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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 XLR8/Salesforce platform, customize your instance of XLR8, and train your staff to efficiently use XLR8/Salesforce.

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salesforce configuration, data migrations to salesforce, wealth management industry, salesforce oem partner, customized product for financial services

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22
2010
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