Salentica Description

Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.

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Integrations

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Reviews - 1 Verified Review

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support
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Company Details

Company:
SS&C Salentica
Year Founded:
1986
Headquarters:
United States
Website:
www.salentica.com

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

Salentica Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Salentica User Reviews

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  • Name: Anonymous (Verified)
    Job Title: Investment Advisor and Director of Marketing
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    It's awful!

    Edited: May 17 2023

    Summary: If I could give this a 0, I would!!!!!!!!!!! We were sold that it integrates with other programs but YOU have to integrate them yourself using Microsoft Dynamics. You have to build the connectors. We tried and you need to know programming to do it.

    Positive: Nothing about this program is a positive. Well... There is one. It can take the AUM of the accounts and create Tiers for your clients automatically based on criteria instead of manually but that is it. There are so many alternatives out there to pick from. We were sold something that ended up being very archaic. And we regret it.

    Negative: It can be customized to how you want it but it's so archaic that customization is not worth it. It connects to nothing via 1 or 2 way sync except Black Diamond. Anything you do has to be exported to Excel to use the data. The reports should work but don't half the time. And you have to know the coding of each field to even use the reporting for the fields you want to choose from. It's just so very complicated.

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