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;