Pexlify

Pexlify specializes in delivering innovative, tailored solutions to Financial Services and High-Tech companies. The company offers a comprehensive range of services including discovery sessions, end-to-end implementation, digital marketing services, managed support services, user adoption & training, state of health assessments, and MuleSoft integration services. Pexlify provides Salesforce Cloud solutions such as CPQ, Experience Cloud, Field Service Lightning, Lightning Migration, Marketing Cloud, Non-Profit Cloud, Pardot, Sales Cloud, and Service Cloud. They employ a unique CORE approach to client engagement, focusing on collaboration, optimization, resolution, and execution. Pexlify delivers tailored Salesforce solutions for industries including insurance, financial services, and high tech, and offers accelerators to speed up implementations and reduce costs, including solutions for customer onboarding, self-service portals, enhanced communication, and KYC/AML solutions. Their support services encompass Salesforce support, Salesforce admin/dev, training, KPI & SLAs management, and consultancy. With offices in London, Dublin, and Frankfurt, Pexlify partners with companies like DocuSign, Conga, WalkMe, OwnBackup, and ClaimVantage to enhance capabilities. The company is committed to corporate social responsibility, including initiatives like planting one tree for each employee every month. Pexlify also offers a graduate software program focusing on building software development skills and providing real-world experience. Their digital marketing services include campaign management, execution, and optimization using Salesforce Marketing Cloud. Pexlify helps clients in the financial services sector with complex, manual onboarding processes, silos & disconnected data, and lack of efficiency, delivering solutions for wealth, asset, and fund management clients to provide a holistic view of customers with real-time information on financial records, accounts, household, goals, and more. They offer a strategic roadmap discovery service to help clients uncover potential risks and challenges and develop measurable outcomes aligned to strategic priorities. Pexlify specializes in Salesforce Lightning migration, helping clients transition from Salesforce Classic to the new Lightning Experience, and offers Field Service Lightning solutions to connect the entire workforce and deliver smarter, faster, more personalized on-site service. Additionally, they provide a partner-facing Community Portal for clients like Kerry Group to request samples in an intuitive and easy-to-use manner. For non-profits, Pexlify delivers solutions using Salesforce.org to help manage interactions and communications with individuals, groups, and other organizations.