IntelliMARS vs Farvision SFA

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.

Electronic Sales Force system. Farvision SalesForce Mobile app from Gamut Infosystems Ltd is for decision makers and Sales force Automation. With mobility being universal , it has become a necessity to operate an advanced business setup. Stay one-step ahead in this competitive market with Farvision SalesForce mobile app. It gives the sales work force the ability to transact anytime anywhere. Features of Farvision SalesForce Mobile app:- *Seamless and automated integration with Farvision ERP *View customized dashboards *Get real time information on Inventory, customers, sales *Check Lead status, update. *Create new followup *Create new contact or enquiry for prospects *Smooth follow-ups to accelerate sales *Quick and instant decision making *Quick approval / denial of pending documents Your business is just an app away!