Intégration de LPL ClientWorks avec Salesforce.

5 Ways Navirum and LPL Financial Boosted Growth with Salesforce

Kristina

July 4, 2026

NAVIRUM ANNOUNCEMENT UPDATE:

We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce. Read on for details, a free consultation for those interested, and FAQs about the integration.

Navirum provide Salesforce consulting services to LPL Financial Advisors and credit unions

ClientWorks is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforce offers a single location (360 Degree Client View) to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.

‘Since becoming a preferred Salesforce partner for LPL Advisors, our partnership has only grown stronger. Navirum now has a deep, practical understanding of advisor workflows – and how to turn Salesforce and AI into real outcomes’ Rory Galvin, Navirum CEO

To know more about Transforming the Advisor Experience with LPL ClientWorks Salesforce Integration you can read our blog post here.

⬇️ Contact Us For a Free Consultation! ⬇️

FAQs – LPL ClientWorks Salesforce Integration

1) What is the LPL ClientWorks ↔ Salesforce integration?

It connects LPL ClientWorks with Salesforce so advisors can see key client/account data and launch core workflows from one place.

2) Why Navirum? What does “preferred implementation partner” mean?

LPL has selected Navirum as a preferred partner to deliver these integrations. Practically, that means we’re vetted to implement, configure, and support ClientWorks-to-Salesforce projects for LPL-aligned firms. Learn more about Navirum here.

3) Who is it for?

LPL-affiliated advisors, teams, OSJs, and home offices that want a single pane of glass for client data, servicing, and growth activities – without reinventing their stack.

4) What business outcomes should we expect?

Faster onboarding and servicing, fewer manual steps, better data quality, and tighter compliance trails—leading to higher advisor capacity and lower cost-to-serve. See examples in our blog post: Transforming the Advisor Experience with LPL ClientWorks–Salesforce Integration.

5) What data and workflows are included?

Core client and account context in Salesforce, plus access to ClientWorks tools for account opening, client management, service, and trading. Scope depends on your entitlements and requirements. Explore Salesforce Financial Services Cloud here.

6) Can we trade or open accounts inside Salesforce?

Trading and account opening continue in ClientWorks. From Salesforce, advisors can view relevant data and deep-link into ClientWorks workflows. (ClientWorks details: link)

7) Do we need Financial Services Cloud (FSC)?

FSC is recommended for wealth data models and compliance use cases, but the integration can be adapted for Sales Cloud. We’ll confirm during discovery. FSC overview: salesforce.com/fsc.

8) What are the prerequisites?

Active LPL affiliation & ClientWorks access, a Salesforce org (with API access), SSO/identity plan, data-governance owners, and a small cross-functional project team. Book a discovery call here.

9) How are security and compliance handled?

We align to LPL policies and use Salesforce security controls (profiles/permission sets, FLS, audit history, encryption options). Need support? Raise a ticket via our Orbit portal here or email support@navirum.com.

10) What does delivery and support look like?

Phased delivery (discover → configure → validate → pilot → rollout) with training and change management. After go-live, Navirum’s Orbit managed services support enhancements and automation road-mapping. Learn about Orbit here.

12) I have the old Salesforce LPL on Salesforce Classic. What should i do?

Our recommendation is to migrate to Salesforce FSC ASAP. This will definitely require a conversation so lets chat!!

13) What AI apps are popular for LPL Advisors? What do you recommend?

Jump and Zocks are the 2 big ones we see – there are many more. Heres a comparison of popular AI assistants. Feedback is excellent across the board and so are the productivity gains. Advisors need to be mindful or security and compliance risks inc choosing however. Salesforce Agentforce is the built in Salesforce AI. We recommend starting there.

14) I’m an LPL Advisors thinking about retiring in 10 years…should I even bother?

A big hell yes! Thinking about you legacy and succession, whether thats handing over the reigns to your family or selling your firm, having a well integrated CRM is big value booster. We see many Advisors moving towards their golden years and vast majority of the time opt to integrate. Reed more about succession strategy here

15) I’m an LPL Advisors, Salesforce are pushing Agentforce hard. What is Agentforce?

Agentforce is Salesforce’s new built-in AI agent platform, designed to work directly inside your CRM. It handles tasks like booking meetings, logging calls, managing follow-ups, and much more – automating the work that eats into advisor time. It’s quickly becoming the future of Salesforce, with leading financial institutions across the US, Canada, and overseas adopting it to cut costs and drive productivity read on here

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

CSAT 5/5 – Salesforce AppExchange

Témoignages de clients

Salesforce Expertise

Thanks for reading!

3 Tips for your Pardot Implementation in Financial Services Companies in 2025

Kristina

February 9, 2026

Intro

As we live in an era of digital engagement, Pardot (now Marketing Cloud Account Engagement) has become hugely popular in helping financial services companies to reimage how they communicate and serve their clients. From banks to insurance companies, wealth managers to private equity, Pardot is hugely popular in helping companies digitize the customer journey. Here 3 times for implementing Pardot.

1) Get educated on Pardot: The marketing automation tool comprises a huge amount of functionality. For people unfamiliar with digital marketing, the terminology alone requires learning. Trailhead by Salesforce – a free learning resource – is the place to do this. Here’s a few to get you started

From lead scores to suppression lists, engagement processes to conversion rates, the vocabulary takes getting used to and will help you significantly with your implementation. Financial services firms need to be wary of their own specific regulatory compliance and data privacy rules as part of their implementation. Getting up to speed on the regulatory piece is an important part of the implementation.

Joint Trailhead to Learn about Marketing Cloud/Pardot

2) Define your customer journeys: Above all else, understanding how your customers engage with your business will significantly help the implementation of Pardot. We recommend taking this Trail to skill up. In any company, there are many journeys, from sales and support to marketing. Mapping these out at the start of the project will help make your implementation a success.

Map Your Journeys Before Building Them – Marketing Cloud & Pardot

3) Implement with a Pardot consultant: Pardot requires expertise to do the implementation and get the most out of your investment. As we mentioned in tip 1, a major part of your Salesforce implementation is being educated on the Platform. An experience Pardot consultant will help in front of your implementation.

In Conclusion

Navirum is a leading Pardot implementation partner (our expertise in Salesforce). We help companies across the financial services industry to get up and running in the system successfully (our success stories). We help companies migrate from Hupspot, Mailchimp, Marketo and Eloqua to Pardot. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.

Contact Us For Help with Marketing Cloud / Pardot

Secrets to Unlock Growth – Integrate Mailchimp with Salesforce

Create more sales by integrating Salesforce and Mailchimp – eliminate sales friction!

September 28, 2025

Creating a smooth, efficient sales pipeline is essential for any growing business. But too often, friction between sales and marketing teams slows everything down. Sales teams want more leads. Marketing delivers them—but they’re not “sales-ready.” Then, sales is too slow to follow up on the hot leads. Sound familiar? The result? Slower sales cycles, leads slipping through the cracks, missed targets, and frustrated teams.

Why Efficiency Matters More Than Ever

In today’s hyper-connected world, B2B companies need to operate with maximum efficiency. That’s where Salesforce et Mailchimp come in—two of the most powerful tools for customer relationship management (CRM) and marketing automation. Used together, they can transform your sales and marketing process.

Cue Mailchimp for Salesforce!

Introducing Mailchimp for Salesforce

Mailchimp for Salesforce is a free app on the Salesforce AeppExchange.It allows you to connect both platforms seamlessly—bridging the gap between sales and marketing.

Key Benefits of the Integration:

360-Degree Customer View
See Mailchimp campaign data directly in Salesforce—on Lead and Contact records.
Single Data Entry Point
Enter data once in Salesforce, and it automatically syncs to Mailchimp.
Real-Time Lead Handover
Leads flow instantly from Mailchimp into Salesforce, ensuring no delay in follow-up.
Two-Way Data Sync
Batch jobs keep Lead and Contact records up to date across both platforms.
Quick & Easy Reporting
With Mailchimp data now available in Salesforce, creating reports takes just a few clicks.

Why It Matters

This integration can significantly boost productivity and improve collaboration between sales and marketing. It also helps drive Salesforce adoption by making it a more powerful, integrated tool for your team.

How Navirum Can Help

At Navirum, we specialize in setting up Mailchimp for Salesforce. We’ve successfully implemented this solution for businesses across North America and Europe.

Because we understand the nuances and common pitfalls, we ensure your integration is configured correctly from day one.

Want to get started? Contact us for a free consultation.

Book A Consultation

FAQ – Mailchimp Salesforce Integration

Is Mailchimp for Salesforce really free?

Yes. Mailchimp for Salesforce is a free app available on the Salesforce AppExchange. However, implementation and customization may require technical expertise.

What data syncs between Mailchimp and Salesforce?

Leads and Contacts
Campaign activity (opens, clicks, unsubscribes)
Custom fields (if configured)
The sync can be one-way or two-way, depending on setup.

Does the integration work in real time?

Partially.
Lead handover from Mailchimp to Salesforce can be real-time.
Other data (like updates to records) is typically handled in scheduled batch jobs.

Can I use Mailchimp tags or segments in Salesforce?

Not directly.
However, campaign activity and list membership data can be viewed in Salesforce, which you can then use to build custom reports or segment lists manually.

What are common pitfalls during setup?

Syncing too much data too quickly
Failing to map fields correctly
Overwriting valuable data
Lack of testing prior to go-live
Navirum helps avoid these issues through expert configuration and validation.

Is developer support needed?

Not necessarily.
For basic setups, no custom development is required. However, more complex use cases (e.g., custom fields, advanced reporting, automation) may benefit from professional help.

How long does the setup take?

Typical implementation: 1–3 days
This varies based on business requirements, data volume, and customizations needed.

. . .

⭐⭐⭐ DISCOVER NAVIRUM ⭐⭐⭐

CSAT 5/5 – Salesforce AppExchange

Témoignages de clients

Salesforce Expertise

Optimiser les ventes et la productivité avec DocuSign pour Salesforce

Speed is the new currency in today’s digital world. DocuSign is a simple solution that allows you to take paper out of your supply chain, allowing your business to not only move faster but deliver a seamless customer experience.

In today’s digital world, paper based business processes make companies less competitive resulting in slower sales cycles, longer collection periods, and increased paper related costs.

In today’s hyper connected world, every B2B business needs to be extremely efficient. Salesforce and DocuSign are two of the most popular CRMs and eSigntature tools for driving growth. Combining these two applications can deliver huge efficiencies to any business.

Enter DocuSign for Salesforce!

DocuSign for Salesforce is available on the Salesforce AppExchange. It allows you to seamlessly integrate the two systems. Integrating the systems delivers substantial benefits including

Faster deal cycles – as a signature is only a click away. 90% of deals close within 1 day.
Integrates across multiple Salesforce products – including Sales, Service, Community Cloud and more.
Send documents for signing directly from Salesforce – reduces the time spent moving from Salesforce to DocuSign – no more swivel-chairing!
Automatically merge data fields – with the two systems integrated you can pull Salesforce information like names, addresses, email etc into DocuSign directly
Sign from any device – from a PC, tablet or phone, customers can sign documents in real time.
Improve Salesforce adoption – DocuSign gives users another reason to use Salesforce, increasing Salesforce ROI.

Combining Salesforce and DocuSign can deliver huge productivity gains to any business allowing you to close deals faster, whilst creating a seamless experience for your customers. The numbers speak for themselves – with over 4000 reviews on the AppExchange and an average rating of 4.5/5, the Salesforce community clearly likes the pairing.

Au Navirum [On Demand], we are specialists in configuring DocuSign for Salesforce. As a DocuSign partner, we help customers across North America and Europe to connect the two systems. We help businesses avoid common integration pitfalls, guaranteeing to implement the solution on time and on budget. You can buy an ‘off the shelf’ solution on Fiverr here. To find out more, contact us for a free consultation.

Get in touch with us today to learn more about how we can help you take your business to the next level!