CRM Dashboards

With real-time visual snapshots of departmental and company performance through Maximizer CRM dashboards, managers and executives receive actionable insight to make timely business decisions and adjust tactics accordingly. Monitor key performance indicators (KPIs) anywhere, anytime - on your desktop, online, or on your mobile smartphone.

Benefits of CRM dashboards:

• NEW Wizard-driven Dashboards with click through to detailed information allow managers to easily create and visualize key performance indicators
• Enhance your insight further by drilling down to view the data behind the metrics in a detailed list that can be formatted, sorted and exported to Excel
• Formula-driven User-Defined Fields allow calculations from multiple fields for more robust profiling and reporting
• Gain immediate insight into your business and team performance anywhere, anytime, with Mobile Dashboards and reports accessed through your mobile smartphone
• Recognize trends and performance patterns across all customer-facing teams by continuously monitoring KPIs such as value and status of forecasted sales, daily customer service incidents, and marketing campaign response.
  
• Identify outstanding issues that need attention by automatically alerting managers or executives when a metric reaches a critical high or lowⁱ
  
  i. Requires Workflow Automation, powered by KnowledgeSync, an add-on product with additional license fees.
  

Business Intelligence Reporting

Spend more time driving your business forward, and less time with the mechanics of running reports. With Maximizer CRM business intelligence reporting, easily build on-the-fly reports according to your query and sorting criteria. Plus, access over 175 built-in business report templates that consolidate and present real-time data on everything from sales forecasts and marketing campaigns to account activities and phone logs.

Benefits of business intelligence reporting:

• Get the right information with on-the-fly CRM reports that enable you to sort and display data and results in charts or lists
• Instantly export reports to Microsoft Excel^® for further analysis and data manipulation
• Share reports with colleagues in various formats including PDF, Word^®, HTML and XML
• Out-of-the box reports include templates in Crystal Reports and Microsoft SQL Reporting Services (SRS)
• Formula-driven User-Defined Fields allow calculations from multiple fields for more robust profiling and reporting
• Get the visibility you need right away with pre-built reports including:
  • Pipeline report
  • Win/Loss/Abandon analysis
  • Forecast analysis
  • Lead summary
  • Campaign summary
  • Customer service case analysis
  • Workload by customer service representative
  • Daytimer schedule print-outs
  • CRM system administration reports

For a more complete list, download the Maximizer CRM Business Intelligence datasheet

Custom CRM Reporting

Every business has unique processes, requirements, and information tracking. Configure custom CRM reporting for your business metrics by creating your own reports or extending the pre-built report templates included in Maximizer CRM with industry-leading Crystal Reports^® and/or Microsoft SQL Reporting Services (SRS)ⁱ.

Benefits of custom CRM reporting:

• Create and edit your own custom CRM reports to gain further insight into customer behaviors, new business opportunities and operational inefficiencies
• Use the industry-leading Crystal Reports report designer for easy creation of custom reports
• Quickly and easily produce visual summary and drill-down reports with calculations and conditional formatting
• Automatically send updated reports directly to decision makers on a regular basisⁱⁱ
• Uncover potential issues (recurrent service problems or poor sales performance), by setting up automatic alerts when metrics meet certain criteriaⁱⁱⁱ
• Compare and analyze with data in other applications, such as accounting systems, to get a complete view of relationship health and customer value