IntelliMARS vs Acodax CRM

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.

Acodax CRM puts your company's sales pipeline in your pocket. Follow up on leads, move deals forward, plan site visits and ask questions about your pipeline from anywhere. Your whole pipeline in one app See leads, weighted pipeline, win rate, open tickets and what needs your attention today on a single dashboard. Ask your CRM anything Acodax Intelligence answers plain questions from your own CRM data, by typing or by voice. "Summarise my pipeline by stage" gets a real answer, with the numbers behind it. Every deal from lead to won Capture leads, convert them to opportunities, and follow each deal through its stages with contacts, calls, meetings, quotations and notes on one page. See where every deal stands Pipeline Journey shows every stage from first lead to cash received, with what is closing soon and your top deals. Plan the day, check in on site My Day lists your visits with GPS check-in, photos and outcomes, and the calendar shows the month ahead. Never miss a follow-up To-dos, calls and meetings in one place, with overdue items flagged and reminders that keep you on track. Built for teams Sign in with the account your company gives you, or with Google or a passkey. Each person sees exactly what their role allows, across every branch your workspace holds. Light and dark themes included. Acodax CRM works with an existing Acodax workspace. Ask your company's administrator for your company code and sign-in, or visit acodax.com to get started.