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Asset Distribution Insights for Salesforce

By SalesFocus Solutions Inc.

The smarter solution to enhance sales performance.

No Ratings

Starting at $25 USD/user/month

Pricing Details

Industries: Financial Services

Business Need: Analytics
Sales Intelligence
Data Cleansing

Requires: Sales Cloud

Compatible With: Sales Cloud

More Details

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.

4 Simple steps for better data

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Sales Cloud

Salesforce Editions: Enterprise
Unlimited

Additional Requirements

Please contact vendor for additional requirements.

App Details

Version: MARS/v10 5.14.0
Listed On: 07/12/2021
Latest Release: 06/12/2023

Supported 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. Community Builder Ready to use in the Salesforce Community Builder. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades.: No Limits
Lightning Ready
Community Builder
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: 46
Custom Tabs: 10
Custom Apps: 1

Lightning Components: Global: 1
App Builder: 1
Community Builder: 1

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

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

4.25.4

Last Reviewed Date

06/08/2021

Additional Details

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.

Need help?

SalesFocus Solutions Inc.

San Rafael, CA, USA

Support hours are between 6AM-6PM PST.

Support Phone1-888-325-6277

Other Resources

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