May 14, 2024
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Challenges include managing their customer relationships, sales processes and data management with disjointed systems
Tightly Integrated End State architecture included Sales Cloud, Service Cloud, Marketing Cloud, Tableau and other existing applications.
Sales Improvement of 12% and Customer care CSAT score of 9/10 by the end of 3 months.
A leader in workforce solutions, was facing several challenges in managing their customer relationships, sales processes, and data management. Their existing systems were disjointed, leading to inefficiencies and a lack of cohesive data visibility. Specific challenges included:
Inefficient lead tracking and conversion processes.
Inaccurate sales forecasting due to fragmented data.
Poor integration between sales, marketing, and customer service departments.
Difficulty in managing customer interactions and communications.
Limited scalability and adaptability of their current CRM system.
Zivoke stepped in to address the challenges by implementing a Salesforce solution tailored to their needs. Our solution included:
Discovery and Analysis: Conducted a thorough analysis of the existing processes and systems to identify pain points and areas for improvement.
Customization and Implementation: Custom built Salesforce org to meet specific business of different teams, smooth transition from the old siloed architecture to tightly integrated end state.
Integration: Integrated Salesforce with existing applications and databases to create a unified platform for sales, marketing, and customer service.
Training and Support: Provided training for all the Users, from Sales to Management to Executive teams. This ensures they could effectively use the new system. Continued support was also provided to address any issues and optimize performance.
The implementation of Salesforce by Zivoke resulted in significant improvements:
South African Federation for Mental Health
Stefanie Poô - Business Development Director
We enjoyed working with Zivoke, as they took both our need and available budget into consideration. The team is very quick to respond to questions and queries and is very helpful, even with questions beyond the project scope.
Ohio Foundation
Bill Spiker - President
The Zivoke team was responsive and knowledgeable. They cared about meeting our needs and were a pleasure to work with. They communicated the costs and scope accurately and we felt 100% satisfied. We would recommend them without hesitation and feel we now have a valuable Salesforce resource for future needs.
Tourism London
Karen Dowhan - Director of Conventions
Manjunath from Zivoke was very friendly and helpful on the first few minutes of my initial call. He made me feel that I was important and assured that he could help with my Salesforce exporting and answered all of my questions. He and his team provided excellent customer service and surpassed our expectations. There was a lot of manual importing that his team needed to do. I would highly recommend Zivoke.
Cheng & Tsui
Judy Campbell - Head of Sales & Marketing
We had an excellent experience working with Zivoke. The problem faced was inheriting a highly underutilized, poorly set up CRM and an untrained team doing their best to use a structure that did not reflect our sales process. Zivoke listened intently to our long list of needs, put forth a very detailed proposal responding to those needs. Then they worked with us to restructure SF in a more user-friendly and productive way, The training they offered was excellent and customized to our needs. I highly recommend them.
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