Comnexa Limited

Helping businesses make data backed marketing & sales strategies

Comnexa is a Salesforce partner consultant specializing in Financial and Professional Services, particularly wealth & asset management. The Comnexa team has conducted a number of Financial Services Cloud (FSC) implementations and configured customer onboarding functionality within Salesforce for a number of clients. As well as FSC, Comnexa has worked on Sales & Service Cloud, Pardot, Tableau, Experience Cloud and CPQ projects, amongst others.

Client feedback from AppExchange:
Comnexa was an engaged and informative partner throughout this project, taking their time to understand our requirements and processes to provide us with the best Salesforce solution.

They were extremely easy to work and communicate with and I would thoroughly recommend them as a Salesforce partner.

Offshore Financial Services. This is our key area of expertise. We work with a number of businesses that acquire new business via intermediaries rather than direct marketing to HNWIs. Legal Services. We are helping law firms operate more efficiently. Using a practice management system developed on the Salesforce platform and integrates with CRM, we help clients manage sales pipeline and matter management in the same environment. Marketing and sales-led approach. Our founders come from marketing and business development backgrounds. The focus of our projects is often using Salesforce to help teams find, win and keep more business and spend campaign budgets smarter.

Comnexa is a Salesforce partner consultancy. We use Salesforce technology to support businesses making data-backed marketing and business development strategies. Whilst we have carried out Salesforce implementations across a variety of sectors, our specialty is offshore financial services. We have worked with businesses implementing their very first CRM, others moving from a different technology onto Salesforce, and those wishing to improve their existing Salesforce use. Our management originates from marketing and business development backgrounds and so we lead projects with an ethos of improving the way businesses use data to find, win and keep more clients and crucially use Salesforce technology to measure the success of different commercial activities to encourage better spent of budgets in the future.

Our team is experienced in working with multi-jurisdictional businesses and to date, we have conducted work in the following jurisdictions:- United Kingdom- Jersey, Channel Islands- Guernsey, Channel Islands- Isle of Man- Malta- Switzerland- Mauritius- Luxembourg- Australia- South Africa

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# Focus

# Salesforce Expertise


# Certifications (33)

# Portfolio

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# Geographic Focus

Languages: English, French

International: Channel Islands, Portufal, France, Australia, United Arab Emirates, United Kingdom

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