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Conduent Fund Sales Growth

By Xerox ACS TradeOne Marketing

Grow Assets, Increase Profitability and Reduce Operating Expenses.

No Ratings
$0   USD/user/year
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Business Need
Sales

Multiple distribution channels make mutual fund sales reporting more complex than ever. We offer an industry-tailored, out-of-the-box fund sales reporting software solution that integrates seamlessly with Salesforce.com

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Conduent MF CRM/Conduent MF CRM 2.8.0
Listed On
08/11/2015
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 16
Custom Tabs: 12
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/21/2014

Additional Details

A powerful 360 degree Mutual Fund Sales Reporting and CRM Solution. Gain a competitive edge, lock in current customers and attract new ones with our fund management software. Whether used individually or as a group, our solutions significantly increase your potential to acquire assets. Our Xerox Fund Sales Growth Solution provides a comprehensive look at client activities and sales results. Our solution delivers benefits such as: Higher close rates, profitability and sales productivity Reduced expenses Added cross-selling and up-selling opportunities Improved customer service and call center efficiency Better customer profiling and targeting Increased market share

Need help?

Xerox ACS TradeOne Marketing

This product comes with complete Conduent technical and user support. Please contact sales to discuss solution options.

Support Phone212-716-7143
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