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Reports & Analytics

With all the customer data stored in Maximizer Enterprise, 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 rep? Which marketing campaigns are driving the best response? Which customer service reps are the least productive? In order to make effective and timely business decisions, you need real-time updates on relevant information.  
Make sense of all your customer data with built-in pre-formatted reports – for marketing, sales and customer service.  
  • 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 rep, 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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CABC are also certified providers of
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