We help businesses like yours leverage the power of Salesforce

Delivering tailored solutions that drive growth, enhance efficiency, and streamline your operations.

We help financial services and professional services businesses use technology to win, onboard and manage customers.

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language. As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success.

Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.

Our Values

We pride ourselves on being a trusted Salesforce partner, collaborating closely with Salesforce to bring cutting-edge solutions to our clients

Innovation
We innovate in the way we deliver solutions and always remain agile.
Customer success
We ensure our customers are successful with the solutions we provide. We set customers up for success and build enduring relationships.
Trust
We build long lasting trusted relationships with our customers and become trusted advisors. Challenge and have honest conversations with customers where needed for the greater good.

Management Team

Our team is here to assist you every step of the way. By collaborating closely with your team, we gain valuable insights into your goals, challenges, and priorities, enabling us to identify how Salesforce can seamlessly integrate with other technologies and influence your strategic approach.

Dan Williams

Co-founder & Chief Technology Officer

Dan co-founded Comnexa and has 11 years experience providing a variety of Salesforce services to a wide range of sectors and markets, specialising in financial services and professional services. Before founding Comnexa in 2016, Dan was responsible for the planning, global implementation, and management of Salesforce at Jersey Finance. Since founding Comnexa, Dan has led multi-cloud Salesforce implementations for clients with 1,000+ employees. Dan is now the Chief Technology Officer at Comnexa.

Phil Cuming

Co-founder & Chief Commercial & Operating Officer

Phil has worked in B2B marketing and business development roles for over 12 years and has an MSc in Marketing from the University of Exeter. He was a Salesforce user at his previous company and, together with Dan, saw the potential that the platform could bring to other businesses. Phil leads Comnexa's commercial & operational activities and occasionally helps clients use the data within their CRM to calculate their marketing and sales campaign ROI and ultimately spend their marketing and sales budgets smarter.

John Walsh

Professional Services Director

John is Comnexa's Professional Services Director and joined in 2021 following 20 years within the IP industry, ten years of which was leading and delivering software solutions for multi national companies. John has delivered software solutions internationally to companies in many diverse industries such as financial services, pharmaceutical, technological, manufacturing, entertainment and consumer goods. For three and half years John has been leading the Professional Services team for an end-to-end IP solution based on the Salesforce platform. This has allowed John to utilise his knowledge of the Salesforce platform combined with project management and consulting experience to deliver projects to clients on time and on budget.

Richard Van Neste

Managed Services & Success Director

Richard leads Comnexa's Managed Services and Success team, ensuring that our clients are continuing to evolve and enhance their Salesforce org's and practices following projects and ultimately are succeeding with Salesforce. A key function of Richard's team is that they work alongside a client's own superusers or Salesforce centre of excellence to support their efforts regarding user adoption. He spends a lot of his time learning about the latest Salesforce updates and working with our clients to help them take advantage of these. Richard started life at Comnexa as a Business Solutions Consultant before moving to the managed services and success role and so he is well placed to help our clients to plan their Salesforce roadmaps and ultimately get the best return on their investment in Salesforce.

Charissa Baute

HR Business Partner

Charissa leads Comnexa's HR activities including the recruitment of new team members. She has worked in the Salesforce ecosystem for 5 years having joined Comnexa from Waeg in 2023.

Matt Ansley

Account Director

Julie Tensorer

Senior Business Solutions Consultant

Jordan Rive

Business Solutions Consultant

Savanna Meyer

Project Manager

Beatriz Machado

Business Solutions Consultant

Keri Wanless

Finance Manager

Talyta Lima

Customer Success Consultant

Richard Whiting

Account Director

Miguel Oliveira

Customer Success Consultant

Ana Maciel

Business Solutions Consultant

Sérgio Cardoso

Project Manager

Flavio Caetano

Salesforce Developer

Nuno Quelhas

Salesforce Developer

Catarina Ribeiro

Salesforce Consultant

Ivan Luzhnyi

Project Manager

Joana Cruz

Business Solutions Consultant

Thais Dalloz

Salesforce Administrator

Russell Zaman

Marketing Developer

Mario Monteiro

Customer Success Consultant

Eduardo Lousa

Salesforce Administrator

Speak to us

Our comprehensive range of services covers every aspect of Salesforce implementation and optimisation.