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Comnexa
Financial & Professional Services Summit-level consulting partner
- Industry Competencies
- Financial ServicesHealthcare and Life SciencesHigh TechNonprofitProfessional Services
- Product Competencies
- Agentforce MarketingAgentforce SalesAgentforce ServicePlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 21
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 106
We help Financial and Professional Services businesses to become more efficient and improve customer experience by Winning, Onboarding and Managing clients in Salesforce. Our team deeply understand Financial Services - many have worked in the industry.

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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 100 Reviews
Comnexa have been developing our Salesforce CRM for integration with our ERP (Business Central). We have no prior experience with Salesforce prior to this project and they have been ideal partners for introduction and implementation of the software a both an administrative and user level. I've found them to be outstanding in terms of both communication and delivering solutions. Salesforce knowledge is thorough, with the possibilities and restrictions explored and clearly communicated.
Comnexa were able to help with providing a solution to a issue we were having with a configuration that required developer access to change the Apex code. Talyta was brilliant at providing a good solution and an alternative one as well so that we don't have to go back to Comnexa all the time in the event we need to make any changes. She even provided me with a demo on how to do this. All round, a great experience :)
The partner provided best practice knowledge and guidence. Putting together proof of concepts to visulise the solution in Sandboxes which can be deployed when ready into Production.
Nicky has stepped in to manage multiple B2B campaigns to support the company as we are recruiting for a full time position. She has demonstrated an exceptional level of knowledge when it comes to MCAE as well as conducted herself in a very professional matter managing the expectations of multi-jurisdictional stakeholders.
This specific project was to do a security assessment of our Salesforce environment. Comnexa understood what we wanted, carried out the work within the timeframes agreed and produced high quality results.
Eduardo was invaluable and effective. I highly appreciate the solution-based experience received.
The Comnexa team has been extremely helpful. Beatriz is a dream to work with to help us solve issues with Pardot / Account Engagement. Really happy we have the chance to work with them.