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 and territories.
- Complete trend comparison reports – sales, assets, average assets, etc.
- Compile sales and asset detail and summary reports.View month-to-date and year-to-date purchases, redemptions, and more.
- Synchronize calls, meetings, notes and e-mails.
The MARS-Salesforce CRM integration provides asset managers with the ability to measure profitability and sales effectiveness. It offers full transparency, the ability to view trade activity in both omnibus and non-omnibus accounts, and keeps the data in synch to ensure accuracy and reliability between systems.
