Salentica
3.9
4
Salentica offers CRM solutions on Microsoft Dynamics 365 and Salesforce Lightning Platform for advisors with integrated experience.
Strengths
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Customizable
Ability to tailor the software to specific business needs
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Integration
Seamless integration with other software and systems
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Scalability
Ability to grow and expand with the business
Weaknesses
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Cost
High cost of implementation and maintenance
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Complexity
Steep learning curve and complex setup process
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Limited Features
Lack of certain features compared to competitors
Opportunities
- Growing demand for CRM software in financial services industry
- Opportunities for partnerships with other software providers
- Potential for expansion into international markets
Threats
- Intense competition from established CRM providers
- Changes in regulations affecting financial services industry
- Potential impact of economic downturn on demand for CRM software
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Salentica Plan
Salentica offers a tiered pricing model with three versions, starting at $5,000 per year, with additional features and support at higher tiers.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
