Implementing custom Salesforce solutions and developing best practices that meet your company's needs. Ready to transform and extract more value from your Salesforce investment?
You're an expert at what you do for your business. You have a vision for how Salesforce should improve your business. Yet, redesigning your existing Salesforce platform or replacing a legacy CRM requires expertise all of its own. Migrating data and redefining processes for Sales, Services and Marketing is challenging. That's where we step in.
Pexlify can handle your entire Salesforce project from beginning to end. We do the research, planning and execution: from migration and implementation planning to development and testing. We'll develop a tailored delivery journey for you, so you'll receive expert guidance on Salesforce best practices, configuration and related business processes every step of the way.
As your Salesforce ecosystem grows and becomes more complex, we specialise in advising and implementing custom solutions that meet your company's growing needs and keep you on the Salesforce Superhighway.
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In today's digital world, our innovative solutions ensure Financial Services and High-Tech companies stay connected to their customers, prospects, partners and employees.
We enable your teams to boost the speed of information flows, optimise business processes, reduce operational costs and increase revenues. With a proven track record in managing and governing sophisticated projects, we're a Salesforce partner you can trust.
Our tailored solutions help your agents, brokers and customers manage the onboarding process, underwriting, access and update policies, improve claims management process, and more. In some situations, we've helped clients save up to 40 hours per week on underwriting processes alone.
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Focusing on digital scalability, clients can now handle increasing volumes of customer interactions that will continue to occur in B2C and B2B sales. Integrating with multiple systems, connect all your customer data in one unified platform.
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“For large clients, renewal quotations could take up to 2-3 days to create (major clients can have more than 20 sub-groups). Using Pexlify's newly configured quotation platform on Salesforce has reduced this process to 30-60 minutes for each large member quote.”
Allianz Care’s new ‘QuoteForce’ solution empowers their team to build quotes faster, as well as achieve significant gains in productivity & efficiency.
Roll out a new Partner Community portal to digitally transform business processes and transition a leading Financial Services company into a digital-first business that delights customers and financial advisors.
Funding Circle speeds up their Underwriting process with Salesforce Lightning
The Volkswagen Financial Services Ireland Sales team required a flexible, scalable solution that allowed them to manage PCP/HP renewal contract opportunities.
Kerry required a branded, partner-facing Community Portal to allow their partners to self-serve and request samples in an intuitive and easy-to-use manner.
Pexlify is a leading digital transformation partner with Salesforce.com. We specialise in delivering innovative, tailored solutions to Financial Services and High-Tech companies, as well as businesses within multiple verticals. Our consultants provide the experience necessary to transform your ideas into reality – whether it's a simple configuration change or a large-scale project involving multiple teams.
Helping CIO's, CTO's and Project Managers deliver successful solutions for their businesses. Read what our clients have to say about their experiences:
Once again Pexlify have delivered. This project allowed us to automate a process which was currently completely manual...and delivered no customer value. Working with Pexlify is always a 5 star experience.
A strong pattern of engagement and delivery. A friendly & knowledgeable team, highly responsive to our needs through the discovery & implementation process.
Pexlify were extremely professional, meticulous, communicative and organised throughout our Service Cloud and CPQ projects... we always felt we were in good hands and they were on top of every aspect of the project.
Pexlify have a very skilled and professional team with extensive technical knowledge. The team work collaboratively and innovatively to identify solutions to ensure the project is delivered on time.
Pexlify has proven experiences, methodologies, tools, and processes to plan, govern, manage, and control digital transformation programs for our clients.
Everything you need to know about Salesforce Winter '23 release so far.
The buzzwords you keep on hearing today revolve around creating tailored customer experiences to satisfy the needs of those ever-changing customer expectations. Whether you’re an Insurance Company, Bank, Lender, or Investment Manager, you know that having a front-end for customers, brokers, institutional investors or any third party to log into has become paramount to offering an exciting and compelling proposition for your business.
Salesforce is one of the most powerful tools to help insurance companies grow. The platform allows insurance companies to digitise and streamline their processes and operations. It’s a complete digital solution to help insurance providers manage their business more efficiently, improve the customer experience, and stay ahead of the competition.
Discover how Pexlify can create digital experiences that transforms and optimises your business with Salesforce.
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