concenterservices.com
About company
Concenter Services provides a CRM software and consulting services for financial advisory firms. It sells and markets products that run on the Salesforce.com platform. Concenter Services helps financial advisors in setting up NetDocuments, a robust document management system in the cloud. It then sets up an integration between Salesforce and Netdocuments for an integration that impacts firm productivity. Concenter Services' professional team can work with firms on migrating CRM data to the Salesforce platform, customize Salesforce CRM, and train the staff to efficiently use Salesforce. Concenter Services was founded on 2010 and is headquartered in Dallas, Texas. It is a designated certified consulting partner, an ISV Partner, and an OEM Partner with Salesforce.
