CRM

Many businesses today describe their CRM as the “lifeline” to effectiveness in providing the highest level of service to their clients. This is especially true in Financial Services where the CRM is the “hub” – integrating client data with other systems.

Concenter Services is committed to ensuring XLR8 remains the most robust, customizable system for Financial Services when combined with Salesforce CRM. Since it’s cloud-based, you will always have access (any device with an internet connection) and there is no hardware to buy or manage.

A key point of difference at Concenter Services is that we understand the need for an ongoing relationship with our clients. Changes can occur within the industry, with Salesforce, and with XLR8. We provide ongoing support and updates as necessary to ensure XLR8 clients have access to the information they need to have a CRM that allows for increased efficiencies and full functionality. Our goal is “customers for life!”