CLIENT WORK ORDER

In today’s business environment keeping up with change has never been more important. As your business and client base evolves, so to must your CRM. Salentica’s solutions reflect the up to date needs of wealth advisors and their clients, and with our new Work Order Process you can stay one step ahead of the pack.

By filling out one of Salentica’s Work Order Request forms your new vision for CRM will be submitted directly to our Delivery team for review and quoting.

Use the Work Order Request form for:

  • Change requests to existing functionality
  • Custom development
  • Workflows
  • Data conversion
  • Back office integration
  • And much more…