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ReachStack for Salesforce | Sales Communication & Growth Intelligence

By itracMEDIA Inc.

ReachStack for Salesforce – Driving Advisor Growth, Engagement, and ROI

Paid Add-On Required  

Payment required for external services or products

Try It
Industries
Financial Services
Professional Services
Business Need
Marketing
Mass Emails
Dashboards & Reports
Requires
None
Compatible With
Sales Cloud
Marketing Cloud Engagement
Financial Services Cloud

Increase your Salesforce User Adoption and ROI by providing Sales Communication and AI powered Growth Intelligence directly in each user's dashboard. Get 70% Sales adoption by providing easy email, and actionable insight on WHO to call and WHAT to say.

  • Benefit #1: Boost your Advisor Communication ROI (30s demo)

  • Benefit #4: Get 70% Advisor Adoption (Give Daily Reason to Log In) (30s demo)

  • Benefit #2: Give Advisors Growth Intelligence (Know WHO to call and WHAT to say) (30 sec demo)

  • Benefit #3: Give Advisors AI Powered Sales Intelligence (30s demo)

  • Benefit #5: Provide Done for You Advisor Communication & Sales Intelligence (30s demo)

  • Benefit #6: Unique New Contact Dataset (30s demo)

  • Benefit #7: Integrated Content, Communication & Sales Intelligence (30s demo)

  • Package Installation Process

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Minimum browser requirements IE 7, Firefox 3.

App Details

Version
ReachStack/ReachStack -NOV 2025 v1.9.0 1.9.0
Listed On
06/28/2011
Latest Release
11/17/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 1
Community Builder: 2
Languages
English
French

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/01/2025

Additional Details

ReachStack transforms Salesforce into a daily growth engine for financial advisors. By embedding communication and engagement tools directly into Salesforce Financial Services Cloud and Sales Cloud, advisors finally get a CRM they want to use. Powered by AI, ReachStack automates compliant, personalized client communication at scale and captures engagement signals to show advisors exactly which prospects are ready, which clients are at risk, and what conversations to prioritize. For enterprises, ReachStack delivers proven +70% advisor adoption inside Salesforce, unlocking the ROI of CRM investments through higher productivity, stronger client engagement, and measurable retention and conversion gains. Built for financial services, ReachStack is secure, compliant, and proven at enterprise scale.

Need help?

itracMEDIA Inc.

Toronto Ontario Canada

Support by Email: service@reachstack.com - Available 24 hours x 7 days Support by Phone: 1.844.554.8722 - Available 9:00 am - 5:30 pm EST

Support Phone1.844.554.8722
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