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IntelliMARS for iOS

IntelliMARS is your key to increasing sales effectiveness 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, SFA or Sales Reporting system to provide advanced business analytics and mobility to supercharge your sales efforts without changing systems! With IntelliMARS your organization will be able to: View current market share and competitive analysis information Access product marketing materials and fund 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 Eliminate the need to have to send additional materials after a sales call Compare sales and asset trends Be better prepared for sales calls- firm, office and rep sales/asset information Access and review historical communications Identify top producers and cross-selling opportunities Order literature and gift fulfillment items Exchange Traded Funds (ETF) reporting Executive and Wholesaler Trend Views and ReportingiPad Additional Firm, Office, Rep and Wholesaler dashboards showing Sales and Assets by Product Group and Monthly asset trends Ability to update MARS Profiling documents Ability to save profiling documents and email them as PDFs. Ability to update MARS Categories Ability to create fulfillment orders Consolidated view of CRM Activities and History at the Firm, Office and Rep levels. Ability to view transaction level data at the Rep level Ability to Rank Firms, Offices and Reps within their territories Timeline view Consolidated view of sales and activities by timeline at the Rep level with stock market data View and manage Firm, Office and Rep group lists Map Firm, Office, and Rep group lists New Rep maps with location based reporting New segmentation reporting New Firm heat map Extensive analytical views based on activities and sales segmented by assets Ability to run Rep queries. Ability to save and email as PDF View, add and edit additional rep phone numbers and addresses Location and Radius search functionality Fully integrated with iOS calendar including itineraries Voice Assistant that alerts you on new tickets and reminds you of upcoming meetings Color themes specific to Firm, Office, Rep and Wholesaler profiles to provide distinctioniPhone Ability to sort Firm, Office and Reps on sales metrics Ability to quick swipe a Rep to add a quick meeting, call, note or email Voice Assistant that alerts you on new tickets and reminds you of upcoming meetings Flip view at the profile level that displays additional Product dashboards Quick swipe to make a phone call directly from the Rep lookup Fully integrated with iOS calendar including itinerariesNote: 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.

Full Specifications

What's new in version 2.5

Ability to lookup reps within 'X' miles of current location and get driving directions to a particular Rep Ability to run Firm and Office queries. Ability to save and email as PDF Added Profiling and Category criteria and display fields to Firm, Office, Rep Queries Added Campaign attributes to activities EIS enhancements Support for iOS 9.3.1 Performance enhancements


Release June 17, 2016
Date Added June 17, 2016
Version 2.5

Operating Systems

Operating Systems iOS
Additional Requirements Compatible with: ipad2wifi, ipad2wifi, ipad23g, ipad23g, iphone4s, iphone4s, ipadthirdgen, ipadthirdgen, ipadthirdgen4g, ipadthirdgen4g, iphone5, iphone5, ipodtouchfifthgen, ipodtouchfifthgen, ipadfourthgen, ipadfourthgen, ipadfourthgen4g, ipadfourthgen4g, ipadmini, ipadmini, ipadmini4g, ipadmini4g


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