►  Maximizer CRM
  ►  Maximizer Entrepreneur
  ►  What's new & promotion
  ►  Which product fits you
  ►  Products comparison
  ►  Other products & services
  ►  Downloads

 

  ►  Sales
 
►  Marketing
 
►  Customer Service & Support

 

  ►  Outlook integration
 
►  On demand access
  ►  Business intelligence
  ►  Workflow automation
  ►  Partner management
  ►  Web & eBusiness
  ►  Microsoft platform

 
►  Sales coaching
  ►  Accounting link

 

More Information

System Requirements
Customization
Industries Templates
Training
 
 


 

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 CRM
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 Dashboard1: 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

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.
 

Offload and Deliver: Reduce time spent manually running reports and offload report running to off-peak hours with add-on Crystal Reports Server. Automatically send updated reports to users' email inbox in specific formats, such as Excel, PDF or RTF.

Corporate Reporting: With Crystal Reports Server add-on, further analyze your customer information against data in other databases, such as your financials and order management. Gain intelligence into areas such as your customer profitability and forecast against actual sales.

Publish to the web: Easily publish reports to the web and give end-users instant, secure access to reports through a zero-client user interface.

Keep corporate information secure: Make sure the right people have access to the right information the right time. Crystal Reports Server includes robust security options for user, group, object and folder levels.

Dig Deeper: Understand performance variation by viewing consolidated summaries and multiple views of complex data with the add-on Crystal Analysis.

LEARN MORE about Crystal Reports Server -
Request one of the White Papers below

White Paper: Business Intelligence for the Mid-Market

White Paper: Crystal Reports Server Technical Overview

Crystal Reports Server
 

Contact us at (852) 2598-2811 or e-mail us to request further information or a demonstration.

  1. Web-based Employee, Partner, Customer Portals, Wireless Portal, Dashboards, available only in eCRM Suite.
  2. MaxLink for Palm included with regular licenses; MaxMobile for Windows Mobile devices is an add-product with additional fees; Wireless Portal for BlackBerry and other web-enabled PDAs available only in eCRM Suite.
  3. Workflow Automation powered by KnowledgeSync is an add-on product with additional fees.
  4. Integration with Microsoft Exchange Server requires MaxSync add-on product (additional fees apply).
  5. Integration with QuickBooks requires Accounting Link add-on product (additional fees apply).
  6. Crystal Reports Server is an add-on product with additional fees.
  7. Customization Suite is an add-on product with additional fees.
 
 

  Report Design
  Web Delivery & Mgmt
  Web Viewing of Reports

  
 
 
Home CRM & Contact Management Solutions Support Purchase Partners About Maximizer