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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

Highlights

Advisor Communication Inside Salesforce – Integrated tools in Financial Services Cloud & Sales Cloud make CRM adoption seamless.

AI-Powered Client Engagement – Automates compliant, personalized outreach at scale to strengthen advisor–client relationships

Salesforce Insights for Advisors – Real-time engagement signals highlight which prospects are ready, at risk, or need a call.

Proven Advisor Adoption – +70% usage inside Salesforce dashboards, driving daily CRM activity and ROI.

Enterprise-Grade Security & Compliance – Built for financial services, fully compliant and scalable across large organizations.

Maximize CRM ROI – Increase advisor productivity, client retention, and conversion rates directly in Salesforce.

Provider Details

itracMEDIA Inc.
Toronto Ontario Canada
Founded
2003
Website
Email
Phone
1.877.977.8225

ItracMEDIA is the parent company of ReachStack and itracMarketer. We provide enterprise level sales enablement through personalized 1-1 email communication, marketing automation, customer profiling, analysis, and AI powered content matching technology. Built for medium & large enterprises in US and Canada across several regulatory environments (inc. Financial Services, Pharma) we are the trusted choice of digital marketers supporting sales professionals at their organization through activities such as automated campaigns, lead capture, customer acquisition, revenue nurturing and retention. We provide a simple, affordable solution that adapts to your business operations, regulatory environment and how you interact with customers while integrating with your business systems. With reliable, personal touch service we are an extension of your marketing team. Visit www.itracmarketer.com to learn more or call 1.877.977.8225

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Reachstack for Salesforce is an enterprise level Email Communication, Content Sharing & Growth Intelligence solution for Financial Service Sales teams and Wealth Advisors, which seamlessly integrates into user's SalesForce dashboard.

Free trials available. Please contact us to discuss your firm's needs.

Advisor - Core

$1,000 USD/user/year

Free trial available for 30 days

Lowest Starting Price