• SalesForce CRM

    Use Salesforce’s CRM system and take full advantage of MARS’ powerful sales reporting and mobile capabilities.

The MARS-Salesforce® CRM integration leverages the benefits of the MARS Sales system, such as sophisticated channel & territory management, to enhance the value of SalesForce® CRM.

We provide both an “out-of-the-box” two-way real-time data integration with the Salesforce® CRM or, based on our expertise, we can customize to meet your specific business needs, if necessary.

Our MARS-Salesforce® CRM integration provides:

  • View sales and assets by firm, office/branch and rep in Salesforce CRM
  • Identify top producing firms, offices and reps
  • Find new prospects within distribution channels and territories
  • Provides an improved ability to measure profitability/sales effectiveness
  • Trend Comparison Reports – Sales, Assets, Average Assets, etc
  • Sales and Asset detail and Summary Reports
  • Sophisticated, yet easy to use, tool to slice and dice your data to fit your business needs
  • Full omnibus transparency – view trade activity in both omnibus and non-omnibus accounts
  • MARS keeps the data in synch to ensure data accuracy and reliability between systems;
  • Month-to-date and Year-to-date purchases, redemptions and more;
  • Synchronization of activities such as calls, meetings, notes and emails;
  • Identify Risk

    Real-time intelligence on what accounts might be at risk of redemption.

  • Two-way Synchronization

    Real-time two-way synchronization of sales transactions and assets at the firm, branch/office and rep levels.

  • Monitor Growth

    Insights on how sales and marketing activities are influencing asset growth.

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