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Salentica Reviews & Product Details

Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience. Click to learn more about Salentica CRM on Microsoft Dynamics 365 or Salentica Elements on the Lightning Platform by Salesforce.

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SS&C Advent

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Salentica Community

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Andy Bryant

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Salentica Media

Salentica Demo - Salentica Engage - Complex Data Made Simple

With features like Legal Entitles, advisors have the ability to store information about the most complex estate planning structures, quickly retrieve information about, but not limited to, trusts, corporations, foundations and effortless collaborate amongst team members and external COIs.

A turnkey, yet configurable CRM with a data model built for Financial Services. Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific ...

With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients. Updates to the integrations...

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UF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

1/6/2022

"CRM of Choice for Financial Services Firm"

4.5/5

What do you like best about Salentica?

The fact that it is built to be a more "turn-key" solution for Salesforce users related to financial services. Review collected by and hosted on G2.com.

What do you dislike about Salentica?

It is "easy" to go down a rabbit hole and make things, like workflows, more complicated than needed. Review collected by and hosted on G2.com.

Recommendations to others considering Salentica:

I would recommend Salentica. You will still likely need to customize and develop Salentica to your business. Review collected by and hosted on G2.com.

What problems is Salentica solving and how is that benefiting you?

We are solving the problem of the lack of a powerful CRM and sales tool. It has saved time and been incorporated into multiple lines of business. Review collected by and hosted on G2.com.

NR

Neel R.

Manager International Sales

Small-Business (50 or fewer emp.)

9/21/2021

"Best Client Relationship Management Software"

4/5

What do you like best about Salentica?

This CRM tool offers better personalized content opportunities, helps inmore focused targeting & segmentation of customers.It's a great CRM which is completely automated and reduces errors and results in better workflow.The best part about this CRM is it can be integarated with our existing CRM tools and simplify all your task. I just love the way it works. Review collected by and hosted on G2.com.

What do you dislike about Salentica?

Like other CRM, it would be great if we could have FaQ & tutorials of various steps on how to use this CRM, it will make our work more accessible. Also, the support for any inquiry takes 24 - 48 hours; it could be earlier than this. Review collected by and hosted on G2.com.

Recommendations to others considering Salentica:

If you need an automated CRM that helps you take control of all of your client data, add a summary for every client and track the progress of every deal, Salentica is the go-to CRM for you. It is also very secure and can be accessed by any device like Laptop, Mobile, etc. Review collected by and hosted on G2.com.

What problems is Salentica solving and how is that benefiting you?

This CRM helps me in various ways like progress trackers, Access and update information anytime, Tracking deals, shows relationship history with the client along with the summary. It also helps me in sharing, accessing, and putting a note on every customer data up to date. Review collected by and hosted on G2.com.

NR

Neel r.

m

Mid-Market (51-1000 emp.)

8/31/2021

"CRMs For Great Client Service"

4/5

What do you like best about Salentica?

Automated repetitive, deep analytics, web-based financial CRM,Integration of tools etc. Review collected by and hosted on G2.com.

What do you dislike about Salentica?

Since it's a new CRM platform, I think it needs a little more simplification and tips or tutorials for users on how to use it. May be a stepwise guide. Review collected by and hosted on G2.com.

Recommendations to others considering Salentica:

Defintely try it out, this is a great new CRM and helps you to atuomate work and make sure no task is overlooked at any time. Review collected by and hosted on G2.com.

What problems is Salentica solving and how is that benefiting you?

creating better campaigns, better segmentation, discovering personalized content opportunities. Easy workflow automation & it Ensure that no tasks slip through the cracks

. Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

1/14/2022

"Solid Platform and Template for Wealth Management"

3.5/5

What do you like best about Salentica?

It is a pretty solid out-of-the-box solution for financial advisor firms. I appreciate most of the applicable fields are built out. Review collected by and hosted on G2.com.

What do you dislike about Salentica?

Salentics and Salesforce in general aren't entirely intuitive or user-friendly. Review collected by and hosted on G2.com.