IntelliMARS vs Find a CRS

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.

Find A CRS Mobile App is the fast and easy way to search for a Certified Residential Specialist referral. Whether you’re a current CRS, a Realtor®, or consumer in the market to buy or sell a home, you now have the top 3% of all Realtors® at your fingertips. Search by city, neighborhood, or agent last name to find all CRS agents specializing in that area to help complete your transaction. Once you find an agent you’d like to work with, simply tap on their contact information to call, text or email. Features include: * Search by City, Neighborhood, State, or Last Name * Sorting and filtering of results by criteria such as language spoken, specialization, certifications & designations * Streamlined view of member profiles including photo, contact information and bio * One tap to connect to a CRS through 3 methods of communication (phone call, email, or text message) * Automatic offline access for searching when data connectivity is not available * Regular database updates to ensure you are always equipped with the latest list of designees and contact information