Explore our services

Our services include everything from initial Salesforce setup and customisation to ongoing support and training, to advanced Salesforce development and integration. We can also augment your in-house Salesforce capabilities, by supplying specialists to you on a secondment.

Salesforce implementation

A Salesforce implementation project is a strategic undertaking that involves the setup and configuration of Salesforce to align with the unique requirements of a business.

Our experienced team guides you through this whole process, starting with platform setup, followed by customisations tailored to your specific needs. We also provide comprehensive user training to ensure seamless adoption of the system. The ultimate goal of a Salesforce implementation project is to streamline operations, enhance efficiency, and unlock valuable insights from data for informed decision-making. This requires meticulous planning, seamless coordination, and close collaboration between our delivery team and your business.

Discover how our Professional Services team can deliver your successful project.

Requirements discovery

Our team brings extensive experience in serving financial services businesses, enabling us to understand and address the unique challenges of this industry.

A Salesforce discovery project delves deep into a business’s processes, systems, and needs to unlock the potential of Salesforce. Our aim is to identify pain points, gaps, and opportunities within your organisation and devise a strategic plan for leveraging Salesforce effectively. Through interviews, workshops, and data analysis, we gain insights into your organisation’s current state and future aspirations. The outcome is a comprehensive report outlining the recommended approach for Salesforce implementation or enhancement, encompassing timelines, budgets, and resource requirements.

Org review / health check

In a Salesforce org review, we put your existing Salesforce implementation under the microscope. Our comprehensive ‘health check’ is designed to identify areas for improvement and optimisation, ensuring that your Salesforce platform aligns perfectly with your objectives.

During the evaluation process, we assess the overall performance, security, and scalability of your Salesforce platform. We delve deep into its inner workings, examining data quality, system usage, and user adoption rates to ensure that your platform is being effectively utilised.

The result of our Salesforce health check is a detailed report that provides valuable insights into the strengths and weaknesses of your platform. We go beyond just highlighting the areas that need improvement; we provide actionable recommendations for enhancements and optimisations, tailored specifically to your business needs.

A Salesforce health check is a valuable tool for businesses looking to maximise their investment in Salesforce and ensure optimal platform performance. By working together to address the identified areas for improvement, we can enhance your Salesforce implementation’s return on investment (ROI) and help you achieve your desired outcomes.

Salesforce enhancement

Our expertise is particularly valuable in cases where the original Salesforce implementation fell short or when requirements have evolved over time. By enhancing the Salesforce platform, you can elevate the user experience, boost productivity, and gain valuable insights from their data to drive informed decision-making.

A Salesforce enhancement project is a dedicated initiative to elevate and expand the capabilities of your existing Salesforce implementation. This entails creating bespoke applications, establishing seamless integrations with other systems, and automating business processes to enhance efficiency and productivity.

The primary objective of a Salesforce enhancement project is to amplify the value and functionality of the Salesforce platform to meet evolving business requirements. Close collaboration with key stakeholders enables us to identify precise needs and devise a comprehensive plan for implementing new features and functionalities.

AppExchange App implementation

Our expertise in integrating AppExchange apps enables you to extend the capabilities of your Salesforce platform effortlessly, leveraging new features and functionalities without the need to start from scratch.

Salesforce AppExchange apps offer pre-built third-party applications that seamlessly integrate with your organisation’s Salesforce platform, improving its functionality and capabilities. Implementing these apps involves installation and configuration within the Salesforce environment, tailored to meet your specific business needs. Our team conducts thorough testing and customisation to ensure flawless functionality and alignment with your existing workflows and processes.

Comnexa proudly partners with various AppExchange providers, our expertise includes conducting Cloud Coach implementations to seamlessly introduce Professional Services Automation (PSA) and project management functionality into Salesforce.

By leveraging Salesforce AppExchange apps, you can automate tasks, unlock additional analytics, and streamline your business processes, resulting in enhanced overall efficiency and productivity.

Managed Service

Sometimes businessess require an even more dedicated approach to achieving user adoption or delivering the campaigns that will make a real difference to business. On other occassions, teams need cover for an absent superuser or CRM manager. Members from our Customer Success team can be seconded or remotely seconded into your team for a set period of time to help you progress quickly.

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

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