Salesforce can send mass emails, but just because you can use it for everything doesn’t mean you should. The wrong approach can make marketing emails harder to manage and potentially hurt your domain’s email reputation.

In this episode of Office Hours, we break down when Salesforce mass emails make sense for financial advisors—and when a dedicated email marketing platform is the better choice.

📧 Client communications, document requests, and important updates

📧 Prospect lists and drip campaigns

📧 Email deliverability and protecting your domain reputation

📧 How to use Salesforce and third-party tools together

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