Customisation Suite (2MB pdf option)

Key Benefits

·         Customise for right-fit CRM that models proven best practices for your industry

·         Adapt screens and actions to be as relevant and useful to individual users

·         Easily integrate to leverage information from other front and back-end systems

 

Customise CRM to Support & Accelerate Your Business

Maximizer CRM delivers exactly the CRM that fits to your organisation’s processes and people by supporting customisation at every level. Alter the software and interface to mirror business processes as they evolve.

Using familiar programming languages and industry standards to integrate with your front- and back office applications, IT professionals, Maximizer experts and certified solution providers can easily tailor Maximizer CRM to suit your requirements.

 

Designed from the ground up for customisation

Through an easy-to-use interface, developers and IT professionals have everything they need to integrate, customise and extend the power of Maximizer CRM.

·         Maximizer Web Service allows the easier exchange of information with Maximizer CRM over HTTP for standardised, faster integration with other web services ready applications.

·         With access to the meta-data layer through an easy-to-use interface customisation utility, easily create alternate captions for field labels on dialogs, windows and menus to customise to your industry.

·         Code examples in VB.NET and C# for creating custom program behaviors, windows and alerts, and integrating Maximizer Enterprise with other applications.

·         Create custom windows and tabs and implement them for both the Windows client and Web Access.

·         Enable integration and customised windows to work for both desktop and disconnected remote users with automatic third-party data synchronisation.

·         Connect to address book, calendar, customer service, notes, opportunities, phone and user-defined fields.

·         Access detailed documentation including Maximizer CRM data and table structures.

 

Model business best practices

Increase productivity by giving staff a centralised view of information from across multiple applications.

Create additional windows from accounting or other applications to answer customer inquiries, issues and concerns immediately without having to switch applications or check with other departments.

·         Customise Partner and Customer Web Access to fit your business.

·         Customise menu items, toolbar and window captions to personalise process interfaces.

·         Add custom tabs and action menu items to the existing address book, opportunities, service cases and marketing campaigns.

·         Give each department the flexibility to gather critical data with wizards to create custom fields and unique data entry forms.

·         Set up customised actions and notifications to staff and partners for email updates on case status.

 

Integrate with other front and back-office applications

·         Connect Maximizer CRM with other systems such as inventory management or ERP programs.

·         Take advantage of the Accounting API programming interface to integrate with accounting programs. Create an additional window for customer-facing staff to see the financial details of customer accounts, including past estimates & invoices, credit balance and limit.

·         Transfer data seamlessly between applications using XML.

·         Synchronise data from other applications into Maximizer CRM in real-time or at regularly scheduled intervals, such as nightly or weekly.

·         Schedule triggered data transfers to monitor applications for critical activities such as processed orders or late shipments.

 

Extend the functionality of Maximizer CRM with third-party products already available from Technology

Alliance Partners (TAP), including:

 

·         Add-on applications for specific industries

·         Quote software

 

Take advantage of industry standards

·         Visual Studio.NET

·         Visual Basic® and Visual Basic .NET

·         ASP.NET, Java, Java Script, C#

·           Access, Delphi and Visual C++®

·         XML for seamless data transfer

·         Use direct, native SQL updates for industry standard coding and faster customisation

·         Shipping software

·         Address verification software

·         COM library with over 35 objects, 900 functions, and data streams that open up the full power of Maximizer Enterprise to other applications

·         .NET Assembly

·         OLE and ActiveX®

·         DDE to transfer data to applications such as Microsoft® Word, Excel® or WinFax