IntelliMARS

We introduced seamless single sign-on between Salesforce and IntelliMARS, facilitating the integration of Salesforce entities/objects. • Integrate Salesforce CRM activities such as Events, Tasks, Emails, and Notes into IntelliMARS. • Efficiently track Tasks, Events, and Emails with a clear stacked bar chart showing past, present, and upcoming activities within the Activities Dashboard. • Enable an Advanced Global Search feature to fetch results across various categories including opportunities, leads, campaigns, products, users, tasks, events, offices, notes, emails, and reps. • Benefit from redesigned profiles, offering additional metrics in the Sales & Assets summary section. • Customize sub-menus, app themes at the user level, and sections to align with individual workflows. • Streamline the rep add/update process and introduce user-driven custom sections for a personalized experience. • Implement profile screens for Contacts (Reps) and Accounts (Offices) with RecordType 'Other'. • Introduced a Lead profile screen with edit options and added read-only support for Campaigns and Opportunities.