Effortless Data Migration
Seamlessly Bring Your Data With You
Our team ensures a smooth transition by securely migrating your data and integrating StoneShot with your CRM. We make sure your contacts, preferences, and history are fully aligned and ready to use from day one. Our Salesforce and Dynamics administrators can work with your team to make onboarding a success.


Connect your CRM
CRM Integration Made Simple
We offer direct integrations with leading CRM platforms, including Salesforce and Microsoft Dynamics, ensuring your marketing and sales teams stay aligned without the hassle of manual data transfers. Our team works alongside yours to establish reliable, automated data flows. That means your contacts, segmentation preferences, campaign activity, and engagement metrics stay perfectly in sync, all in real time.
More on CRMData Security
Secure, Compliant, and Precise
When it comes to data, there’s no room for compromise. We follow strict protocols to ensure data is migrated and integrated securely, respecting privacy regulations and compliance requirements specific to financial services.
Enterprise-Grade Security

Stress-Free Set-Up
No Delays. Just Data That Drives Results.
Our team doesn’t just migrate your data. We optimize it. Every contact, preference, and campaign history is carefully mapped, verified, and aligned within StoneShot, so your team can start engaging smarter, faster, and more effectively with zero downtime. No cleanup, no confusion, no waiting.
You'll be in Great Company
Trusted by boutiques and global financial services brands
Boost Engagement &
Conversions With StoneShot
- Complimentary 30-day trial
- Personalize content for higher engagement
- Track performance and optimize future campaigns