Jungo Training & Consulting

Empower Your Financial Business with Expert CRM Training & Consulting

Welcome to a realm where technology and finance unite seamlessly. In today's financial world, your client isn't just a statistic but a relationship to be nurtured. Enter Jungo—an all-in-one CRM solution tailored for the financial industry, built on Salesforce®. With our specialized training and consulting services, we enable businesses like yours to harness the full potential of Jungo, converting leads into lifelong clients and turning chaos into order.

Here are some of the specific challenges we help you overcome:

• __ Eliminate the frustration of lost customer data and missed follow-ups.
  Never let a client's details fall through the cracks. Our training ensures that your team leverages Jungo’s powerful data management to maintain impeccable client records, ensuring timely and effective follow-ups.
• __ Prevent the inefficiency of fragmented marketing campaigns and poor lead tracking.
  Disparate systems and disjointed campaigns are a thing of the past. We guide you through Jungo’s integration capabilities, consolidating your marketing efforts into a streamlined, cohesive strategy that captures and tracks leads effortlessly.
• __ Reduce the burden of manual sales processes and disjointed team communication.
  Kiss goodbye to labor-intensive tasks and communication breakdowns. Our expert consulting helps you automate sales processes and foster seamless interaction among team members, maximizing productivity and collaboration.

Unlock the potential of your financial business with our comprehensive CRM training and consulting services. Let us guide you to not just meet but exceed your client relationship goals with Jungo.

Jungo Training

Hands-on training to help you master Jungo. Hands-on learning with live instructors provides everything you need to optimize your Jungo instance. Customized private training is also available.

Jungo Consulting

Expert consulting to optimize your CRM for success.

Why Choose Our Jungo Services?

Expertise and commitment to your success.

Need Help With Jungo CRM?

Professional Services: Work one-on-one with a Jungo expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a Jungo technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Jungo is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Frequently Asked Questions