Maximizer Dashboards Alerts

Maximizer Dashboards Alerts

Business Intelligence for CRM

Identify Opportunity. Minimize Risk.

Without real information from which to make strategic decisions, managers are left flying blind. Use proven business intelligence technology to gain actionable insight into corporate performance so you can guide processes and people accordingly.

Key Benefits of Business Intelligence with Maximizer Enterprise

• Gain accurate insight into company performance
• Visualize key performance indicators at a glance
• Make better decisions faster
• Be proactive rather than reactive
• Leverage the world standard for reporting - Crystal Reports®

Make Better Decisions Faster with the Executive Dashboard

• Executive Dashboard: Visualize pre-defined key performance indicators (KPIs) to see a high-level, real-time snapshot of departmental and company performance through the web or through your desktop home page. Then drill-down to detailed Crystal 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.



• Personalize: Separate Dashboards for departmental executives displays the critical real-time metrics different managers need to run their department effectively. Individual sales people can also see KPIs of their performance in their own Dashboard.

Focus on Decision-Making and Action with Reports

• Crystal Reports® XI Professional: Included for every Maximizer Enterprise user, the industry-standard reporting tool turns customer, sales, marketing, and service data into meaningful information. Customize your own reports using the wizard tools.



• Out-of-the-box Reports: Over 175 pre-formatted reports include sales pipeline funnel, lead summary, win/loss analysis, campaign status, case assignment, and case billing.



• 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.



• 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.