We use Maximizer Enterprise as out CRM systems.
We are currently using Business Objects Crystal Reports X
We would like some management report done.
To be auto-sent out twice a day (weekdays – 12:30pm/5pm)
Sent to each individual sales person to show them the summary sales info (custom to the sale person)
Total Forecast for Current mth
Total Forecast for next mth
Leads added today
Hotlists overdue (i.e. due date < today)
Opportunities overdue (i.e. due date < today)
Customer Services overdue (i.e. due date < today)
Total Phone time out / number of call out
To be sent out Weekly Monday 0830am– by individual
Forecast for sales current Month divided in close probability ie <59% ,69%,79%,89%,100%
As above but for Month+1
As above but for Month+2
Total Opportunities Added this week
Total Leads for Current Month.
To be sent out on a Wednesday once every 2 weeks
Total Forecast Current -2 mths
Total Forecast Current -1 mth
Total Forecast Current
Total Forecast +1
Total Forecast +2
Total Lead Current -2
Total Lead Current -1
Total Leads Current
As well as being sent out ‘automatically’ in pdf (?) to each sales person – we would like a version of each that has info for all the sales people ie page 1 = sales person 1 , page 2 = sales person 2 etc etc.
Also we need the ability to run the reports as required directly from Crystal.
Ideally you will need to have experiance in generatating reports from the Maximzer data fields.
Please provide sample reports when bidding and also how you intend to setup up the reports to auto email when scheduled.