For Financial Services clients looking to generate leads, re-engage existing clients or tackle complex business logic or data migrations, the ShellBlack team can help organizations simplify and succeed with Salesforce. Our engagements vary in size and scope from a single department to “wall to wall” — across hundreds or even thousands of employees.
Transcription of the video:
As tenured Salesforce pros with a focus on financial services, the ShellBlack team implements Sales Cloud, Service Cloud, Community Cloud (aka Experience Cloud), and Financial Services Cloud. These engagements vary in size and scope from a single department to “wall to wall”: across hundreds or even thousands of employees.
We offer Marketing Automation implementations — for customers that have either Pardot or Marketing Cloud. These projects can be used for lead generation, to re-engage existing clients — or both!
Custom development can extend Salesforce functionality beyond what can be accomplished out of the box.
The three main ways are typically integrations (to help shuttle information in and out of Salesforce on a scheduled basis), custom code (to handle complex business logic), and/or visualizations (to surface information to users so they can take action). These can be used independently or in conjunction with one another.
We have a dedicated team to handle data migrations — it’s tedious and complex work.
These projects come up when you’re implementing Salesforce for the first time and you need to bring data over from an older legacy system.
Data migrations can also result from an acquisition — this involves not only moving your data, but there’s an impact to your security model, your business processes, and any third-party apps and integrations.
Every engagement has challenges and opportunities. We help customers simplify and succeed with Salesforce.