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What is Salentica?

Salentica offers a remarkable array of customizable features designed to cater to various requirements, along with the flexibility to incorporate many additional options. By automating repetitive processes, performing thorough analyses, and integrating high-quality tools, we have developed a highly efficient web-based financial CRM. Salentica improves activation rates, enhances campaign effectiveness, and sharpens outreach strategies. With its ability to facilitate targeted marketing, better segmentation, the discovery of personalized content opportunities, and a holistic understanding of customer perspectives, it greatly amplifies your marketing effectiveness. Navigating the complexities of client communication can be daunting, but our solution enables you to address their questions with greater knowledge and authority. Through the automation of workflows, your CRM can manage routine tasks, reducing the likelihood of errors and allowing your team to focus on more intricate responsibilities that call for human insight and creativity. In this manner, Salentica not only boosts operational efficiency but also enriches the quality of client interactions, ensuring that your business remains competitive in a dynamic marketplace. Ultimately, this comprehensive approach fosters stronger relationships between your team and clients, paving the way for long-term success.

What is 360 View CRM?

Demonstrating an understanding of the unique needs of customers is vital for any business. By improving the relational experience, organizations can effectively drive growth. As the appetite for personalized services continues to rise, financial institutions are compelled to harness customer data to meet these evolving expectations. A key strategy to illustrate genuine understanding to clients is to recommend the most appropriate products exactly when they need them. To ensure ongoing growth, banks ought to implement a system that tracks every customer interaction in real-time, allowing for a nuanced understanding of their preferences. Additionally, it is imperative to build capabilities for personalized outreach at every stage of the customer journey. Through the use of targeted marketing communications, organizations can not only boost customer retention but also reinforce their relationships with clients. Tailoring communications and interactions to reflect each client's distinct profile is crucial for nurturing and enlarging these significant connections. This level of customization not only cultivates customer loyalty but also propels sustained success in a highly competitive environment. Ultimately, the ability to adapt to individual customer needs will set organizations apart as leaders in their fields.

Media

Media

Integrations Supported

Microsoft Dynamics 365
ThinkOwl
WhatsWaves

Integrations Supported

Microsoft Dynamics 365
ThinkOwl
WhatsWaves

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Salentica

Date Founded

1986

Company Location

United States

Company Website

www.salentica.com

Company Facts

Organization Name

inBusiness Services

Date Founded

2001

Company Location

United States

Company Website

www.360view.com

Categories and Features

Financial CRM

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

Categories and Features

Financial CRM

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

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