Salesforce CRM Integration

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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.

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