IntelliMARS — ASO

By Phoenix American SalesFocus Solutions Inc on AppTrack Ninja.

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 identif…

Categories: Business, Finance

Keyword visibility, ranked search terms and daily position movement for IntelliMARS.