CUSTOMER-FOCUSED SOLUTIONS THAT EMPOWER YOUR BUSINESS TO THRIVE

Our team holds a diverse range of Salesforce certifications, ensuring we have the expertise to meet your unique needs. We offer comprehensive support for various Salesforce Clouds, including Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud.

Salesforce Certifications

Comnexa holds a wide variety of Salesforce certifications and has capabilities to deliver across the entire Salesforce product suite.

Quote Mark

Since we started with Comnexa, our customer network has grown by 30-40% annually, driven by automation and process efficiency. Salesforce is [now] absolutely integral to the business. [It] enabled us to refine our marketing strategies, focusing on measurable outcomes and targeted campaigns.

Rupert McCammon, Founder & Managing Director, Africa Investments Limited

OUR SALESFORCE EXPERTISE

What is it?

Sales Cloud is Salesforce’s leading customer relationship management (CRM) platform, designed to help businesses of any size streamline their sales process from lead generation to closing deals.

 

Features

  • Lead and opportunity management
  • Account and contact management
  • Sales forecasting
  • Collaboration tools for sales teams
  • Mobile access for on-the-go productivity

 

Benefits

  • Boosts productivity by streamlining sales workflows
  • Enhances team collaboration
  • Provides real-time insights for better decision-making
  • Increases sales through more efficient processes
  • Customizable to meet specific business needs

What is it?

Financial Services Cloud (FSC) is designed specifically for the Banking, Wealth & Asset Management, and Insurance sectors. It helps financial advisors and brokers manage client relationships, track financial goals, and streamline processes.

Features

  • Client and financial account management
  • Household relationship management
  • Personalised financial planning tools
  • KYC and AML compliance features
  • Centralized platform for easy data access

Benefits

  • Simplifies client relationship management
  • Ensures compliance with industry regulations
  • Provides a clear view of clients’ financial goals
  • Centralizes information for better decision-making

What is it?

Service Cloud is a customer service platform that gives your business a 360-degree view of customer interactions across multiple channels.

 

Features

  • Case and knowledge management
  • Self-service portals and client support
  • Real-time reporting and analytics
  • Multi-channel communication (email, phone, social media, chat)
  • Tools for seamless team collaboration

 

Benefits

  • Enhances customer satisfaction with personalized service
  • Reduces customer inquiries through self-service options
  • Boosts efficiency with streamlined workflows
  • Provides valuable insights with real-time data
  • Increases team productivity by improving collaboration

What is it?

Experience Cloud enables businesses to build custom portals and websites, providing clients with easy access to essential services and resources.

 

Features

  • Customizable self-service portals and websites
  • Secure document sharing and collaboration tools
  • Account and investment management capabilities
  • Advanced analytics and reporting on customer behavior
  • User-friendly, secure environment for transactions and services

 

Benefits

  • Enhances customer engagement with personalized digital experiences
  • Simplifies account and transaction management for clients
  • Strengthens relationships through seamless collaboration
  • Provides actionable insights to improve service delivery

What is it?

Pardot and Marketing Cloud are powerful Salesforce platforms that help businesses connect with their clients through marketing automation. Pardot is tailored for B2B marketing, while Marketing Cloud focuses on delivering personalized B2C experiences across multiple channels.

 

Features

  • Targeted email marketing and campaign automation
  • Lead scoring and nurturing
  • Social media marketing tools
  • Personalized customer journeys
  • Multi-channel marketing for tailored experiences

 

Benefits

  • Enhances engagement through targeted, meaningful campaigns
  • Improves lead conversion with effective lead scoring
  • Strengthens customer relationships with personalized journeys
  • Increases brand loyalty through tailored marketing
  • Boosts marketing efficiency with automation across channels

What is it?

Salesforce Customer 360 is a platform that unifies customer data from multiple departments, products, and channels, giving businesses a complete 360-degree view of each customer.

 

Features

  • Unified customer data across departments and channels
  • Personalized experience delivery across all touchpoints
  • Tools for regulatory compliance and data privacy
  • Insights into customer behaviors and preferences
  • High data quality and security standards


Benefits

  • Enhances customer engagement with personalized interactions
  • Simplifies customer data management for better decision-making
  • Ensures compliance with industry regulations
  • Builds stronger, long-lasting customer relationships
  • Drives business growth through better customer insights

What is it?

Tableau is a powerful data visualization and business intelligence platform that transforms complex data into clear, interactive visualizations.

 

Features

  • Drag-and-drop interface for creating visualizations
  • Interactive dashboards and reports
  • Advanced analytics capabilities
  • Seamless integration with Salesforce
  • Strong data security and governance features

 

Benefits

  • Makes complex data easy to understand and act on
  • Empowers teams to explore data without technical expertise
  • Helps identify trends and make informed decisions
  • Enhances operational efficiency with data-driven insights
  • Ensures data protection with robust security measures

What is it?

Net Zero Cloud is Salesforce’s sustainability solution that helps businesses monitor and reduce their environmental impact.

 

Features

  • Real-time carbon footprint tracking
  • Integration with existing data sources
  • Tools for setting and tracking emission reduction goals
  • Performance insights for sustainability initiatives
  • Reporting tools for environmental impact

 

Benefits

  • Helps reduce your carbon footprint with data-driven insights
  • Builds trust and loyalty with customers and stakeholders
  • Aligns business operations with social and environmental goals
  • Positions your company as a leader in sustainability efforts

What is it?

Salesforce CPQ is a powerful tool that helps businesses configure products, calculate prices, and generate accurate quotes quickly.

 

Features

  • Automated product configuration and pricing
  • Quick quote generation
  • Integration with CRM and ERP systems
  • Approval workflows for pricing and discounts
  • Accessible on any device

 

Benefits

  • Integrates with Sales Cloud to simplify complex sales processes
  • Reduces errors and ensures pricing accuracy
  • Speeds up the sales cycle with automated quoting
  • Improves cross-selling and upselling opportunities
  • Enhances operational efficiency by minimizing manual data entry
  • Boosts customer satisfaction with faster, more accurate quotes

OUR PARTNERS

There are various solutions in the Salesforce ecosystem that aim to solve specific requirements. 

The quality of these solutions is guaranteed by the Salesforce Partner Program and is designed to expand the use of Salesforce and help you accomplish more with Salesforce at the core of your operations. Comnexa, as your trusted partner, is well-versed in helping clients implement apps and solutions from the AppExchange.

Continuum finds simple, cost-effective solutions by providing the tools, enablement, and consultancy to help businesses turn data into usable information.
Cloud Coach is a project management, professional services automation (PSA), and Customer Onboarding application built on the Salesforce platform. It provides tools and features to help businesses manage their projects more effectively, including project planning, resource management, time tracking, and reporting.
PDF Butler delivers lightning-fast document generation with unparalleled customisation options, enabling users to create personalised, standout documents directly from the Salesforce platform.
Introhive is an AI-powered platform that leverages data automation and relationship intelligence to give sales and business development professionals time back in their week, improving productivity, increasing revenue and further reducing a businesses’ operational costs.
KYC Global Technologies is an independent online AML and financial crime prevention knowledge platform that helps subscribers comply with licence-critical AML obligations through insight, tools and events. Their product 'RiskScreen' can be found on the Salesforce AppExchange.
Office 365 integrates seamlessly with Salesforce, allowing users to sync emails, contacts, and calendars. This integration streamlines communication, enhances collaboration, and provides a unified view of customer data, all within your existing workflow.
Pipelaunch integrates with Salesforce to automate marketing and sales workflows. It streamlines lead generation, nurtures prospects, and syncs data seamlessly between systems. This integration boosts efficiency, aligning marketing and sales for better results.
OwnBackup accelerates business growth through automatic and complete Salesforce data protection. Their platform provides a comprehensive Salesforce backup and recovery solution that minimizes user-inflicted data loss risk and costs, supports regulatory compliance, and builds business resiliency.
Conga helps you create customised client documents and reports drawing on data already in your Salesforce platform. Conga Composer is an add-on application which pulls data from your Salesforce platform to help you quickly, easily and consistently prepare customised client documentation.
DocuSign is the industry leader in e-signature solutions. DocuSign integrates with Salesforce to streamline electronic signatures, contract management, and document workflows. This significantly reduces paperwork and speeds up deals, all while keeping everything within the Salesforce platform.

SPEAK TO US

We help businesses like yours leverage the power of Salesforce by delivering tailored solutions that drive growth, enhance efficiency, and streamline your operations.

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