sfsmars.com

MARS – SalesFocus Solutions

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. The Asset Management Industry's All-in-One Sales and Marketing Solution. Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. Mobile Solutions Your Sales Team Will Really Want To Use. Client-Specific Data Cleaning Services For Your Unique Business Needs. Identify new sales opport...

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MARS – SalesFocus Solutions | sfsmars.com Reviews

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Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. The Asset Management Industry's All-in-One Sales and Marketing Solution. Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. Mobile Solutions Your Sales Team Will Really Want To Use. Client-Specific Data Cleaning Services For Your Unique Business Needs. Identify new sales opport...

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1 request a demo

2 client community

3 data visualization

4 market intelligence

5 asset management crm

6 compliance management

7 mobile app

8 services

9 managed apps

10 professional services

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request a demo,client community,data visualization,market intelligence,asset management crm,compliance management,mobile app,services,managed apps,professional services,customer support,integrations,ria data providers,salesforce crm,blog,twitter,facebook

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MARS – SalesFocus Solutions | sfsmars.com Reviews

https://sfsmars.com

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. The Asset Management Industry's All-in-One Sales and Marketing Solution. Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. Mobile Solutions Your Sales Team Will Really Want To Use. Client-Specific Data Cleaning Services For Your Unique Business Needs. Identify new sales opport...

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sfsmars.com

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Asset Management CRM – MARS

http://www.sfsmars.com/asset-management-crm

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. ASSET MANAGEMENT SPECIFIC CRM. Designed to meet reporting needs of the Asset Management Industry. MARS is designed to meet the unique relationship management and reporting needs of the Asset Management Industry. Automatic notifications and alerts triggers based on pre-determined rules or conditions such as rep’s first sale, purchase thresholds;. History tracking (all calls, meetings, no...

2

Customer Support – MARS

http://www.sfsmars.com/customer-support

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. Modular courses offered for all user types. SalesFocus Solutions’ supports your investment in MARS with on-going educational services targeted to your specific needs. To meet your training needs our experts have designed modular courses structured by:. Skill level; and. No need to send your employees to training seminars. We’ll come to you. Contact us for a free demo.

3

Mobile App – MARS

http://www.sfsmars.com/mobile-app

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. Providing our clients with a competitive advantage. The innovative features of of our mobile apps provide our clients with a competitive advantage by providing advanced analytics and data visualization to gain unprecedented business insights so that sales teams can more readily find new actionable business opportunities. IntelliMARS will ensure your sales organization is better prepared...

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ICI Conference May, 2016 – MARS

http://www.sfsmars.com/ici-conference-may-2016

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. ICI Conference May, 2016. May 31, 2016. SalesFocus Solutions enjoyed participating in last week’s ICI GMM conference. The ICI continues to be a great venue to connect with clients and industry colleagues and to discuss how our MARS product suite can overcome some of the business challenges that asset management firms face today. Data Cleansing and Data Quality Improvement;. We look forw...

5

Compliance Management – MARS

http://www.sfsmars.com/compliance-mangement

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. Get the tools to properly oversee fund prospectus compliance and Rule 22c-2 compliance and to identify potential improper trading. With the MARS Compliance solution your firm can rest assured that you have the tools to properly oversee fund and prospectus compliance as well as to identify situations where potentially improper trading may be occurring. A complete compliance workflow proc...

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Phoenix American Incorporated

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Celebrating 40 Years of Excellence. The Phoenix American family of companies is a diversified group of innovative businesses that have been enhancing investment return, improving productivity and providing peerless customer service to businesses and individuals since 1972. PHOENIX AMERICAN FINANCIAL SERVICES. Transfer Agent, Sales and Marketing Reporting, Tax and Accounting, Printing and Fulfillment and Consulting Services for the Alternative Investment Industry. Visit cable.phxa.com.

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sfsmars.com

MARS – SalesFocus Solutions

Sales & Asset Insights. Data Cleaning & De-Duping. Market Intelligence Data Providers. ETF Distribution Data Reporting. The Asset Management Industry's All-in-One Sales and Marketing Solution. Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. Mobile Solutions Your Sales Team Will Really Want To Use. Client-Specific Data Cleaning Services For Your Unique Business Needs. Identify new sales opport...

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