Salesforce
Leverage data and insights from Catchlight directly in Standard Salesforce & Financial Services Cloud
Snappy Kraken
Integrate Catchlight data to help your firm implement personalized marketing automation
Catchlight helps us prioritize our lead engagement efforts and expand our ability to earn that trust from each prospect’s first interaction with us and allow us to deliver on our promise of being a family office for their family.
Catchlight’s technology lets us accelerate and scale our ability to learn about our leads, understand their financial goals, and speak directly to those needs in a way we could never have imagined even a few years ago.
Catchlight has been a valuable partner as we lean into organic growth. They’ve helped us with lead enrichment so we can go after the leads most likely to convert, and have been a strategic partner in brainstorming and helping us prioritize the most impactful opportunities. The team is responsive and a true partner to our success!
We’ve integrated Catchlight into our lead-development process, and it’s been tremendously helpful. It’s helped us determine what should we do with a prospect. What type of content should we be curating for this person? and who might be the best advisor for them? We’ve been able to create personalized outreach based on the data we’re getting from Catchlight.
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Catchlight helps us prioritize our lead engagement efforts and expand our ability to earn that trust from each prospect’s first interaction with us and allow us to deliver on our promise of being a family office for their family.
Catchlight’s technology lets us accelerate and scale our ability to learn about our leads, understand their financial goals, and speak directly to those needs in a way we could never have imagined even a few years ago.
Catchlight has been a valuable partner as we lean into organic growth. They’ve helped us with lead enrichment so we can go after the leads most likely to convert, and have been a strategic partner in brainstorming and helping us prioritize the most impactful opportunities. The team is responsive and a true partner to our success!
We’ve integrated Catchlight into our lead-development process, and it’s been tremendously helpful. It’s helped us determine what should we do with a prospect. What type of content should we be curating for this person? and who might be the best advisor for them? We’ve been able to create personalized outreach based on the data we’re getting from Catchlight.
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