Maximizer Cloud 2023.8 Release Notes
Base Edition
Access Address Book entries from Opportunities Details tab
You can now open Address Book entries in Opportunity Details tab to quickly access your contact's information while working on their deal.
Follow key opportunities - now on Android!
In 2023.5; we enabled mobile notifications to follow key opportunities and get notified for large data exports for iOs. This function is now available to enjoy on Android!
Visit the specific deal in the Opportunities module and click on the mobile follow icon in the Details tab. Once activated; the icon will turn green and you will receive notifications on your mobile as long as you have the latest version of the app installed on your phone.
Download Maximizer for Android
Maximizer Connect for Outlook 365 UI improvements
- Avatar changes to clearly indicate the contact type
- Save the selected email to all directly from list; as well as individually
- Exclude your email from showing up in the list as an email not yet added in Maximizer
Please welcome 8 new Zapier integrations!
Integrating your favorite apps through Zapier and Maximizer can automate your workflow. Take advantage of our pre-configured workflows by connecting through Zapier:
To understand the value that Zapier and Maximizer can provide to enhance your workflow; try Zapier free!
Sales Leader Edition
New Leads Dashboard in Sales Intelligence
By including these metrics and indicators in the Leads Report; Sales Reps and Sales Leaders gain valuable insights into lead generation; conversion rates; lead progression; and leads pipeline. These insights enable better lead management; improved decision-making; and enhanced sales effectiveness.
Filters
- People Picker: Only show “Owners”
- Owner
- Date
- Process
- Stage
Widgets
Widget #1 - Leads Created
Widget Title: Leads Created
Widget Header: “blank”
Widget Description (info): The total number of Leads created over time.
Benefits: Tracking leads created helps assess lead generation efforts; identify peak periods; and evaluate the effectiveness of marketing campaigns.
Details:
- Calculation - count of unique leads and creation date
- Count of unique leads.
- Use Creation Date
- Toggle Off “Close Date”
Widget # 2 - Active Leads
Widget Title: Active Leads
Widget Header: “blank”
Widget Description (info): The number of leads that are currently engaged and in progress within the sales pipeline. This is reported in Maximizer as Status = “Active”
Benefits: Tracking active leads provides insights into the potential revenue in the pipeline; helps sales reps prioritize their efforts; and allows for proactive lead management.
Details:
- Calculation - count of unique leads with an active status
- Count unique Leads;
- filter by “Status” = “Active”
Widget # 3 - Discarded Leads
Widget Title: Discarded Leads
Widget Header: “blank”
Widget Description (info): The number of leads that have been disqualified or rejected due to various reasons.
Benefits: Monitoring discarded leads helps evaluate lead quality and qualification processes; identify areas for improvement in lead scoring; and optimize lead management strategies.
Details:
- Calculation - count of unique leads marked as discarded status
- Count unique Leads;
- filter by “Status” = “Discarded”
Widget # 4 - Leads Converted To Opportunities
Widget Title: Leads Converted To Opportunities
Widget Header: blank
Widget Description (info): The number of leads that have successfully converted into opportunities.
Benefits: Monitoring converted leads helps measure the success of lead nurturing strategies; identify high-performing sales reps; and assess the overall conversion rate of leads.
Details:
- Calculation - count of unique leads converted
- Count unique Leads that have an “Opportunity_Key” AND exclude Leads that the “Opportunity_Key” = “N/A”
- Also ensure that the date filter is using “Close_Date”
- Toggle OFF at the widget level the “Creation_Date”
Widget #5 - Average Days To Convert
Widget Title: Average Days To Convert
Widget Header: blank
Widget Description (info): The average time it takes for a lead to progress from creation to conversion.
Benefits: Monitoring time to convert helps identify bottlenecks in the sales process; optimize lead nurturing activities; and improve sales cycle efficiency.
Details:
- Calculation - sum of time taken to convert each lead divided by converted leads
- AVERAGE Age_Hours AND filter by Count unique Leads that have an “Opportunity_Key” AND exclude Leads that the “Opportunity_Key” = “N/A”
- Divide the result by 24
- Use “Close_Date”
- Toggle Off “Creation_Date”
- Example: (AVG(100hours);( “Opportunity_Key” != “N/A”))/24
Widget #6 – Conversion Rate
Widget Title: Conversion Rate
Widget Header: blank
Widget Description (info): The percentage of leads that successfully convert into opportunities.
Benefits: Tracking the conversion rate helps evaluate lead quality; assess the effectiveness of sales and marketing efforts; and identify areas for lead conversion improvement.
Details:
- Calculation - (Number of converted opportunities / Total number of leads) x 100.
- (# of Unique Opportunity_Key / # of Unique Leads Key) x 100
Widget #7 - Leads Overview
Widget Title: Leads Overview
Widget Header: blank
Widget Description (info):
Benefits: Monitoring the lead funnel provides a visual representation of lead progression; helps identify areas of improvement in lead management; and enables sales reps to focus on high-potential leads.
Details:
- Calculation: Pivot Table - Count of leads at each stage of the sales pipeline.
- Columns:
- Owner
- Process
- Stage
- Company
- Values:
- Lead Age (Days)
- Calculation: ([Total Age_Hours];[Lead_Key])/24
- Lead Age (Days)
Widget #8 – Leads Funnel
Widget Title: Leads Funnel
Widget Header: blank
Widget Description (info): This widget shows the number of leads at various stages in the sales pipeline.
Benefits: The pivot table provides a comprehensive view of leads; allowing sales teams to manage and prioritize leads effectively.
Details:
- Calculation: Funnel widget - leads table
- Categories: Stage Name
- Values: Number of Unique Count of Leads
Widget #9 – Leads Progression Over Time
Widget Title: Leads Progression Over Time
Widget Header: blank
Widget Description (info): Line chart that represents the changes in the number of leads created; discarded; and active over a specific period.
Benefits: Sales Reps and Sales Leaders can use this chart to monitor lead generation; qualification; and engagement trends; helping them make informed decisions and optimize lead management strategies.
Details:
- Type: Line chart
- Calculations - count of leads per status over time
- X-Axis: Months in “Close_Date”
- Values:
- Leads Created (Blue color)
- Active Leads (Yellow Color)
- Leads Converted to Opportunities (Green Color)
- Leads Discarded (Red Color)
- Design:
- Enable the “Markers” option