Nasdaq eVestment™ for Asset Managers
Nasdaq eVestment™ Market Lens for Salesforce
Integrate powerful market intelligence from Nasdaq eVestment™ Market Lens® directly to your Salesforce. Without software development or IT support.
Overview
The Nasdaq eVestment™ Market Lens® for Salesforce application brings Market Lens data to life in your native Salesforce environment. Data from Nasdaq eVestment Market Lens lives alongside your existing CRM data with no disturbance to existing data or cluttering work queues and/or dashboards.
Integrate and configure your dashboard with Market Lens data in a day, with no IT support or coding work required.
Use Nasdaq eVestment Market Lens for Salesforce to:
Get up and running in the same day with light-touch implementation
Nasdaq eVestment Market Lens for Salesforce can be installed and configured in less than a day and can be operated by a Salesforce Administrator, with no coding experience required or IT involvement.
An advanced matching and linking operation runs in the background that connects Nasdaq eVestment Market Lens data with the Customer’s existing data.
Enrich your Proprietary Data with Insights from Nasdaq eVestment Market Lens
Nasdaq eVestment Market Lens data can now live alongside your existing your CRM data with no risk of overwriting or impacting your existing records.
Identify key professionals and contacts at investors you don’t already have within your CRM, and easily import to your own records.
Use Pre-Built Industry Workflows to Stay on Top of Changes and Opportunities in your Coverage Area
Find “Contacts on the Move” to easily identify industry leadership turnover amongst Firms, Plans and Consultants.
Filter information to your territory or coverage area to only see the Plans, Mandates, Ratings, Allocations and Documents that matter to you.
Schedule “Saved Search” criteria to find “hidden opportunities” in Document notes prior to Mandates being issued.
Leverage Market Lens Data in your Existing Salesforce Automation Workflows
Nasdaq eVestment Market Lens data lives natively in Salesforce, meaning Salesforce Administrators and Developers now have the ability to develop their own workflows, reports, and searches using the data.
Contact information from Market Lens can be added to existing Outlook email integrations with CRM, added to existing Marketing Automation integrations, or collaborated with other internal team members via messaging tools such as Slack.
Case Studies
How Nasdaq eVestment Market Lens helps managers like you:
M&G Investments
Take competitive research and product positioning to a new level with more granular data
FountainCap
Compete for assets globally with strong performance and competitive intelligence
Resources
Nasdaq eVestment Masterclasses for Asset Managers
More Information
-
Once the app is downloaded from the Salesforce App Exchange and is connected to your qualifying Nasdaq eVestment API key, Nasdaq eVestment Market Lens for Salesforce imports, links and updates the entire Nasdaq eVestment Market Lens data set into your Salesforce environment.
- An advanced matching and linking operation runs in the background connecting Nasdaq eVestment Market Lens data with your firm’s existing data.
- Ability to “create local copies” of Nasdaq eVestment Market Lens data into your Salesforce Contact tables either by curating missing Contacts one record at a time or by one Firm at a time.
-
The Nasdaq eVestment Market Lens for Salesforce app is built on top of the Nasdaq eVestment Market Lens API and makes available all 15 tables within theNasdaq eVestment Market Lens data set. This includes Profiles, Key Contacts, Asset Allocations, Recommendations and Ratings, and more.
An overview of all data points available within Nasdaq eVestment Market Lens for Salesforce can be found in our API documentation.
Never miss a critical mandate announcement or allocation change notification
Connect with us to learn more about Nasdaq eVestment Market Lens for Salesforce
Explore More from Nasdaq eVestment for Asset Managers
Research
Insights
The latest research, thought leadership and client success stories.
-
The latest research, thought leadership and client success stories.
-
The latest institutional news and insights
More
Solutions
Nasdaq eVestment for asset managers empowers you to win and retain assets.
-
Nasdaq eVestment for asset managers empowers you to win and retain assets.
