Enjoy a true single customer view.

360-Degree Customer View.

The most important information you need, right at hand. Comnexa can help you find, win, and keep 22% more customers than today. Salesforce CRM will 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 Sales Cloud. Plus, with easy customisation you can show each team the information most important. Customer Relationship Management powered by Salesforce allows you to show your Business Development team the most recent contract closure, or your Customer and Client Services team can easily view a contacts’ most recent incoming email or phone call.

The power of Salesforce, integrated with your existing business systems. Seamlessly linking between your data warehouse, and interacting effortlessly with some of the industries most used applications, like NavOne, ViewPoint, and PureFunds to name just a few.

Track Everything.

Track leads and opportunities from start to finish. Find new customers at events, online, and also through referrals, with one easy to use CRM system. Intelligently nurture the most promising leads thanks to machine learning, your CRM system can prioritise leads into those that are most likely to convert, optimising the efforts of your Business Development and Sales teams.

Improved Pipeline Management.

Make your Customer Relationship Management system your most valuable tool and take it with you everywhere. No more waiting until you return to the office to onboard new clients, begin your client onboarding on the fly from your smartphone or tablet.
Plus, with visual dashboards available across any device, Management teams hold instant access to the most up-to-date pipeline progress and business reporting.

Focus on Relationships.

Improve overall efficiency with CRM automation. Reduce the amount of time spent by your team on non-revenue generating tasks, including reporting, KYC checks, and data entry. Automate many of your everyday tasks, helping you to mitigate against non-compliance, and improving overall efficiency.

When I’m attending events away, I often have multiple cards and a lot of individuals that you meet. I use the app to be able to determine something of note of each of those individuals... It enables me to have a much more direct and friendly approach when it comes to Business Development, and I find that really helpful.

- Lucia Perchard, Highvern

See how Highvern introduced Salesforce as their CRM system of choice, and the benefits this delivered.

Let’s Work Together.

Whether you currently track clients and new business on a whiteboard, Excel spreadsheet, or an existing system, save valuable time by integrating your existing systems into Salesforce. With open API’s and access to a catalogue of added features through the Salesforce AppExchange, Comnexa can seamlessly link Salesforce to the systems that already work for your business.

Contact Comnexa’s Team of specialists today to discover how we can save your business time and money, while also enabling you to find, win, and keep more clients than ever before.
We'll call you back using your details on the form below, or, call us today on 020 3370 2843 (UK) or 01534 629998 (Channel Islands).

Products We Support.

Customer Relationship Management

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Our Solutions

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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