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CRM, Marketing Automation and Analytics solution for a publicly listed and rapidly expanding business
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Established in 1987, JTC PLC is a 1,300 person global professional services business with deep expertise in fund, corporate and private client services.
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JTC uses Salesforce across it’s network of international offices to create a Single Source of Truth. |
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JTC can accurately track and manage complex intermediately relationships.
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JTC have been expanding through acquisition and it is significantly quicker to onboard an acquired firm's staff and data to the Salesforce platform when compared to previous systems. |
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Comnexa worked with JTC to migrate to Salesforce from a legacy CRM solution. This included a complete data migration between the platforms.
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Salesforce is integrated with JTC’s core data warehouse which allows JTC to both push and pull data in a dynamic fashion.
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Comnexa’s customer success team works with JTC on an ongoing basis to ensure JTC are taking full advantage of new Salesforce releases and updates.
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"Having considered a switch of CRM system to Salesforce, we wanted a partner that was able to help us manage the process every step of the way, from assisting selecting our Salesforce package, right through to implementation of Salesforce across our global network of offices and the training of staff. Comnexa are not only experts in the Salesforce ecosystem, they really take the time to understand the commercial rationale behind the software and are a pleasure to work with."
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David Vieira, Chief Communications Officer, JTC PLC
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