Concenter Services - Crunchbase Company Profile & Funding

Overview

Concenter Services

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Concenter Services

CB Rank

261523

Concenter Services offers XLR8 CRM and other Salesforce.com consulting services for financial advisors.

Founded

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Private

Dallas, Texas, United States

11-50

concenterservices.com

Consulting

CRM

Data Integration

Productivity Tools

Software

Key People

David Ferguson: Vice President
Jen Ferguson: Business Development Manager

Details

Legal Name

Concenter Services, LLC

Operating Status

Active

Company Type

For Profit

About the 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.