CMIT Solutions
CMIT needed better customer data to drive more effective marketing for their franchisees.
Franchisees needed better functionality to serve their clients.
ZynBit helped them get both.
Top 20 Financial Firm takes their Technology from Legacy to Legendary
Over 5000 Advisors rely on ZynBit to Deliver an excellent client experience, lasting relationships, and Advisor productivity.
Driving Salesforce Adoption from the Inbox
Allied has set achievable goals to be at 80% adoption of Salesforce by the end of 2016! The previous goal before implementing the right CRM tools was 40-60% adoption. So having Zynbit allowed Allied to set the bar high and raise the adoption rate 20%!
How ZynBit Helps PCBB Book More Prospect Engagements
Prospect meetings are central to acquiring customers and building lasting relationships. Removing the friction of scheduling and booking meetings results in more meetings and more customers.
A Better Client Experience, For More Client Referrals
Barber financial centers their business on creating an excellent client experience while reducing operational overhead. ZynBit is the technology they use to make this a reality.
RMB Capital Opens A Doorway To Salesforce Through The Email Inbox.
The path to bringing critical customer data into Salesforce is simple and seamless for RMB with ZynBit.
One Medical Passports Creates a Better Customer Experience with ZynBit.
ZynBit helps Wenger save 40 hours per day every day
Wenger, a leading manufacturer of performing arts equipment, achieves a 1-click user experience between email, Salesforce, & Sharepoint. Users can now live in their email inbox without toggling across multiple applications.
