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Maximizer Cloud - June 2024.6

Hana Geara
  • Updated

New Product Updates

Copy the email address in the Address Book Details tab

A copy button is located next to each email address, making it easy to copy the address.
 

Copy interaction logs when copying or moving contacts

When you duplicate an Address Book entry, now you have an option to copy the interaction logs to the new entry. If you need to copy the interactions associated with opportunities and cases, you must check the options for Opportunities and Customer Service cases.

UI

Display avatars for users in the Tasks module
The avatars of assigned users for tasks are now displayed in the Tasks module. This change will make it easier for team leaders to monitor task assignments and each team member's workload.
 
UI polishing in the Lead Details screen
Some users were uncertain about the purpose of the 'Link' button, assuming it was for sharing the lead's URL. To clarify its function, the button label has been changed to 'Link to an Entry'. Hovering over this button will display a tooltip that reads 'Link with an Address Book entry'.

 

Only the lead owner or a sales manager has the authority to convert or archive the lead. If a user without these permissions attempts to do so, the 'Convert' and 'Archive' buttons will be disabled. A tooltip will appear to provide an explanation.

 

 

System email

The Notification Manager's email now has a refreshed look. Unlike the previous version which only included a link to the associated entry, the new email includes a description of the notification. Clicking the button will open Maximizer and display the relevant entry.

Deprecation

The keyboard shortcuts for navigating to modules have been removed.
The keyboard shortcuts for navigation to modules, such as Shift + a go to Address Book or Shift + o go to Opportunities have been removed.
 

Insights

New Data Model Available

Starting on M6 our Insights users are going to be able to build reports based on 3 new data tables:

  1. Revenue Targets
  2. Activity Targets
  3. Timeline

Each table is populated with CRM records available as system fields in Maximizer. We’ll walk you through each one of them and where they are generated.

 

Revenue Targets

We have 2 different types of Targets, Revenue and Activities. Let’s start with where the targets are generated and then which aggregated data is available based on the data.

If you access the Targets module and create Revenue Targets, you will be able to define the amount of revenue per month and quarter.

If you want to build a dashboard to track and monitor the Revenue vs Target, you can use the Insights data selector to pick and choose the data fields available:

Revenue Targets

Label in Insights Type Description
Corporate Currency Code Text This will display the currency code of the record. (CAD, USD, GBP, etc.)
Corporate Revenue Numeric This will display the total WON corporate revenue of the individual or the sales team. This data is pulled from the Opportunities module and is based on the corporate revenue field.
Corporate Target Numeric This will display the total revenue target defined by the user.
Create Date Date This data field will track the date when the target was created by the user
Identification Numeric Unique key ID for every target
Revenue Numeric This will display the total WON revenue of the individual or the sales team. This data is pulled from the Opportunities module and is based on the revenue field.
Sales Team Text This will display the name of the sales team.
Target Numeric This will display the total amount of the revenue target defined by the user.
Target Currency Code Text This will display the currency code of the target. (CAD, USD, GBP, etc.)
Target End Date Date This will display the due date of the target. The end date will always be the last day of the month.
Target Leader Text The owner of the target.
Target Revenue Type Text This will display the revenue type of the target.
Target Start Date Date This will display the start date of the target. The start date will always be the first day of the month.

 

Go to Insights and access the data select window. There are 2 ways to find the data fields available, you can scroll down, or you can search for keywords, like “Target”.

 

As an example, we want to track our Current Revenue (WON Opportunities) in this Year vs. The Revenue Targets.

For that we are going to use 3 fields from our Revenue Targets data model:

  1. Target End Date: This will display the due date of the target. The end date will always be the last day of the month.
  2. Target Leader: Who is the owner of the Target.
  3. Corporate Revenue: This will display the total WON corporate revenue of the individual or the sales team. This data is pulled from the Opportunities module and is based on the corporate revenue field.

By using these 3 data points, we can have a data visualization chart like the image below:

 

Activity Targets

You can create Activity Targets in the Targets module and assign them per Individual or per Team. You can change this configuration in the Settings page.

When creating targets, you define the date, owner and the amount per month/quarter/year.

The Activity Targets table is built using all these aggregated data, these are the fields/columns available:

 Activity Targets

Label in Insights Type Description
Category Text This will display the Category type created in the Settings page.
Create Date Date This data field will track the date when the target was created by the user
Identification Text Unique key ID for every target
Interaction Count Numeric Number of activities, this will be aggregated data
Interaction Type Text This will display the Interaction type created in the Settings page.
Target Numeric This will display the number of activities set as a target by the user.
Target End Date Date This will display the due date of the target. The end date will always be the last day of the month.
Target Leader Text The owner of the target.
Target Start Date Numeric This will display the start date of the target. The start date will always be the first day of the month.

 

In Insights, you will find all these fields available in the data select window, you can scroll through the available data fields, or you can search for keywords like “Activity” or “Target”.

For example, if we want to track and monitor a Sales Rep performance regarding his/her daily activities vs targets, we can use 3 main fields:

  1. Target End Date
  2. Target Leader (Owner)
  3. Interaction Type

By using these 3 fields, you will be able to build widgets like the examples below:

 

Timeline

In Maximizer we use the Timeline tab to see the history of the Interactions or Activities logged by the users, this exists in the:

  • Address Book
  • Opportunities
  • Leads

 

This means that the Timeline table available in Insights will be populated using the 3 modules as a data source.

This is the data model available:

Timeline

Label in Insights Type Description
Category Text This will display the Category type created in the Settings page.
Completed Numeric This will sum the number of activities that have been done per Interaction Type
Create Date Date This data field will track the date when the Interaction was created by the user
Date Date This data field will track the date when the Interaction was defined to happen. For example, if an appointment was scheduled for July/2024, this will be the data stored in this field.
Direction Text This data field will display the interaction's direction in the case the user has defined as a bidirectional interaction.
Duration Numeric This data field will track in seconds the total amount of time that the interaction has been open.
Identification Text Unique key ID for every interaction.
Interaction Type Text This will display the Interaction type created in the Settings page.
Owner Text The owner of the activity/interaction.

 

For example, if we want to know what has Michael boon been working on over the last couple of weeks, we can have a consolidated timeline report which will display what Interactions/Activities Michael is focusing on:

UX/ UI

See the attached PDF document below for more details on UX/UI updates to the Insights module. 

 

Sales Intelligence + FA Intelligence

Added a weekly option to the date filters.

 

Technical Change Log

 

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