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With all the customer data stored in Maximizer CRM, how do you know what’s working and what’s not? What’s in the sales pipeline for the next 30 days for each sales representative? Which marketing campaigns are driving the best response? Which customer service representatives are the least productive? In order to make effective and timely business decisions, you need real-time updates on relevant information.
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Reduce the amount of time and effort sales people spend on generating reports so they can spend more time selling.
Run real-time updates in over 150 standard reports, including sales forecasts, account activities and phone logs, segmented by account manager, sales team leader and more.
Track status for each lead source to gain visibility into which programmes are producing hot leads and which are not.
View reports on overdue customer service cases by representative, including elapsed time, priority level and status. Analyse customer support cases by product, category, queue and more.
With one click, sort your information the way you want to see it and print column reports and notes reports. Even generate mailing labels for customers and calendar pages for standard Dayrunner and Franklin Planner™ organisers and more.
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See a high-level snapshot of real-time information on the company's performance in the web-based executive Key Indicators Dashboard.
In a single dashboard view, set-up the metrics you need to see so you don’t have to flip through pages of reports. See the sales pipeline, number of abandoned deals, status of marketing campaigns or other critical business indicators.
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Create and edit your own reports to gain further visibility into your customers using best-of-breed business intelligence reporting tool, Crystal Reports, included with every Maximizer CRM user.
Use the Expert and Wizard tools to quickly and easily produce and customise cross-tab, drill-down, summary reports and more. Further analyse data in a familiar Excel environment, and share reports with colleagues in PDF, Word, HTML and other standard formats.
Maximizer CRM 10 now supports Crystal Analysis for multi-dimensional analytical capability.
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