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.
Key Benefits of Business Intelligence with Maximizer CRM
- 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
- 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 level ii.
- 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 report: Instantly export report data to Microsoft® Excel® for further analysis and manipulation.
- Share reprts: Send reports to colleagues and managers in easy to share file formats, including PDF, Word, HTML, and XML.
- Radius90: i 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 Report®: i includes templates in Crystal Reports, plus optional add-ons for designing and sharing reports through the industry-standard reporting tool.
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.
iv Crystal Reports Server is an add-on product with additional license fees.
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