Asset Distribution Insights for Salesforce
- Category rank
- #121 in Data Cleansing
- Price from
- $25 / user / month (USD)
- Listing audit
- 59/100
Asset Distribution Insights for Salesforce is a Salesforce AppExchange app by SalesFocus Solutions Inc..
Asset Distribution Insights for Salesforce is the #121 ranked Data Cleansing app on Salesforce, as a paid app, as of Nov 11, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 11, 2026
Asset Distribution Insights for Salesforce ranks #121 of 132 in Data Cleansing on Salesforce. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Asset Distribution Insights for Salesforce
How Asset Distribution Insights for Salesforce works
Bi-directional synchronization of Firm, Account/Office, Contact/Rep and Product data between MARS and Salesforce.com helps to keep your CRM data in sync with your Sales reporting Solution. - Nightly batch synchronization of Territory, Sales, Assets and Market Share data. - Transform the two tier hierarchy of Salesforce.com into an industry standard Firm, Account/Office and Contact/Rep hierarchy. - Enrich the Firm, Branch and Rep layouts in Salesforce.com with Sales, Assets, Market Share data and trends. - Team and Buying Unit layouts with Sales and Assets data. - Get insights into prior day, monthly, quarterly and yearly flows with rich Dashboards - Get insights into top trades placed the prior day and first sales from an advisor. - View Channel, Territory information within Salesforce.com and take advantage of Reports and Dashboards that break down Sales and Assets by Channel, Territory and Wholesaler. - Several out of the box Dashboards and Reports. - Take advantage of custom objects with rich data sets to build out additional Reports and Dashboards for your reporting needs.
Key features
- Real time bi-directional data exchange between Salesfocus Solution Inc.’s enterprise Sales reporting platform with Salesforce.com ensures Firm, Office and Rep information is in sync between Sales reporting, CRM and Marketing systems.
- Augments the power of your CRM with Sales, third party RIA and Market Share data to focus resources on Firms that are most likely to grow wallet share.
