Project Management / PSA

PSA by Comnexa

Find out how Comnexa implemented Cloud Coach for tranScrip

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.

Create Projects

Whether it’s a professional service project, internal development, or a marketing campaign, Cloud Coach Enterprise lets you launch projects directly from your Salesforce records.

Project Templates

Don’t start every project from scratch. Use your own best-practice project templates to launch new projects quickly. You can even automate project creation from templates using Process Builder and your own business needs

Assign Project Tasks

Get the right person for the task with skills-based resourcing. Split tasks across multiple team members. Add required skills or individual resources to your project templates to make task assignments even quicker.

Track time

How long do your tasks actually take? Are your delivery estimations accurate? With Cloud Coach Enterprise, you can take the hassle out of time tracking by easily capturing your time entries as you work, then fill in any gaps on the easiest to use timecard on the market.

Project Management / PSA

Our Solutions

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.

Learn More >

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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