IntelliMARS vs Shoptree Dashboard

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.

Shoptree Dashboard is a quick way to get an instant snapshot of your store's sales, top selling product, activity, inventory and other transactions on the go. Shoptree is easy-to-use cloud based point-of-sale, payments, inventory and customer management software for business. Features: - Dashboard : Real-time view of sales & inventory. - Support Centre : Refer the support documentation or chat with us for immediate support. - Location filter : Filter each of your reports by location. - Date filter : Compare sales to yesterday, last week and more. - View total sales across all your locations. - Get to know which is the most popular product in your location. - Check the first order & last order activity times. - Get to know the total quantities and total orders punched. - Sale Channels based totals with percentage break-up. - Order Totals summary. - Keep track of Discounts applied. - Get to know all the payment type's total. - View all types of tax totals. - Charge applied for orders. The Shoptree Dashboard App is just another way to help you keep track of your business on the go while maximizing one of your most precious resources, your time. Need help ? Have questions? We are happy to help you! Call us at 855-855-3141.