Cloud Creations Implements Pardot for RIA

LOS ANGELES, CA – Sep 8, 2017 – Mullin/Barens/Sanford Financial (MBS) Financial is an independent financial consulting firm in Los Angeles specializing in executive benefits, insurance, and estate planning. Believing more in tradition, rather than trends, MBS Financial is inspired by and dedicated to creating dynamic financial strategies that drive success. In this vein, MBS came to Cloud Creations desiring to put their services in front of younger and newer generations of potential investors. In order to do this MBS knew that they needed to accomplish 2 things. One, they needed to “up” their marketing efforts, and two, they needed to use the results of their marketing efforts to strengthen their ability to build new investor relationships.

For MBS’s marketing efforts Cloud Creations setup the Salesforce product Pardot® on their website.  Several custom buttons integrated through Salesforce were built for this project; such as an email template that had links which were able to collect client information. A custom object for “notes” was also built which allowed MBS agents to keep a record of contacts and allowed for the integration report fields that could catalog the information from the contacts and notes generated by the email templates. Cloud Creations also used Pardot®  to build a template that replicated information as it would be stored using Excel in Microsoft. This build-up featured a vertical view – like Excel – for “Project Task Reports” and integrated a “My Tracker” application for the purpose of collecting more information pertinent to MBS’s marketing campaign efforts. In the end, with the help of Cloud Creations, MBS had the software platform, and integrations they needed to boost their marketing and relationship building efforts.

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