Mobile
Create new Address Book entries by taking a picture or uploading a photo
In the Address Book screen, tap the plus button to open the manual. You can either take a picture or upload a photo from your gallery.
The system determines the entry type based on the retrieved data: it creates a company entry if only a company name is detected, an individual entry if first and last names are detected, or a contact entry if first name, last name, and company are all detected.
When saving a contact, the app checks if the associated company exists. If it doesn't, the app automatically creates the company before adding the new contact.
Improve performance of loading entries in main modules
Performance has been improved for loading entries in the Address Book, Customer Service, and Leads modules. Data now loads automatically as you scroll down.
Intelligence
Sales Leaderboard:
The Sales Leaderboard addresses the need for sales leaders to quickly assess and compare the performance of their teams and individual sales representatives. It empowers leaders to make informed decisions, identifies high and low-performing areas, and promotes competitive advantage.
Currently, it only tracks individuals. Meaning that it will only track Revenue and Targets by individuals, not by teams.
It is divided into 3 main columns:
- Ranking (based on value of won opportunities)
- Won Revenue vs. Target
- Sales Metrics
Dashboard Design:
Name of the dashboard: Sales Leaderboard
Filters:
Only the following filters will be available:
- People Picker (Owners only)
- Owner
- Date
- Process - This will be multi-select
- Revenue Type
Ranking:
Ranking Card:
- The widget will display in descending order (Larger to Lowest) based on the "Total Won Corporate Revenue".
- Then, under the name of the owner, we'll display to which team it belongs.
- Then, it will give the rank across all other individual. This is to maintain the company rank, when filtering out people by using the filters.
Owner Widget:
The owner widget will display the target attainment.
-
Color Codes for the progress bar:
- If target = 0% red <50%
- If target = 50% yellow <80%
- If target = 80% < green
KPI Name
|
Description
|
Formula
|
Required Fields
|
Owner Name
|
Provides the owner name based on the Opportunities module
|
N/A
|
BI_Opps = Owner
|
Target Attainment
|
Percentage of target revenue achieved.
|
(Won Corporate Revenue ) / Target Revenue * 100
|
BI_Target = Won Revenue, Target Revenue
|
Team Average
|
Compares an individual's performance to the team's average performance.
|
(TEAM)(AVG[Won[Opps]])
|
BI_Opps = Total Team Sales, Number of Team Members
|
Progress Bar
|
Visual representation of sales achievement relative to the target.
|
(Won Corporate Revenue ) / Target Revenue
|
BI_Target = Won Revenue, Target Revenue
|
Key performance indicators Card
This card displays 3 main sales metrics: Win rate, AVG time to close an opportunity, AVG Opportunity value ($).
KPI Name
|
Description
|
Formula
|
Required Fields
|
Win Rate
|
The percentage of Opportunities that are won.
|
Divide the total number of Opportunities won by the total number of Opportunities in the pipeline, then multiply by 100 to get a percentage. (Opps[won]/Opps[in progress])*100
|
Opportunities
|
Average Opportunity Value
|
Average value of opportunities.
|
Total Opportunity Value / Number of Opportunities
|
Opportunity Value, Number of Opportunities
|
Average Time to Close Opportunity (days)
|
Average time taken to close an opportunity.
|
Sum of time to close opportunities[won] / Number of closed opportunities[won[
|
Time to Close, Number of Closed Opportunities
|
Integrations
Power Automate
Maximizer’s integration with Microsoft Power Automate helps you automate repetitive tasks, sync leads and contacts between Maximizer and Microsoft apps, and streamline workflows. Easily notify your team when new leads are added, appointments are created or canceled, and more. With this integration, sales teams can eliminate manual tasks and focus on building customer relationships and closing deals.
Highlights
- Create or update records in Maximizer based on new external events, i.e. create Address Book entries with notes in Maximizer when new appointments are scheduled in Bookings.
- Sync key details like appointment information, notes, and contact data between apps, i.e. generate Leads in Maximizer from new Forms submissions.
- Create tasks and send notifications to keep the team up to speed, i.e. automatically create tasks in Maximizer and send Teams notifications when Opportunity moves to a specific stage.
New triggers and actions for Maximizer's Power Automate integration are coming soon!