What sets Salentica apart from the crowd? Our only focus is on providing CRM solutions for wealth management firms like yours. Our staff includes experts in deploying and supporting CRM wealth managers. Our staff understands how you do business and the systems you rely on that need to integrate to your CRM. Your team will work with industry CRM experts so we can focus on the unique needs of your firm.
Salentica CRM with an Enterprise Deployment – On-site Needs Analysis
During the Needs Analysis phase, our team will be onsite with stakeholders from across your organization to pull back the layers of each department’s unique requirements. We’re here to listen to your pain points so we can design a tailor fit Salentica CRM for your firm.
Salentica CRM with an Express Deployment – Quick Start
This quick start deployment approach is geared to meet the needs of smaller firms that are best suited for a standard solution. With an express deployment, clients benefit from a proven solution based on best practices. Our data import templates provide an ability to be up and running quickly with client Contacts, Relationships and Accounts loaded.
High User Adoption Rate
CRM projects involving stakeholders from across the organization have a higher user adoption rate. We work closely with your team to ensure your solution fits your needs.