MARS SalesFocus Solutions
SaleFocus Solutions is proud to announce our formal partnership with Salesforce.com We have been providing our own seamless integration with Salesforce.com for several years, but most recently completed the rigorous process of becoming a formal partner with Salesforce.com. To learn more, please visit: https://sfsmars.com/salesforce-partner/
The MARS product suite transforms big data into market intelligence and allows you to perform sophisticated business analysis, trending and reporting to increase your insights and grow profitability.
• Flexible and Dynamic sales and asset reporting with native, integrated CRM for mutual funds, managed accounts, insurance, alternatives, and ETFs;
• Real-time, bi-directional sales and asset data integration with Salesforce® CRM to improve your ability to measure sales effectiveness and perform sophisticated marketing campaigns;
• Innovative mobile app providing advanced contact, activity, mapping, analytics and sales reporting information;
• Seamless third party data integrations with RIA data and competitive market providers;
• Comprehensive Channel and Territory configuration management;
• 22c-2 & Prospectus Compliance Management;
• Data aggregation/reconciliation/cleaning/stewardship services to ensure accurate trade resolution including Omni/SERV and omnibus account reconciliation;
• Application Hosting and Business Resumption Services;
• Dependable partners providing industry knowledge and expertise to the asset management industry for over 15 years.