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.

Integrations

All Salentica Integrations
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Screenshots and Video

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Company Facts

Company Name:
SS&C Salentica
Date Founded:
1986
Company Location:
United States
Company Website:
www.salentica.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Salentica Categories and Features

Financial CRM Software

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

Salentica Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Investment Advisor and Director of Marketing
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    It's awful!

    Updated: 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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