Concenter Services, LLC

Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms. Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 is a highly customized CRM overlay to SFDC and is our flagship product. Concenter Services is a designated Certified Consulting Partner, an ISV Partner and an OEM Partner with Salesforce. Our professional services team can work with your firm on migrating your CRM data to the Salesforce platform, customize your Salesforce CRM, and train your staff to efficiently use Salesforce. Concenter Services is a Certified NetDocuments Partner. We assist Financial Advisors in setting up NetDocuments, the most robust document management system in the cloud. We then set up an integration between Salesforce and Netdocuments for a seamless integration that positively impacts firm productivity.