5 Things Your Current CRM Provider 
May Not Be Telling You...

5 Things Your Current CRM Vendor May Not Be Telling You...

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How to make sure you have the right tool to build rock-solid relationships with your clients

Having a purpose-built CRM is critical to your advisory business. Wealth Management firms will often select a “one-size-fits-all" solution, only to find they don’t fall into the “all” category. In this eBook, we’ll review 5 topics of major consideration, which are frequently overlooked by financial advisors when selecting a client relationship management (CRM) platform.

  • What Should You Consider When Picking a CRM for Your Firm?
  • Purpose-built does not mean the same thing to everyone
  • Openly discuss the intricacies of implementation
  • Have you ever tried to call Google?
  • Communicate the good and the bad of integrations
  • Usability is for everyone, not just super-users

A CRM For Modern Advisory Firms


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Watch our Solutions team walk you through our Elements CRM

Salentica FAQs

Do you have 2 different CRMs? Why?

Yes, we do. We have two core CRMs -- Elements and Engage. They both accomplish the same things and have the same features, but the way you use them and the workflows used within will vary. We have 2 options, because our clients have prefrences and varying techstacks. Having 2 core CRMs allows us to be best positioned for success with and for our clients.

What are the differences between Elements & Engage?

The differences start at the appearance or UI/UX of each CRM. But the "under-the-hood" differences mainly come down to the platforms each is built on. Elements is build on top of the Salesforce Lightning platform, and Engage is built on top of the Microsoft CRM platform. So, the differences can mainly be attributed to how these platforms interact with other technology and how your firm is looking to use CRM software alongside your other tools.

What support is provided as part of a Salentica subscription?

Every Salentica client has one-click access to our product experts, available Monday - Friday, 9am to 5pm Eastern time. Available for individual or group training, problem solving, or creative brainstorming. You will also have 24/7 access to our ever-growing knowledgebase and guded in-app tutorials.

You will also have access to our Relationship Management team who works to understand your techstack and ensure goals are met. They’ll also work with you to drive internal adoption for sustained value.

Do I need to buy a Salesforce (Elements) or Microsoft (Engage) subscription in addition to my Salentica one?

No. Your subscription with Salentica contains everything you need. Access to the our platform partners is embedded as part of your subscription -- including easy access and install to any external ecosystem apps available thru their respective online stores.