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Built for Relationship-Driven Sales Teams

Bridge the Gap Between Sales and Marketing—Without Losing Control

StoneShot for Sales allows relationship managers send relevant, high-impact emails to their contacts without leaving CRM. Meanwhile, marketing stays in control of compliance, design, and performance standards.

Give Sales the power to communicate effectively and give Marketing the control to do it right.

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StoneShot for Sales
Send directly from CRM

CRM-Native Campaign Sending

Send Directly from CRM

Your Sales team can send campaigns directly from Salesforce or Microsoft Dynamics. No exporting lists, no logging into extra tools, no lost time.

Marketing-Approved Templates

Stay On-Brand, Without Slowing Sales

Marketing teams provide ready-to-send templates with locked branding, disclaimers, and compliance text. Sales teams simply select an email, customize where allowed, and send—all within CRM. No rogue sends, no delays, no design work required.

Stay on brand
Personalized scalable outreach

Tailored Communication

Personalized, Scalable Outreach

StoneShot for Sales gives your team the ability to tailor emails to individual clients or entire lists for relationship-driven growth. Use dynamic content, CRM filters, and merge fields to deliver relevant, relationship-based communication at scale.

Reporting Insights

Real-Time Engagement Tracking

Track opens, clicks, and downloads right from your CRM. Each interaction boosts the contact’s engagement score, fuelling smarter follow-ups.

Real time engagement tracking

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

G2 Logo.

Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

StoneShot is rated
G2 Rating
By users on G2
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Frequently Asked Questions

What is StoneShot for Sales?
StoneShot for Sales brings marketing tools directly into your Salesforce or Dynamics CRM. Sales teams can send on-brand emails, build contact lists, and view campaign performance.
How does this benefit sales teams?
It saves time and prevents disconnect between teams. Relationship managers can access email templates created by marketing, personalize them, and track engagement—all in one place.
Can I manage my own contact lists inside Salesforce/Dynamics?
Yes. You can import lists via Salesforce or Microsoft Dynamics reports or campaigns and build custom segments directly within StoneShot for Sales.
Is email performance tracked?
Absolutely. You can view real-time metrics for opens, clicks, and reach for each email campaign right in CRM.
Does StoneShot for Sales enforce brand compliance?
Yes. All templates come from marketing and remain fully on-brand. Sales can personalize, but not override, approved styling and messaging.
Is the setup complicated?
Not at all. Users just need a license and after initial setup, StoneShot for Sales integrates seamlessly within your CRM.
Does it support personalization?
Yes. Sales can customize emails such as the opening text or subject lines while still maintaining compliance with marketing-driven design.
Can marketing see what sales has sent?
Yes. Every email sent through StoneShot for Sales is visible in the StoneShot dashboard, aligning marketing and sales on client engagement and performance.
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Boost Engagement &
Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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