ShellBlack | Leader in Financial Services Implementations

I had a wonderful experience. I was looking for a solution and my Salesforce representative Nora Boussatta found me the perfect fit. She introduced me to Haven at Shell Black who quickly found me a solution to what we needed to better our business structure. Victor our Shell Black representative not only found me the solutions I needed but made some great suggestions along the way. I would recommend the Shell Black team to Financial Advisors and have already mentioned them to a few peers. Thank you everyone!

Wonderful team that was very helpful as we were capacity constrained. They understood our industry and gave valuable insights on what were industry best practices.

Absolutely delighted with our experience with Aubry and ShellBlack. This was one of the few professional consulting relationships we've had where the consultant did all the heavy lifting. We also appreciated Aubry's willingness to show us how to do the basics and also to help fix mistakes that had been made (by others- not this consultant/company) during our initial implementation. She has been responsive and helpful throughout the process.

Shellblack was a great partner to work with, we have never fully harnessed SF until meeting the Shellblack team. We are now on our way to understanding our data and streamlining business processes in a useful format. A++++++ experience.

Shellblack is an incredible implementation partner. We feel particularly lucky to be working with Brian Knezek. He is knowledgeable, patient, organized, and responsive. He is always prepared with ideas and alternatives. We previously worked with another partner who made a mess of our system and he has done an excellent job untangling unnecessary complications and setting us on a better path.

We have worked on multiple projects with the ShellBlack team for over 7 years. Our company was able to share our vision, and ShellBlack provided multiple solutions. I would highly recommend them.

Understands what details need time and what isn't important.

We partnered with ShellBlack to perform the data migration from a sales cloud org to our FSC org. Their trusted methodology and attention to detail are second to none. Having performed many data migrations, they made the transition run smoothly!

Our first experience with Shellblack we found out there was a portion that was hard to maintain. Since then we have found a replacement for it and Shellblack acknowledged not the correct product to use going forward. Learning experience, and we’ve enjoyed their relationship since then.

Everyone at ShellBlack has been amazing to work with. They are knowledgeable, accommodating to our needs, yet honest when they think another solution may work better. Ron specifically has been an excellent teacher to me and my team, not just fixing or changing things for us, but showing us how to do it and holding us accountable for learning and remembering! From the start, one of our team's goals for this engagement was become more self sufficient and Ron has helped guide us in that learning process. We are continuing our relationship beyond the original project scope because they have helped us more in three months than other partners did in a year!