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Distribution Insights for Asset Managers

By Broadridge Financial Solutions, Inc.

Maximize your distribution efforts

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Connect managers with data from Broadridge's Distribution Insights Platform including Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target & Opportunity Hunter. Target best accounts/contacts to find flows and retain assets.

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
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Broadridge Distribution Insights App/bbr app v1.1 1.1.0
Listed On
07/25/2024
Latest Release
07/25/2024
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
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: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 2
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.
1.1.0
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.
06/07/2024

Additional Details

Increase sales conversion rates and grow revenue with an integrated view of the data and analytical outputs from Broadridge’s distribution solutions: Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter. Based on the output from Broadridge’s powerful Distribution Insights Platform, this CRM integration solution is easy to configure and enables Salesforce administrators to provide field sales personnel with contact management, sales automation, and opportunity identification. • Distribution Teams have access to the best tools for analyzing market share and sales trends. • Individuals can customize their view to evaluate sales performance by channel, territory, and line of business. • Product and Marketing Teams have consolidated data at their fingertips, making it easier to identify and develop opportunities to introduce new products and campaigns.

Need help?

Broadridge Financial Solutions, Inc.

Lake Success, NY, USA

Please contact our team with any questions regarding the Distribution Insights application.

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