IntelliMARS vs Nano Sales Manager

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.

Nano Sales Manager will help you to arrange the process of selling the products and services from the first meeting with a potential client to the turning him into a permanent customer. The Application will also demonstrate you the efficiency of this process by means of the sales funnel. There is also a desktop version of the app that is fully compatible with the mobile version. The application allows you to automate various business-processes of sales. In the most simple case these are the processes with a short cycle when a client found you by himself and wants to purchase your product or service. The only thing left for you to do is to create a sales order, add the necessary products therein, accept the payment, give the products to the client and set the "Completed" status of the order. The application has all the necessary tools for this. The sales with long cycle are automated by means of the "Projects" module. The project stores complete history of your negotiations with client and passes a number of stages when developed. For example, the stages may include "Introduction", "Presentation", "Commercial offer", "Contract is signed", and "Sold". The sales funnel visually demonstrates you the number of projects being at different stages. By means of Nano Sales Manager you may arrange the customized sales as well. Issue the invoices for the products not available in stock and estimate the products requirement in the "Purchases" module. Upon receipt of the products from the suppliers you forward them according to already made sales orders to your clients. Other options of the application: - Keeping the product catalog with the photos. - Tracing the stock on hand taking into account the reserves and the income estimates. - Estimation of the products requirement taking into account the minimum and maximum provisions, the level of re-order and purchasing rate. - Clustering the clients according to the credit status, types of prices, types of discounts, ABC-class, fields of activities. - Controlling the amount of the maximum credit on products for every client. - Tracing the debtors and creditors. - Creation of the sales orders, printing and sending the invoices and delivery notes to email. - Controlling the profitability of each transaction and each product. - Working with the suppliers with the help of the "Purchases" module. - Accounting of monetary transactions in terms of invoices, transactions, and categories of incomes and expenditures. - Adjustment of taxes. - Reports on sales, purchases, finances and stock. - Import and export of data from your favorite electronic table - Work with local data base - even without Internet!