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Zivoke helps IT firms in Dallas enhance collaboration, automate workflows, and improve client interactions with Salesforce, boosting efficiency and service delivery.
By implementing Salesforce Service Cloud, Zivoke helps IT firms automate project management workflows and enhance client interactions through better ticketing systems. With ongoing managed support services, these companies can ensure that their Salesforce environment adapts to changing project needs.
Zivoke integrate Salesforce with financial systems, enabling real-time insights, seamless compliance, and data-driven decision-making.
Zivoke assists finance and insurance firms in utilizing Salesforce Financial Services Cloud to streamline compliance reporting and customer management. With tailored managed services, organizations can benefit from real-time analytics and automated reporting features.
With Salesforce, manufacturers gain real-time supply chain insights, cost savings, and improved efficiency, keeping operations running smoothly.
Zivoke implements Salesforce Manufacturing Cloud to provide real-time visibility into inventory levels and supply chain operations. Their managed services ensure continuous optimization of the system, allowing manufacturers to respond quickly to market changes.
Zivoke customizes Salesforce to streamline project tracking, client management, and workflow optimization, driving business growth.
With Salesforce Sales Cloud, Zivoke enables these firms to automate time tracking and project management. Their ongoing support ensures that the system remains aligned with business processes, maximizing efficiency.
With tools like the Non-Profit Success Pack (NPSP), we help organizations track donors, optimize campaigns, and boost fundraising efforts.
Seamlessly integrate Salesforce with logistics systems to optimize operations, minimize downtime and enhance service efficiency. Streamline shipment tracking, automate workflows and improve real-time visibility across supply chains.
For patient care, our solutions simplify admin tasks and improve experiences for institutions and communities, enhancing both efficiency and quality of care
Zivoke implements Salesforce Health Cloud to centralize patient information and improve care coordination. Their managed services ensure compliance with healthcare regulations while optimizing patient engagement strategies.
Zivoke leverages the Non-Profit Success Pack (NPSP) within Salesforce to help organizations track donations, manage campaigns, and engage with donors effectively. Their ongoing support ensures that non-profits maximize their fundraising efforts.
Zivoke utilizes Salesforce Field Service Lightning to optimize route planning and service scheduling. Their managed services provide continuous updates and enhancements based on industry best practices.
with real-time customer data, automated marketing, and seamless supply chain management. Deliver personalized shopping experiences, optimize inventory, and drive customer loyalty with a unified CRM platform.
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.
Empower your ever robust sales team that are always on the go. Our Salesforce Consultants seamlessly automate their daily workflow from lead generation to closure. With detailed progress tracking, forecasts, and sales insights, sales growth becomes a natural outcome. As a certified Salesforce partner, we specialize in Salesforce Implementations that help optimize sales processes for enhanced performance.
Being a Top Salesforce Partner, we help bid farewell to missed opportunities as leads are systematically scored, and all customer interactions are transparently recorded. Our expertise as a Salesforce managed support provider ensures a streamlined approach to identifying and pursuing valuable prospects.
Being the expert on Salesforce Development and Salesforce Integration, team Zivoke helps eliminate the days spent on chasing forecasts, opportunities, and progress reports. With the click of a button, generate detailed reports instantly, allowing sales managers to refocus on critical tasks. Our Salesforce managed support services tailored by best in class Salesforce consultants helps streamline information month on month.
Zivoke’s Salesforce consultants help standardize your sales approach, from prospecting and qualification to needs analysis, proposal, negotiation, and closure. Our certified Salesforce Developers ensures that everyone, from seasoned professionals to junior sales force persons, follows a unified playbook, fostering consistent success. Successful Salesforce Implementation means users at every layer have what they need.
Leverage the unparalleled customizability of Salesforce Automation to align with your unique business objectives. Zivoke, your certified Salesforce partner, is dedicated to understanding your business intricacies and providing personalized Salesforce Implementation and Salesforce Consulting to onboard services to shape efficiency across different teams.
Our Journal
All the Industries use Salesforce. Quick stats below - Professional services: 29% of Salesforce customers are in professional services, including lawyers, advertising professionals, architects, and accountants.. Manufacturing: 11.1% of Salesforce customers are in manufacturing.. Financial and banking services: 9.8% of Salesforce customers are in financial and banking services.. Retail: 7.8% of Salesforce customers are in retail.. Healthcare: Healthcare service providers can use Salesforce to organize patient data...
Zivoke's Salesforce development services involve creating tailored applications, integrating systems, and automating tasks using tools like Apex and Lightning Web Components (Lightning Design System).. Zivoke's services customize Salesforce to match specific business needs, ensure data migration, and maintain security and compliance. They're offered by Zivoke's certified Salesforce experts to enhance CRM, streamline processes, and extend platform functionality and get maximum ROI.
Salesforce is the worlds leading cloud-based Customer Relationship Management (CRM) platform. It offers services such as Sales Cloud for managing sales processes, Service Cloud for customer support, Marketing Cloud for marketing campaigns, and Commerce Cloud for e-commerce. Additionally, Salesforce provides tools for custom application development, data analytics, automation, and integration, helping businesses streamline operations, engage customers, and make data-driven decisions.
Automation tools like workflows and process builder in Salesforce streamline and enhance processes by automating repetitive tasks and enforcing standardized procedures. Workflows can automatically trigger actions, such as sending email notifications or updating records, based on predefined criteria, while process builder offers a visual interface to create more complex automation flows with multiple actions and decisions. These tools reduce manual effort, minimize errors, and ensure consistency, ultimately improving efficiency and data accuracy in Salesforce processes.
Salesforce consultants optimize and customize implementations by tailoring solutions, automating processes, integrating systems, providing training, and offering ongoing support, aligning Salesforce with your business needs.
At Zivoke we anticipate the most common client requests and deliver omni-channel solutions quickly. Things like - How can we provide a feedback loop for clients to understand sentiment and satisfaction? What are the data that are critical for call center agents during first call to resolve inquiries? How can we help call center agents extend the impact beyond case management to originate new lines of business and grow the top line?
The data migration process to Salesforce involves understanding the current workflows, automations, processes etc. These need to be built on the target Salesforce org. Once done, we can start with the existing data by assessing data sources, extracting, cleaning, transforming, loading data, validating, testing, deploying, and post-migration maintenance to ensure data accuracy and completeness.
AI in Salesforce automates tasks, provides predictive analytics, enables personalization, and enhances customer support with chatbots. It also offers data insights and lead scoring, improving overall efficiency and decision-making in the platform.
Sales Organizations: Companies like Coca-Cola and T-Mobile have improved their sales processes by using Salesforce to track leads, manage customer relationships, and analyze sales data.. Customer Support: Toyota and American Express use Salesforce to enhance customer support, providing better service and quicker issue resolution.. Marketing: The Adidas marketing team utilizes Salesforce for personalized marketing campaigns, resulting in increased customer engagement and sales.
Salesforce offers extensive customization options for tailoring the platform to specific business needs, including the creation of custom objects and fields, defining workflows and approval processes, designing customized user interfaces with Visualforce and Lightning components, automating processes using Apex code and triggers, and integrating with third-party systems through APIs. Additionally, Salesforce AppExchange provides a marketplace for pre-built apps and components to further extend and customize the platform. These customization options allow organizations to adapt Salesforce to their unique processes and requirements.
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Contact UsNEW YORK (CORPORATE OFFICE) 447 Broadway, 2nd FL #198 New York, NY 10013
+1 (347) 254 7642