eBook
A Guide to Data Integrations within Your CRM
Why data integration is needed in your financial services CRM, why it’s complicated to do, and best practices to ensure your CRM integration project is successful
eBook
A Guide to Data Integrations within Your CRM
Top advisory firms are empowering their associates within CRM via data integrations to other advisory tools. This gives them the tools to service clientele faster than ever before! However, creating these connections is not the easiest project.
In this eBook, we’ll review:
- Why data integrations in CRM are so vital
- Complexities and pitfalls to avoid when integrating data in CRM
- Strategies for successful data integration in CRM
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Salentica FAQs
You have 2 different CRMs? Why?
Yes, we have two CRM offerings -- Elements and Engage. We have both to meet our clients' prefrences and varying techstacks. Having 2 CRMs allows us to be best positioned for success for our clients.
What are the differences between Elements & Engage?
The differences start at the appearance of each CRM. But the "under-the-hood" differences mainly come down to the platforms each is built on. Elements is built on top of the Salesforce Lightning platform, and Engage is built on top of the Microsoft Dynamics 365 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 via your Designated Support Contact(s), 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 guided in-app tutorials.
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.