Concenter Services

Technology Consulting/Tech Services - Addison, TX, US

Concenter Services Details

Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms. Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 is a highly customized CRM overlay to SFDC and is our flagship product. Concenter Services is a designated Certified Consulting Partner, an ISV Partner and an OEM Partner with Salesforce. Our professional services team can work with your firm on migrating your CRM data to the Salesforce platform, customize your Salesforce CRM, and train your staff to efficiently use Salesforce.Concenter Services is a Certified NetDocuments Partner. We assist Financial Advisors in setting up NetDocuments, the most robust document management system in the cloud. We then set up an integration between Salesforce and Netdocuments for a seamless integration that positively impacts firm productivity.

Concenter Services logo, Concenter Services contact details
Employees: 20 - 49
HQ: 877-513-3862
Location: Addison, TX, US
Revenue: 2.5 - 5 Million
Salesforce Configuration Data Migrations to Salesforce NetDocuments Implementations Wealth Management Industry SaaS Information Technology and Services
Concenter Services Technologies
Email Providers

Gmail

Customer Relationship Management

Salesforce

Email Delivery

Rackspace MailGun

Other

Google Apps

Hosting

Oracle Cloud

CSS and JavaScript Libraries

VueJS

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