| Company | Navatar Group |
| Website | navatargroup.com/... |
| Blog | navatarforce.com |
| Stage | Live |
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.
Comprehensive functionality for a Mutual Funds Firm Manage relationships with broker / dealer, banks and financial advisors Manage Wholesale and Retail channels Aggregate sales data from multiple offices to the broker/dealer Track broker rep performance based on transactions Integration with standard industry data feeds
Built on the Leading On-Demand platform from SalesForce.com Real-time reports and dashboards empower your business to make better decisions Instant global deployment for offline and online use Award-winning ease of use results in widespread adoption Completely integrated with Microsoft Outlook Complete access from PDAs
