Business Intelligence for CRM
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.
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- Gain accurate insight into company performance
- Visualise key performance indicators at a glance
- Make better decisions faster
- Be proactive rather than reactive
- Leverage Crystal Reports® and Microsoft SQL Reporting Services standards
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- Daily Dashboard: Visualize key performance indicators (KPIs) through a personalized dashboard to see a real-time snapshot of company performance. Then drill-down to detailed reports for deeper analysis.
- Alerts: Identify areas of your business that need immediate attention by setting up alerts to notify executives when a KPI reaches a critical level2.
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- Out-of-the-box Reports: Over 175 pre-formatted reports (in Maximizer, Crystal Reports, and Microsoft SQL Reports formats) include sales pipeline funnel, lead summary, win/loss analysis, campaign status, case assignment, and case billing.
- On-the-Fly Reports: Flexibly choose from different views to group and sort data and display the results however you want and create your own reports on-the-fly.
- Export Reports: Instantly export report data to Microsoft® Excel® for further analysis and manipulation.
- Share reports: Send reports to colleagues and managers in easy to share file formats, including PDF, Word, HTML, and XML.
- Radius90:1 with the new collaborative reporting platform for Microsoft SQL Reporting Services, CRM business users are able to more easily search, share, collaborate and create reporting assets through a user friendly, Office-like interface.
- Crystal Reports®:2 includes templates in Crystal Reports, plus optional add-ons for designing and sharing reports through the industry-standard reporting tool.
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