Concenter Services
Concenter Services offers XLR8 for Salesforce CRM, the highly customized solution for Financial Services … Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, Corporate Plans, etc. As a Salesforce OEM Partner, we can bundle XLR8 with a Salesforce license to provide affordability, convenience and functionality to our clients. Additionally, as a Certified Salesforce Consulting Partner, we can assist with the full transition project … data migration, customizations, integrations, user training, and all things Salesforce related.
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XLR8 received the HIGHEST SATISFACTION RATING for CRM in the 2017 Software survey co-sponsored by Advisor Perspectives, Bob Veres' Inside Information, and the T3 Conference! |
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XLR8/Salesforce bundled together is the most affordable and popular offering at $75/mo./user. A Statement of Work meeting (no cost to your firm) is held to determine the scope of your transition project.
"If I were allowed to only have one piece of software, it wouldn't be Excel, Money Tree or NaviPlan; it would be my CRM software, says Yeske, who uses XLR8." Read the entire article 
