Market Builders
MMD Integration for Institutional Asset Managers
By Market Builders Inc.Sales Intelligence
- Rating
- 5.0
- Reviews
- 13
- Pricing
- Paid
- From $2,000 per user, one time
- Listed since
- 2008
About Market Builders
Ability to store ALL of the S&P Money Market Directory data in Salesforce
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.
Highlights
- Access to all MMD data elements within your Salesforce Org for reporting and analysis and to create mass marketing programs to search for best prospects and best fit consultants. Last updated January 2021 to reflect 2021 updates.
- Ability to access and analyze competitive information on other Investment Managers and their clients.
- Hot links from salesforce.com to MMD Web Access and between Sponsors and Consultants
Screenshots
Image 1 of 6
Pricing
Paid, from $2,000 per user, one time.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $2,000 per user | One time |
Product is priced on a one-time basis and carries no subscription or maintenance fees. There is a minimum price of $10,000 that includes the first 5 users. Subsequent users are $1,000 per user with a maximum App price of $30,000 for unlimited users.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Industries
- Financial Services
- Languages
- English
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