Concenter Services

Concenter Services offers XLR8 CRM and other Salesforce.com consulting services for financial advisors. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. Alongside the main category they mention Consulting, CRM, Data Integration and Productivity Tools. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Concenter Services is based in Dallas, Texas. More on concenterservices.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

If you have worked with Concenter Services, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.