Demo
Thanks For Your Interest!
Our team will coodinate with internal counterparts to schedule some time for a live demo.
If you have any questions in the meantime, please email us, info@salentica.com.
Advanced tools that power internal workflows to make communication more streamlined and efficient. This two-way integration includes critical data exchanges, contextual deeplinks, one-click access to Black Diamond reports, and on-demand CRM pushes into Black Diamond. But it's not about one specific feature, it's about the workflow they create. Sitting at the core of your techstack, these two products will fuel your day-to-day and create new efficencies for every employee, no matter their role.
Always Have Contextual Conversations That Move Relationships Forward
Building A Cutting-Edge Workflow & Techstack
Integrations are powerful resources that can help you save time manually working with systems and data. With a powerful CRM at the center of your processes and integrations helping systems run smoothly, you can focus on doing what you do best — selling.- Relationship, Portfolio, Account, Class, Target, and Asset level data points flowing from BD into Salentica on a nightly basis.
- Contextual Linking to this Black Diamond Client view at the Relationship, Portfolio, and Account levels.
- View and Download Recently run Black Diamond Reports in the CRM and view if they have been shared to the client portal.
- Pushing a Relationship from CRM into Black Diamond – New!
- Posting events from the CRM to the Black Diamond Timeline – New!
Demo
Salentica CRM + Black Diamond Wealth Platform
