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Perfect fit!

Perfect fit for wealth managers….really improves how business is done. It is nice that it integrates so well with document management apps as well.

Kendahl M.

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Testimonials

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.

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.

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 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.

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.

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.

Thoughtful, individual attention throughout the process.

Cathy S.

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.

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.

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

Christian M.

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.

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.

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.

Great experience from beginning to end.

Bill D.

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

Falko H.

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’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.

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

Lori J.

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.

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.

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info@concenterservices.com

(877) 513-3862

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Plano, TX 75094

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