Distribution Insights for Asset Managers
Connects Broadridge distribution analytics with Salesforce for asset-management sales teams.
Broadridge Financial Solutions, Inc.Generates sales and point-of-sale reports in Salesforce and matches transaction data to Accounts.

CMR SalesSource links sales transaction data to Salesforce Accounts through the Salesforce interface. Users can generate sales, point-of-sale, verification, partner, reseller, product, and custom reports. Sales analysis can be organized by time frame, product, reseller, or distributor. The add-in provides configuration and matching tools, including opportunity transaction reconciliation.
Generates sales and point-of-sale reports within Salesforce.
Provides verification, partner, reseller, product, and custom report types.
Analyzes sales by time frame, product, reseller, or distributor.
Links sales transaction data to Salesforce Accounts and provides configuration and matching tools.
Supports reconciliation of opportunity transactions as a closed-loop process.
Allows external developers to create and share on-demand apps within the Salesforce ecosystem.
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Connects Broadridge distribution analytics with Salesforce for asset-management sales teams.
Broadridge Financial Solutions, Inc.Manage advertising sales, bookings, campaign operations, inventory, billing, and reconciliation in Salesforce.
ADvendio Europe LimitedAutomates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdSend, sign, track, and store agreements from Salesforce records with DocuSign eSignature.
Docusign, Inc«Computer Market Research (CMR) provides Cloud, client/server and web based intelligence tools allowing companies that sell products through distributor and reseller networks to have direct, two-tier channel visibility into real-time sales data. CMR SalesSource® is the only AppExchange technology that lets external …»