Digital Platforms with Real Value.

Onboard with Ease.

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.

Improve Partnerships.

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.

Built for You.

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.

Let’s Work Together.

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).

Products We Support.

Portals

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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.

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.

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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.

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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.

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 >