Viewing real-time snapshots of departmental and company performance through Maximizer CRM dashboards, executives and managers can adjust tactics or resources quickly. Pre-defined key performance indicators (KPIs) make insight highly visual and easily interpreted.

Benefits of CRM Dashboards:

• Quickly recognise 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
• Get a big-picture perspective by combining existing CRM dashboards into one overview specific to each person or each role
• Personalise dashboards to display the metrics most relevant to individual managers - choose from a set of pre-defined KPIs
• Easy drag-and-drop dashboard page provides choice of various indicators to monitor sales and customer service staff performance
• Gain immediate insight into your business and team performance at a glance, with Mobile Dashboardsi and reports accessed through your mobile web browser
• View KPIs for sales and customer service at-a-glance with Vista Dashboard Gadgets
• Identify outstanding issues that need attention by automatically alerting executives when a metric reaches a critical high or low value
• Drill down to Crystal Reports for deeper analysis

 

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)
• 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

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 Customer 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 analyse with data in other applications, such as accounting systems, to get a complete view of relationship health and customer value

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