Concenter Services, LLC
What is Concenter Services, LLC?
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms. Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 is a highly customized CRM overlay to SFDC and is our flagship product. Concenter Services is a designated Certified Consulting Partner, an ISV Partner and an OEM Partner with Salesforce. Our professional services team can work with your firm on migrating your CRM data to the Salesforce platform, customize your Salesforce CRM, and train your staff to efficiently use Salesforce. Concenter Services is a Certified NetDocuments Partner. We assist Financial Advisors in setting up NetDocuments, the most robust document management system in the cloud. We then set up an integration between Salesforce and Netdocuments for a seamless integration that positively impacts firm productivity.
Alternatives to Concenter Services, LLC
NutshellSpotlightNutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. … Learn more about Nutshell.
CreatioSpotlightCreatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of… Learn more about Creatio.
Lunar CRMSpotlightBespoke CRM solutions tailored for your business. Perfect for finance brokers for pensions, mortgages, life insurance and… Learn more about Lunar CRM.
Teamgate Sales CRMSpotlightTeamgate is an easy-to-use, yet extremely powerful CRM for SaaS and Sales Teams of all sizes. With unmatched sales analytics and… Learn more about Teamgate Sales CRM.
CapsuleCapsule is an easy to use CRM designed to help businesses stay organized and build strong customer relationships. It… Learn more about Capsule.
HubSpotHubSpot is a leading provider of inbound marketing, sales, and customer service software, known for its innovative approach to… Learn more about HubSpot.
eWay-CRMeWay-CRM is a solution integrated into the familiar environment of your Outlook from Microsoft. Manageable through a variety of… Learn more about eWay-CRM.
SalesforceSalesforce is a cloud-based customer relationship management (CRM) platform that provides a range of tools and services to help… Learn more about Salesforce.
Simply CRMGain more customers, optimize your business and earn more money - with Simply CRM. Simply is the CRM you will actually use: … Learn more about Simply CRM.
AttioAt Attio, we believe managing relationships should be as dynamic and intelligent as the businesses that use them. That’s why… Learn more about Attio.
Concenter Services, LLC Reviews (0)
No reviews for Concenter Services, LLC yet.