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%
ZoomInfo SalesOS - Global Data, Sales Intelligence & Automation
Your Sales and GTM teams live in Salesforce. But when they need accurate contact data, company insights, or intent signals, they're forced to switch between multiple tools—killing productivity and slowing down deals. Manual data entry leads to incomplete records, outdated information, and hours of wasted time each week. ZoomInfo's Salesforce Native Application (SFNA) embeds the world's most comprehensive B2B database directly into your Salesforce environment. Your reps get instant access to accurate contact and company data, buying signals, and enrichment capabilities, all without context switching. What Makes SFNA Different? Unlike basic integrations that just sync data, SFNA is a comprehensive managed package built specifically for enterprise Salesforce environments. It includes custom objects for complete data capture, advanced workflow automation, and enterprise-grade governance controls—all designed to maximize productivity and ROI. SFNA works seamlessly across Salesforce Lightning and Classic, supports mobile access, and integrates with your existing Salesforce automation (workflows, process builder, flows).
Top keywords
- salesforce6×3.92%
- data5×3.27%
- sfna4×2.61%
- access2×1.31%
- accurate2×1.31%
- accurate contact2×1.31%
- automation2×1.31%
- company2×1.31%
