2015 Client Conference in Las Vegas
SalesFocus Solutions will be holding Client Conference at the Wynn in Las Vegas from September 9-11. We are looking forward to seeing you there! Our Client Conference is an opportunity to exchange information with colleagues, participate in industry-related roundtable discussions and hear from interesting guest speakers. SalesFocus Solutions is looking forward to sharing information about […]
Privacy Policy
SalesFocus Solutions Privacy Statement as of November 1, 2018 SalesFocus Solutions is committed to protecting and respecting your privacy. This SalesFocus Solutions’ Privacy Statement (“Privacy Statement”) describes our privacy practices. Please read this Privacy Statement carefully to learn how we collect, use, share and otherwise process information relating to individuals (“Personal Data”), and to learn […]
Careers
At SalesFocus Solutions we are proud of our team of dedicated people and we’re always on the lookout for talented professionals to join our growing business. Current Openings: Business Development Representative We’re looking for a highly-motivated, results-driven Business Development/sales Representative to actively seek out and engage prospects in the asset management industry. Some of the […]
About Us
SalesFocus Solutions is located just north of the Golden Gate Bridge in the beautiful San Francisco bay area. We are fortunate to be able to draw on talented individuals from the surrounding San Francisco bay area including Silicon Valley. SalesFocus Solutions’ and the MARS product suite are different from all of the other software vendors […]
Salesforce CRM
MARS is integrated with Salesforce CRM. We provide real-time data integration with Salesforce CRM, and can customize to meet firms’ specific needs. The MARS-Salesforce CRM integration allows asset managers to: View sales and assets by firm, office/branch, and rep in Salesforce CRM. Identify top producing firms, offices, and reps. Find new prospects within distribution channels […]
ETF Distribution Data Reporting
MARS can also aggregate and report on data from both mutual fund and ETF data providers. As a result, MARS can increase sales visibility and market positioning for firms who are contemplating adding ETFs, and for those who already have them. Specifically, MARS can: Aggregate and normalize data from all ETF data sources. Reconcile ETF […]
RIA Data Providers
MARS is integrated with all registered investment advisor (RIA) data providers with detailed demographic and contact information for over 25,000 RIAs. This provides asset managers with the ability to find new opportunities, qualify existing relationships, manage direct mail and e-mail campaigns, and conduct in-depth sales and marketing analysis.
Market Intelligence Data Providers
MARS can combine asset manager data housed within MARS—contacts, sales, assets, and activities, for instance—with market intelligence data from third-party data providers. This combination of data can provide firms with insight into their current and potential wallet share at broker/dealer firms, and what, if any, difference our client’s activities (e.g. campaigns/meetings/calls) with their B/Ds have […]
Customer Support
The manner in which we support and service our clients paramount. To maximize your ROI in MARS, we provide continual educational services to create awareness and increase user adoption of the MARS product solutions for your Inside Sales, Wholesalers, IT Professionals, Sales Administration, and Executive Management teams. We have designed programs structured by: Production Features […]
Professional Services
We can also assist asset managers with technical challenges on a project or ongoing basis including: Data management and cleaning. Salesforce CRM integrations. Business analysis. Software engineering. Project management. Application hosting and technical services.