Market Builders - MMD Integration for Institutional Asset Managers
PROSPECTING: Find "best fit" Plan Sponsors based on investment criteria and geography Manage mass marketing programs to prospects and consultants COMPETITIVE ANALYSIS: Search for Investment Managers servicing clients by type, by area, by product Find Plan Sponsors using Investment Managers you want to target CONSULTANT RELATIONS: Conduct searches for "best fit" Consultants Find Sponsors using a specific Consultant Conduct marketing programs for your product/service offerings Market Builders MMD application has been built in order to allow a data store of the Standard & Poor's Money Market Directory Pensionscope database. MMD sells this data and we have designed the custom objects, tabs and fields to store it all in salesforce.com. This allows clients to use the salesforce.com integrated reporting tool to create custom reports and searches against the MMD data as well as have a hot link to the MMD Web Access product.
Top keywords
- mmd4×2.78%
- data3×2.08%
- find3×2.08%
- investment3×2.08%
- product3×2.08%
- sponsors3×2.08%
- clients2×1.39%
- com2×1.39%
- conduct2×1.39%
- consultant2×1.39%
- consultants2×1.39%
- custom2×1.39%
Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%