So, you’ve selected Salentica to be your CRM partner. It means that you will soon have new software and new services available to you as you strive to grow your firm and provide better client service.
We work hard every day to equip and help you on your path to a smarter, more efficient firm.
Data conversion & implementation are just the beginning of this process.
Every newly launched Salentica client is given access to interactive training tools, on-demand learning resources, as well as live training sessions with our product experts.
We invest in your success. Ongoing education is supported by year-round training and networking events.
In addition, Salentica’s service team provides technical support for your Salentica solution.
CRM implementation requires a well-organized experienced team, proper training for employees, efficient technical support, and understanding the nuisances and intricacies of your business.
We offer two distinct options for executing your implementation, while they both follow the same framework. The main decision points depend on your internal bandwidth and the level of advanced product configuration or customization required.
We have experience migrating data from almost every CRM, file share, and collaboration system available. While they all have their intricacies and hurdles, our team ensures your Salentica system is configured with everything you need. All with no downtime.
Our Service team is here to support, train, and innovate right alongside your team. Their uncanny ability to marry CRM expertise and critical thinking ensures every minute spent using our products, is a minute spent driving towards your business goals.
With years of experience and accreditations in both Financial Services and technology in the U.S.A. and Canada our Service teams are a wealth of knowledge – pun intended -- and always just a few clicks away.
Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.Schedule a 30-Minute Demo