Salentica & Orion Clients Benefit From A Seamless Integration
Access Orion Portfolio Data Directly in a Salentica CRM
Enhancing the connection between your portfolio management suite and CRM can help drive efficiency and add value, enabling firms to better map, locate, and sync data in the way that is most intuitive for their business.
Creating a technology stack that enables the work you do in your most critical systems to be more connected and robust.
Data from Orion Connect can be mapped directly into CRM, via one-way sync. Opening up new opportunities to architect each platform to better support business operations.
“ARGI uses Engage’s Orion integration to get a clear picture of the client’s investment accounts without having to bounce between multiple browser tabs. The integration also allows for better coordination between departments at ARGI, because tasks, requests, etc. can be set in reference to the specific account in question.”
Creating The Applications You Can't Work Without
Quickly and easily create new records in CRM or update an existing one. While our contextual single sign-on (SSO) allows you to log in without needing to re-enter your credentials.
The Orion & Salentica Integration Allows You To:
Use Orion Data in CRM Reporting
Bringing portfolio data into a Salentica CRM (Engage or Elements) via our data sync helps reducing data entry and update time, minimizes incidents of human error, requires limited set-up time, and offers secure and controlled access to other CRM users.
Orion Data Points Available in CRM