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 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.
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.
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.
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).
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