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Concenter Services, LLC
Average rating of the solution or service based on AppExchange customer reviewsRating
Number of Salesforce-verified projects completed by the consultantProjects Completed 242
Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy.Certified Experts 3
Concenter Services provides business solutions for Financial Advisors through the selection and adaptation of 'right-sized' technology. We have developed XLR8, a custom configuration of Salesforce CRM, designed specifically for financial advisory firms.
Highlights
XLR8 - Custom Salesforce CRM Overlay for Financial Advisors
Certified Consultant for Salesforce
Registered Partner with Salesforce
Description
Concenter Services provides business solutions for Financial Advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and Partner of choice for firms that seek to create a competitive advantage through technology. ####Providing your firm with the advantages of efficient technology is Concenter Services' primary focus and our benchmark for success. Concenter Services takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect, not only by having great expertise, but sharing it generously and applying it effectively. ####Our main product offering is XLR8, a Salesforce CRM overlay designed specifically for Financial Advisors. It is considered to be the most effective CRM for Financial Advisors who take an active approach with their clients, and is offered as a managed package through the appexchange.
About Concenter Services, LLC
Concenter Services provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that want to create a competitive advantage through technology. Providing your firm with the advantages of efficient technology is Concenter's primary focus and our benchmark for success. Concenter takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect; not only by having great expertise, but sharing it generously and applying it effectively.
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