Comnexa
10 Case Studies
A Comnexa Case Study
Highvern, a fiduciary and fund services business with $10bn in assets under administration, required a rapid deployment of a new CRM and pipeline management solution following a management buy-out. The challenge was to quickly migrate from legacy systems and implement a robust platform to manage complex intermediary relationships and marketing ROI. They partnered with Comnexa to implement Salesforce Sales Cloud.
Comnexa worked with Highvern to get Salesforce up and running in less than a month, which included a complete data migration from their old systems. The solution delivered by Comnexa enabled Highvern to effectively track its global pipeline and marketing campaign returns. Users reported that the new Salesforce system was significantly easier to use than the previous legacy platforms.