Business Intelligence (2MB pdf option)

 

Maximizer CRM Reports & Dashboards are part of the integrated CRM Suite for Sales, Marketing
and Customer Service & Support.

·         Visualise crucial metrics at a glance to optimise performance

·         Manage your business more effectively with rapid analysis of relevant information

·         Empower managers with the ability to easily identify problem areas

·         Spend less time reporting and more time moving business forward

 

Get visibility. Move business forward.

With a foundation of real-time business visibility, actionable insight is put into the hands of sales, marketing and service managers and executives. Solve problems, seize opportunities and refine everyday processes for more effective use of people, budget and time.

Maximizer CRM includes daily dashboards plus over 175 out-of-the-box reports including Crystal Reports® and Microsoft SQL Reporting Services (SRS) templates to make insight quantifiable, improving the bottom line.

 Faster, more quantifiable decision-making

With high-level, real-time snapshots of departmental and company performance, executives and managers gain the chance to adjust tactics, resources or follow-up for best-chance success. Pre-defined key performance indicators (KPIs) in the executive dashboard make insight highly visual and easily interpreted.

·         Recognise trends and performance patterns across all customer-facing teams by continuously monitoring KPIs such as value & status of forecasted sales, daily service incidents, and campaign response.

·         Personalise the dashboard to display the metrics most relevant to individual managers.

·         Identify outstanding issues that need attention by automatically alerting executives when a metric reaches a critical high or low.

 

Empower staff to react quickly

Maximizer CRM features over 175 built-in standard reports that gather and present real-time data on everything from sales forecasts and marketing campaigns to account activities and phone logs for you to spend more time managing your business, and less time with the mechanics of running reports, including Crystal and Microsoft SRS 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.

 

Customise metrics to your business processes

Extend out-of-the-box report templates and customise your own graphical and detailed reports with Crystal Reports or Radius 90 for Microsoft SQL Reporting Services (SRS).

·         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 new Radius 90 for easy creation of Microsoft SRS reports compliant with Microsoft Report Definition Language (RDL) in an Office-like environment.

·         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 basis.

·         Uncover potential issues (recurrent service problems or poor sales performance), by setting up automatic alerts whenever metrics meet certain criteria.

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

 

Schedule and deliver reports online with Crystal Reports Server

·         Publish Crystal Reports to the web with a step-by-step publishing wizard.

·         Reduce time spent manually running reports and offload 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

Below are some of the key reports and dashboard key performance indicators (KPIs) provided with Maximizer CRM 10 out-of-the-box, to help you get the real-time visibility you need right away. Report templates are provided in Maximizer reports, Crystal Reports, or Microsoft SQL Reporting Services formats.

Sales, Order, and Account Management

Reports & Dashboard Ks

Opportunity pipeline (revenue by stage)
Opportunity pipeline – by Leader, Team (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
30-60-90 Day Pipeline
Value, weighted $ of opportunities in progress
Active sales quotes, expiring quote
Average # cases per rep
 Average resolution time
Cases entered, abandoned, resolved today

 

Time & Personal Management Reports

Personal organiser (print schedules to day timers)
Hot-list Task check list
Calendar print-out
 Appointment details
Journal print-out
Expense report

Marketing & Lead Management Reports & Dashboard KPI

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

 

Administration Report

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