Customer Engagement

Turn customer moments into momentum

We design, build, and optimize omnichannel communication strategies using Twilio, Salesforce, and AI. So every message moves your business forward.

Smart communication for complex industries

In regulated industries, one-size-fits-none.

We design engagement that fits your data, channels, and regulation, and works with the systems you already use.

Let's talk
Omnichannel communication

Voice, SMS, chat, WhatsApp, email delivered through Twilio Flex or embedded in Salesforce.

Data-driven personalization

Use Salesforce and Data Cloud to power real-time, relevant customer experiences.

AI-enabled automation

Route, respond, and resolve faster with intelligent workflows built around your data.

Secure, compliant engagement

Support authentication, consent, and communication governance with confidence.

This collaboration set a new standard for our customer engagement, with a 25% reduction in operational costs and improved satisfaction scores for our customer service.

Featured Offerings

Built for the moments that matter

From re-engagement to real-time personalization, these offerings help you connect faster, respond smarter, and deliver outcomes your teams can feel.

Modern Contact Center

Omnichannel engagement powered by FSC & Twilio Flex

Your challenges
  • Disconnected customer data across systems
  • Limited personalization in customer interactions
  • Inefficient agent workflows
  • Compliance and security concerns in communications
Outcomes
  • Seamless integration of Salesforce FSC with Twilio Flex
  • Real-time access to unified customer profiles
  • Personalized, omnichannel communication (voice, SMS, chat, email)
6-10 weeks
AI Advisory Workshop

Cut through the hype and get a real plan for AI that fits your business

Your challenges
  • No defined AI use case
  • Pressure to “do something with AI” without a clear path
  • Gaps in governance, security, 
or compliance
Outcomes
  • AI opportunity map tailored to your organization
  • Prioritization framework with scoring for feasibility, risk, and ROI
  • One fully developed use case with objectives, architecture, and data needs
  • Executive-ready summary deck with business case and recommended next steps
2-4 weeks
Data Cloud for Marketers

Activate real-time customer data in Marketing Cloud.

Your challenges
  • Fragmented data across channels
  • Static segmentation and batch campaigns
  • Poor personalization at scale
  • No real-time customer insights
  • Manual marketing workflows
Outcomes
  • Unified customer profiles with Data Cloud
  • Real-time segmentation and audience activation
  • Personalized journeys in Marketing Cloud
  • Integrated campaign performance data
  • Improved speed-to-market for campaigns
6-10 weeks

Our customer engagement offerings expand far beyond these. Reach out for more information.

Meet the Experts

Experts in engagement that performs

Our team brings deep experience in communication platforms, real-time data, and AI. We build solutions that work for your team, your customers, and your industry.

About Zennify
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Michael Blakeney

Sr. Director, Strategic Architecture

Mike brings over a decade of technology leadership to his role, blending deep expertise in cloud-native architecture and scalable software design. As a senior technology leader, he helps organizations align technical innovation with business strategy to deliver impactful, future-ready solutions.

He thrives on mentoring teams, streamlining complex systems, and leading with a product-minded approach. Known for bridging gaps between vision and execution, Mike ensures technology drives measurable results.

Outside of work, he enjoys spending time with his family and reading good books, always learning, always growing.

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Sean Ruiz

Principal Consultant, Marketing Cloud

Sean brings 12+ years of experience in IT and over 100 Salesforce projects, with a specialty in Salesforce Marketing Cloud. He’s known for blending technical depth with a strong consulting presence—helping clients solve the right problems, the right way.

His background spans industries from hospitality and entertainment to banking and retail. Whether untangling broken implementations or leading digital transformation, Sean’s approach is consistent: build scalable solutions, act with intention, and earn trust.

As a member of the Salesforce Marketing Cloud Partner Advisory Board, Sean shares insights that shape the future of the platform. Off-project, he’s focused on mentoring the next generation of consultants and elevating the craft of client service.

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Nicolette Barbitta

Associate Principal Consultant

With 20+ years of IT and financial services experience, Nicollette specializes in nCino and Salesforce solutions for banks and credit unions. She focuses on loan origination, account opening, and process improvement—bringing structure, clarity, and empathy to every project.

Nicolette’s path to tech started with a broken computer and a determination to figure it out herself. Since then, she’s run her own repair business, led system implementations, and served as the sole nCino admin for 220 users. She’s a 5x nCino Community Champion, a Zennify Trusted Advisor award winner, and an advocate for mentorship and inclusion in tech.

Outside of work, Nicolette volunteers with the Butte Diaper Bank, enjoys time with her family, and brings her passion for people into every space she’s part of.

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Mark Wensell

CTO & General Manager, Digital Engineering

Mark brings 20+ years of strategic technology leadership to Zennify, with deep expertise in building scalable programs that deliver data, API, and AI-driven outcomes. As former CEO of Terazo, now part of Zennify, he leads the firm’s Digital Engineering team with a people-first mindset and a passion for innovation.

Mark’s approach centers on sustainable transformation—where process enables people, and technology amplifies results. He believes we’re in the early days of the AI revolution and is focused on helping organizations prepare with purpose.

Off the clock, Mark spends time with his family, often racing sailboats or exploring new places together.

ACCELERATORS

Your shortcut to smarter engagement

Live in 2–4 weeks
Twilio Flex Kickstarter

Fast-track to a modern contact center

  • Omnichannel Contact Center
  • Rapid Deployment
  • Scalable Flex Foundation

Deploy a production-ready Twilio Flex instance with prebuilt IVRs, routing, and SSO.

+30% agent efficiency
Twilio AI Assistant

Conversational AI for modern contact centers

  • Generative AI
  • Omnichannel Automation
  • Voice + Messaging

Deliver real-time, intelligent self-service across voice, chat, SMS, WhatsApp, and more. Configured directly in Twilio Flex to streamline interactions, extract key data, and escalate seamlessly to human agents.

Boost outreach up to 2.5x
Twilio Power Dialer

Intelligent outbound calling at scale

  • Automated Outreach
  • Sales Acceleration
  • CRM Integration

Automate outbound dialing, smart call dispositions, and follow-ups. Integrated with your CRM for real-time visibility, reporting, and agent productivity gains.

+10% team efficiency
Retail Banking Agent

Customer engagement AI assistant

  • Agentforce
  • Self-Service
  • Agent Assist

Empower retail banking teams with a virtual assistant that handles service requests, product guidance, transactions, and account opening.

Shaping excellent customer experiences