Full Service Salesforce and Pardot Consultants

Zivoke is an award winning Salesforce and Pardot Implementation Company. We increase our Customers' revenue by Automating their Sales, Marketing and Customer Support Operations. As your company and its IT landscape grows, you look for a partner to take the next step with you. Be it building something grounds up or Integrating Softwares currently in place, Zivoke does just that.

 

We Operate across the US from our offices and Customer locations. Zivoke provides full life-cycle to CRM adoption by Developing, Implementing and also Training the End Users on the Solution.

 

We specialize in -

  • Salesforce Sales Cloud
  • Lightning
  • CPQ
  • Service Cloud
  • Marketing Cloud
  • Pardot

 

 
$1,000+
 
$25 - $49 / hr
 
2 - 9
 Founded
2009
Show all +
New York, NY
headquarters
  • 447 Broadway, 2nd FL #198
    New York, NY 10013
    United States

Portfolio

Key clients: 

Revoton, Cendyn, Rubrik

Reviews

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CRM Management for Nonprofit

"They’ve gone above and beyond the original scope of the project."

Quality: 
4.5
Schedule: 
4.5
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Feb. 2019 - Ongoing
Project summary: 

Zivoke is cleaning up and deduplicating the client's CRM platform, Salesforce. They're also configuring changes and training their staff. 

The Reviewer
 
1-10 Employees
 
New York
Systems & Operations Manager, Nonprofit
 
Verified
The Review
Feedback summary: 

Zivoke is providing satisfactory work, other than a few configuration changes that were due to a miscommunication error. They're incredibly responsive and confirm receipt of emails. Remaining flexible, they're always willing to listen and take care of problems or challenges that may arise.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m a systems and operations manager for a nonprofit.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Zivoke?

We had a really messy Salesforce operation that was basically unusable because there were so many duplicates. Every time someone wanted to search for a particular donor, there were three different versions with different donation information attached to each version. We hired Zivoke to clean up our Salesforce, deduplicate our database, and also change some of the configurations that we had in fields that were more suited to our presence.

SOLUTION

What was the scope of their involvement?

We kicked everything off with a requirements gathering session so they understand our Salesforce issues and see what needs to be done. They’re doing our data deduplication, configuring changes, and training our staff. Originally it was just supposed to be a single project engagement, but since it has been such a long process they're doing other projects for us that are all related to Salesforce. 

What is the team composition?

There are 3–4 people. The CEO has been in contact with me since the beginning, but the developers assigned to our project change throughout the process.

How did you come to work with Zivoke?

Being a small nonprofit, we have a small budget. A lot of the other providers’ starting rates were double our budget. We were looking for smaller shops or any consultant that was in our budget, but still capable of completing the tasks we needed to be done. We talked to a couple of different individuals and companies, but we felt like Zivoke had the best handle on our issues.

How much have you invested with them?

So far we’ve spent $1,500.

What is the status of this engagement?

We began working together in February 2019 and the work is still ongoing. The reason this project has gone on so long is that there have been a lot of dependencies on our end.

RESULTS & FEEDBACK

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

There were a few configuration changes that I think were just a matter of communication error, but they were willing to go back in and work through it again. For more boilerplate, less customized tasks, their work is definitely satisfactory the first time around.

How did Zivoke perform from a project management standpoint?

They’re incredibly responsive; I send an email and about 20 minutes later they’ll respond just to let me know that they’ve seen it. We don’t necessarily set deadlines because our work is very seasonal, so we’ve just let the project evolve naturally.

What did you find most impressive about them?

They’ve gone above and beyond the original scope of the project. Their flexibility is the most impressive. They’re always willing to listen to an issue that we’re having as it comes up and work on it even if it isn’t strictly within the scope of our agreement. I get the feeling from them that they’re trying to get our sales force right and as issues arise from other areas they’re ready and able to jump on that problem and take it.

Are there any areas they could improve?

I think having a better project timeline at the beginning would be helpful, but I’m not sure how much we would stick to it.

Do you have any advice for potential customers?

Be clear in your communications; it helps to go into detail upfront rather than waiting until later.

5.0
Overall Score They’ve been really great to work with.
  • 4.5 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
    They’re almost perfect.
  • 5.0 NPS
    Willing to refer
    I would recommend them to anyone who is looking at this kind of project.

Data Migration and Transformation for Global IT Company

"Working with Zivoke was like working with an internal team."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
June 2018 - Mar. 2019
Project summary: 

Using agile methodology, Zivoke provided data migration and transformation services for a global IT company.

The Reviewer
 
10,000+ Employees
 
London, United Kingdom
Vivekanandan Nandan
Architect, Cloud & Infrastructure Transformation Services, Wipro Limited
 
Verified
The Review
Feedback summary: 

Zivoke completed all work on time. They hit every milestone and met all specifications throughout the project. The team led a smooth collaboration thanks to their consistent communication, methodical planning, and high level of professionalism.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I’m an architect specializing in cloud and infrastructure transformation services for Wipro Limited, a global IT company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Zivoke?

We engaged Zivoke to provide data migration and transformation services.

What were your goals for this project?

We wanted to fix significant inaccuracies in our data and unify our data set. We often had to search across multiple applications to find a precise piece of data.

SOLUTION

How did you select this vendor?

We found Zivoke through a referral.

Describe the project in detail.

Zivoke went through our data and applications that house it. They asked questions, listened to our needs, and developed a project plan that we approved. Their team then migrated and transformed our data. 

What was the team composition?

We worked with a project manager as well as two developers and testers.

RESULTS & FEEDBACK

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

Zivoke finished the project on time, meeting all requirements and every milestone along the way. They followed agile methodology to complete work.

How effective was the workflow between your team and theirs?

We had access to the developers during the kickoff stage and in weekly change meetings and technical advisory sessions. Working with Zivoke was like working with an internal team.

What did you find most impressive about this company?

Thanks to their detailed planning, Zivoke curtailed all risks that could have threatened the project. We found it exceptionally easy to work with their highly professional team.

Are there any areas for improvement?

No, we’re thrilled with our collaboration.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Salesforce Upgrade Implementation for Government

"They have become our go-to folks for anything digital."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Jan. - Mar. 2019
Project summary: 

Zivoke managed an upgrade from Salesforce Classic to Lightning and helped implement that platform on a mobile app.

The Reviewer
 
5,001-10,000 Employees
 
Denver, Colorado
John Wesley
IT Director, State Government
 
Verified
The Review
Feedback summary: 

The seamless migration proved minimally disruptive to internal operations. Zivoke’s effective management and dedication to the project prompted the extension of a long-term partnership.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I’m the IT director for a state government.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Zivoke?

We wanted to upgrade our cloud to Salesforce Lightning and integrate that with our mobile app.

What were your goals for this project?

We wanted to smoothly implement Salesforce Lightning.

SOLUTION

How did you select this vendor?

We found them through a referral. We did not want to go through the agony of working with the wrong partner. We knew that would be a grave mistake from our past experiences.

They've done this kind of migration for many of their customers across the globe. We also spoke to a few of their reference customers. It was easy for us to choose them.

Describe the project in detail.

We were running the classic version of Salesforce, which was due for an upgrade. Zivoke helped us migrate from Classic to Lightning in order to implement an app for our internal use.

What was the team composition?

We worked with an architect, two developers, and a QA tester.

RESULTS & FEEDBACK

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

They planned and executed the whole migration seamlessly with minimal disruption to operations. They have become our go-to folks for anything digital.

How effective was the workflow between your team and theirs?

They managed the transition well and we enjoyed effective communication between both teams. They demonstrated professionalism and showed a sense of urgency throughout the engagement.

What did you find most impressive about this company?

It was clear what we could expect from them on a weekly basis.

Are there any areas for improvement?

No, there’s nothing we didn't like.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    There were no surprises, they charged regular rates.
  • 5.0 Quality
    Service & deliverables
    The quality was very good.
  • 5.0 NPS
    Willing to refer

Salesforce CPQ Implementation for Dairy Producer

"I was impressed with their proposal, the questions they asked, and the professionalism they exhibited."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Dec. 2018 - Apr. 2019
Project summary: 

Zivoke guided the selection and implementation of Salesforce configure price quote (CPQ) software for a producer of dairy products. The solution replaces an outdated system and integrates with legacy processes.

The Reviewer
 
1,001-5,000 Employees
 
Malmö, Sweden
Sheik Abdul Kader
IT Infrastructure Manager, Lactalis Group
 
Verified
The Review
Feedback summary: 

Zivoke’s efforts fostered a successful transition to Salesforce CPQ software, which has proven to save time and improve workflow. The staff is engaged and thorough in all matters. Future clients can expect to see Zivoke’s influence and progress from the beginning.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the IT infrastructure manager of Lactalis Group, a producer of dairy products.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Zivoke?

Our in-house quote-to-cash app software was aging and did not cater to our evolving needs. We engaged Zivoke to find a modernized solution.

What were your goals for this project?

We hoped to upgrade to the best-in-class configure price quote (CPQ) app and integrate it with our other billing, booking, and financial systems.

SOLUTION

How did you select this vendor?

Internally, we shortlisted Oracle CPQ and Salesforce CPQ, and we eventually selected the latter. I asked many colleagues for recommendations of a Salesforce implementation company. Through those discussions, we learned of Zivoke, but we hesitated to choose them because they are New York-based and we were unsure of how we would handle the time zone and language differences. We were convinced of their abilities upon seeing that they top a list of reliable Salesforce implementation specialists. We scheduled a few meetings with them and decided to hire them.

Describe the project in detail.

We held a discovery session to review the requirements of our project. We assigned our technical team to work in tandem with Zivoke’s, which yielded a clutter-free CPQ environment.

What was the team composition?

We worked with one business analyst, one architect, two developers, and one QA specialist.

RESULTS & FEEDBACK

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

The new CPQ software saves our sales team more time and gives us more control over alliance partners. With Zivoke’s guidance, we managed to automate more workflows and reduce stock keeping units (SKU) and price books.

How effective was the workflow between your team and theirs?

Our teams worked well together. Zivoke took an interest in understanding all of our operational processes, and they operated well within our stated timeline.

What did you find most impressive about this company?

We were pleased from the first day. I was impressed with their proposal, the questions they asked, and the professionalism they exhibited. In addition to implementing our Salesforce CPQ, they have also improved our existing processes.

Are there any areas for improvement?

No, we received excellent service.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer