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MARS for Salesforce®

Seamlessly provides distribution intelligence insights from Sales, Assets, Teams, Products, and other business-critical information from MARS to Salesforce®

MARS for Salesforce® features:

  • Real-time “golden copy” of data synchronization between MARS and Salesforce® so your data is always accurate and up to date – and trustworthy
  • Enhancing Salesforce® with distribution intelligence data to better understand and focus the sales and marketing teams on the opportunities that are most likely to increase AUM the quickest
  • Providing pre-built dashboards and reports within Salesforce®
  • View Advisor Team profiles and contact information within Salesforce® include comprehensive sales and asset information for the team as well as individual members

MARS for Salesforce® Profile, vs standard profile

Salesforce® Certified Partner

Salesforce’s security experts reviewed our MARS for Salesforce® package to ensure our integration meets Saleforce’s rigid security requirements.

Client Testimonial

The MARS Salesforce integration has been a big success and helps us to remain focused because the information in Salesforce is now timely, accurate, and provides a complete picture, including sales and assets data for contacts.