Concenter Services
Customer Engagement Platforms · Texas, United States · 11-50 Employees
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Overview
Headquarters
PO Box 941968, Plano, Texas, 75094, Unit...Phone Number
(877) 513-3862Website
www.concenterservices.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Concenter Services
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.Explore more
Popular SearchesConcenter Services LLCConcenter ServicesConcenter Services CorpSIC Code 73,737NAICS Code 51,513Show moreConcenter Services Org Chart
MP
Project Manager
DS
Project Manager & Certified Salesforce Admini...
LS
Project Manager
PP
Data Analyst
BA
Project Specialist
LA
Servicio De Atencin Al Cliente
RM
Customer Service Representative
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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 Netdoc... Read More
