Zennify

Zennify

Salesforce consulting for financial services

About Zennify

Simplify's Rating
Why Zennify is rated
A-
Rated B on Competitive Edge
Rated A on Growth Potential
Rated A on Rating Differentiation

Industries

Consulting

Fintech

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$7.3M

Headquarters

Sacramento, California

Founded

2013

Overview

Zennify provides Salesforce consulting services specifically for the financial services industry, helping businesses optimize their use of Salesforce, a leading customer relationship management (CRM) platform. Their services include strategy consulting, technical implementation, and managed services, which ensure clients maximize their Salesforce investments. Zennify works with various financial institutions, such as banks and credit unions, to enhance customer engagement, streamline operations, and improve business performance. What sets Zennify apart from competitors is its deep industry knowledge and technical expertise, demonstrated by over 400 successful implementations and more than 100 Salesforce certifications. The company's goal is to deliver high-quality consulting and ongoing support, allowing clients to focus on their core activities while Zennify manages the technical aspects of their Salesforce platforms.

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Simplify's Take

What believers are saying

  • Zennify's acquisition of Terazo enhances its data consulting capabilities and service offerings.
  • The $7.5 million investment from Tercera supports software development and international expansion.
  • Inclusion in the Inc. 5000 list highlights Zennify's rapid growth and market success.

What critics are saying

  • Increased competition from other Salesforce consulting firms poses a market challenge.
  • Integrating Terazo's services may lead to operational inefficiencies post-acquisition.
  • Reliance on Salesforce could be risky if the platform undergoes significant changes.

What makes Zennify unique

  • Zennify is a Salesforce Platinum Partner with deep expertise in financial services.
  • The company offers tailored solutions, enhancing customer engagement and operational efficiency.
  • Zennify invests 1% of project resources in community and environmental support.

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Funding

Total Funding

$7.3M

Above

Industry Average

Funded Over

1 Rounds

Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

Benefits

Unlimited Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

-19%

1 year growth

-17%

2 year growth

-21%
Bizjournals
Nov 12th, 2024
Richmond IT services firm Terazo acquired by Zennify

Richmond IT services firm Terazo has been acquired by Zennify, a Sacramento, California-based firm focused on Salesforce and data consulting.

01net
Apr 8th, 2024
As Salesforce Growth Eases, U.S. Firms Map Out Projects

Birlasoft, Coforge, Hexaware, Mphasis Silverline, Perficient and Zennify are named as Leaders in two quadrants each.

Yahoo Finance
Aug 15th, 2023
Zennify Appoints Salesforce Alum Michael Rouleau As Chief Revenue Officer

Former customer success leader at Salesforce and Financial Services Executive at Bank of America and Accenture brings best-in-class delivery to further profitability and growth.SACRAMENTO, Calif., Aug. 15, 2023 /PRNewswire/ -- Zennify, a leading Salesforce and nCino consultancy, today announced the addition of Michael Rouleau as Chief Revenue Officer. Rouleau is a seasoned go-to-market leader with a unique portfolio of experience.Zennify (PRNewsfoto/Zennify)Rouleau brings over 30 years experience optimizing technology for business success. Most recently, Rouleau served as Senior Vice President of Customer Success at Salesforce, leading the North American Financial Services Operating Unit. In his role, Rouleau advised and guided customers with implementations, integrations, roadmaps, user experience, value benchmarking, and process discipline for an optimized Salesforce investment.Prior to that, Rouleau was a Technology & Operations executive at Bank of America, as well as a Financial Services executive at Accenture. He's also a military veteran."I've worked with the Zennify team over the years as the go-to partner for financial institutions," said Michael Rouleau, CRO, Zennify

Consulting.us
Apr 19th, 2023
Chris Conant joins IT consultancy Zennify as CEO

Chris Conant, former SVP at Salesforce, has joined Sacramento-based IT consultancy Zennify as chief executive officer.

Bizjournals
Apr 12th, 2023
Sacramento Inno

Zennify also named Matt Henwood as its new chief delivery officer.

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