IntelliMARS vs Negotti

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.

Digital catalog with dynamic sales force automation, fast, simple and offline for smartphones and tablets, combining products with marketing and sales. • CATALOG: There is no loading or waiting while operating the app for catalogs or sales as every scroll and touch and process is highly optimized and native. Custom visual and identity based on the brand and company marketing without complicated technical efforts or technical tasks. • SALES: Highly integrated to the digital catalog with products and marketing material is available the orders shortcuts and menus for efficient sales. • CONTENTS: Resources like videos and PDFs easily distributed and accessible, supporting sharing and download. Internal and external marketing integrated in a single mobile platform. • DYNAMIC: Only the required features are activated and configured, resulting in a fast and simple experience. Both visuals and identity of the company are dynamically applied. • OFFLINE: Operates completely offline while supporting online operations for fast updates to information and orders. The synchronization features are really fast, taking only a few seconds. • ANALYTICS: Event tracking for operations on catalogs, contents and orders. Which products are currently most accessed, how many contents were seen, who is making more sales, and many more. • INTEGRATIONS: Custom integration with enterprise resource planning and other systems supporting constant and transparent updates on product information, contents and sales orders. • MONITORING: The platform is thoroughly and constantly monitored analyzing events for trends and patterns. Alerts on availability and stability for applications, services and integrations. Used in various markets including footwear, decor, fashion and industry, millions of sales are robustly processed automating and simplifying the job of sales reps, internal and external teams. By combining a fast and interactive products catalog with sales force automation and marketing material in a single solution, it reduces costs by automating processes and improving sales in the current frenetic Industry 4.0. Using a single unified platform, both visual settings for the product catalog and commercial rules are adapted to every single business. Alongside the relationship between objects like prices, products, discounts, images and many more, custom adaptations are deployed using dynamic settings and scripts even though the apps are native. Learn more at negotti.com