IntelliMARS vs Cardtapp

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.

Unlock the power of digital business cards and take your professional connections to the next level with Cardtapp. • Create a digital business card: Elevate your professional presence with Cardtapp. Create your own digital business card, complete with contact information, and show off your expertise in style.. • On-the-go Lead Dashboard: Cardtapp acts as your on-the-go lead hub, keeping you informed about your business's status while you're navigating your day. Stay tuned to every new contact who downloads your digital business card, ensuring you're consistently linked with prospective leads. • Streamlined communication: Effortlessly connect with clients and prospects. Share your digital business card with people in your contact list, message individuals directly from the app, and initiate meaningful conversations to foster stronger relationships. • QR code digital business card sharing: Leverage the convenience of a scannable QR code for seamless sharing of your digital business card. • Cobrand your digital business card app: Highlight key referral partners, strengthen referral relationships, and provide incentives for referral partners to deliver you more and better referrals. • Monitor contact engagement: Receive live push notifications regarding user engagement with your digital business card. Monitor how potential clients interact with your card, enabling prompt follow-ups and optimizing conversion potential.