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Tier1CRM Tier1ACE Ownership Data Review

Product Snapshot

Technology

Tier1ACE Ownership Data is available as a SaaS solution that requires no additional hardware.

Customer Focus

Tier1CRM works with multinational, enterprise and mid-sized customers.

Selected Customers

CIBC, Cowen and Company, National Bank Financial, Telsey Advisory Group, TD Securities

About Tier1ACE Ownership Data

Tier1CRM Tier1ACE Ownership Data Tier1ACE Ownership Data is a sales prospecting and analytics tool that works inside Salesforce to build better relationships with clients through online intelligence. At the start, users can search through an online database of over 144,000 contacts and pull up information on their portfolios, purchases and ownership trends. The program can then upload a select list directly into Salesforce and populate accounts and profiles with contact information. The system constantly updates its database with all contact profile detail changes, and users have access to information on over 19,000 institutions and 22,000 mutual funds. Lastly, Tier1ACE Ownership Data can scour the web for information on currently listed Salesforce leads and add information to their profiles.

About Tier1CRM
Tier1CRM was founded in 2008 and is headquartered in Toronto.

Tier1ACE Ownership Data Key Features

  • Grants users access to a database with over 144,000 contacts, 19,000 institutions and 22,000 mutual funds
  • Can search for contacts through a wide range of criteria
  • Displays companies’ ownership trends and portfolios
  • Directly uploads contacts into Salesforce
  • Can add more information to already existing Salesforce profiles
  • Constantly updates its contact database

 

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