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Accelerate transformation,
build trusted relationships

We help financial services and professional services businesses use technology to win, onboard and manage customers.

Transform your business with us

Solutions

Customer Onboarding

In our experience, it is difficult for many businesses to effectively track and automate the onboarding process of new customers. This leads to great inefficiency internally, bloated teams of administrators, and a suboptimal customer experience.

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KYC & Due Diligence

Our KYC & Due Diligence Accelerators can enable businesses to carry out all of their AML screening tasks in Financial Services Cloud, without the need to support or provide data to a third party screening application. Our Accelerators allow you to reduce customer onboarding delays with a frictionless process.

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Client Management & Pipeline

The most important information you need, right at hand. Our CRM Accelerators have been proven to help businesses find, win, and keep 22% more customers. Our CRM Accelerators allow your teams to track sales leads and opportunities, as well as offering the most recent customer interactions, such as the latest phone calls, meetings, and emails, all in one single system. All implemented with Salesforce.

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service-cloud

Project Management / PSA

In Partnership with Cloud Coach, our Professional Services Accelerators can transform Salesforce into a fully fledged project managment system. We can provide everything you need to manage your projects, whether it's Customer Onboarding, Professional Services Automation, IT Project Management, Customer Success, your PMO / Program Management and more.

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Marketing Automation

In our experience, many businesses find it challenging to track and measure the effectiveness of their communications, gain insight into user journeys and personalise content across campaigns. We have developed several Marketing Automation Accelerators which allow you to always send the right message, to the right person, at the right time.

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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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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

Tree360 - Creating a scalable solution for planting trees
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Comnexa Achieve Next Level Salesforce Recognition
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Comnexa client gets honourable mention at the ParDreamies awards
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