We use Maximizer Enterprise as out CRM systems.
We are currently using Business Objects Crystal Reports XI
We would like some management report done.
Sales forecast by sales person for the next quarter + previous month
Overdue Hotlist tasks by Sales person
Clients with no open Hotlist task
Dashboard - 4 sections - 1) forecast vs actual by sales person 2) Phone stats ie number of calls/duration (from separate sql data) 3) Summary of Customer Service,Opportunities,Hotlist task to do that day 4) Forecast vs actual next month
Ideally you will need to have experiance in generatating reports from the Maximzer data fields.
Please provide sample reports when bidding.