To align your data cleaning service with your operational and sales goals, experienced SFS staff will guide you in establishing and maintaining a customized and efficient daily process.
The powerful reporting and data analytics of MARS is configured and refined in close consultation with you to meet your specific sales reporting and data visibility needs.
MARS for Salesforce®
SFS customer service implements and support the transformation of your Salesforce® CRM into a specialized powerhouse with dealer, branch, rep and team visibility and visualized activity reporting at every level.
Your salespeople, managers and executives will have live as-needed training and customer service support to get the most out of the multiple powerful mobile features of MARS Mobile.
The DBR CRM
The dealer, branch, rep structure and industry-specific features of The DBR CRM come with all the training and ongoing in-person support you need to streamline your client support and sales growth.
The comprehensive advisor database will enhance your data cleaning process and your sales prospecting efforts. Customer service support will help you get the most out of Advisor Teams every step of the way.
Monitoring of your trade activity and a specialized alert and notification protocols is established through a thorough customer service understanding of your work flow and compliance requirements.