“After struggling with a different Salesforce partner, we engaged AppCentrica to help us safely and securely transition our customer systems from Act! to Salesforce. Since our company specializes in life insurance and estate planning, security and data management were key for us. We can now track and manage customers and business development in Salesforce. We are also able to manage the complex web of relationships that surround our customers, including business entities, influencers and family members. AppCentrica also developed a comprehensive solution to help us master the often-complex insurance application and underwriting process. They have been a highly responsive and trustworthy partner. We continue to work with AppCentrica to develop Salesforce solutions in other specialized aspects of our business.”