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Salentica CRM Passes Software Solution Test for Microsoft Dynamics
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Salentica CRM Passes Software Solution Test for Microsoft Dynamics

April 22, 2010
By Rajani Baburajan
TMCnet Contributor

Salentica, which delivers technology for financial services, announced that its Salentica CRM for wealth management firms built on Microsoft (News - Alert) Dynamics customer relationship management passed the Software Solution Test for Microsoft Dynamics.

Microsoft's Software Solution Test is key requirement for Certified for Microsoft Dynamics status, company officials said. Microsoft Dynamics is a line of financial, customer relationship and supply chain management solutions that help businesses work more effectively.

Salentica gives a thorough CRM and client reporting solution that meets the needs of investment advisors and wealth managers, the company said.

Certified for Microsoft Dynamics is Microsoft Corporation's highest standard for partner developed software, the company said. It is also a significant step in advancing the standard for partner developed software solutions used for business applications.

Solutions with a successful software test have established development quality and compatibility with Microsoft Dynamics products, the company said.  VeriTest, a service of Lionbridge, has conducted independent and rigorous testing on the solution's integration with Microsoft Dynamics.  Salentica has earned the Microsoft Certified Partner designation with the ISV competency.


"By requiring Software solution to meet our highest standards, Microsoft is assuring customers that the certified solutions work with their investments with Microsoft Dynamics," Doug Kennedy, vice president, Microsoft Dynamics Partners, said. "Microsoft congratulates Salentica on the software test results and wishes it success in earning the Certified for Microsoft Dynamics designation."

Salentica CRM solution delivers a single and complete view of information, enabling wealth management and other financial firms to closely track relationships, market more effectively, fortify oversight and abidance, and drive efficiency throughout their operations, the company said.

These solutions provide easy access to Know Your Client data including personal information, portfolio and account data, main relationships around clients as well as a full bodied client book tool. All client data can be securely accessed from customers' choice of mobile device. 

In addition to client management and technology solutions, Salentica offers a wide range of complementary services including technology advisory, best practices configuration, thorough support, custom development, data analysis, back office consolidation and hosted or on- premise options, the company said.

"Salentica has always focused on bringing exceptional value to wealth management firms," Bill Rourke, president, Salentica, said. "Passing the Software Solution test of Microsoft Dynamics reflects our commitment to software excellence that helps drive performance for our clients."

Rajani Baburajan is a contributing editor for TMCnet. To read more of Rajani's articles, please visit her columnist page.

Edited by Marisa Torrieri

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