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Accelerate transformation,
build trusted relationships

We partner with financial and professional services businesses and empower them to collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere using industry-leading Salesforce CRM, marketing automation and data analytics solutions.

Transform your business with us

Solutions

Financial Services

Transform and scale your Business Development & Client Services proposition. With Salesforce Financial Services Cloud implemented by Comnexa, you can supercharge every corner of your advisory business. From smaller implementation projects, through to complex third-party integrations, Comnexa come offering a wealth of expertise.

LEARN ABOUT SOLUTIONS FOR FINANCIAL SERVICES >

Legal Services

Focus on the matter in hand, and reduce your firms time spent on non-billable activities. Comnexa’s Legal Case Management implementation with Salesforce can boost your firms productivity and profitability. Whether your goal is to better manage your Business Development activity, or manage your matters and cases, Comnexa can implement a cost-effective solution that works for your firm.

LEARN ABOUT SOLUTIONS FOR LEGAL SERVICES >
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CRM

Discover key client insights in an instant. Salesforce Sales Cloud allows your teams to work more efficiently and collaboratively. Providing a unified view of your sales pipeline and your customers, as well as encouraging teams to successfully take opportunities over the line.

LEARN ABOUT SALESFORCE SALES CLOUD >
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Analytics

Gather transformative insights in minutes, not days. Comnexa’s implementation of Salesforce Einstein and Tableu CRM can help your business answer vital questions critical for success. With AI-power at its core, Salesforce can become a new trusted advisor for your business.

LEARN ABOUT SALESFORCE EINSTEIN >

Marketing

Attribute true RoI to your marketing activity with Salesforce Marketing Cloud. Move beyond last-activity attribution and understand how your entire channel mix is performing. Whether you’re sponsoring conferences or running online activity, Salesforce can capture and track performance.

LEARN ABOUT SALESFORCE MARKETING CLOUD >

Portals

Create useful and intuitive platforms for your customers and your partners, neatly and effortlessly integrated with Salesforce. Allow your customers to upload KYC documentation, or enable partners to easily refer new business without friction.

LEARN ABOUT PORTALS >

Service

Meet your customers on the right platforms, without the need for complicated processes and systems. Easily manage your entire Customer Service process with Salesforce Service Cloud. Provide quick resolutions with self-serve portals, and offer timely resolutions across multiple channels.

LEARN ABOUT SALESFORCE SERVICE CLOUD >

Customer Experience

Deliver the very best customer experience, and leverage your businesses best assets. Measure a range of customer experience metrics, and turn this into meaningful, actionable insight. You’ll be a promoter of Salesforce Feedback Management in no time.

LEARN ABOUT SALESFORCE FEEDBACK MANAGEMENT >

Commerce

Drive even more sales, to consumers, businesses, or government. With Salesforce Commerce Cloud, you can unify and manage every aspect of your commerce business in one application. From stock management and order processing, through to after-sales care.

LEARN ABOUT SALESFORCE COMMERCE CLOUD >
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Nonprofit

Nonprofits and charities are busy changing the world, and we’re here to support their mission. Enhance your donor relationships and manage your charities most vital assets with Salesforce Nonprofit Cloud. Plus with your first 10 licence free of charge, you’ll be up and running in no time.

LEARN ABOUT SALESFORCE.ORG NONPROFIT CLOUD >

Drive results with us

Explore the teams we've helped succeed.

jtc

"Having considered a switch of CRM system to Salesforce, we wanted a local partner that was able to help us manage the process every step of the way, from negotiating our package and licence costs, right through to implementation of Salesforce across our global network of offices and the training of staff. We also wanted a partner who we could work with on an ongoing basis once Salesforce was live, to ensure that we continue to get maximum return from our investment over the long-term. Comnexa were the natural choice and have delivered on every aspect of the project, with Salesforce successfully rolled out to the business on time and on budget. They are not only experts in the Salesforce ecosystem, they really take the time to understand the commercial rationale behind the software and are a pleasure to work with." - David Vieira, Chief Communications Officer, JTC PLC.

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highvern

“Comnexa were able to work at our speedy pace and get Salesforce implemented into our business on a short timeline of 30 days. They were available at any point during the implementation for all our needs and support. They are a great team and we look forward to expanding our Salesforce systems with them in the future.” - Naomi Rive, Co-Founder and Group Director, Highvern

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afsic

“I was delighted with the speed, efficiency and professionalism of the Comnexa team in migrating my extensive database across to Salesforce and the integration of a marketing system at the same time. I have no hesitation in recommending them” - Rupert McCammon, AFSIC

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jtglobal

"While JT had invested heavily and gone to huge lengths to improve customer service and the quality of its products, the online environment did not reflect its efforts." - JT Group

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national-trust-jersey

“We have found the consultants at Comnexa very professional and responsive. They appear to have a good knowledge of salesforce and worked with us on finding solutions to fit the needs of our requirements. Being locally based in Jersey was a real advantage and the consultants met us in our working environment. We would recommend Comnexa to future clients.” - Sarah Hill, Fundraising Manager, The National Trust for Jersey

Engage with us

Keep up with what we're up to and our thoughts on all things Salesforce

Comnexa client gets honourable mention at the ParDreamies awards
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World First for Comnexa Gaining Financial Services Cloud Accreditation
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Salesforce Business Analyst - August 2021
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