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ShellBlack | Leader in Financial Services Implementations
We Know Financial Services
- Industry Competencies
- Financial Services
- Product Competencies
- Agentforce MarketingAgentforce SalesPlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 28
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 135
ShellBlack is an experienced, trusted Salesforce consulting partner with a targeted focus on financial services. In fact, 95% of our Salesforce engagements are rooted in this dynamic industry.
Description
With our singular focus on Salesforce, our certified consultants know the nuances of using the platform to fuel momentum for your financial services organization. We drive success 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 data you’ve already captured in legacy systems and external sources. > Marketing Automation — Work smarter, not harder, and take your marketing to the next level. Gain valuable insights into customer interactions while enhancing 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. > Accelerators - We also offer accelerators, such as our Multi-Custodial Data Aggregator, powered by BridgeFT, that address common use cases for our Financial Services clients in easy to deploy packages. Learn more at https://www.shellblack.com/services/accelerators/ Discover the ShellBlack difference. Shellblack.com
Highlights
Visit shellblack.com/industry/ to learn more about our work in financial services — including Salesforce expertise in wealth management, banks and credit unions, mortgage and lending, insurance, REITs, private equity, tax, fund management, and more!
We provide consulting services for Sales Cloud, Service Cloud, Experience Cloud, Account Engagement (Pardot), Financial Services Cloud (FSC), Marketing Cloud, Data Migrations, End-User Training, Custom Development, Integrations, M&A, and QuickStarts.
We have proven 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, & IAS
Provider Details
ShellBlack
Texas, United States
With more than 2,200 successful Salesforce engagements throughout the United States and 200+ certifications to their credit, the experienced consultants at ShellBlack are Salesforce experts with a specialized focus on financial services. Our founder and namesake Shell Black, is a Salesforce MVP Hall of Fame. From seamless implementations and migrations to automated marketing and custom development, ShellBlack delivers customized solutions to help your organization enhance customer value while fueling ROI.
Geographic Focus
Shows the regions where the provider operates or has done business
Countries
United States
Languages
Supported Languages
English • Spanish