Investment Company Institute (ICI) Membership Meeting

Another ICI conference is in the books. This year, we had the pleasure of our colleague Miriam Sanchez (MARS Training and Client Education) joining Jill Santandreu (Director of Professional Services), Aaron Wong (MARS Product Manager), and me.   Miriam has tremendous experience with our Client Training and Education Programs as well as our Data Stewardship and […]

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CIOReview Magazine features SalesFocus Solutions as one of the 20 most promising Salesforce solution providers in 2016   The September 2016 edition of CIOReview Magazine highlights SalesFocus Solutions’ leadership in enhancing the value Salesforce CRM for asset management firms who are struggling with typical industry challenges such as:   Aggregating large volumes of sales and […]

The Benefits of Attending Client Off Site Meetings

One of the most rewarding aspects of my job is being able to interact directly with the end users of our MARS products and services.  Over the past few months, I have had the opportunity to attend three clients’ annual sales meetings to review our current products and services and get invaluable feedback from the […]

Hearsay Social Podcast with Dave Halligan

On November 9th, Dave Halligan had the opportunity to be interviewed by Hearsay Social’s Victor Gaxiola for their podcast.  Dave met Victor at an industry conference earlier this year where Victor spoke about the use of social media to raise brand awareness and increase marketing reach.  After hearing Victor’s presentation, Dave thought that the information […]

Expect Miracles Foundation – Financial Services Against Cancer

SalesFocus Solutions is proud to be a sponsor of this year’s Expect Miracles Foundation’s Annual Wine & Spirits Charity Event.  Representatives of SalesFocus Solutions will be also be attending the event which will be held on November 5th in downtown Boston. Over the years the Expect Miracles Foundation has been instrumental in working with the financial services […]