Maximizer CRM 10.5 for Business Intelligence

Increase visibility. Drive business forward.

Maximizer CRM delivers real-time business visibility and actionable insights for sales, marketing and service managers, as well as executives. Solve problems, seize opportunities and refine everyday processes for more effective allocation of resources, budget and time.

With Maximizer CRM’s daily dashboards and more than 175 out-of-the-box reports — including Crystal Reports® and Microsoft SQL Reporting Services (SRS) templates — you have access to quantifiable insights that will improve your bottom line.

Get big-picture perspective for rapid, sound decision-making

Dashboards & Alerts

• Recognize trends and performance patterns across all customer-facing teams by continuously monitoring KPIs such as value and status of forecasted sales, daily service incidents, and campaign response.
• Personalize the dashboard by dragging and dropping metrics for yourself, your team or the company into your personal performance dashboard.
• Identify outstanding issues that need attention by automatically alerting executives when a metric reaches a critical high or low.
• See results at a glance with easy to visualize charts, guages, thermometers, and LED-style displays
  on your dashboard.

Gain immediate business insight while on the road

Mobile Dashboards

• Monitor the status of your business and team performance at a glance, no matter where you are.
• Proactively review weekly reports without waiting for emails or returning to the office.
• Make timely decisions and take necessary action by staying better informed with real-time information.

Empower staff to react quickly

Out-of-the-Box Reports & Templates

• Get the right information with on-the-fly 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.

Tailor metrics to your business processes

Customized Reports

• Create and edit your own reports to gain further insight into customer behaviors, new business opportunities and operational inefficiencies.
• Use the industry-leading Crystal Reports or Microsoft SRS templates, and customize your own reports for your unique business requirements.
• 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 basisiii.
• Uncover potential issues (recurrent service problems or poor sales performance), by setting up automatic alerts to trigger whenever certain criteria are met.iv
• Compare and analyze with data across other applications such as your accounting systems to get a complete view of relationship health and customer value.

Schedule and deliver reports online

Crystal Reports Serverv

• Publish Crystal Reports to the web with a step-by-step publishing wizard.
• Reduce time spent manually running reports and offl oad resources to off-peak hours by automating reports to run at specific times. Schedule various output formats, including Excel, PDF, and RTF.
• Make sure the right people have access to the right information at the right time with robust security options.

Key Reports Out-of-the-Box

Sales, Order, and Account Management Reports & Dashboard KPIs

• Opportunity pipeline (revenue by stage)
• Opportunity pipeline (weighted revenue)
• 30-60-90 day pipeline
• Pipeline report — probability of closing
• Win-Loss-Abandon analysis
• Sales Alert report (opportunities not closed)
• History (activities per opportunity)
• Forecast analysis
• Executive report (summary & details of sales by month/quarter)
• Opportunity column & detailed reports
• Account history/notes report
• Territory reports
• Phone log report
• New opportunities created
• Closed opportunities
• Active sales quotes, expiring quotes

Marketing & Lead Management Reports & Dashboard KPIs

• Lead summary — by account manager, status
• Campaign summary
• Campaign response
• Campaign detailed reports
• Campaigns in progress
• Abandoned, suspended campaigns
• Daily leads added

Customer Service & Support Reports & Dashboard KPIs

• Overdue cases by queue, product, customer service rep
• Unassigned cases by queue or product
• Workload by customer service rep
• Case analysis by product, queue, origin, priority
• Case resolution analysis
• Case billing, assignments, monitor
• Customer Service & Support case column & detailed reports
• Knowledge Base summary & detailed reports
• Average # cases per rep
• Average resolution time
• Cases entered, abandoned, resolved today

Time & Personal Management Reports

• Personal organizer (print schedules to daytimers)
• Hotlist Task check list
• Calendar print-out
• Appointment details
• Journal print-out
• Expense report

Administration Reports

• User ID & installed workstations
• Sales, marketing team set-up
• User-Defi ned fi eld summary
• List creation summary
• Database summary of entries, activities (to monitor size)
• Partner Access login (active partners)
• Customer Access login (active customers)

Get Maximizer CRM today and get Simply Successful CRM

i. Included in Maximizer CRM 10.5 Freedom release.
ii. Crystal Reports (full designer copy) is an add-on products available through Maximizer Software with additional license fees.
iii. Requires Crystal Reports Server or Workflow Automation powered by KnowledgeSync, both add-on products with additional license fees.
iv. Requires Crystal Reports Server or Workflow Automation powered by KnowledgeSync, both add-on products with additional license fees.
v. Crystal Reports Server is an add-on product with additional license fees.