Maximizer Overview
(2MB pdf Option)
Maximizer CRM Features
• Access options: Mobile smartphones, Web, Windows Desktop,
• Remote Synchronisation
• Account and contact management
• Time management
• Task management and automation
• Sales force automation
• Sales forecasting
• Marketing automation
• Email marketing
• Customer service management
• Microsoft Office integration
• Outlook & Exchange synchronisation
• Accounting integration
• Business Intelligence
• Workflow automation
• Partner relationship management
• eBusiness
Attract Prospects, Be More Productive, Increase Repeat Business
Maximizer Software are the leading provider for proven and affordable Customer
Relationship Management (CRM).
For over 20 years, Maximizer CRM has been the software solution of choice for small to
medium-sized businesses, and larger enterprises. With more than 120,000 customers
and over one million licenses sold across a variety of industries, Maximizer CRM has
helped companies like yours maximize revenue and deliver the level of customer
satisfaction that earns repeat business.
CRM is a company-wide business strategy designed to reduce costs and increase
profitability. CRM brings together information from all data sources, internal and
external, to give a real-time holistic view of each customer. This allows customerfacing
employees the ability to make quick and informed decisions, the ability to
identify opportunities and produce effective targeting for different functions.
Maximizer Software fuels your business success with simple, accessible, adaptable
CRM (Customer Relationship Management) that provides the best value in the
market. Built to maximize business productivity, Maximizer CRM is richly featured
and easy to use and maintain. It consolidates all contacts, action items, business
communications, forecasts, reports and results into one central hub, making
information widely accessible throughout your organisation, yet precisely controlled
to suit your requirements.
Sales
Increase productivity and effectiveness to maximize your wins
Engage customers with a responsive, timely sales approach
From quote to contract, sales executives and frontline sales professionals face the challenge of higher
customer and prospect demands, greater competition and economic uncertainties. Gain an edge
over competitors and equip your team with the most beneficial sales force automation solution
that provides access to customer and sales information — when they need it, wherever they are
Revenue growth is an ongoing challenge for sales managers and representatives. Providing the
right leads and customer information can make the difference between closing deals and losing
them. Maximizer lets you:
• Automate lead generation and management for more productive sales activity
• Work collaboratively using your own proven sales methodology supported by shared technology
• Manage accounts effectively, building deeper customer relationships that last longer
• Increase productivity through real-time data access, faster report generation and easier record administration
• Drive more sales through channels using Partner Relationship Management
• Understand the internal structure and relationships within your client’s own organisation
• Administer accounts more effectively by defining fields to reflect your sales process
• Improve sales management through a more transparent sales pipeline and better forecasting
Measure performance and potential
With an executive dashboard, managers begin each day with a visual health check on leads,
opportunities and deals in progress.
• Monitor individual performance with real-time metrics and alerts, including call statistics, lead follow-up status and win/loss analysis.
• Analyse opportunities and adjust strategy accordingly with instantaneous reports that deliver insight through sales pipeline funnels, lead summaries and forecast analysis.
• Customise your own reports with leading business intelligence tools including Crystal Reports and Microsoft SRS, or utilise over 175 pre-formatted reports.
• Manage products, quotes and orders linked to sales opportunities to accurately track the entire sales and purchase cycle.
Marketing
Target precisely to maximize response & ROI
Thanks to the powerful, built-in campaign manager and email marketing engine, you can validate
and execute more targeted, cost-effective campaigns. Spend marketing dollars wisely by measuring
results and redirecting resources to initiatives that generate proven returns.
Fill the sales pipeline with targeted leads
Cost effective marketing is a mission-critical goal in today’s business environment. Using our
solution, your marketing department can:
• Manage customer and prospect data accurately to create better targeted campaigns
• Communicate quickly and cost-effectively through the most appropriate channel, from e-mail, text or HTML to direct mail
• Automate processes and alerts, ensuring leads are responded to promptly and appropriately
• Plan complex marketing projects efficiently using workflow to empower every member of the team
• Demonstrate return on investment through detailed campaign tracking
• Track response to each campaign with automated campaign reporting, including open rates and click-throughs
• Ensure compliance with data protection regulations using do-not-solicit functions with enhanced data security
• Profile prospects and customers more effectively using multi-level, user-defined data fields
Customer Service & Support
Resolve issues faster to maximize your customer satisfaction
Shape your customer’s experience by providing your service and support teams with the information
and tools to interact and resolve issues quickly and efficiently. Satisfy customers by delivering exactly
what they need, when they need it, helping them to become self-sufficient. Leverage new-found
customer confidence to cross-sell, up-sell and promote repeat business.
• Automate processes, such as case assignment and notification, to keep you ahead of customer expectations
• Track customer service issues and assign appropriate resources
• Manage the delivery of resources more effectively to drive up productivity
• Enable customer self-service via secure Web portals
• Access real-time sales and marketing information to support cross-sell and up-sell initiatives
• Link to a central Knowledge Base to resolve issues faster
• Escalate customer service issues to the appropriate specialist and resolve cases more rapidly
• Control service resources through effective tracking of billable hours and rates according to service level agreements
• Deliver personalised communications to customers throughout the sales cycle
Mobile CRM
Reduce sales downtime, increase customer face time, win more deals
Your customers today have greater expectations than ever for rapid response. People in your
organisation — field sales and service staff , mobile professionals, and executives — need the right
information at all times to respond to these demands.
Mobile devices, including BlackBerry,® Apple® iPhone,™ Windows Mobile,® and other popular
smartphones have become critical tools to compete effectively. Now, with Maximizer Mobile CRM,
you and your staff can go beyond reading and reacting to email — and be proactive about managing
your customers and winning more deals. Your laptop or Internet connection is not always available
when you need to look-up the status of an account’s last service call, review the latest proposal, or
check notes from the last phone call with a prospect. Don’t let this hinder your mobile staff from
succeeding in the field.
Equipping your staff with mobile CRM software gives you the edge over your competitors with
access to accounts, sales deals, service cases, and schedules while on the road. No more waiting for
a laptop to boot up, or fumbling through account notes before an important sales call.
Empower your staff with Mobile CRM today to:
• Get the edge on your competitors and win more deals
• Reduce staff downtime and increase field productivity with access to customer information at all times
• Increase customer face time by reducing time spent on administration in the office.
• Build customer intimacy by reviewing up-to-date customer details before a meeting
• Improve sales forecast accuracy with real-time updates from the field
• Increase CRM data accuracy: an easy-to-use interface on a familiar mobile device increases the likelihood that sales reps will update customer information
Maximizer Mobile CRM enables you to stay on top of your game with complete access to the critical
customer and prospect information you need — anytime, anywhere.

