The Ideal CRM for Financial Advisors!

Search for:

Home
XLR8
Testimonials
Business Partners
About Us
Blog
Contact Us

Menu

Exceeded expectations.

Concenter and the XLR8 package exceeded my expectations in every way. I’m grateful such an option exists in the marketplace.

Christian M.

Posted in Uncategorized.

Post navigation

← One of the best teams…

Great training. →

Search for:

Testimonials

Concenter and the XLR8 package exceeded my expectations in every way. I’m grateful such an option exists in the marketplace.

Christian M.

Great experience from beginning to end.

Bill D.

Fabulous experience from beginning to end. Constant followup and communication to assure the project was always moving forward. Once implemented, the user interface and productive attributes of the pr… Read more

Tara W.

The people at Salesforce.com were awful and fooled me into believing their high priced and wrong solution was what I needed. They then were unwilling to correct anything. It really left a bad taste in… Read more

Gary D.

We had a few changes of dates for the scheduled training. They were done at times very inconvenient for the trainer, but to suit our office, so we greatly appreciated the effort made and professionali… Read more

Russell M.

It has been a great experience working with the people at Concenter. The onboarding process was smooth and seamless. They handled everything and walked us through the training to get our team using Sa… Read more

Noah M.

We liked the XLR8 demo we were given prior to making our decision. The product delivered as promise, the migration went through without any issues, our questions and requests for changes were done cor… Read more

Nina A.

It was presented well with attention to our concerns and when we needed clarification or even reiteration. The ladies are all very nice and knowledgeable making us very comfortable. We are very much l… Read more

Sam N.

With many years of software conversion projects under my belt I can say without a doubt that Concenter is one of the best teams I’ve come across. Even though they were faced with a complex migration f… Read more

Jim W.

We hired XLR8 to set us with our salesforce CRM and had a great experience working with the team at Concenter to get set up. They absolutely exceeded our expectations and would recommend them to anyon… Read more

Jared T.

I think we are astonished at how quickly and almost perfectly this process/project went. Bev and Sandy were excellent to work with, and everyone else on the team was easy to communicate with. The trai… Read more

Elaine W.

This is my second time working with Concenter Services and they have done an excellent job each time. They are very helpful and make sure you are 100% happy with the project.

Amber P.

Very helpful. Kept us on a consistent timeline and followed up quickly every time I had a problem.

Lori J.

I spent countless hours researching the next step in CRM for our firm. We were migrating our information from ProTracker SQL Database and I knew that we wanted something that we could really make our … Read more

Jason G.

As strategists and implementers of CRM and other integrated tech in the industry, the XLR8 Salesforce version is the easiest SF version to use. It has the most comprehensive layout of useful informati… Read more

Jennifer G.

It’s been a few months since we moved to XLR8, and we are 100% satisfied that we made the right choice. Rather than working directly through Salesforce or another consultant, the transition was much… Read more

Jennifer M.

The #1 reason we chose XLR8 and chose to work with Concenter is because they had already built out the customization for a Financial Services firm. We really didn’t need to do any customizations, it… Read more

Terri C.

Do not underestimate the time YOU will have to put into data migration. Do not let anyone push you into an overly aggressive timeline- it will just end with stress and mistakes.

Natalee E.

They kept what they promised. Highly satisfied so far. Looking forward to a great relationship.

Falko H.

Thoughtful, individual attention throughout the process.

Cathy S.

Home
Contact Us
Support
About Us
Request a Trial

Contact Us

info@concenterservices.com

(877) 513-3862

P.O. Box 941968
Plano, TX 75094

© 2021 Concenter Services & XLR8