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Overview
Zennify provides Salesforce consulting services focused on financial services, helping banks, credit unions, and other institutions optimize their CRM. It works by guiding clients from strategy to implementation and ongoing managed services—defining CRM goals, configuring and integrating Salesforce, and continuously monitoring and adapting the platform. The company differentiates itself with Platinum Partner status, deep financial services expertise, and a track record of over 400 implementations and 100+ Salesforce certifications. Its goal is to be a trusted advisor that improves customer engagement and business performance, increasing lifetime value and reducing costs through sustained Salesforce use.
About Zennify
Industries
Consulting
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$7.5M
Headquarters
Sacramento, California
Founded
2013
Simplify's Take
What believers are saying
- AI-first delivery aligns with regulated-industry demand for practical implementation support.
- Terazo acquisition expands data engineering and modernization capabilities beyond Salesforce consulting.
- Salesforce Financial Services Cloud expertise strengthens banking and credit-union cross-sell opportunities.
What critics are saying
- Salesforce's native AI stack compresses partner differentiation and pricing power.
- Leadership turnover from Chris Conant to Michael Rouleau risks execution during integration.
- Heavy Salesforce and nCino concentration exposes revenue to platform strategy shifts.
What makes Zennify unique
- Salesforce, nCino, Databricks, and Twilio depth targets regulated financial services.
- 700+ financial and regulated-industry projects prove repeatable delivery at scale.
- 4.9/5 customer satisfaction and Salesforce Ventures backing reinforce credibility.
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Funding
Total Funding
$7.5M
Above
Industry Average
Funded Over
1 Rounds
Benefits
Unlimited Paid Time Off
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 2%2 year growth
↓ -3%Richmond IT services firm Terazo has been acquired by Zennify, a Sacramento, California-based firm focused on Salesforce and data consulting.
Birlasoft, Coforge, Hexaware, Mphasis Silverline, Perficient and Zennify are named as Leaders in two quadrants each.
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
Chris Conant, former SVP at Salesforce, has joined Sacramento-based IT consultancy Zennify as chief executive officer.
Zennify also named Matt Henwood as its new chief delivery officer.
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About Zennify
Industries
Consulting
Enterprise Software
Fintech
Financial Services
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$7.5M
Headquarters
Sacramento, California
Founded
2013
Zennify is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today