What’s New (Entrepreneur & Team editions) (2MB pdf Option)

Top 11 reasons to upgrade:
Includes new features and key enhancements in the following areas:
1. Improved User Interface
2. Advanced Sales Opportunity Management1
3. Column Set-Up and Searches based on Address Book Entry Fields
4. Associated Column Views for Searches & Lists
5. Sales Email Templates
6. Conditional Color Highlighting
7. Custom Actions Tab
8. Mobile CRM Real-Time Data
9. Mobile CRM Multi-User Support
10. Mobile CRM Support for Voice, Video & Image
11. Mobile CRM Multi-Point Mapping & Route Planning

Maximise your time, target the right prospects, increase sales. Building on a track record of more than 20 years of success, Maximizer™ CRM 11 Entrepreneur & the NEW Team Edition provide simple, accessible, high-value sales and contact management for individuals and small businesses. They enable companies to access critical information — in the offi ce or on the road — to target the right prospects, build customer loyalty and increase sales. We’ve equipped the latest Maximizer CRM 11 Entrepreneur & Team Editions with a new, intuitive interface and intelligent features and enhancements to make working productively easier than ever.

Entrepreneur Edition is designed for individuals or up to fi ve users working together in a networked environment. Team Edition is designed for groups of 5-50 users, also working in a networked environment, where more advanced sales opportunity management and collaboration is required. Team Edition also includes MaxMobile for BlackBerry®, as well as one full year of technical support and upgrade assurance.

A Team Approach to Sales
Key Insights & Focused Teamwork to Increase Sales
• Enjoy optimised usability through a modern, intuitive interface that’s easy to navigate, especially for those familiar with the Microsoft® Office® suite of products.
• Manage Sales Opportunities more effectively by focusing on the deals that have the highest potential, with an accurate view into your pipeline and the performance of individual reps and sales teams.
• Build stronger collaboration on sales deals by creating Sales Teams within Maximizer CRM to focus on assigned Sales Opportunities.
• Categorise and prioritise your most important information — Leads, Sales Opportunities, Tasks and Appointments — with Conditional Color Highlighting that extends to column reports to visualise the most valuable customers to your business.
• Increase efficiency of your customer list management with faster searches and view the information the way you want it, by associating specific Column Views to Catalog Searches and Favorite Lists.
• Find the most relevant information faster in HTML-rich notes for easier viewing, formatting of records and hyper-linking to online information.
• Focus in on critical information by tagging and highlighting the Notes that are most important to your team.
• Collaborate with national or international teams with time zone support in appointments and tasks.
• Leverage the included Microsoft® SQL Server Express 2008 SP1 (4GB limitation). With Team Edition you have the option of using your existing Microsoft® SQL database.

Effective Communication & Time-Management
• Merge customer information with quick sales email templates to enable efficient and timely follow-up.
• Leverage merge fields to maximise your productivity by sending personalised, tailored messages to a number of customer records or to a saved list.
• Create your own email templates to use for prospecting, follow-up, welcoming new customers or any other activity.
• Gain greater insight from Incoming vs. Outgoing Call reports to effectively manage sales resources.
• Save time by including external contacts on meeting and appointment notifications.
• Minimise data entry time with pre-populated information in select fields of a new prospect or customer record.
• Set up and access shortcuts to your most commonly used series of commands with the Custom Actions Tab on the Quick Access Toolbar.

Maximum Mobility
Access & Collaboration
• Deploy MaxMobile on your field sales and service staff’s BlackBerry® smartphones quicker and easier than ever, for a seamless start.
• Get real-time online access to entire Maximizer CRM database content including Sales Opportunities.
• Enable collaboration among team members on the road to set up multi-user appointments, assign Tasks, and update Sales Opportunities.
• Save time by creating Maximizer Appointments, Hotlist Tasks and Sales Opportunities directly from a BlackBerry® Address Book entry.
• Work efficiently, saving BlackBerry® emails to Maximizer CRM. Save Address Book entries with one-click to Maximizer CRM and vice-versa.

Increase Productivity and Optimise Sales Resources
• Navigate quickly and easily with the new tab-based interface for BlackBerry® smartphones.
• Elevate the level of communications and information kept on record with video, voice and image capture and storage in Maximizer CRM.
• Plan your optimal day of appointments and activities by mapping multiple customers to your BlackBerry® GPS to get turn-by-turn directions.
• Maximise productivity by focussing on priority tasks and activities with View and Filter menu options showing the status of Activities and deadlines for Hotlist items.
• Retrieve contacts and Sales Opportunities for the current entry directly from the Address Book window.
• Manage tasks more effectively by seeing the contact record associated with the activity.
• Set-up appointments quickly with a view of availability of a selected list of users, locations and resources.
• Receive and send automatic email notifications for appointments and Task assignments.
• Manage documents associated with an Address Book entry or Opportunity with the ability to open and filter by type and age.
• Improve productivity in the field by viewing, creating and editing new documents on your BlackBerry®.