MARS SalesFocus Solutions Inc | Sales analysis tools
MARS aggregates and reconciles data to the lowest level of detail from an unlimited number of investment products such as mutual funds, Managed Accounts, ETFs, DCIO/retirement products, UCITs and alternatives investment products. The breadth and depth of MARS’ sales analytics and reporting capabilities provides business-critical information to executive management, sales, management, finance, operations and compliance groups with asset management firms. So of you need help with sales analysis tools Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales effectiveness
Using MARS, you can more quickly find fresh sales prospects and conduct more successful sales calls, improving your organization's sales performance. MARS is made to make it simple for active sales teams and busy executives to easily understand data visualisations on iPads and iPhones. Innovative, business-specific features are offered by MARS.
We guarantee our clients thorough and accurate data on sales, sales analytics, and asset representation thanks to our proprietary technology and understanding of industry best practises.
Our data cleanup team performs data matching, disinfection, and deduplication operations when data enters MARS from carriers, supermarket platforms, ETF platforms, subsidiary accounting firms, managed accounts, or other intermediaries to guarantee customers have correct sales and asset data.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales Intelligence Solution
The asset management industry-specific features of the MARS CRM include comprehensive channel/territory management capabilities, profiling, eCampaign & fulfilment vendor integrations, website activity tracking, document management, and overlaying MARS CRM and sales data with Google Maps TM to transform your data into fresh, actionable business insights. The MARS CRM supports both the retail and institutional sides of the business.
The standard two-tiered Salesforce hierarchy (firm and account) is changed into a three-tiered Firm, Office, and...
MARS SalesFocus Solutions Inc | Sales Intelligence Solution
The MARS CRM supports both the retail and institutional sides of the business and includes asset management industry-specific features such as comprehensive channel/territory management capabilities, profiling, eCampaign & fulfillment vendor integrations, website activity tracking, document management, and overlays MARS CRM and sales data with Google Maps ™ to transform your data into new actionable business insights.
The MARS-Salesforce CRM integration transforms the typical two-tiered Salesforce hierarchy (firm and account) into a three tiered Firm,...
MARS SalesFocus Solutions Inc | Sales focus
A complete 22c-2 and Prospectus solution is offered by the MARS Compliance Module, an efficient tool for strengthening control across distribution channels and product categories. With the MARS Compliance solution, your company may feel secure knowing that you have the resources to correctly supervise fund and prospectus compliance as well as to spot circumstances where perhaps erroneous trading may be taking place.
As part of our Full-Service 22c-2 Compliance Management Service, we: • Work with...
