Custom Reporting with Maximizer CRM

Every business has unique processes, requirements, and information tracking. Customize your business metrics and reporting by extending the pre-built report templates included in Maximizer CRM or create your own. Use industry-leading reporting tools Crystal Reports^® or Radius⁹⁰ for Microsoft SQL Reporting Services (SRS)ⁱ .

• Create and edit your own custom reports to gain further insight into customer behaviors, new business opportunities and operational inefficiencies
• Use the industry-leading Crystal Reports report designer or Radius⁹⁰ for easy creation of Microsoft SRS reports. Radius⁹⁰ is compliant with Microsoft Report Definition Language (RDL) and enables easy report-creation in an Office-like environment
• Quickly and easily produce visual summary and drill-down reports with calculations and conditional formatting
• Automatically send updated reports directly to decision makers on a regular basisⁱⁱ
• Uncover potential issues (recurrent service problems or poor sales performance), by setting up automatic alerts when metrics meet certain criteriaⁱⁱⁱ
• Compare and analyze with data in other applications, such as accounting systems, to get a complete view of relationship health and customer value