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Asset Distribution Insights for Salesforce

The smarter solution to enhance sales performance.

Overview

The MARS Salesforce Package brings AI-driven Sales Distribution Intelligence to Salesforce. It integrates clean Sales, AUM and Market Share data, giving Asset Management firms Advisor, Advisor Team, Branch and Firm analytics in Salesforce.

See How Asset Distribution Insights for Salesforce Works

Real time bi-directional data exchange between Salesfocus Solution Inc.’s enterprise Sales reporting platform with Salesforce.com ensures Firm, Office and Rep information is in sync between Sales reporting, CRM and Marketing systems.
Augments the power of your CRM with Sales, third party RIA and Market Share data to focus resources on Firms that are most likely to grow wallet share.
MARS AI brings conversational sales intelligence to Salesforce. Ask in plain language, uncover what’s happening across advisors, firms and territories, and connect sales activity to tangible business outcomes.

Bi-directional synchronization of Firm, Account/Office, Contact/Rep and Product data between MARS and Salesforce.com helps to keep your CRM data in sync with your Sales reporting Solution. - Nightly batch synchronization of Territory, Sales, Assets and Market Share data. - Transform the two tier hierarchy of Salesforce.com into an industry standard Firm, Account/Office and Contact/Rep hierarchy. - Enrich the Firm, Branch and Rep layouts in Salesforce.com with Sales, Assets, Market Share data and trends. - Team and Buying Unit layouts with Sales and Assets data. - Get insights into prior day, monthly, quarterly and yearly flows with rich Dashboards - Get insights into top trades placed the prior day and first sales from an advisor. - View Channel, Territory information within Salesforce.com and take advantage of Reports and Dashboards that break down Sales and Assets by Channel, Territory and Wholesaler. - Several out of the box Dashboards and Reports. - Take advantage of custom objects with rich data sets to build out additional Reports and Dashboards for your reporting needs.