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.
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.
Learn More >
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.
Learn more >
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.
Learn More >
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 >
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.
Learn more >
