Wave goodbye to never ending email trails and cluttered inboxes of PDF documents and scanned agreements. With portals that are tightly integrated with your Salesforce solution, Comnexa can help you improve and transform your customer onboarding experience.
Move a new business opportunity into a successful new business win, and Salesforce can intelligently produce all the necessary digital documentation. From contracts through to KYC provisions, Salesforce can guide customers through the entire process. Ensuring more consistent business compliance, and a seamless customer journey.
Give your partners and intermediaries access to their own onboarding portals. Allowing them to directly input and refer business to the best team. Only handoff the warmest and most appropriate leads to your Client Services teams, while effortlessly tracking and monitoring the progress of other new referrals.
Whether you’re looking to build a business referral portal, a document repository, or a customer community, Salesforce can create an enjoyable and memorable experience for your customers.
Discover how you can create a connected, cross-channel digital experience for your customers. Watch our showcase demo below.
Contact Comnexa’s Team of specialists today to discover how portals can fit perfectly into your business.
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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