Maximizer CRM
Who are we?
 
 
 For over 20 years, Maximizer CRM Software  has been the software solution of choice for small to medium-sized businesses and divisions of large corporations. Maximizer CRM Software fuels your business success with a simple, accessible and adaptable CRM solutions that provides the best value in the market. It enables you to do more with less, providing a central lead management solution with instant access to the entire history of every customer or prospect. Maximizer CRM’s All Access licensing delivers a complete up-to-date customer history to customer-facing teams – anytime, anywhere – with access through mobile devices, the Web, or your Windows desktop. 
 Maximizer CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports. Custom CRM reporting is available for you to get key insights into your business performance.
 
The Maximizer CRM Solution 
 
View Solution Video > 
 
    
 
  All-In Solution: Sales automation, full mobility, marketing campaigns and customer support   
  Faster ROI: Easy and quick to implement with 
access across any tablet or smartphone devices   
  Easily Adapt: Unlimited ability to customize fields to fit your business  
 
 
Why Maximizer? 
Simply Successful CRM
Powerful CRM to create business clarity, help you make better decisions and build stronger customer relationships. Maximizer CRM is easy to deploy and inexpensive to maintain, yet powerful enough to meet the changing needs of your growing business.
Sales Force Automation
Helping You Close More Deals
Maximizer CRM helps your sales force increase performance and hit revenue targets by letting you focus on what sales does best – closing more business. Give your sales group a simple solution to manage the entire sales process to increase productivity and accelerate revenue performance
 
 
 
  Build customer relationships 
for long-term success
Effectively manage customer relationships from prospect, to close, to lifetime customer from one central database. With every customer and prospect’s profile and interaction history tracked in detail — including quotes, orders, project details, emails and calls — you and your staff are equipped with the necessary information for engaging customers, earning loyalty and driving repeat business. Manage an unlimited number of accounts or contacts and profile them using a variety of your own custom fields, such as industry and size, to track information that is relevant to your business. With an unlimited number of columns of data to view, search and sort on it is easy to personalize the way you view information.
  Clinch top deals and keep 
priority customers satisfied
Sales opportunity management makes forecasting effortless and lets you take proactive measures to ensure your sales team hits revenue targets. Keep on top of priority opportunities at every step of the sales cycle. Implement your sales methodologies and have every sales person follow the same best practices and step-by-step activities to increase close ratios and maximize wins. From providing estimates, to conducting product demonstrations, to final sale, gain full control of the sales process by prompting sales representatives to conduct each activity within the appropriate time frame. Advanced sales tracking enables you to closely monitor deals, improve performance and forecast sales with ease.
 Convert leads to solid  
sales opportunities
Convert leads to customers more easily with the right process in place for efficient lead qualification, follow-up and nurturing. Capitalize on leads and optimize conversion to sales opportunities by ensuring timely assignment and follow-up, and closely tracking lead status and source to measure funnel and conversion rates. Intelligently route leads and inquiries to the appropriate rep, while responding immediately to the sender and recording the interaction in the customer’s record. Qualify leads efficiently by setting up fields to capture qualification criteria including budget, purchase timeline, need, prospects’ authority level and more. Promptly drill down to the qualified leads that matter and stay focused on maximizing revenue to meet your targets.
  Optimize efficiency 
and productivity 
Ensure all daily tasks and deliverables are managed effectively by setting up follow-up activities with staff and clients, whether it is making the next call, completing a proposal, or sending a follow-up email. Create reusable action plan templates to help you manage a series of tasks for yourself and those required of other individuals and departments — to guarantee that action items and follow-up activities are completed on time. With the integrated calendar, schedule your work and personal time effectively and view upcoming appointments at a glance. Using the most popular calendar applications set up and manage meetings seamlessly with both internal colleagues and external customers.
  Real-time insight into your
sales pipeline and performance 
Stay on top of productivity and sales levels with real-time visual snapshots of company, team and individual performance. Gain actionable insight by starting each day checking your management dashboard for a visual health check on sales leads, opportunities and account status. Easily recognize trends and performance patterns by monitoring KPIs such as the status and value of leads, opportunities and forecasts, then drill down to view further details. Use built-in dashboard and reports or easily configure and customize your own, to provide real-time feedback so you can adjust tactics or resources on-the-fly. Maximize your wins by forecasting accurately, following deal progress and driving your team to move opportunities through the sales pipeline.
  Reduce downtime, increase face time,  
win more deals
Leverage the power of mobile CRM on the latest smartphones and tablets (including iPhone, Google Android, Windows Mobile and iPad) to build loyal customer relationships and win more deals. Keep on top of your deals with complete access to the critical customer and prospect information essential to achieving success when you are away from the office. Look-up and update accounts, contacts and leads, including custom fields and notes for a complete history of interactions. Collaborate with team members on the road to set up multi-user appointments, assign tasks, and update opportunities. Access the online document library to send brochures, quotes and other documents to customers and prospects on-the-fly.
Marketing Automation to
Drive Your Business Forward
Effectively manage and monitor your marketing activities. From creating targeted lists to campaign management through to reporting. Maximizer allows you to reach your audience with targeted messages, optimize your sales funnel, identify tactics that work, and maximize your ROI 
  
 
 
  Fill your sales pipeline with 
targeted leads 
Improve response rates by sending relevant communication via email, print, or fax to highly-targeted and accurate leads. With easy to use list management tools, multiple segmentation criteria can be used to compile targeted. Using Maximizer’s email marketing engine you can create simple text or sophisticated HTML with the ability to personalize subject lines and messaging by merging any field from a contact record. By adding a simple opt-out link your subscriber account records are automatically updated and ensures anti-spam legislation is followed. For emails you use often, like newsletters, product announcements, promotions and event invitations create email templates to maintain a standardized, professional image.
 Capitalize on opportunities with
automated activities 
Maximizer’s built-in campaign management gives you the option to schedule multi-phased email campaigns and nurture relationships with trigger-based emails. Stay on top of your leads with automated activities to online events such as a web site download, purchase, service incident or inquiry. Set-up email auto-responders for when web forms are filled-in and schedule a series of follow-up tasks to keep your prospects and lead generation moving forward. By creating and applying campaign templates, save time and ensure consistent execution and follow-up of your campaigns. Turn leads into sales by not missing a beat.
  Help your sales team quickly
qualify inbound leads 
Increase the flow of new sales leads by creating web forms which automatically send leads directly to your sales team in Maximizer. Ensuring that leads flow directly from your website into Maximizer will eliminate any possible lead leakage and help track follow up of all leads. Web lead capture forms can be easily incorporated into campaign landing pages and adapted to capture the contact details of most importance. Streamlining lead management will help your sales team quickly respond to leads from information requests, online surveys and event registration with automatically generated follow-up tasks.
  Identify trends and fine-tune 
your campaigns 
Fine-tune your campaigns and maximize marketing ROI with insight gained from a snapshot or detailed view of campaign performance — including email open and click-through rates, plus status of leads and sales opportunities associated with a particular campaign. In Maximizer, use standard key reports and dashboard key performance indicators (KPIs), such as leads status summaries and detailed campaign reports, or easily configure your own. Determine campaign effectiveness and capture valuable information on customer behavior so you can make informed decisions regarding your future marketing initiatives and resource allocation.
Customer Service and Support
Keep Customers Satisfied
Loyal & Profitable
Maximize satisfaction and drive repeat business with customer support and case management tools that help you rapidly resolve issues and optimize resources. With the ability to share information organization-wide, important case statuses and history can be easily accessed by all front-line staff
  
 
 
  Track and manage service issues 
for rapid resolution 
No matter the incoming channel (phone, email or web), ensure every interaction is followed-up efficiently by tracking case assignments and escalations to ensure all of your customer issues are resolved. With access to previous communications and complete customer profile history you are able to respond quickly to issues and better understand customer’s needs. Using pre-populated fields in your case management forms will help you minimize errors and create trouble tickets quickly. And keep your customers satisfied by making the best use of specialized knowledge and resources throughout your organization by assigning cases based on staff expertise.
  Maximize productivity 
and optimize resources 
Avoid duplicating effort by arming your customer service reps with access to updated, detailed product information through a knowledge base, a searchable online repository. With quick search features, the answers to many customer issues are just a click away, reducing the time required to resolve service cases and customer tickets. Use the knowledge base to share successful solutions and incident resolutions as well as product-specific details across your team. You can even reduce inbound calls by empowering customers and partners with the ability to search your knowledge base for product updates and find answers to your frequently asked questions.
  Measure and improve 
service quality 
With real-time access to customer service metrics through dashboards, reports and alerts, critical service issues that require immediate attention can be addressed rapidly. Easily track details of customer problems by configuring case-related fields that are important to your business, such as product application or model number. For a quick snap-shot of customer service performance, view details of all outstanding cases sorted by representative, including elapsed time, priority level and status. Analyze your customer service data to identify areas for improvement including product enhancements and training opportunities.
Access Options
Access Maximizer CRM 
When and Where You Need It
Maximizer's flexible and convenient CRM solution delivers essential information and tools where and how your staff works. Available through Windows Desktop, Web Access, or on your mobilesmartphone or tablet, it brings critical information to you - whether working in the office, from home or remote offices, or on the road
 
 
 
 
 Windows Desktop for 
powerful and intuitive CRM 
  
Maximizer CRM installed on your Windows Desktop provides your customer-facing staff in the office with all the critical information and tools required to build relationships that drive revenue. With your central corporate CRM database maintained on-premise, internally, information is accessed via Windows desktop through your corporate wired or wireless network. Easily manage security, back-up of your database, and user permissions through the desktop administration module, accessible by one or more administrators.
 
 
 
 
 
 
 
 
 
 Web Access for real-time
convenience online 
  
Hosted on your company’s secure server, Maximizer CRM Web Access provides the same functionality as the Windows Desktop version, allowing you and your staff to access the same modules and tools through a standard web browser but with the convenience of not having to install software on each desktop. Web Access allows staff in remote offices and those that travel to access Maximizer CRM in real-time, from anywhere there is an Internet connection. Information is kept secure on your internal servers, while giving staff web-based CRM access through a secure web browser allowing them to stay productive and reduce downtime.
 
 
 
 
 Mobile CRM for
on-the-fly response 
  
Using virtually any web-enabled smartphone or tablet (including iPhone, Google Android, Windows Mobile and iPad), mobile CRM allows you to view and update critical customer information in your Maximizer CRM database in real-time, through your mobile device's wireless web browser. Whether you’re in sales, on a field service team, or a frequent-flyer executive, mobile CRM keeps you connected to information essential to your success. Leverage the power of CRM with the convenience of mobility to build customer relationships, boost productivity, collaborate with colleagues and provide real-time updates — anytime, anywhere.
 
 
 
 
 
 
 
 
 
 Remote synchronization for 
Windows Desktop offline 
 
As an alternative to Web Access, bring remote office team members into the fold for real-time collaboration with MaxExchange. The Maximizer CRM data synchronization option provides online and offline access for remote workers. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronizes the most recent information from headquarters. With access to all the same data, modules, and processes staff can maintain productivity even when offline.
 
 
Business Intelligence
 
Real-time Visibility into 
Your Business
Make informed business decisions with timely, accurate insights through visual dashboards, in-depth metrics, alerts and reports. View all critical sales, marketing and customer service information required to manage day-to-day operations, refine processes, resolve potential issues and leverage opportunities
 
 Get big-picture perspective for 
rapid, sound decision-making
  
Easily configurable dashboards allow you to setup and modify key performance indicators to display in formats of your choice. See results at a glance, displayed in charts, gauges, thermometers, and LED-styles. Enhance your insight further by clicking on the dashboard indicator to view the data behind the metrics, which can then be formatted, sorted and exported to Excel if needed. Key performance indicators such as value and status of forecasted sales, daily customer service incidents, and marketing campaignresponse can be effortlessly be monitored and action taken when metrics reach a critical high or low.
 
 
 
 
 
 Analyze critical information
from within a profile 
  
Take your custom fields to the next level by adding formulas. This powerful function gives you a more in-depth profile of your clients by automatically calculating essential statistics, ratios and dates to quickly identify values that are important to you and the growth of your business. Analyze critical information such as financial values and potential sales opportunities by combine data from existing custom fields to create a new custom field - math, text and date/time functions can be used. This valuable information can then be viewed, searched or filtered rapidly to easily see where you should be focusing your efforts.
 
 Get the insight you need right away 
with pre-built CRM reports 
  
Spend more time driving your business forward, and less time with the mechanics of running CRM reports. Consolidate and present real-time data on everything from sales forecasts and marketing campaigns to account activities and phone logs with over 175 built-in business report templates. Easily share reports with colleagues in various formats including PDF, Word, HTML and XML or export to Microsoft Excel® for further analysis and data manipulation. Out-of-the box reports include templates in Crystal Reports andMicrosoft SQL Reporting Services (SRS).
 
 
 
 
 
 
 
 
 
 
 
 Tailor metrics to your 
business processes 
  
Extend Maximizer’s built-in report templates and gain further insight into customer behaviors, new business opportunities and operational inefficiencies by customizing them to meet your unique business requirements. Quickly and easily produce visual summary and drill-down reports with calculations and conditional formatting. Choose to create reports on the fly or automatically send updated reports directly to decision makers on a scheduled basis. To gain a more comprehensive view of relationship health and customer value, compare and analyze with data across other applications such as your accounting.
 
 
 
 
 Respond quickly to 
critical issues 
  
Utilizing Maximizer’s Workflow Automation add-on product, uncover potential issues by automatically alerting managers or executives when a metric reaches a critical high or low. With triggered, action-oriented alerts sent to your staff via dashboard, task, email or phone, they can respond to time-sensitive developments when they occur. Get started with over 90 pre-configured queries and 50 events, such as ‘lead not assigned’ and ‘customer service case open for more than one week’. From one central interface, view, add or modify workflow events without having to decipher or perform complex programming.
 
 
 
 
 
 
 
Workflow Automation
Monitor and AutomateBusiness Processes
Benefit from Maximizer's Workflow Automation add-on product by saving valuable time, money and resources. Streamline activities in sales, marketing and customer service - assign web leads, set up auto-email responses, receive alerts for case escalations and much more
 
 Minimize manual processes
to maximize resources 
 
Business process automation enables you to monitor your system for activities, and then trigger the action that comes next - whether it is emailing the customer, notifying an account manager, sending a report to an executive, or shipping out a product. It can be used to automate virtually any standard or unique process you use. Simply define the parameters for the process you want to monitor in your systems, and then define the actions you would like it to take. Actions can trigger another activity within Maximizer CRM, another system, or send a simple alert or notification.
 
 
 
 
 
 
 
 
 Closely monitor performance
& operational processes 
  
Configure unique business activity monitoring workflows and send alerts via dashboard,task, email or phone to an individual or group. Stay on top of potential issues with triggered, action-oriented alerts that are sent when a metric reaches a critical high or low, or schedule notifications such as a daily alert to sales reps about overdue activities for the day. Get started with over 90 pre-configured queries and 50 events, such as 'lead not assigned' and 'customer service case open for more than one week'. From one central interface, view, add or modify workflow events without having to decipher or perform complex programming.
 
 
 Ensure web and email 
inquiries are answered 
  
 
Email auto-response and inquiry routing are critical elements in providing a seamless customer experience. When an email or web form inquiry comes in, automating the next action ensures no inquiry goes unanswered. Workflow automation allows you to create email auto-responsers which allow you to set expectations in regards to further follow-up or next steps with customers. Based on the specific incoming email addresses, such as sales@ or customerservice@, or type of web lead form, you can automatically assign inquiries to the appropriate department or individual and create a task or service case.
 
 
 
 
 
 
Business Integration
 
Create the Right Environment 
to Drive Success
Communicate more effectively and easily with seamless integrationwith Microsoft applications including Outlook, Office and SharePoint. Everything is provided for developers and IT professionals to integrate with other applications, customize to your specific business needsand extend the power of Maximizer CRM
 
 
 
 
 
 
 
 
 Leverage the power of 
Microsoft Integration
  
Work efficiently and collaborate in a familiar environment by utilizing the strength ofMicrosoft applications including Outlook, Office, SharePoint, and SQL Server Reporting Services integrated with Maximizer CRM. Provide a gateway between Outlook and your customer records with synchronized email, contacts, calendars, and tasks. Effortlessly merge customer data into spreadsheets and documents to personalize proposals, quotes, letters and faxes. Create customized reports that fit your unique business needs and review financial history all within Maximizer CRM.
 
 
 Integrate with other front
and back-office applications
 
Easily integrate to leverage information from your other business applications. Using XML, synchronize data from other systems, such as inventory management or ERP programs, in real time or at regularly scheduled intervals, such as nightly or weekly. Create an additional window within your CRM to display the information so that all customer-facing staff can quickly see the necessary details to do their job without wasting time opening another software application. Take advantage of scheduled triggered data transfers to monitor applications for critical activities such as processed orders or late shipments.
 
 Designed from the 
ground up for customization
 
Through an easy-to-use interface, developers and IT professionals have everything they need to integrate, customize and extend the power of Maximizer CRM. Customize your interface by tailoring field labels on dialogs, windows and menus to match your industry or business terminology. Create custom program behaviors, windows and alerts, and integrate with other applications. Easily exchange information over HTTP for standardized, faster integration with other web-ready applications. Enable integration and customized windows to work for both desktop and disconnected remote users with automatic third-party data synchronization.
 
 
 
Microsoft Integration
Leverage the Power of Maximizer CRM plus Microsoft
Communicate more effectively with seamless integration with Microsoft applications including Outlook, Office, SharePoint, SQL Server Reporting Services and Dynamics GP. Personalize documents, customize reports import/export data and review financial history all within Maximizer CRM
 Easily synchronize  
with Microsoft Outlook
 
Improve efficiencies by easily synchronizing email, contacts, calendars, and tasks between Maximizer and Outlook. View your Outlook messages inside Maximizer CRM and automatically save to customer records without the need to copy and paste. Alternatively, use the Maximizer Toolbar inside Outlook for one-click saving of emails to customer records in Maximizer CRM. With MaxSync for Microsoft Exchange add-on set-up meetings and keep track of appointments across your organization when some employees work in Maximizer CRM and others work in Microsoft Exchange.
 
 
 
 
 
 Work efficiently with integrated 
Microsoft Office applications
 
Easily personalize Microsoft Word documents such as proposals, quotes, letters, and faxes with any field from your Maximizer CRM customer data. For future reference, attach the documents to customer records for a complete electronic history of all communications. Store other company documents such as forms, reports and product information in acentral repository so that staff can access and use the most up-to-date version. Maximizer also allows one-click export of data, including customer information, opportunities,service cases and campaign metrics to Excel for further analysis
 
 Use SharePoint links to access 
the most up-to-date information
 
Look up Maximizer CRM customer information seamlessly through your Microsoft SharePoint portal and save time by accessing the most-up-to date information with hyperlinks to SharePoint documents. For convenient access to information attach links to an Address Book entry, anOpportunity, a Customer Service case, a Campaign, a Knowledge Base article, or include in your central repository of documents within Maximizer CRM
 
 Customize your own reports 
with built-in Microsoft SSRS
 
 
Create and edit your own custom CRM reports to gain further insight into customer behaviors, new business opportunities and operational inefficiencies. Utilize built-in Microsoft SQL Server Reporting Services (SSRS) to configure unique reporting for your business metrics from scratch or by extending the pre-built report templates included in Maximizer CRM.
 
 
 
 
 
 
 
 
 
 Harmonize Accounting and CRM Data 
through one interface
 
Gain a holistic view of your customers, enabling you and your staff to better service their accounts. Your staff will save time, working more efficiently by accessing financial data through one easy-to-use interface when you use Maximizer CRM with Microsoft Dynamics GP. Increase productivity by allowing them to look up a customer's credit limit, balance, quotes, invoices, previous transactions and purchase orders—without having to contact the accounting department or install another application.
 
Social CRM
Better Customer Engagementthrough Social Networks 
With LinkedIn integration and the ability to connect social profiles to individual customer contacts, Maximizer provides a new dimension to successful customer engagement. Access up-to-date information by linking directly to relevant websites, blogs, and social media outlets
 Improve customer engagement 
with LinkedIn integration  
 
Prospect and generate new leads with the ability to search, view and link directly to a contact’s or company’s LinkedIn profile from within Maximizer (Premium Account required). Determine key contacts within a company to hone in on those with the greatest influence in the purchase decision or customer service process. Improve sales and service engagement and response times with access to shared connections within a company and connect with people at the right organizational level.
 
 
 
 Include social profiles to
deepen customer relationships 
 
Increase customer engagement with access to the most up-to-date information on your customer. Hyperlinks to your contact’s relevant social profiles, including Facebook, LinkedIn, Twitter, and blogs, can provide reps with a new level of data. This more holistic view of customers and prospects can then be used to develop stronger relationships. Quickly connect with customers through an additional channel of communication when nurturing a sales relationship or learn valuable information on industry trends, or prospect’s preferences.
Mobile CRM
Get the Edge on Your Competition with Mobile CRM
View and update critical customer information, in real-time from virtually any smartphone or tablet device. With an intuitive user interface - optimized for the latest technology - increase field productivity and efficiency by turning your mobile devices into valuable business tools
 
 
 
 
 
 Access and edit real-time customer
information from anywhere
 
Choose the iPhone, or any other smartphone, and experience the same efficient access to your Maximizer CRM database from anywhere at any time. Easily search for key contacts or accounts directly from the home screen and send emails or make phone calls with just one touch of the screen. Prepare for meetings and keep customer information current by accessing and updating contacts, tasks, calendar appointments, sales opportunities andcustomer service cases on-the-fly. For managers on the go, you can monitor key business KPIs with real-time dashboards and take immediate action if needed.
 
 
 
 Provide field staff with the
tools they need to succeed
 
Help your team go mobile with a user interface optimized for the iPad or any tablet of your choice. Reduce sales downtime, increase customer face time, win more deals and move your business forward while team members are on the road. More than just emailand scheduling capabilities: access and update sales opportunities, forecasts, customer service cases, notes and documents. Enjoy the mobility of working from a tablet without giving up functionality or sacrificing performance.
 
 
 
 
 
 
 
 
 
İş Zekâsı
Yellowfin
A Business Intelligence Platform That Is Incredibly Easy To Use
 
BI that is easy to develop, share and consume 
 
Mobile BI for anywhere, anytime access 
 
Collaborative decision-making that delivers results 
Yellowfin is your complete Business Intelligence platform. From data to dashboards Yellowfin delivers an amazing Collaborative BI experience. 
Everybody claims ease of use, but Yellowfin actually defines the standard for everyone else. Our interface is more than beautiful. You’ll find the most advanced BI features, in the most logical places, all with point and click simplicity. You don’t have to learn a single line of SQL – now that’s making Business Intelligence easy. 
Learn how Yellowfin can help you easily access, analyze and share data about your business with people that matter. 
What will Yellowfin do for you?
Interactive dashboards
 
See your business at a glance. Combine all the data you need, from multiple data sources, into personalized real-time dashboards. Yellowfin’s interactive dashboards let you filter, drill to detail, and analyze right in a browser. With Yellowfin, you can go from data to dashboards in just hours; not days, weeks or months.
Sharing and collaboration
 
Imagine connecting the data, people, and creativity of your organization to help everyone make better business decisions. With Yellowfin you can. We do this by facilitating discussions and making your BI content incredibly easy to share. Embed your intelligence into wiki’s and company intranet for everyone to use and access. 
Mobile BI - Your data anywhere, anytime
 
You will love Yellowfin’s mobile app. It combines outstanding collaborative features with great usability - simply swipe to browse dashboards and reports, filter with a tap of a finger, or pinch and zoom. Our approach means that as soon as you create a report or dashboard, it's enabled on your favourite mobile device - no extra steps or development.
Proactive alerts & exception reporting
 
Real-time alerts let you know the moment something critical happens in your business. With Yellowfin it's so easy to create alerts that monitor your business data for you. Reports emailed, or alerts pushed, to your phone or iPad let you take immediate action.
Insightful data visualizations
 
Data visualization is not only a great way to present your data, but a powerful way to explore your data as well. Yellowfin lets you pick and change visualizations effortlessly so you can spot outliers and trends with ease. With 44 chart types - from sophisticated trellis charts, to popular line and metre charts - the right visualization is just a click away.
Your data mapped
 
More than 70% of your organizational data has a location component. Yellowfin’s award winning Location Intelligence puts your data on the map. Combine your BI with fully-integrated GIS mapping capabilities to visualize your spatial and BI data simultaneously. Yellowfin lets you query the ‘where’ as well as the ‘what and when’.
Rapid data analysis
 
Data analysis requires more than just basic filtering - you need to be able to explore your data. Yellowfin’s highly intuitive report builder lets you analyze your data in ways you didn’t think possible. Drill Down, Drill Through or Drill Anywhere - even across multiple data sources. We don’t put barriers between you and your data exploration.
A complete BI platform
 
Yellowfin is different. Unlike most BI products, we deliver all the BI functionality you need via a single-integrated platform. Yellowfin can be installed in an hour, and deployed to 1000s of users in seconds. From meta-data to dashboards, user security and scheduling, you’ll only ever interact with the one application. Yellowfin significantly reduces your training, deployment and administration costs. 
 
 
 
 
Dashboard
Dashboards Deliver At-A-Glance Insight Into Your Organizational Performance
 
Monitor business performance 
 
Act on data not on intuition 
 
Align action with strategy 
 
Dashboards at a glance 
Yellowfin’s personalized and interactive dashboards improve business performance at all levels of your organization by enabling you to track KPIs, assign goals and collaborate. 
How will Yellowfin help you?
Monitor your business with ease
 
Monitor the pulse of your business - track your corporate KPIs with rich, graphical presentations using maps, graphs and charts. Our easy step-by-step process enables anyone to create dashboards in minutes. You’ll become a Yellowfin pro in no time!
Deeper insight just a click away
 
Sometimes you have to get down into the detail to understand what’s driving those high level numbers. With Yellowfin, you can Drill Down hierarchies, Drill Through to detailed transaction level reports, or use Drill Anywhere to simply explore your data. All this in just a few clicks.
Your dashboards, your way
 
Tailor your dashboard to your needs! Dashboard tools have long been inflexible when it comes to personalization. Not so with Yellowfin. In our eyes, every one of our users is unique. As such, we enable everyone with suitable permissions to have personalized dashboards. BI is more than just numbers - it’s about what you need to be successful.
Interactive filtering
 
An intuitive Filter Panel makes it easy to see the data you need. Filter any business dimension or metric to change your view of, and better understand, your data. Simple check-boxes, sliders, and radio buttons make filtering easy, interactive and visually appealing.
Access dashboards anywhere
 
Logging into a BI tool to get the information you need doesn’t always make sense. With Yellowfin, you can simply copy a dashboard link and embed it into any Web page, wiki or company intranet. Imagine a fully interactive dashboard where you need it - no having to stop what you’re doing to log into a BI tool.
MOBİLE  BI
Access Your Data, Anywhere, Anytime, On Any Device With Our Industry Leading Mobile Bi Solution
 
Your business at your fingertips 
 
Take the facts to your meetings 
 
Online or off 
 
Mobile BI at a glance 
We believe that your Mobile BI app should be as fun and easy to use as browsing your favorite online magazine, or sharing ideas with friends across your social network. Yellowfin mobile is just that - it’s a fantastic user experience. 
How will Yellowfin help you?
Your Business at your fingertips
 
Yellowfin is visual and quick. Refresh and analyze all your key performance indicators — wherever you are, whenever you need it. Flick through financial charts and graphs. Interact with, filter, sort and analyze your data — all with the touch of your fingers. You’ll never look at your business the same way again.
Create once, access from any device
 
Better access to information means better decisions. With Yellowfin, once you publish a report or dashboard it’s immediately available across multiple devices, in exactly the same format that you created it in.. This makes your BI content visually consistent, no matter where you access it from.
Share ideas and collaborate
 
Discuss, share, collaborate or present your ideas in a meeting right from your tablet. Yellowfin’s mobile apps focus on the needs of decision-makers. Yellowfin helps you share insight and collaborate with your peers.
Be up and running quickly
 
Yellowfin Mobile is lighting fast to deploy - there’s simply no need for re-work. All reports or dashboards created via the browser are immediately and securely available on your mobile device. We get data into the hands of those who need it quickly, saving you time and money.
Online or off
 
It might not feel like it, but there are times when you’re not connected. Offline mode lets you enjoy a productive flight with uninterrupted access to your data.
Your data security assured
 
Our multi-tiered security model gives you the confidence necessary to implement widespread Mobile BI reporting and analytics. Yellowfin’s mobile applications reuse Yellowfin’s security infrastructure, so your data security is assured.
 
Collaboration
 
Collaboration Takes Business Intelligence Way Beyond Basic Reporting And Dashboards
 
Turn data into knowledge 
 
Share your ideas 
 
Collectively make better decisions 
 
Collaboration 
Yellowfin is more than just traditional Business Intelligence. It facilitates information collaboration by enabling you to share insight, discuss your data and use your collective knowledge to make better decisions with ease. 
How will Yellowfin help you?
Share your data
We make sharing your data as easy as embedding a YouTube clip. Place your interactive reports and dashboards on your Web page, forum, wiki – anywhere. Simply copy a piece of script from the report or dashboard menu to share information wherever it’s needed. See the interactive example report below! 
 
  
   
Annotate and explain your data
 
Can’t remember why that sales chart dipped last month? Well, Yellowfin’s annotations solve that problem. Add comments to a report to help identify the events that gave rise to a particular trend in the data.
Engage in conversation
 
Report commenting allows you and your colleagues to easily engage in conversation about key company metrics. Simply follow a report, and its associated commentary, to attain better insight into what’s driving your company’s performance.
Discuss the big issues
 
Yellowfin’s unique discussion forum gives you the ultimate power to share information. Analyze data with co-workers, embed reports, create polls and exchange ideas in threaded discussions. Discuss the big issues in full view of the information you need with the ease of use and flexibility that makes Yellowfin a truly remarkable platform.
Increase trust in your data
 
Trust in your published reports is vital. Yellowfin’s report approval workflow allows you to manage the creation of reports using the same processes you’ve used to make decisions for years. For example, a VP of sales can view all reports created by any sales person before they are published to the rest of the company. This in conjunction with watermarks for exported reports ensures a high level of trust in your data.
Be prompted into action
 
Knowing what’s changed, and what needs your attention can help you to prioritise your day. With Yellowfin’s inbox, you can see all your alerts, updated discussions and shared analysis at a glance. Keep on top of what’s important.
 
MAPPING
Award Winning Location Intelligence That Will Put Your Business On The Map
 
Where are my customers located? 
 
What media channels will reach the audience I’m targeting? 
 
Where are my under-performing branches and should they be retained, relocated, or closed? 
 
Mapping at a glance 
Yellowfin’s award winning Location Intelligence makes it easy for you to put dynamic maps onto any report or dashboard. Merging your spatial data with your traditional Business Intelligence data will put your business on the map. 
How will Yellowfin help you?
Get the full picture
 
More than 70% of your data has a location component. Traditional BI tools typically just offer tables, grids and charts - no maps. This only tells part of the story. With Yellowifn’s map visualizations, you can quickly relate BI data to locations that are meaningful to your business and detect geographic trends, such as customer clusters or outliers.
The choice of map is yours
 
With Yellowfin, you can effortlessly merge your spatial and regular data in a wide variety of mapping format - from basic Google maps, to GIS data sets and Web Map Services (WMS). Yellowfin lets you rapidly integrate or create mash-ups using your existing GIS tools – such as ESRI or MapInfo – via WMS.
There is no ROI without a decision
 
Geographic visualizations are complete. Mapping your data doesn’t just allow you to see where you are - it allows you to see where you aren’t! Gain instant insight into the potential markets that you may be missing out on. Discover where your next big opportunity is with Yellowfin.
Combine place and time for deeper insight
 
Set your maps in motion to see changes over time. Yellowfin’s map animation allows you to ‘replay’ a data set to understand how trends and hot spots are moving geographically.
Multi-layered analysis
 
The ability to overlay demographic or statistical data - such as per capita income - onto your maps provides you with an additional level of analysis and understanding. However, layering is difficult using traditional database and BI techniques. Yellowfin makes creating multilayered maps – and that ‘a ha’ moment – easy.
 
 
 
Business Intelligence
Business Intelligence Has Never Been So Quick And Easy
 
Rapid-fire development 
 
Exception reporting 
 
Align action with strategy 
Making Business Intelligence easy is what drives us. Our interface is more than beautiful. You’ll find the most advanced BI features, in the most logical places, all with point and click simplicity. You don’t have to learn a single line of SQL – now that’s making Business Intelligence easy. 
How will Yellowfin help you?
Quick and easy query & analysis
 
You want insightful reports, but can’t wait weeks to have them created. With Yellowfin’s super intuitive interface, if you have a business question, you don’t have to wait to get the answer. Create interactive reports in minutes.
Flexible formatting
 
When developing a set of reports or dashboards, you need the flexibility to present your data in a way that relates to you and your organization. Formatting and conditional formats help you draw attention to what’s important.
Schedule alerts
 
Emailing reports out to people is a great way to get data into the hands of those who need it. But, too many reports in your inbox, and they start to get ignored. Make every scheduled report count with exception reporting and alerts.
Connect to many data sources
 
You probably have data stored in many different systems and databases. With Yellowfin, you can query many different databases, from OLAP cubes, to CSV files - even combine multiple data sources to create a single report or dashboard without the pain of having to build a data warehouse.
Query faster with In-memory analysis
 
Speed is important - you can’t wait minutes every time you run a query. Conduct speed-of-thought analysis with Yellowfin’s In-Memory database and answer your critical business questions 
Data Visualization
Discover More About Your Business When You Visualize Your Data
 
Huge choice of visualizations 
 
Create chart interactivity 
 
Better data analysis 
Data visualization is not only a way to present your data, but a way to explore and understand your data. People comprehend data better through imagery than numbers in rows and columns. Visualizing your data enables you to quickly answer important business questions. Your data becomes a competitive advantage instead of an underutilized asset. 
How will Yellowfin help you?
Create great visualizations
 
Instantly graph your data to identify trends and patterns. Yellowfin lets you select and change visualizations effortlessly. From sophisticated heat maps, to popular line charts or combination graphs, the right visualization is just a click away.
Interact with your charts
 
Increasing end-user enjoyment and productivity is our goal when developing interactive features. Provide context to your visualizations through Drill-Downs, Time-Sliders, Tooltips and Series Selection - take productivity and user experience to a whole new level.
Spot outliers immediately
 
Use trellis chart visualizations to compare many dimensions, such as customer segments, side-by-side on one page. Making it easy and fast to compare performance in seconds, even from very large data and complex sets.
Quickly uncover problem areas
 
A Heat Map is superb for identifying patterns of performance. Attention is drawn instantly to color-coded results, and it's easy to understand area size and location. Rendering even very complex business analyses in easy-to-understand visualizations means more people can use them.
All the charts you'll ever need
 
To understand a business you need to look at it from different perspectives. It's great to be able to choose from a wide range of visualizations to find the one that makes the most sense. Yellowfin provides a comprehensive set of charting options designed to deliver highly interactive visualization of business data.
TECHNICAL
 
Finally a Business intelligence solution that does not get between you and your data.
 
OLAP, Relational DBs and CSV 
 
In-Memory Analytics 
 
Platform Independent 
Managing access to your varied data sources can be a headache. It's rare that a single BI solution can access your OLAP, Relational and CSV data sources through a single and easy-to-use front-end. Well with Yellowfin you can! 
How will Yellowfin help you?
Relational database access
 
Easily use existing data sources for reporting with Relational OLAP without the need to build and deploy cubes. Yellowfin can connect to, and report from, any database that has a JDBC driver and supports SQL-92 compliant SQL. Some of our sources include: 
DB2 Universal Database 8.1 or later
Oracle Database 9i+
PostgreSQL 8.0
Progress 9.1
MS SQL Server 2000+
Actian
MySQL 4+
HSQL
ODBC
OpenEdge
AS/400
Interbase
Universe
Firebird
Cache DB
Pervasive
Sybase ASE
Sybase Anywhere
Sybase IQ
SQLite
Derby
Teradata
H2
FoxPro
Lotus Notes
Microsoft Access
Vectorwise
Greenplum
OLAP access via MDX
 
Have you got exisitng SAP BW or MS Analysis services cubes? If so, easily connect Yellowfin and begin delivering reports and dashboards to your users today! Yellowfin supports any cubes that support the industry standard MDX query language.
In-memory analytics
 
Fast analysis, better insight and rapid deployment with minimal IT involvement! In-memory analytics delivers decision insight with the agility that businesses demand. It’s a win for business users - who gain self-service analysis capabilities - and for IT departments, which can spend far less time on query analysis, cube building, aggregate table design, and other time-consuming performance-tuning tasks.
CSV as a supported data source
 
Yellowfin is unique - it embraces CSV as a legitimate data source for your enterprise reporting. Use CSV files to create Yellowfin reports and merge data from these sources with the rest of your enterprise data.
Behind the scenes
 
Yellowfin is completely browser-based and platform independent. How so? Well, it has been developed in Java and ships with Tomcat as its web server (of course you can choose your own industry leading web server). There are no plugins (Applets or Flash Components) delivered to the browser - just HTML5 and all that good stuff.
 
 

Sales Force Automation

Account ManagementAccount ManagementBuild customer relationships
for long-term success


Effectively manage customer relationships from prospect, to close, to lifetime customer from one central database. With every customer and prospect’s profile and interaction history tracked in detail — including quotes, orders, project details, emails and calls — you and your staff are equipped with the necessary information for engaging customers, earning loyalty and driving repeat business. Manage an unlimited number of accounts or contacts and profile them using a variety of your own custom fields, such as industry and size, to track information that is relevant to your business. With an unlimited number of columns of data to view, search and sort on it is easy to personalize the way you view information.

 

Opportunity ManagementOpportunity ManagementClinch top deals and keep priority customers satisfied

Sales opportunity management makes forecasting effortless and lets you take proactive measures to ensure your sales team hits revenue targets. Keep on top of priority opportunities at every step of the sales cycle. Implement your sales methodologies and have every sales person follow the same best practices and step-by-step activities to increase close ratios and maximize wins. From providing estimates, to conducting product demonstrations, to final sale, gain full control of the sales process by prompting sales representatives to conduct each activity within the appropriate time frame. Advanced sales tracking enables you to closely monitor deals, improve performance and forecast sales with ease.


 
Lead managementConvert leads to solid  sales opportunities

Convert leads to customers more easily with the right process in place for efficient lead qualification, follow-up and nurturing. Capitalize on leads and optimize conversion to sales opportunities by ensuring timely assignment and follow-up, and closely tracking lead status and source to measure funnel and conversion rates. Intelligently route leads and inquiries to the appropriate rep, while responding immediately to the sender and recording the interaction in the customer’s record. Qualify leads efficiently by setting up fields to capture qualification criteria including budget, purchase timeline, need, prospects’ authority level and more. Promptly drill down to the qualified leads that matter and stay focused on maximizing revenue to meet your targets.


 
Task and time managementTime ManagementOptimize efficiency  and productivity

Ensure all daily tasks and deliverables are managed effectively by setting up follow-up activities with staff and clients, whether it is making the next call, completing a proposal, or sending a follow-up email. Create reusable action plan templates to help you manage a series of tasks for yourself and those required of other individuals and departments — to guarantee that action items and follow-up activities are completed on time. With theintegrated calendar, schedule your work and personal time effectively and view upcoming appointments at a glance. Using the most popular calendar applications set up and manage meetings seamlessly with both internal colleagues and external customers.  
Dashboards and reportingSales DashboardReal-time insight into your
sales pipeline and performance.

      

Stay on top of productivity and sales levels with real-time visual snapshots of company, team and individual performance.

 

Gain actionable insight by starting each day checking your management dashboard for a visual health check on sales leads, opportunities and account status. Easily recognize trends and performance patterns by monitoring KPIs such as the status and value of leads, opportunities and forecasts, then drill down to view further details. Use built-in dashboard and reports or easily configure and customize your own, to provide real-time feedback so you can adjust tactics or resources on-the-fly. Maximize your wins by forecasting accurately, following deal progress and driving your team to move opportunities through the sales pipeline.
 

Mobile CRMSmartphone CRM

To watch our video tutorials click.
News related to Press and Media click.
References to click.