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Market Builders - MMD Integration for Institutional Asset Management

Starting at $2,000 USD per user (one-time) Product is priced on a one-time basis and carries no subscription or maintenance fees. There is a minimum price of $10,000 that includes the first 5 users. Subsequent users are $1,000 per user with a maximum App price of $30,000 for unlimited users.

Rating

(13)

Listed On

9/30/2008

Latest Release

6/4/2009

Ability to store ALL of the Money Market Directory data in Salesforce.com

Market Builders - MMD provides 29 custom objects that allow a company to store ALL of the data on Plan Sponsors and Financial Consultants provided by the S&P MMD database. Certified as Lightning Ready. Works with Sales & Service Clouds as well as FSC.

13 Reviews
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Top Favorable Review

Great experience and high level of service

Ray and Paul were so easy to deal with. They both understand the investment management industry which makes this so much easier to implement. The integration of the MMD data into Salesforce is a massive efficiency improvement and also allows for reporting on the information to be built out. If you have a sales team mining MMD and then logging activities separately in Salesforce I would highly recommend this implementation. Paul has been very helpful after the fact in answering any questions or making any changes we needed.


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Customer Reviews 13 Reviews Rating: Any Rating Sort By: Review Date

Great experience and high level of service

Ray and Paul were so easy to deal with. They both understand the investment management industry which makes this so much easier to implement. The integration of the MMD data into Salesforce is a massive efficiency improvement and also allows for reporting on the information to be built out. If you have a sales team mining MMD and then logging activities separately in Salesforce I would highly recommend this implementation. Paul has been very helpful after the fact in answering any questions or making any changes we needed.


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Good Source Data and Excellent Implementation work

The Plan Sponsor data is comprehensive and fits well into the Sales and Research model for Market Builders. The data was mapped over a tight time frame and we had no issues or interruptions in our organization. Much thanks Paul and Ray at Market Builders they are a extremely responsive and a deadline driven team.


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FAST, EASY EFFECTIVE!!!

It was a pleasure working with Market Builders from first contact to data uploads. It was so easy! ####They answered all questions, explained the entire process and did the work without a hitch! My most 'un-favorite' thing is data loads and I didn't have to do a thing!####My users tell me - "We should do more applications like that!"####It gave our users exactly what they were looking for and didn't take up the Admins' time. ####Thanks for making this so easy!!


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High Level of Customer Service & Data Integrity

We engaged Market Builders in order to integrate MMD data into Salesforce. Market Builders were available at every turn for questions and even made themselves available post implementation so I could be sure I was using the data as effectively as possible and thus pass that information on to my users. They have a strong understanding of the MMD data and what it possible with it within Salesforce and we would not be able to be where we are today if it weren't for their help. Thank you!


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Excellent Product and Service

Market Builders is the best of breed in regards to MMD data integration into Salesforce. After doing our homework with other vendors, MBI came out on top with their innovative and lightning fast solution to adding market data to our org. Well-respected by peers, they came with high recommendations from our other vendors and installation was seamless. The result was jaw-dropping praise from our users, and the added universe of MMD data greatly improved our business process in regards to prospecting, and reporting as well. I would highly recommend MBI. These guys know their stuff! Thanks Ray & Paul.


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Strong Partner and Solution

Our Institutional users are thrilled with the addition of MMD data into the Salesforce environment. The MarketBuilders team is easy to do business with, and did a fantastic job implementing their solution in a very cost effective manner - on time and on budget. They know the industry and they know Salesforce. Highly recommend MBI and the ability to bring in MMD data as part of the overall solution for Institutional Asset Management.


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Huge Value Add

The incorporation of MMD data into our Salesforce system was a major improvement for our sales team. The implementation process was very easy and required very little in-house IT support. Marketbuilders is always great to work with and they have been very responsive to all of our needs. I would highly recommend them and their solutions to anyone in the institutional asset management space.


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Great Job!

These guys really do what they say and their solution for Investment Managers works. They're also a pleasure to deal with. They understand Salesforce and they understand the industry. I cant imagine doing a Saleforce implimentation / conversion without them. Adding the MMD integration was a big benefit for our marketing team, and Market Builders has done a great job of helping us display the data we need and eliminate duplicates, which is a crucial issue.


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Market Builders - very positive experience

Market Builders customized salesforce for our company and uploaded MMD data, including scrubbing all data for duplication and customizing how we wanted to see the data. They were extremely reliable and a pleasure to work with. Everything they did was done in the time expected and at the price quoted.


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Market Builders - Comprehensive and Valuable

Looking to integrate the S&P Money Market Directory, the search for a thorough app with support led us to Market Builders. The standard import was seamless and the ability to customize the integration has helped streamline our processes. Install went off without a hitch, adoption has been easy, and we use it on a daily basis. Market Builders receives our highest recommendation.


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