Key Features and Benefits:
• Get a 360-degree view of Firms, Offices, and Advisors and track all communication history with an Advisor.
• Ability to dynamically drill down into graphical views of specific market segments, product sales, and business relationships such as the performance of Firms, Offices, Reps, and Accounts.
• Gain visibility across distribution channels, product lines, and geographic territories.
• Manage CRM activities. Schedule calls, meetings, activities, and update contacts
• Ensure your sales organization is better prepared for each meeting, is more efficient in identifying the right opportunities, and is more effective during each sales call.
• View current market share and competitive analysis information.
• Gain insights into potential sales opportunities, reveal hidden trends, patterns, and outliers instantly
• Answer questions and address concerns - right on the spot
• Analyze sales and asset trends
• Identify top producers and cross-selling opportunities
• View Exchange Traded Funds (ETF) reporting
• View Executive and Wholesaler Trend Reporting
Salesforce Integration:
• Achieve single sign-on between Salesforce and IntelliMARS, and integrate CRM activities like events, tasks, emails, and notes.
• Track tasks, events, and emails efficiently with a clear dashboard showing past, present, and upcoming activities.
• Utilize the Global Search feature to search for Opportunities, Leads, Campaigns, Products, Users, Tasks, Events, Offices, Notes, Emails, and Reps.
• Leverage redesigned profiles with additional metrics, customizable sub-menus, app themes, and user-driven custom sections.
• Efficiently manage Rep updates, Contacts, and Accounts with new fields and enhanced organizational structure.
Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your organization. This application is not suitable for private users.
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