When Salesforce solutions meet Formstack data-capture capabilities, cumbersome processes can quickly transform into fast, accurate workflows. As a trusted Salesforce consulting firm specializing in the Financial Services sector, ShellBlack leverages native Formstack Forms within Salesforce to create highly efficient digital workflows with no-code forms, documents, and signatures. The highlights below outline four real-world use cases…
Training is an important, but often overlooked, part of a Salesforce implementation. In the case of a large bank whose implementation was already underway with another Salesforce partner, the client soon realized that they needed ShellBlack’s onboarding and training expertise to drive adoption across multiple locations. When ShellBlack conducts an implementation, our process includes Day…
The TD Ameritrade Institutional Editions of Salesforce are being sunsetted. In other words, TD Ameritrade and Schwab will no longer maintain or support these legacy CRMs. If you are a wealth management firm using one of the TD Ameritrade Institutional Editions of Salesforce, you should have received an email from Schwab regarding your CRM. You…
When working in Salesforce, there are many situations that could prompt the need to initiate a data load. Perhaps you need to perform a mass update to a particular field or purge bad data from the system, for example. While the Data Loader and its cousins like DataLoader.io are wonderful tools, they may not always…
ShellBlack is excited to announce our selection as an honoree in the Dallas Business Journal’s 2022 Best Places to Work Awards. The award is presented annually by the Dallas Business Journal to respected employers in the North Texas region. This year’s nominees included more than 300 companies competing in five categories, based on size. Only…
Is Dreamforce Back? That was the big question for me months ago as I registered for Dreamforce, made hotel reservations, and booked my flight. Rumor was that the conference would be constrained to 30,000 attendees, partly because the service industry in San Francisco had not fully recovered from the pandemic. Who would be attending? Would…
As discussed in a prior blog, using Salesforce case management functionality to service client requests is relatively easy. Because Cases function as process-driven objects, they are flexible and can accommodate many different types of client service requests (such as change of address, death of a client, or compliance-related requests). However, not all processes are straightforward,…
Client services and related business processes play a prominent role in our Salesforce implementations. Wealth advisors must not only serve their clients in a timely fashion — they must do so while gathering the appropriate level of detail to successfully address each request. Salesforce offers a variety of ways to capture these business processes within…
ShellBlack clients often use some type of territory-based management system to assign accounts to sales representatives. Some financial services firms have very complicated criteria and assignment rules for their sales territories, while others prefer a much simpler approach. With Salesforce, sales assignment and management can be as robust or straightforward as needed to satisfy each…
Business processes are the heartbeat of your organization, and it’s critical that those processes are easy to follow, accurate, and executed in a timely fashion. This is especially true in the Financial Services industry, where a lack of adherence to timelines can have serious regulatory and compliance implications. Salesforce easily tracks your business processes with…