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Specialized Structure for
Asset Management Firms

Specialized Structure for
Asset Management Firms

Industry specialized dealer, branch, rep sales structure.
Supports both retail and institutional business.
Multiple industry-specific features.


Website Activity Tracking

Document Management

Comprehensive Channel / Territory Management

eCampaign & Fulfillment Vendor Integrations

Activity Management

The DBR CRM overlays sales data and reporting to Google Maps in MARS Mobile for visual actionable geolocated business insights, maximizing every sales trip and every sales call.

The MARS for Salesforce® integration leverages The DBR CRM’s channel and territory management, data query and report writing capabilities to enhance and specialize Salesforce® CRM.

Customer Service and Training

The firm, office, 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.

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