MaxIQ Features
Incentives (3)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 16 MaxIQ reviews.
Triggers
As reported in 16 MaxIQ reviews. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates. 17 reviewers of MaxIQ have provided feedback on this feature.
Personalization (3)
Custom Reports
Based on 17 MaxIQ reviews. Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls. 17 reviewers of MaxIQ have provided feedback on this feature.
Goal Setting
Based on 16 MaxIQ reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 17 MaxIQ reviews. Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance. 17 reviewers of MaxIQ have provided feedback on this feature.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 16 MaxIQ reviews.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 14 MaxIQ reviews.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer. 14 reviewers of MaxIQ have provided feedback on this feature.
Lead Follow-up
Automatically contacts all leads. This feature was mentioned in 14 MaxIQ reviews.
Meeting Scheduling
Based on 14 MaxIQ reviews. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 14 MaxIQ reviews.
Data Entry
Based on 14 MaxIQ reviews. Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 14 reviewers of MaxIQ have provided feedback on this feature.
Performance Analysis (1)
Peformance Tracking
Tracks and analyzes sales representative performance. This feature was mentioned in 14 MaxIQ reviews.
Sales Analysis (2)
ROI Forecasting
Based on 14 MaxIQ reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
As reported in 14 MaxIQ reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Sales Team (2)
Flexible Sales Process
Based on 11 MaxIQ reviews. Can operate under at least two distinct sales methodologies
Training Mode
Includes recording and review capabilities to train new salespeople or review old deals
Intelligence (3)
Opportunity Identification
Based on 10 MaxIQ reviews. Highlights cross-sell, upsell, and white space opportunities
Zero-touch Renewals
Based on 10 MaxIQ reviews. Can fully automate the deal renewal process
Smart Content
Suggests content appropriate to stage and tone of the deal
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity
Stakeholder Roles
Includes explicit definitions of stakeholder roles
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 19 MaxIQ reviews.
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 20 MaxIQ reviews.
Dashboard Analytics
As reported in 19 MaxIQ reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices This feature was mentioned in 19 MaxIQ reviews.
Data Segmentation
Based on 19 MaxIQ reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Based on 19 MaxIQ reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success 19 reviewers of MaxIQ have provided feedback on this feature.
CRM Data Enrichment (5)
Calendar Sync
Based on 20 MaxIQ reviews. Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
As reported in 19 MaxIQ reviews. Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM 19 reviewers of MaxIQ have provided feedback on this feature.
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM 19 reviewers of MaxIQ have provided feedback on this feature.
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 19 MaxIQ reviews.
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with 19 reviewers of MaxIQ have provided feedback on this feature.
Account optimization
As reported in 19 MaxIQ reviews. Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Based on 19 MaxIQ reviews. Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals 19 reviewers of MaxIQ have provided feedback on this feature.
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement 19 reviewers of MaxIQ have provided feedback on this feature.
Historical Win/Loss Patterns
Based on 19 MaxIQ reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (1)
AI Text Generation
As reported in 12 MaxIQ reviews. Allows users to generate text based on a text prompt.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 18 MaxIQ reviews.
Cross-system Integration
Works across multiple software systems or databases 18 reviewers of MaxIQ have provided feedback on this feature.
Adaptive Learning
Based on 19 MaxIQ reviews. Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 19 MaxIQ reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 19 MaxIQ reviews.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (3)
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 11 MaxIQ reviews.
Adaptive Learning
As reported in 11 MaxIQ reviews. Improves performance based on feedback and experience
Decision Making
Based on 11 MaxIQ reviews. Makes informed choices based on available data and objectives
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives


