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Salesforce Consulting & Development

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Zivoke by the Numbers

170+

Completed Projects

98.2%

Satisfied Customers

Top 1%

Salesforce Consultant

5 Star

Perfect Star Rating

WHAT WE DO?

Your Business is Unique and So is our Service. Certified End to End Salesforce Partner for Consulting Implementation and Development.

Salesforce

SALESFORCE

Catch and convert more Customers with Salesforce Sales Cloud. If you want to be up and running in a jiffy! We have a Jumpstart Solution. From Workflow Automation, Salesforce Customization & Development, and Data Migration.

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SALESFORCE SERVICE CLOUD​

SERVICE CLOUD

Make your Customer Service Standout and drive loyalty! Zivoke’s Service Cloud Consultants help automate manual tasks for live agents, deliver exceptional customer support, track service performance through Omni channels that Service Cloud supports

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MARKETING CLOUD

We come at our Marketing Automation engagements from a marketing mindset, where we understand our clients Marketing Goals and configure Marketing Cloud for immediate success. Using modules like Journey Builder, Email Studio, Data Studio, etc

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INTEGRATION

Zivoke helps integrate Salesforce with other market leading applications like SAP, Netsuite, Marketing Automation platforms, etc. It is either done using API's or other Integration tools like MuleSoft, Informatica, Dell Boomi, Zapier and the likes.

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DEVELOPMENT

Zivoke has extensive experience in Salesforce development using Force.com platform, APEX, VisualForce, Lightning Design system LWC. We have designed & developed apps on Salesforce. Zivoke also develops bespoke Cloud based Applications & Mobile Apps.

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SALESFORCE MANAGED SUPPORT

SUPPORT

By Anticipating support requirements for our customers, we help them decide between Salesforce Managed Support Services models. To help with timely Administrative Tasks, Development & Bug Fixes and Change Requests.

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Client Testimonials

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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.

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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.

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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.

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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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Our Clients

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Zivoke

Top Salesforce Consultants in San Francisco

Zivoke – being the Salesforce.com Consulting Partner and leading Salesforce Service and Solution provider in the San Francisco, CA – that includes San Jose, Milpitas, Palo Alto, San Bruno, Napa, Alameda, Santa Clara, San Mateo. Zivoke has excellent track record of successful Salesforce implementations. Our systematic approach is built on Agile based end-to-end Development framework. Which is then documented and offered as part of training to your Sales, Operations and Marketing teams.

We have been awarded the Top Salesforce Company for consecutive years. Our specialization includes Salesforce Sales Cloud CRM, Service Cloud, Marketing Cloud, Pardot, CPQ, Commerce Cloud, Field Service Lightning, VisualForce, Apex, Salesforce1, Salesforce Development, Salesforce Integration with 3rd party Apps, On demand Support and Managed Services.

Zivoke has provided countless Salesforce Consulting solutions to Multichannel Enterprises. With a ton of experience serving businesses like yours, we could help you with some of the best practices in effective Salesforce strategy. Ramp up your business and Automate using workflows with some of the best Salesforce integration and implementation practices that we have learned over the years.

Setup a call with our team to discuss your current challenges & pain points and how we could work together to resolve it.

Top 5 Benefits of Implementing
Salesforce CRM

1. Boost Sales Effectiveness

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. 

2. Eliminate Missed Opportunities

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.

3. Streamline Information Access

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.

4. Empower Managers and Reps with Structured Workflows

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.

5. Tailor Salesforce to Your Priorities

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.

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Our Journal

Here are the latest company news from our blog that got the most attention.



Frequently Asked Question

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.

See why other Business teams choose Zivoke

Learn how we can Digitally Transform your Business

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Products

Sales Cloud
Service Cloud
Community Cloud
Pardot
Mulesoft
Experience Cloud
Marketing Cloud

Get in Touch

NEW YORK (CORPORATE OFFICE) 447 Broadway, 2nd FL #198 New York, NY 10013

[email protected]

+1 (347) 254 7642

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