Categories: Financial Services > Asset Management, Financial Services > Wealth Management
App by Navatar Group 6/4/2008
Navatar CRM for Mutual Funds provides a holistic view of your organization’s sales efforts across wholesale as well as retail distribution channels. It helps you analyze your sales activities across branches, channels, intermediaries, reps and funds
NeverReviewed
Navatar CRM for Mutual Funds is a powerful tool for your salesforce to manage relationship with channel partners. The robust reporting engine helps slice sales data from multiple angles to gain valuable market insights.Wholesale Distribution: It helps an AMC manage complex relationships with dealer/broker firms, banks and financial planners. Get a consolidated view of a distribution firm, its multiple offices and representatives. Key reports and dashboards designed for management helps assess channel and distributor effectivenessRetail Distribution: It also assists the retail distribution team manage relationships with key shareholders and prospects, track prospect’s investment needs, past investments and future opportunities
Data Sheet
0.0
out of 5
(Based on -1 reviews)
Share your experiences with the community
Please indicate where you would like to install this app.
Please fill out the below form or login to proceed. By submitting this form, you agree to share the below information with salesforce.com and the publisher of this application. Note that all fields are required to submit.
Already have a Salesforce account?
You have already saved this listing. Please click here to view your saved list.
You have already saved this listing. Please