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Asset Distribution Insights for Salesforce
The smarter solution to enhance sales performance.
- Industries
- Financial Services
- Business Need
- AnalyticsSales IntelligenceData Cleansing
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
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.
Highlights
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.
Provider Details
SalesFocus Solutions Inc. is a Fintech leader which provides the asset management industry’s all-in-one sales and marketing solution for actionable business intelligence and distribution reporting. MARS provides asset and sales data collection, data cleaning, sales analytics, reporting and market intelligence capability. We have a diverse, global client base of leading and boutique asset management firms. SalesFocus Solutions serves clients with more than $5 trillion in assets under management. For more information on how the MARS product suite can assist your company, please contact us at sfsinfo@sfsmars.com or visit our website at www.sfsmars.com.
Pricing Details
Additional Implementation charges will apply. Please contact us for the same.
Default Plan
$25 USD/user/month