IntelliMARS works with your existing CRM, Sales Force Automation or Sales Reporting system to provide advanced business analytics and mobility to supercharge your sales efforts.
With IntelliMARS your organization will be able to:
• Gain visibility across distribution channels, product lines and
geographic territories as well as the ability to dynamically drill-
down into graphical views of specific market segments,
product sales, and business relationships such as performance
of Firms, Offices, Reps and Accounts.
• 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 at Firms and
• Answer questions and address concerns - right on the spot
• Schedule calls, meetings, activities and update contacts
• Analyze sales and asset trends
• Access and review historical communications
• Identify top producers and cross-selling opportunities
• View Exchange Traded Funds (ETF) reporting
• View Executive and Wholesaler Trend Reporting
Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your IT department. This application is not suitable for private users.
* Ability to view and add Firm and Office Categories.
* Ability to view Firm and Office Segmented Categories.
* Enhanced STAR Quick View.
* Added Office Sales and Asset Segmentation Dashboard.
* Support for iPhone XS and XS Max.
* Ability to Add Firm and Office Categories.
* Added Office Sales and Assets Segmentation Dashboard.
* Added Source filter within Marketshare tab. (ETF Version of Application only).
* Minor bug fixes and enhancements
- 130.9 MB
- Release Date:
- Phoenix American SalesFocus Solutions Inc
Safe to Download
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