London & New York – September 2, 2024 – StoneShot, a leading marketing automation platform for financial services, announced the latest release of StoneShot for Sales. Rebuilt from the ground up and developed with Sales teams in mind, StoneShot’s Salesforce integration enables Sales teams to create, send, and track email campaigns at scale—without relying on Marketing for every send.

With a modern interface, intuitive controls, and enhanced reporting capabilities, StoneShot for Sales gives client-facing teams the flexibility and insight they need to take control of their outreach—directly within Salesforce.

What’s new?

• Dashboard – A central hub with key metrics, recent activity, email and list panels, a contact grid, and filters to help teams stay focused and informed.

• Emails – Easily create, customize, and send emails directly from Salesforce—including the ability to send from (or on behalf of) a sales manager, and forward emails to contacts.

• Lists – Build, manage, and update lists with a user-friendly interface tailored for Sales workflows.

• Reports – Access detailed reports with interactive charts and performance indicators when drilling into individual emails.

To see the new features in action, check out the video announcement here: Watch the video

With compliance, personalization, and scalability in mind, StoneShot for Sales brings together the best of both worlds: the flexibility Sales teams want, with the oversight and control financial services firms need.

The new StoneShot for Sales is available to all StoneShot Salesforce users starting today.

​About StoneShot

StoneShot is a digital marketing technology and services provider specializing in financial services. Its platform supports marketing automation, email marketing, event promotion, content automation, and fund document distribution. StoneShot helps marketing teams boost engagement and client experience while reducing operational inefficiencies. Clients include BNP Paribas, HSBC, and UBS, alongside boutique and fast-growing firms. Founded in London in 2001, StoneShot has offices in London, New York, and Singapore, serving clients in over 25 countries.​

Media Contact
Gavin John
Founder and CEO
press@stoneshot.com
+44 (0)20 7628 4444