Comnexa worked with JTC to deliver an innovative CRM solution on the Salesforce platform

CRM, Marketing Automation and Analytics solution for a publicly listed and rapidly expanding businessEstablished in 1987, JTC PLC is a 1,300 person global professional services business with deep expertise in fund, corporate and private client services.

JTC uses Salesforce across it’s network of international offices to create a Single Source of Truth.

JTC can accurately track and manage complex intermediately relationships.

JTC have been expanding through acquisition and it is significantly quicker to onboard an acquired firm's staff and data to the Salesforce platform when compared to previous systems.

Comnexa worked with JTC to migrate to Salesforce from a legacy CRM solution. This included a complete data migration between the platforms.

Salesforce is integrated with JTC’s core data warehouse which allows JTC to both push and pull data in a dynamic fashion.

Comnexa’s customer success team works with JTC on an ongoing basis to ensure JTC are taking full advantage of new Salesforce releases and updates.

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