Tools for Salesforce Marketing Automation

Salesforce solutions like Marketing Cloud and Marketing Cloud Account Engagement (MCAE, formerly Pardot) help financial advisors use intelligent automation to generate leads, sign new prospects or strengthen relationships with existing clients. At ShellBlack, Salesforce wealth management marketing automation solutions are expertly delivered by certified consultants with experience in both platforms.

Marketing Cloud iconMarketing Cloud

Next-Generation Marketing
Marketing Cloud is an enterprise-level Salesforce fintech solution that uses artificial intelligence (AI) to provide a complete 360-degree view of your customers and their activities. In addition to offering standard marketing automation features, it also includes social media and advertising components, mobile messaging, and predictive analytics. Unlike most other Salesforce automation tools, which only connect to Financial Services Cloud (FSC) or Sales Cloud, Marketing Cloud can also be connected to Service Cloud.

Our certified consultants understand the complexities and nuances of Marketing Cloud and can assist you in your marketing efforts. From initial installation and setup to more complex journeys, we have the experience and knowledge to guide you as you navigate the platform and create your 1:1 customer journeys.

Pardot iconMarketing Cloud Account Engagement

Success From the Start
Marketing Cloud Account Engagement (MCAE, formerly Pardot) is focused more toward B2B engagement and can help marketers and sales be more productive with streamlined lead management, shorter sales cycles, and visibility into how prospects are interacting with marketing initiatives. Our experienced consultants are able to help you identify and implement the right tools to maximize your investment.

For customers new to MCAE, we offer QuickStart packages that are designed to get you up and running in 30 to 45 days. We also have many additional offerings available on a per-asset basis. For existing customers, we can review your existing campaigns, help you with new functionality, and provide professional recommendations.


Contact Us to Learn More

When it comes to account engagement, Salesforce wealth management marketing automation can take your marketing efforts to the next level. Learn how ShellBlack can help.