IntelliMARS vs Goalplan Next

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.

Goalplan is a collaboration platform that enables organizations with distributed teams to work better together. With Goalplan, teams and individuals can work more efficiently with goals, visualize performance data, make data-driven decisions, assign tasks, follow up, share knowledge and ideas, compete, and together create an engaging and inspiring workplace.