Sales teams are the driving force behind business growth. But are they equipped with the right insights to maximize their impact?
Behavioral insights are universally applicable—whether in finance, sales, leadership, or team development. Every person’s decision-making style, communication approach, and work preferences impact business success.
At DNA Behavior, we’ve built a database of over 4,000 behavioral insights inside our DNA Web App, providing businesses with powerful decision-making data. However, sometimes firms need something even more tailored to their specific workflows, teams, or business models. That’s why, in 2024, we launched the Custom Report Studio—a dedicated team helping businesses design personalized behavioral reports.
Read Our 2025 Update to learn how businesses are using the Customer Report Studio.
The Challenge: Maximum Impact’s Need for Custom Sales Insights
Maximum Impact, a trusted DNA Behavior Partner, recognized the need for a custom behavioral report to enhance their Combine program—a solution designed to help sales teams make smarter, data-driven decisions.
As a partner, Maximum Impact already leverages DNA Behavior insights with their enterprise clients, including major global financial services firms. However, they needed a seamless way to deliver tailored reports inside their web app, ensuring sales teams had on-demand access to behavioral insights without disrupting their workflow.
Beyond their enterprise clients, Maximum Impact also wanted the flexibility to expand the reach of this report to their affiliate customer base, allowing more organizations to benefit from behavioral insights in their sales strategies.
A Seamless Custom Report Built for Maximum Impact
Our Custom Report Studio team collaborated with Maximum Impact to develop a report that aligns with their enterprise client needs.
This new custom report is fully integrated inside Maximum Impact’s web app, giving their clients instant access to behavioral insights without switching platforms or juggling multiple logins. It provides sales teams with a deeper understanding of their clients, helping them tailor their approach and close more deals with confidence.
View the Custom Report we developed for Maximum Impact.
By embedding this report directly into their system, Maximum Impact ensures that the insights are not just available, but actionable. Sales professionals can access data when they need it most—right before meetings, during deal negotiations, or while refining their sales strategies.
Expanding Reach and Driving Sales Success
This integration empowers sales teams to make more informed decisions, align sales strategies with behavioral data, and ultimately drive more deals. It helps them understand their clients on a deeper level, improve communication, and build stronger relationships.
For Maximum Impact, this report also represents a strategic growth opportunity. Not only can they deploy it to their enterprise clients, but they can also offer it to their broader affiliate customer base. This creates a scalable model for delivering behavioral insights to even more businesses, helping organizations optimize their sales performance at every level.
By leveraging DNA Behavior’s technology, Maximum Impact continues to lead in helping financial services firms and other businesses enhance their sales effectiveness through customized behavioral data.
The Future of Custom Reporting
Businesses no longer need to settle for one-size-fits-all reports. With DNA Behavior’s Custom Report Studio, companies can create tailored, data-driven solutions that directly impact sales success. Whether you're an enterprise firm, a partner like Maximum Impact, or a growing business, custom behavioral reporting is the key to unlocking smarter sales decisions.
Ready to design your own custom report?
Book a Call with our team to learn more about what's possible with the Custom Report Studio!
Hugh Massie : June 19, 2023
Ryan Scott : February 13, 2025