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Market Builders - MMD Integration for Institutional Asset Managers

Ability to store ALL of the S&P Money Market Directory data in Salesforce

Overview

Market Builders - MMD provides 29 custom objects that allow a company to store ALL of the data on Plan Sponsors and Financial Consultants provided by the S&P MMD database. Certified as Lightning Ready. Works with Sales & Service Clouds and FSC.

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  • Access to all MMD data elements within your Salesforce Org for reporting and analysis and to create mass marketing programs to search for best prospects and best fit consultants. Last updated January 2021 to reflect 2021 updates.

  • Ability to access and analyze competitive information on other Investment Managers and their clients.

  • Hot links from salesforce.com to MMD Web Access and between Sponsors and Consultants

PROSPECTING: Find "best fit" Plan Sponsors based on investment criteria and geography Manage mass marketing programs to prospects and consultants COMPETITIVE ANALYSIS: Search for Investment Managers servicing clients by type, by area, by product Find Plan Sponsors using Investment Managers you want to target CONSULTANT RELATIONS: Conduct searches for "best fit" Consultants Find Sponsors using a specific Consultant Conduct marketing programs for your product/service offerings Market Builders MMD application has been built in order to allow a data store of the Standard & Poor's Money Market Directory Pensionscope database. MMD sells this data and we have designed the custom objects, tabs and fields to store it all in salesforce.com. This allows clients to use the salesforce.com integrated reporting tool to create custom reports and searches against the MMD data as well as have a hot link to the MMD Web Access product.

Categories

Business Needs
Sales Intelligence
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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