CRM for Institutional Asset Management



Our Partners

Market Builders has partnered with many industry leaders in the Salesforce Consulting Partner Program over the last ten years. This has allowed us to deliver successful and comprehensive solutions that begin with our extensive CRM expertise in institutional asset management. We can provide comprehensive Salesforce resources needed to address the unique and demanding requirements of any implementation. We have several go-to partners depending on the client’s specific requirements.

If you are interested in creating a strategic alliance with Market Builders contact Ray Dugas at (617) 645-0540

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Saleforce is the market and technology leader in on-demand business services. The company’s salesforce suite of on-demand CRM applications allows customers to manage and share all of their sales, support, marketing and partner information on-demand. The Salesforce Platform, the world’s first on-demand platform, enables customers, developers and partners to build powerful new on-demand applications that extend beyond CRM to deliver the benefits of multi-tenancy and The Business Web across the enterprise. The Salesforce Platform allows applications to be easily shared, exchanged and installed with a few simple clicks via’s AppExchange directory

To learn more visit the App Exchange at


Fastlane CRM

Centered around Salesforce Solutions and Services, FastlaneCRM helps clients design, deliver and adopt world class revenue and customer enablement solutions.

To learn more about Fastlane CRM visit


Standard & Poors

Money Market Directories, a Standard and Poor’s company, maintains a database of pension fund sponsors, endowments, public and private foundations, hospitals, consultants, and investment managers. This comprehensive database is available in customized media and CRM applications that automate every field of data MMD provides. Users can also integrate data into existing applications. The same in-depth information is also available in print. For more than 32 years, Money Market Directories’ information remains the foundation of institutional marketing and sales programs for the investment management industry.

To learn more about Standard & Poors visit


Demonstrated success.

If you’re interested in learning more about our products and services, we would love to hear from you. We’re happy to setup a demo of our products and help you make a plan for increasing and optimizing your sales.

Contact Ray Dugas at (617) 645-0540 or message us: