
markets, including USA, Canada, Singapore, Australia, and
the Middle East. Additionally, as part of the company’s
expansion spree, it endeavours to tap the lucrative North
American software market through its cutting-edge
technology solutions.
Mr. Maan states, “Thanks to the disruption caused by the
COVID-19 pandemic, almost every sector is foraying into
digital platforms. Through strategic technology solutions,
Codleo strives to capture a large chunk of the IT and digital
market share as companies seek to become digitally savvy
and future ready with an ideal tech stack.”
During his free time, Mr. Maan serves as a strategic thinker
for nonprofit organizations and plays an instrumental role in
running a dog shelter and children’s school for marginalized
communities in North Delhi. He has also taken the initiative
to establish a group to assist college students in learning.
He is also running Codleo Foundation, which offers reskill
programs for IT personnel and provides free online
technical education. In addition, he has conducted several
career counseling sessions and delivered guest lectures on
CRM in different colleges, such as Symbiosis.
According to Mr. Maan, the immersive benefits that accrue
to a client with their Salesforce® solutions are wide-
ranging and include:
ü Automation of business processes.
ü Customized engagement with leads and clients on their
journey with brands.
ü Real-time reports and dashboards for analysis and
remedial actions.
ü Personalized content.
ü Enhanced Customer 360 degrees.
ü Enhanced ROI over time.
ü Efficient and productive service teams.
ü CRM data as the single source of truth.
ü CRM integration with other silo systems.
ü Data stored in one centralized place.
ü Work from anywhere and anytime.
The above-mentioned solutions are cloud based and mobile
friendly.
Conquering through the Ups and Down
Concerning the initial and present challenges they must
overcome, Mr. Maan says that their initial challenge as a
We are at the forefront of
innovation and out of box
solutions that deliver
quality outcomes for our
clients worldwide.
28 | February 2023 | www.insightssuccess.in
31. start-up was client acquisition, as companies were reluctant
to allow newbies over existing brands in the IT and
Salesforce® domains.
He conveys, “Our passion, determination, and zeal kept us
going, and our first client (a top brand in the manufacturing
sector) came onboard within a few months of our launch,
and that was a major feather in our cap. It provided a big
boost and confidence. Thereafter our perseverance has kept
the momentum rolling.”
Now he believes that their current challenge is the same
with the pandemic and expected US recession looming on
the horizon. As a result, companies are conservative with
spending and onboarding new tech that will empower them
in the long run.
Mr. Maan, an experienced leader, shares his distinctive and
profound opinions on how Salesforce® services have
become crucial today and what advancements are expected
in the future. He feels that Salesforce® is a premier name in
the CRM market. As a revolutionary Cloud platform
around, the Salesforce® bouquet of applications is
beginning to find wide usage in a host of industry domains,
and it is seeing growth year-on-year thanks to its versatility.
Salesforce® CRM and its services have thrived since its
launch way back in 1999, thanks to its agility and
innovation.
Ensuring Future Ready Enterprises
Since Covid 19, CRM is becoming the go-to digital tool for
all businesses to be future-ready. He puts, “We see an
increase in knowledge of as well as usage in India of
Salesforce®.” Additionally, Salesforce® has enhanced
collaboration by linking platforms like Quip, WhatsApp,
and Slack. This has fuelled more demand for Salesforce®,
as it is proving to be an end-to-end tool. “Looking ahead,
we expect Salesforce® to merge data science and big data
capabilities to its Service Cloud and Marketing Cloud,” he
adds.
This will lead to automated customer service tasks (thanks
to Service Cloud) and allow marketing teams to use the
information for predictive and focused marketing (courtesy
of Marketing Cloud). By offering personalized CRM tools
to segments of businesses and customized experiences for
customers that aid in storing essential and valuable data,
Salesforce® will continue to see a growth story for years to
come and envy of others.
Forwarding the Momentum
On envisioning brand Codleo’s future goals, and their plan
to embrace changes happening in their strategies, Mr. Maan
reveals that they have big plans for the company with a
global presence. He states, “Our goal is to be the first
choice of companies (small, medium, or enterprise) when
they think of Salesforce® services.”
To this effect, they have opened offices in a few major
Indian cities and select international hubs. In addition, they
are looking at team expansion, being a Salesforce® training
centre, as well as increasing the range of apps they have
developed on the Salesforce® platform.
Being a tech company where change is the only constant,
and that too with lightning speed, they are agile and adept at
embracing new technologies, ways of working, and
delivering superior customer delight. “We are at the
forefront of innovation and out of box solutions that deliver
quality outcomes for our clients worldwide,” he expresses.
The Smartest Professional Wisdom
Before Codleo Consulting, Mr. Maan worked with EXL
Services Insurance and IBM India for a few years. He holds
a Bachelor’s degree in Computer Science from Indraprastha
University and a Business Marketing Diploma from IIM,
Calcutta.
In his advice to the aspirants willing to venture into the field
of salesforce services, Mr. Maan states that there is no
shortcut to success. “To grow in the Salesforce® universe
as a professional, you need to study hard, work smart and
be diligent,” he asserts. A background as a B. Tech
(Computer Science) or a coder is an asset. “Everyday be in
a student mode and burn the midnight oil to grow with
this tech and in this career of choice,” he concludes.
29 | February 2023 | www.insightssuccess.in
32.
33.
34. Comprehensive Aspects
igital transformation is the application of
Dtechnology and best practices to automate and
organize business processes that help to save time,
optimize resources, increase efficiency and build better
across an organization. By being deeply integrated into the
structure of organizations, moder digital applications have
accelerated the efficiency in several departments of finance,
production, quality control, customer service and sales.
Salesforce provides a strong foundation for companies
looking to drive digital transformation. It offers a wide
range of cloud-based solutions that are designed to help
organizations streamline their operations, improve customer
experiences, and drive growth. Salesforce is playing a key
role in driving digital transformation in the business
enterprises.
Customer Relationship Management (CRM)
Salesforce has established itself as a worldwide leader in
driving sales growth which includes its application as a
cloud-based CRM platform. This application excels at
automatically identifying, tracking and analysing customer
interactions through the sales lifecycle, facilitating sales and
marketing teams to achieve their goals and making effective
follow ups with customers. Growing beyond a CRM
platform, Salesforce offers an interconnected network of
cloud environments that manages a wide range of business
services, from IT help desks to custom app development.
This has made Salesforce a key player in enabling
organizations to undertake digital transformation.
Importance of
Salesforce
Services
in the Age of
Digital
Transformations
32 | February 2023 | www.insightssuccess.in
36. Empowers Workforce in Digital Transformation
Salesforce encourages and motivates employees to rethink
their workflows and embrace changes through its intuitive
and user-friendly platform. The adoption of Salesforce can
lead to a smoother transition for employees during an
enterprise’s process of digital transformation. Known as a
user-friendly interface and its ability to automate tasks,
Salesforce is making the work of employees efficient and
easier. Moreover, the platform’s popularity and successful
use in other departments and units inspire employees to
adapt it to meet their own needs. This makes the transition
to digital transformation smoother for employees and leads
to increased efficiency and productivity.
Facilitates Automation for Better Business Results
There are many customers who abandon their shopping
carts on ecommerce websites. This could result in the team
in manually reaching out to each customer through emails,
reminding them to finish their purchase. This is a time-
consuming and complex process that affects employee
productivity. Salesforce application offers a solution by
allowing the organization to automate these tasks
seamlessly. Through the application of the Salesforce
application, enterprises can automate repetitive processes,
and emails, to streamline their workflows, not just in
marketing but throughout the sales funnel and in every
department.
Boosts Collaboration
Salesforce plays an important role in improving
collaboration, which is a key objective of digital
transformation. It integrates the isolated departments,
resulting in a more effective and efficient work
environment. By providing features of Salesforce CPQ and
Sales Cloud provide tools for collaboration and offer
complete visibility and transparency across the
organization. This leads to improved communication and
connectivity access to data and business intelligence;
employees are empowered to be more proactive and
forward-thinking. Furthermore, the platform’s accessibility
from any device allows for seamless collaboration with off-
site team members, ensuring that they are not treated as
second-class citizens with limited access and voice.
Provides SMAC solutions
Digital transformation is a complex process that requires
organizations to deploy the right combination of
technologies. The SMAC (Social, Mobile, Analytics and
Cloud) bundle includes social, mobile, analytics, and cloud
which are the four key technologies needed for success.
And Salesforce provides all four technologies,
preconfigured and ready to support digital transformation
goals.
With Salesforce’s digital transformation, organizations can
take advantage of the cloud, ensuring full access from any
personal mobile device. The platform makes it simple to
create and manage a social media presence. Mobile
technologies are integrated into the sales lifecycle,
transforming the customer experience and taking advantage
of IoT advancements. With the use of AI and powerful
algorithms, Salesforce provides valuable business
intelligence, converting vast amounts of data into insights.
By using Salesforce, the business organizations can get
access to a complete solution for digital transformation,
providing all the core tools needed to streamline and
automate processes, improve customer experiences, and
drive growth.
Successful Salesforce digital transformation requires
effective workflows, technologies, and methods. Salesforce
serves as a comprehensive foundation to build upon and
achieve success. It comes equipped with essential tools to
kickstart the transformation and encourages employees to
adapt their workflows to support change, foster
collaboration, break down silos, and prioritize ongoing
improvement. The platform’s API-first approach and
modular structure allow for easy integration with other
solutions and customizations to meet specific
transformation needs, resulting in streamlined processes,
increased efficiency, and enhanced customer satisfaction.
- Kedar Borgaonkar
34 | February 2023 | www.insightssuccess.in
37.
38. uccessful enterprises in the modern age require a high
Slevel of customer-centricity backed by a well-
functioning Sales, Service and Marketing
organization and processes.
Only when these processes combine to form a cohesive
entity can the business function to its full potential,
achieving both, its short-term, and long-term goals. The role
of a well architected IT platform is key to achieving these
objectives.
Stetig Consulting is a Salesforce Gold Partner that provides
Salesforce CRM consulting and implementation services.
Stetig has brought success to many enterprises in varied
domains by adopting a business-centric approach while
digitizing their customers’systems using the Salesforce
platform and products.
In the words of Lalitha Bhat, Chief Technology Officer,
“Stetig Consulting has been helping organizations deliver
success since 2014. Stetig is the preferred partner of many
leading enterprises for their digital transformation journey.
Stetig specializes in Salesforce CRM implementations for
Marketing, Sales, and Service processes.”
“We deliver process-consulting led Salesforce CRM
implementations. With over 500 large Salesforce CRM
implementations, we are one of the leading Salesforce
partners.”
“Within a short span, we have completed more than 500
salesforce projects for 300+ clients, including some of the
biggest names in the country.”
According to Lalitha, their most significant traits are:
• Accelerator Driven approach for quick implementations.
• Process-first approach intended to solve business
problems.
• Process orchestration for added efficiencies.
Process Consulting and implementation of Sales Cloud,
Service Cloud, Experience Cloud, Marketing Cloud, CRM
Analytics, and Heroku are some of the key services offered
by Stetig.
She adds, “We pride ourselves in understanding the
customer domain and specific business processes. Our
solutions are tailor-made by choosing the right mix of out-
of-the-box features and coupling it with custom platform
bespoke applications/modules.”
“Chief Technical Architect”
Lalitha has over 21 years of experience in the software
industry and has held many roles and responsibilities during
her tenure at TCS and Capgemini in UK, US, and India. In
2014, she joined hands with close friends Ankur
Priyadarshan (CEO, Stetig) and Nishant Garg(COO, Stetig)
to build Stetig. Lalitha operates as the Chief Technology
Officer of Stetig.
Lalitha has been a tech enthusiast from the early days of her
career. After having worked with multiple technologies, she
found her calling in Salesforce.
As the CTO of Stetig, her work hours are spent constantly
thinking, innovating, dreaming, and working on something
Salesforcey. Force.com platform is her passion. She
currently holds 16 salesforce.com certifications.
Few things that get her as excited as Salesforce are her love
for animals, fitness, travel, and watching medical dramas.
Sharing her inspiration behind becoming a Salesforce
implementation partner, Lalitha says, “Surprisingly, we
realized that despite the enormous capabilities of the
product and platform, most implementations did not wow
the customer or did not give them the experience of
adopting a world-leading CRM platform.
The Leading Salesforce Service Providers to Watch
Preparing Your Business for the Spectacular
Success It Deserves
36 | February 2023 | www.insightssuccess.in
39. Stetig is a Salesforce
Gold Partner that
provides Salesforce
CRM consulting and
implementation services
based on a unique
process-rst approach.
“CRM Implementations continued to fall into the
rut of budget overruns, missed deadlines, unhappy end
users, cumbersome UIs, rigid designs, flaky integrations,
poor adoption, and frustrated stakeholders.”
Bridging the Gap
According to Lalitha, “We felt that this gap can only be
addressed by thoroughly understanding the customer
requirements, pain points, and unique business process and
crafting an appropriate solution. We knew our strength lay
in interacting with our customers and in jointly creating a
salesforce roadmap that aligned with their company’s
vision.”
She adds “Our Salesforce implementations not only meet
our customers’ current business needs but also give them an
edge over the competition by making their solutions robust
and adaptive to changing market needs.”
Highlighting Stetig’s USPs as a leading name in this area,
Lalitha reiterates that “…every implementation and
37 | February 2023 | www.insightssuccess.in
40. customer is different. If you paint everything with a broad
brush in mapping the customer solution to salesforce
implementation, you will take away the uniqueness from
their business process and end up putting the customer at a
disadvantage.
“We always treat every implementation as a brand-new
implementation and go with an open mind to understand the
nuances of the customer’s process. We bring our expertise
in asking the right questions, guiding them toward the best
practices in the industry, and suggesting innovative ideas
that build on their current goals and visions. Once we have
created this joint vision with the customer, we draw from
our vast experience working on similar projects/domains
and drive the project to success by bringing in our
accelerators, best practices, and reusable modules.”
Data-Driven Focus
An area that Stetig focuses on, is data. Though data is the
star of any implementation, it gets less attention than it
deserves. Key areas that are overlooked are migration of
data from legacy systems, data integrity of the transactional
and master data etc. You might have the best of the
modules, but if the end-user loses the trust of the data
driving these modules, it is a failed implementation.
Apart from the above, Integration with third-party systems,
Analytics, Stakeholder management, change management,
and User adoption are a few other places where Stetig
excels.
“Be it a small implementation with a handful of end users
or a multi-geography implementation with thousands of end
users, our commitment and passion for getting the right
solution for every customer is what drives us. Sticking to
our core value has been fueling our success, and I believe
this is what sets us apart,” she says, adding, “Above all, we
are lucky to have a wonderful team who are truly
committed to delivering customer delight daily. Every
employee has contributed in making us who we are. They
truly represent ‘Brand Stetig.”
Lalitha says that when they started in 2014, Salesforce was
a relatively new name in India. Explaining that cloud is the
future and that Salesforce is leading the way in CRM in the
cloud space wasn’t easy.
Focusing efforts on demonstrating the value and
showcasing the numerous success stories across the world
have helped overcome that obstacle. Salesforce’s growth
story is remarkable - the product is ever-evolving, new
features, functionalities, and acquisitions continue to make
the product landscape bigger.
Keeping up with the demand for talent for various skills has
been challenging during 2021 and early 2022. “Taking
cognizance of the supply gap, we have developed alternate
skilling strategies through cross-training and partnerships
with academia. As they say, these are good problems to
have!”
The Success Perspective
Being an experienced leader, Lalitha shares her opinion on
how salesforce is crucial today and what advancements can
be expected in the future. She says Salesforce is growing at
a rapid pace. The extent of possibilities it offers is
unparalleled. Salesforce service partners provide consulting
and implementation services, ensuring that the product is
being used to its full potential.
Salesforce is now powering more business processes than
ever. While the skeletal framework for business processes
across organizations has similarities, understanding the
nuances of every business process and then tailoring
Salesforce solutions that meet the current and future
requirements best in a scalable and interoperable manner is
what service providers excel at.
Service partners are gradually moving towards becoming
strategic advisors to their customers. “In the days to come,
we will see a deeper partnership between clients and service
providers, leading to better planning and delivery,” she
believes.
In her advice to the aspirants willing to venture into the
field of Salesforce services, Lalitha recommends,
“Salesforce is vast, and it continues to grow. I think finding
a small area within Salesforce and focusing on that to
achieve stability would be the right thing to do for someone
just starting out.”
Describing their future goals and plans to embrace the
changes happening in the industry, Lalitha reveals that they
would like to establish themselves as the go-to brand for
digital transformations. “We endeavor to merge our
practices for mobile apps, web apps, and Salesforce CRM
and deliver a holistic experience to our customers,” she
says, concluding, “We are scaling up our leadership team
to help foster the growth plans we have in India and
abroad.”
38 | February 2023 | www.insightssuccess.in