Salesforce Optimisation & Workflow Automation for a Market-Leading Payables Solutions Provider
Orbian is a global leader in payables solutions, empowering companies worldwide to optimise working capital and enhance financial operations.
- Orbian uses Salesforce to centralise supplier and buyer interactions, ensuring seamless collaboration across departments.
- Integration with Outlook & SharePoint enables real-time access to supplier documentation directly within Salesforce.
- Custom dashboards & reports provide full visibility into supplier case management, enabling faster resolution and data-driven decision-making.
- Comnexa worked with Orbian to streamline workflows, enhancing efficiency and eliminating fragmented processes between teams.
- A full transition to Salesforce Lightning improved user experience and standardised operations across the organisation.
- Comnexa’s customer success team provides ongoing support, ensuring Orbian continues to leverage Salesforce innovations for operational excellence.
Products Used
About Comnexa
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.
