IntelliMARS IntelliMARS Free Get
IntelliMARS

IntelliMARS

6.2 for iPhone, iPad
Free
0

0 Ratings

Update Date

2020-10-27

Size

119.4 MB

Screenshots for iPhone

More Screenshots for iPad
IntelliMARS Description
IntelliMARS is your key to increasing sales and gaining a competitive advantage. With IntelliMARS your sales and marketing teams have the information they need to quickly identify new prospects, cross-selling opportunities and close new business opportunities.

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
Offices
• 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.
IntelliMARS 6.2 Update
2020-10-27 Version History
iPad 
I. Added
• Advance search capabilities on Firm, Office and Rep
• Ability to segment Firm, Office, Rep and other entities on Maps
• Charting, Mapping and Card views on most Grids
• Buying Unit profiles
• Several new location aware Dashboards
• Ability to create custom Gadgets and Dashboards from Favorites, Lookups, Queries and Lists.
• Ability to Map upcoming meetings on a Map

II. Enhanced
• Performance overview  Dashboard. Performance overview Dashboard now available for Firm, Office, Rep, Teams and Buying Units.
• Meeting Dashboards with comprehensive insights into Advisors to be better prepared for Sales meetings.
• Performance improvements and bug fixes

iPhone
I. Added
• Ability to segment Firm, Office, Rep and other entities on Maps
• Charting, Mapping and Card views on most Grids
• Buying Unit profiles
• Several new location aware Dashboards
• Ability to Map upcoming meetings on a Map
• Performance improvements and bug fixes
More
More Information
Price:
Free
Version:
6.2
Size:
119.4 MB
Genre:
Business
Update Date:
2020-10-27
Language:
English
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