Our comprehensive CRM applications are built on native Salesforce.com and ready for rapid implementation. We have focused on the Institutional Asset Management industry for over 25 years and worked with industry leaders as well as many small to mid-size managers in delivering comprehensive state-of-the-art CRM systems.
With over 125 projects completed there isn't much we haven't seen as best-of-breed solutions to different challenges. We utilized that experience to develop and enhance our institutional asset management accelerators over the years. We also use that expertise to quickly modify our CRM App to create the most effective data model needed to address the unique requirements of our clients.
With over 125 projects completed there isn't much we haven't seen as best-of-breed solutions to different challenges. We utilized that experience to develop and enhance our institutional asset management accelerators over the years. We also use that expertise to quickly modify our CRM App to create the most effective data model needed to address the unique requirements of our clients.
Services
Market Builders can help your firm implement a "state of the art" CRM system and assist you in successfully realizing your goals to better serve your existing clients and increase the probability of selling new business. The Institutional Asset Management industry is very complex and requires a thorough knowledge of the interrelationships between the different organizations involved.
Market Builders CRM for Institutional Asset Management provides users access to comprehensive selling and client servicing data and all of the intertwined relationships while provisioning the tools to manage it all. It also incorporates best practices gathered from over fifty institutional asset management implementations at many of the largest and most prestigious firms in the industry.
Market Builders has partnered with many industry leaders in the Salesforce Consulting Partner Program over the last ten years. This has allowed us to deliver successful and comprehensive solutions that begin with our extensive CRM expertise in institutional asset management. We can provide comprehensive Salesforce resources needed to address the unique and demanding requirements of any implementation.
Please contact Ray Dugas with any questions concerning our CRM products and services for institutional asset management, or for new business and partnerships inquiries. If you're interested in learning more about our products and services, we would love to hear from you. We're happy to setup a demo of our products and help you make a plan for increasing and optimizing your sales.
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