Professional Services Automation for a leading pharmaceutical consultancy
tranScrip provide specialist support in the development and lifecycle of biopharmaceutical products to pharma and biotech companies.
- Comnexa delivered a complete PSA solution to tranScrip based on Salesforce and Cloud Coach. The solution is allowing tranScrip to grow and scale the business with a solid technology platform at the centre of operations.
- Cloud Coach takes care of the complexities and nuances of rates, rate cards, currencies and the need for an approval process.
- A bi-directional integration with Sage50 that enables approved time and expense records in Cloud Coach to be synced with Sage, creating invoices, line items and ledger entries. The invoice and line items are written back to Cloud Coach and linked with the existing time and expense records, allowing project managers to query the status of a payment of an invoice without demanding time of the finance team and without leaving Salesforce.
- The tranScrip team report they “much prefer the ‘pop in’ hours” of Cloud Coach and that “it was hands-down the biggest relief that there was a quick way to correct incorrect currency values – a happy moment!”
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.
