Asset and Distribution Insights for Salesforce® CRM

Asset and Distribution Insights for Salesforce® CRM

The industry-specialized architecture of The DBR CRM.
The advisor team view insights of Advisor Teams.
The reporting output of the MARS platform.
All at your fingertips in Salesforce®.
Dealer, Branch, Rep Structure
Reporting Visibility at all Levels
Advisor Team Assignments and Activity
Product Sales Peformance
Real-time integration. Bi-direction data exchange. Up-to-date business critical information. Ease of access and data integrity.
MARS Sales and Asset Reporting for Salesforce® CRM
Standard Salesforce® Profile
MARS for Salesforce® Profile
The sales reporting and analytics power of MARS in Salesforce®. Activity and performance dashboards at every level.
Respond to trends, react to changes and manage relationships with a depth and detail of information.
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Sales segmentation
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Buying team insights
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Accurate and timely data
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Increase effectiveness of sales and marketing teams