G2

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.