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SALENTICA + SCHWAB OPENVIEW GATEWAY®
Learn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.
Intelligence
Salentica® + Schwab OpenView Gateway®
Show up smarter
Hold Smarter Meetings
Get a complete 360° view of every client and prospect. Leverage Activities+ to always know who has talked to whom and about what. Informed with accurate relationship history before every meeting.
Get closer to clients
Proactive Reminders
InTouch makes it easy to record, create, and schedule activities for comprehensive planning. Proactively reminding you to touch-base and finding gaps inactivity.
Close more deals
Close deals faster
Use Contact data points to easily find warm introductions from close relationships. Fully leveraging your team’s collective network and moving new business through the pipeline faster.
We Have CRM Options
No Matter Your Preference Or Current Tech Stack
Salentica
EngageTM
An immersive CRM to sit at the center of your business. Providing the best Office 365 experience. Including Activities+ to combines Posts, Activities, and Notes into a single feed.
Engage embeds the Microsoft DynamicsCRM. Allowing you access to Engage, directly from within Office365, as well as easy access to the Microsoft AppSource.
Total access to the Dynamics365 platform is embedded as part of your Engage subscription.
If there are changes you need within your Engage instance that are outside of our core product. We can assist you with scoping the work required and, offer custom development services on a time and materials basis.
Download the Engage Product SheetDynamicsCRM Included @ ½ The Price
Access to Microsoft AppSource
Web, Tablet, and Mobile Ready
Salentica
ElementsTM
A turnkey, yet configurable CRM with pre-built workflows and an intuitive UI. Coming out-of-the-box with native social chat, collaboration, and file sharing cabibilities.
Elements embeds the Salesforce Lightning platforms' core CRM product. Allowing you access to the Appexchange -- the world's largest B2B app store.
Access to the Salesforce platform is embedded as part of your Elements subscription.
If there are changes you need within your Elements instance that are outside of our core product. We can assist you with scoping the work required and, offer custom development services on a time and materials basis.
Download the Elements Product SheetSalesforce Included @ ½ The Price
Access to the Salesforce AppExchange
Web, Tablet, and Mobile Ready
Make your team the best it can be
Build deeper relationships with clients and prospects and increase visibility into their asset flows, client teams, and partnerships.
Improving employee performance and client engagement can often feel unclear. SS&C Salentica makes it easy to empower your team to operate at peak performance while eliminating clutter and streamlining activity.
Traditional people-driven processes lead to disengagement and customer attrition
Waters Rankings
Best Cloud-Based Application Provider
Family Wealth
Best CRM System 2018 and 2019