openPR Logo
Press release

Maximizer CRM Improves Rolling Date Range Searches

09-11-2013 08:06 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Maximizer

Maximizer's most recent CRM software release has seen many improvements including rolling date range searches. These improvements allow for better reporting in both building lists and dashboards.

Sydney, NSW, Australia, August 13, 2013 -- In the recent Summer 2013 release, Maximizer’s search catalogue saw a number of improvements one of which is parameterized searches and an expansion of the rolling date ranges available when searching on a date field. Maximizer’s search catalogue is one of the most frequently- used features because of the sophistication in filtering out the required CRM data.

Rolling date ranges have benefited Maximizer CRM users for quite some time now. When performing an Advanced Search on a date field, specific dates can be selected for the search or a ‘rolling’ range can be selected like “Today,” “This Week,” or “Year to Date.” An example of how this function of Maximizer CRM can be advantageous in being able to search for all of the customer service cases with a follow up deadline of today. Further advantages include saving the advanced search within the search catalogue to ensure that the details will always be current and therefore the user can also avoid recreating the search criteria. The date ranges will be calculated relative to the search date and not the date when the entry was first saved.

With the release of Maximizer CRM 12 Summer 2013, the variety of rolling date ranges available for searching has been increased to include a wider assortment of ranges, including future date ranges. Ranges like “After Today” or “Next 90 Days” or “Next Fiscal Year” are now available. Many of the new options involve future date ranges, so that Maximizer clients can do forward-looking searches. With the addition of future date ranges it is now possible to do forward-looking searches which is especially useful when doing sales projections about upcoming opportunities, or when looking for customer service cases that are coming due.

Apart from just building lists for the Maximizer CRM entries, rolling date range searches are especially important when constructing dashboards in Maximizer, since most dashboard indicators are based on a saved search from the search catalogue. As the purpose of Maximizer’s dashboards is to give a quick, up-to-the-minute overview of Address Book data, rolling date ranges are a perfect fit when building the saved searches to use in dashboards. For example, dashboard indicators can displays the number of sales leads that have come in so far this year from a particular source. This is implemented by creating the appropriate lead source and with a creation date of “Calendar Year to Date”. Every time Maximizer CRM clients utilise the rolling date range features to populate the dashboard, the indicator will be up-to-date with the most current information.

About Maximizer CRM:
Maximizer customer relationship management software (CRM) is a completely integrated sales, marketing, customer service and support management solution that enables Maximizer customers to manage attractive prospects, provide rich customer engagement, and fuel business’s success anywhere, anytime.

Whether an entrepreneur, small or medium business, or a large enterprise with hundreds of employees and thousands of customers, Maximizer CRM has the right solution for all businesses! Maximizer offers cloud CRM for mobile sales forces and on-premise CRM that you can manage yourself and is available in 7 languages (English, French, Spanish, Portuguese, Italian, German, Turkish and French), in over 60 countries, serviced by 4 regional offices and more than 100 partners, with 120,000 customers and over 1 million licensed Maximizer CRM users, this software allows businesses all around the world to effectively manage sales leads and customer databases.

Maximizer's most recent CRM software release has seen many improvements including rolling date range searches. These improvements allow for better reporting in both building lists and dashboards.

Contact:
Melanie Lawlor
Maximizer
Level 10, 815 Pacific Highway
Chatswood NSW 2067
02 9957 2011
mlawlor@maximizer.com.au
http://www.maximizer.com.au

This release was published on openPR.

Permanent link to this press release:

Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Maximizer CRM Improves Rolling Date Range Searches here

News-ID: 268413 • Views: 1506

More Releases from Maximizer

Maximizer Software Releases the Most Easy to Use CRM in Australia
Maximizer's bi- annual software release features exceptional usability, improved functions to increase business productivity, enhanced mobile accessibility and extended integration tools. Maximizer CRM software has allowed many Australian businesses to consistently achieve business goals, stay ahead of competitors and achieve excellent customer service. Sydney, NSW, Australia, August 08, 2013 -- Maximizer’s clients have recently upgraded to the latest Maximizer customer relationship management (CRM) software. This world renowned Maximizer CRM software features

More Releases for CRM

Online CRM Training Course
The aim of the MS Dynamics CRM Training course is to give you in-depth knowledge of various functional and technical modules of MS Dynamics CRM required for implementing successful customer relationship management program in your organization or for your clients. Knowledge Era is a India's leading training networking Platform to provides courses for students, working professionals job seekers and corporate employees with placement assured Our training programs fulfill in-depth knowledge of the subject, hands-on
Hotel CRM Software Market - Salesforce.com, HubSpot CRM, Infusionsoft, Results C …
Global Hotel CRM Software Market Size, Status and Forecast 2022 provides Market information about Manufacturers, Countries, Type and Application.This Industry report also states Company Profile, sales, Hotel CRM Software Market revenue and price, market share, market growth and gross margin by regions. Top Manufacturers/Key Players: Salesforce.com HubSpot CRM Infusionsoft Results CRM ProsperWorks CRM NetSuite Base Less Annoying CRM Claritysoft Freshdesk Hatchbuck KIZEN Pipeliner CRM Really Simple Systems Supportbench Market segment by Regions/Countries, this report covers United States EU Japan China India Southeast Asia Market segment by Type, the product can be split into Cloud
Stada Romania Deploys MediaSoft CRM
Cakovec Croatia – 10 , April 2017 - After several Stada countries who run with Mediasoft CRM solutions, Stada Romania joins the club of satisfied users. Stada Romania had an very comprehensive tender on which many international Pharma CRM vendors participated but at the end Mediasoft won. The whole implementation started end of 2016 and from 1st of April 2017 Stada Romania started to use Mediasoft CRM by it’s full potential
CRM Applications Markets in China
China's demand for CRM Applications has grown at a fast pace in the past decade. In the next decade, both production and demand will continue to grow. The Chinese economy maintains a high speed growth which has been stimulated by the consecutive increases of industrial output, imports & exports, consumer consumption and capital investment for over two decades. Get Sample Copy from here @ https://goo.gl/ciVuPr This new study examines China's economic
MediaSoft – Multichannel CRM Solutions
Mobile customers are now moving between multiple channels and devices that marketers have to navigate. In our multichannel world, knowing where, when and how to reach customers is nearly impossible without a central place to manage complex customer relationship – CRM. Now that customers are interacting with multiple devices, in multiple channels daily, it’s increasingly important for companies to have a multichannel CRM. With a CRM platform that provides multichannel customer
Surado CRM Selected as Top 40 CRM Vendor 2011
Surado, Oracle and Microsoft showcased as the only vendors to provide complete CRM Suite in Business-Software.com’s Top 40 CRM 2011 Vendor Listing Riverside, CA, January 18, 2011 - Surado Solutions, the developer of sensible on-premise and online CRM solutions for more than a decade announced that it has been once again selected as a top 40 CRM vendor for 2011 by Business-Software.com. Surado CRM, in addition to Microsoft Dynamics, Oracle and