Human nature has conditioned us to want the shiny, new, highest-trimmed model of nearly everything — phones, cars, and even Salesforce! The powerful Salesforce marketing engine wants you to see how efficient your users will be when you purchase 20 SKUs — and those bundled deals make it difficult to resist! So you purchase all…
As a Salesforce partner ShellBlack has seen many products based on the platform over the years and one of the most successful to date has been Financial Services Cloud (FSC). Financial companies of all types are seeing the value of Salesforce, particularly with a solution tailored to their needs. Part of the value FSC offers…
One of the most insightful annual industry surveys published on the technology used by Wealth Management is theT3/Inside Information Advisor Software Survey by Joel Bruckenstein and Bob Veres. All tables and graphics in this post are from this survey. Published in February of 2020, the survey is 47 pages of technology vendor market share goodness….
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” In an earlier blog post we highlighted the market opportunity in wealth management for Salesforce. As we’ve discussed, Salesforce Financial Services Cloud (FSC) is a premium product – with an enterprise security model, robust APIs, and a massive ecosystem of third-party apps….
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” I’m not sure I’d want to be RedTail right now. Salesforce has them in their sights. According to the T3 2019 Technology Survey, RedTail currently holds over 50% market share for CRMs in the advisor space. Number two on that list, at 8%,…
When working with my Clients I’m reminded that part of my job is to sound like your high school gym teacher and drill the fundamentals of Salesforce every day – over and over and over. I tend to keep emphasizing best practices, because as an Admin, you’re going to rely on this foundation of knowledge…
The adaptability of the Salesforce platform is often a key selling feature for any business user. The ability to change my mind and have the system update accordingly with limited IT cycles is music to their ears. But this music masterpiece quickly turns into a somber tune if the development and administrator teams are not…
Have you ever heard the expression “Is it bigger than a breadbox?” (BTW – who has a “breadbox” these days?). Or perhaps “animal, vegetable or mineral?” If not, you might be too young to be familiar with a game called “20 Questions.” I touched briefly on this topic when interviewed on the Button Click Admin…
When I was interviewed a few weeks back for the Button Click Admin Podcast, hosts Mike Gerholdt and Jared Miller asked what was harder to learn – Salesforce or consulting? I answered that I thought Salesforce was easier to learn than consulting, and that might surprise a few of you. I think it even surprised…
When I was first exposed to Salesforce back in 2005, it blew my mind. At that time I had been working for large companies that were stuck between the extremes of very rigid ERPs like SAP (that almost never got updated due to the expense and time involved), and “lowest common denominator” tools like Excel….