Highlights
We offer professional services on Sales Cloud, Service Cloud, Community Cloud, Pardot, Financial Services Cloud (FSC), Marketing Cloud, Data Migrations, End-User Training, Custom Development, Integrations, Lightning (LEX) Migrations, and Quickstarts.
We know is Financial Services! 75% of our Salesforce engagements are rooted in this dynamic industry. Visit https://www.shellblack.com/industry/ to learn more about our work in Wealth Management, Banks & Credit Unions, Mortgage & Lending, and Insurance.
We have vast expertise in migrating RedTail, Junxure, Tamarac CRM, Microsoft Dynamics, ProTracker, Grendel, Saleslogix, Sage, SmartOffice, Zoho, GoldMine, ACT!, AppCrown, BCM, Gorilla, FileMaker, Salentica, Concenter XLR8, SugarCRM, Advyzon, APX, and IAS
Description
ShellBlack is a proven and trusted Salesforce partner with a targeted focus on the financial services industry. Our certified consultants are experts in the implementation and configuration of Salesforce, providing customized solutions to streamline the way you market your brand, sell your products and services, and support your customers. We drive customer success with Salesforce by focusing on business processes, data insights, usability, and adoption.Implementation - When you’re ready to become a Salesforce customer, our proven implementation process charts a course for success.Migration - We make data migrations seamless by leveraging the key customer information you have captured in legacy systems and external sources.Marketing Automation - Take your marketing to the next level and gain valuable insights into customer interactions while driving engagement and measuring ROI.Custom Development - Your business processes and metrics drive functionality that’s made to order, resulting in improved efficiency for your users.https://www.shellblack.com