Salentica Elements CRM

Great Addition to the Advisors Toolbox

I was introduced to Salentica Elements at the Riskalyze conference in Lake Tahoe in October 2017. See the tight integration between Black Diamond (BD) and Salentica made me very interested. I have been using another CRM for many years and was reluctant to change considering all of the exporting and importing that would have to be done. As it turns out, it went very smooth. I believe this was because of the great implementation team at Salentica and their counterparts at BD. There was a lot of work to export from the old system and get the data in the format that was needed for Salentica, but the team was very helpful. One of my hopes was for a more robust workflow system as I am always concerned about tasks dropping through the crack. The addition of Orchestrate seems to alleviate that concern. I am still early in the process of learning how Orchestrate is integrated into Salentica, but I am confident it will work well. This confidence is based on my past experience with Salentica and their folks. Two of the best features, in my opinion, are the integration with BD and the ability to log emails directly from Outlook into Salentica. Both integrations are seamless. Salentica is quickly becoming the first app I open in the morning and I use it constantly throughout the day. Many of the day-to-day operations that I used to have to jump between 2 or 3 other apps have not be centralized into using Salentica. Highly Recommended!

Integrated CRM for Advisers

We had been a customer of Black Diamond for several months and were using Salesforce as our CRM. We had tried to do an integration thru one of the vendors that Salesforce recommended and it worked alright but it didn't accomplish everything that we wanted. We discovered Elements and it solved all of our problems. Rather than having to do an integration project for each custodian, everything came into the system thru Black Diamond as part of the service. The CRM updates daily just like Black Diamond and we can see Custodian Info, Balances, Households, Portfolios, Holdings, and Accounts. The Elements Integration team was excellent to work with and very responsive. Also, since it is a newer platform they have already implemented some of the feedback that we had to improve the system. Overall, it has been an excellent experience and I would highly recommend it to anyone that wants a fully integrated CRM.