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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 Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

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 Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

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 Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Analytics Software

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 Rep hierarchy by the MARS-Salesforce CRM integration. To guarantee total data integrity, there is a real-time, two-way connectivity between the MARS and Salesforce. The MARS-Salesforce interface makes use of the robust MARS channel/territory administration, data query, and report writing tools in addition to its data storage, aggregation, cleaning, and summarization capabilities. So if you need assistance with Sales Intelligence Solution Contact us

Sales Analytics Software

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 our clients to develop and update unique compliance rules based on those found in the MARS 22c-2 Compliance module.

• Examining MARS 22c-2 Compliance reports on our client's behalf to locate, investigate, and confirm each trade that has been highlighted.

• Work with intermediaries to obtain more trade-related information via SDR as needed.

• Request the supporting data for omnibus trades, if needed, to perform additional research when the data does not provide the level of detail needed to identify trade information. • Review flagged trades following our client’s compliance break procedures. • Provide activity reports which will provide information on the status and results of each flagged trade being worked.

Sales Analytics Software

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Focus

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Focus

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Focus

MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us

Sales Analysis Tools

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

Sales Analysis Tools

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

Sales Analysis Tools

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

Sales Analytics Solutions

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

Sales Analytics Solutions

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

Sales Analytics Solutions

IntelliMARS guarantees that the sales organisations of our clients are more effective at finding new sales prospects, more prepared for each meeting, and capable of making more effective sales calls. Using data visualisation on iPad and iPhone devices, IntelliMARS allows busy executives and dynamic sales teams to swiftly get information. IntelliMARS offers cutting-edge, business-specific features like:

View information about the company, office, rep sales, assets, and activities.

Using the "Rep Near Me" tool, which shows a list of reps nearby your current location, you can locate representatives in your area.

At the firm, office, and rep levels, it is simple to provide asset and sales summaries.

Find the best-performing companies, locations, representatives, and product groupings quickly.

View a Cross Sales Analysis based on YTD Purchases by salespeople or teams.

Set up appointments for calls, activities, and events, and update contact information.

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, Office, and Rep hierarchy. There is a real-time bi-directional integration between the MARS and Salesforce to ensure complete data integrity. The MARS-Salesforce integration leverages the data storage, aggregation, cleaning and summarization capabilities of MARS in addition to the powerful MARS channel/territory management, data query and report writing features. So if you need help with Sales Intelligence Solution Contact us        

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, Office, and Rep hierarchy. There is a real-time bi-directional integration between the MARS and Salesforce to ensure complete data integrity. The MARS-Salesforce integration leverages the data storage, aggregation, cleaning and summarization capabilities of MARS in addition to the powerful MARS channel/territory management, data query and report writing features. So if you need help with Sales Intelligence Solution Contact us        

Contact information (415) 485-4500 2401 Kerner Boulevard, San Rafael, CA 94901 [email protected] https://sfsmars.com/