Tier1CRM - The Capital Markets CRM vision leader
Tier1ACE™ List Manager
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Tier1CRM : Tier1ACE™ Products : List Manager
Tier1ACE™ List Manager is an easy to use Capital Markets call management tool for sales, research & trading professionals which helps them organize and execute all their client interactions efficiently to drive more revenue and trading.
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Features
Manage Contact Lists
- Quickly create and share lists of contacts using a simple drag and drop interface
- Assign calling priorities and rankings to contacts to ensure clients are called in the right order
- Share and manage lists with individual users or teams
- Work “on behalf of” a colleague on your team
Powerful Search Features
- Search for contacts filtered by sales coverage
- Generate a targeted list of contacts based on sector and industry interests, holdings, investment styles, conference interests etc.
- Save your search criteria to allow you to re-generate a fresh list of contacts at any time
- Pre-load a set of tickers and share that with the team so anyone can instantly generate a list of their clients to call based on tickers discussed in the morning meeting / research published today
Effortless 360° View of Client
- Rotating “ACE Cubes™” feature gives instant access to other key client information including: calls, meetings, research preferences, marketing attendance, interests and holdings; all without launching new screens.
- Data can be accessed from data vendors including Thomson Financial holdings/profile data
Power Hovers
- Immediately view additional key details without having to drill down or open new windows
- Action Menus provide quick access to key features such as:
- Log a Call/Interest
- Send Email
- Book into Marketing Event
- Research preferences
- Send Research
- and more…
- Execute actions on one contact or several contacts at once
Manage Interests and Holdings
- Mass insert / replace buy-side client ticker interests and holdings
- Receive notifications when clients are “touched” by other members of the coverage team
- Auto-assign “call requests” to Analysts based on ticker coverage and receive immediate feedback when the call is made
- Keep track of when your clients’ interests and holdings change so you can better target the appropriate research reports, calls and marketing events
“Thomson Reuters is pleased to be working with Tier1CRM to provide access to our rich buy-side content”
“ACE has successfully leveraged and extended core Salesforce functionality to create a gracefully customized solution to fit our Sales, Trading, and Research areas. By combining efficient data integration strategies and careful enhancements of the presentation layer, the product has emerged as a tremendous value added to the basic Salesforce model. Tier1CRM has enabled workflows, feedback loops, meeting and expense tracking, research entitlements, conference attendance, and several other refinements specifically tuned to provide a 360 degree view of client activity using our firms own data displaying a client specific ROI for the Institutional space.”
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