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Salentica description
Salentica builds CRM software specifically for financial service companies. They offer two main products: Elements, built for Salesforce, and Engage, powered by Microsoft. Both aim to improve client relationships, automate workflows, and provide a complete view of client interactions. Salentica focuses on data security and integrates with other financial software tools your company might already use.
Who is Salentica best for
Salentica offers CRM solutions tailored for financial services. They provide tools to manage client data, track interactions, and automate workflows, all while maintaining a 360-degree client view. It integrates with existing financial software and prioritizes data security. Salentica is best for medium-sized financial services businesses seeking to enhance client relationships and streamline operations.
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Best for medium-sized businesses (101-1000 employees).
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Specifically designed for financial services companies, especially wealth management firms.
Salentica features
Supported Salentica provides tools to manage all client data in one place. |
Supported Salentica offers tools to track and manage client interactions. |
Supported Salentica provides a complete overview of all client interactions. |
Supported Salentica automates tasks, provides analytics, and integrates with other tools. |
Supported Salentica integrates with various financial planning software. |
Salentica alternatives
Salesforce Financial Services CloudConnects financial advisors with clients, boosting growth and satisfaction.Read more
Salentica FAQ
Salentica offers CRM solutions designed for financial services companies. Its two core products, Elements and Engage, built on Salesforce and Microsoft respectively, enhance client relationships, automate workflows, and provide a unified view of client interactions. Salentica prioritizes data security and integrates with existing financial software.
What is Salentica and what does Salentica do?
Salentica offers CRM solutions designed for financial services companies. Its two core products, Elements and Engage, built on Salesforce and Microsoft respectively, enhance client relationships, automate workflows, and provide a unified view of client interactions. Salentica prioritizes data security and integrates with existing financial software.
Salentica integrates with various financial planning software and other tools your company might already use. It offers two CRM products: Elements, built for Salesforce, and Engage, powered by Microsoft.
How does Salentica integrate with other tools?
Salentica integrates with various financial planning software and other tools your company might already use. It offers two CRM products: Elements, built for Salesforce, and Engage, powered by Microsoft.
Top Salentica competitors include AskLogix, a Salesforce-based CRM for financial services; Affinity, a relationship intelligence CRM; Salesforce Financial Services Cloud; and Introhive, which automates relationship intelligence. Buzz and Crono, focusing on sales outreach automation, also offer some overlapping features.
What the main competitors of Salentica?
Top Salentica competitors include AskLogix, a Salesforce-based CRM for financial services; Affinity, a relationship intelligence CRM; Salesforce Financial Services Cloud; and Introhive, which automates relationship intelligence. Buzz and Crono, focusing on sales outreach automation, also offer some overlapping features.
Yes, Salentica is a legitimate CRM software provider specializing in solutions for financial services companies. They offer tools built for Salesforce and Microsoft platforms, focusing on client relationship management, workflow automation, and data security. With positive website traffic and employee growth, Salentica appears to be a safe and growing company.
Is Salentica legit?
Yes, Salentica is a legitimate CRM software provider specializing in solutions for financial services companies. They offer tools built for Salesforce and Microsoft platforms, focusing on client relationship management, workflow automation, and data security. With positive website traffic and employee growth, Salentica appears to be a safe and growing company.
I couldn't find pricing details for Salentica. For the most current pricing information, it's best to contact Salentica directly or visit their official website.
How much does Salentica cost?
I couldn't find pricing details for Salentica. For the most current pricing information, it's best to contact Salentica directly or visit their official website.
There is no information available about Salentica's customer service quality. However, they have a 4/5 rating on G2 based on four reviews, but specific feedback on customer service is unavailable.
Is Salentica customer service good?
There is no information available about Salentica's customer service quality. However, they have a 4/5 rating on G2 based on four reviews, but specific feedback on customer service is unavailable.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.