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.
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.
This CRM tool offers better personalized content opportunities, helps in more 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 integrated with our existing CRM tools and simplify all your tasks. I just love the way it works. Review collected by and hosted on G2.com.
Like other CRM, it would be great if we could have FAQs & 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.
Automated repetitive, deep analytics, web-based financial CRM, Integration of tools etc. Review collected by and hosted on G2.com.
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.
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.
Salentics and Salesforce in general aren't entirely intuitive or user-friendly. Review collected by and hosted on G2.com.
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