We sat down with an IT manager and tech consultant in financial services to ask him why CRMs are a great area of opportunity for firms to improve operationally.

Workflow Manager revolutionizes the way our customers use CRM, making their business processes more streamlined, efficient, and adaptable.

Workflow Manager is more than just a module, it's workflow automation and process orchestration embedded directly into CRM.

From the Professional Services Corner: one of our clients needed an automated approval process for their money movement order requests to be built. Here's how we did it.

Salentica's Professional Services Team merged a client's CRM data after an acquisition, consolidating all client and interaction data. Decision-making is now simpler.

Measure Twice Cut Once. Cut The Fat! Before You Automate, Find Efficiencies.

A proactive approach to CRM is a departure from traditional, reactive behavior and aims to take early action that facilitates the desired result.