Salesforce ecosystem Leverage Concenter Services’ status as a Certified Consulting Partner, ISV Partner and OEM Partner with Salesforce to position XLR8 as a tailored overlay for Salesforce customers seeking advanced CRM customization and data migration services.

CRM specialization Target financial advisory firms seeking CRM enhancements; emphasize XLR8 as a highly customized Salesforce-based solution designed to optimize client relationships, workflow automation, and staff training within the financial services sector.

Mid-market focus With 11-50 employees and revenue in the single-digit millions, pursue mid-market firms that require boutique, high-touch implementation, migration, and ongoing support services that larger firms may overlook.

Growth via partnerships Highlight opportunities to expand through existing Salesforce partnerships by offering migration, customization, and training services to Salesforce users exploring certified solutions and OEM integrations.

Competitive positioning Differentiate from larger IT services peers by showcasing agility, specialized financial advisory CRM expertise, and a customized overlay (XLR8) that accelerates Salesforce adoption with faster time-to-value.