Mobile CRM (2MB pdf Option)

Wherever, Whenever, with Maximizer CRM Mobile Options

Today’s workforce is more mobile than ever. For these fast-paced workers, Maximizer™ CRM offers several options for mobile devices and smartphones, to access the information that keeps business moving forward while on the road.

Drive greater user adoption of your CRM system by giving your staff mobile CRM through powerful, easy-to-use mobile devices including BlackBerry, Windows Mobile and Palm. With real-time or offline access to customers, leads, schedules, tasks, sales opportunities, and customer service cases, you can truly mobilize a field sales or service force. Reduce downtime for field sales staff, empowering them to be productive wherever they are.

MaxMobile for BlackBerry® and Windows Mobile
MaxMobile installs directly on each device and synchronizes information back and forth as employees work to close deals, resolve issues and communicate with customers.
• Off-line availability and two-way synchronization ensures that information on PDAs and the desktop is always current.
• Wireless or wired synchronization of contacts, leads, notes, opportunities, cases, custom fields, appointments and tasks.
• Define a pre-set list of contacts, tasks and appointments or a date range for a specific time period to synchronize exactly what is needed.
• BlackBerry: supports 7000, 8000 and 9000 series devices , including Storm, Bold, Curve, Pearl, Pearl Flip; it does not require the BlackBerry Enterprise Server (BES)
• Windows Mobile: supports various devices including MotorolaQ, Samsung BlackJack, and other smartphones

MaxLink for Palm
• Synchronize Maximizer CRM with your Palm OS device’s pre-installed modules: Phone List, Date Book, To Do’s, Memo Pad and four custom fields.
• No extra software to install on your device

Wireless Web Access
• No software setup on the device
• Instant online access to all contact, leads, tasks, appointments, sales opportunities, documents, and mobile dashboards through your device’s browser
• Supports any web-enabled device

Maximizer CRM 10.5 Features
• 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 synchronization
• Accounting integration
• Business Intelligence
• Workflow automation
• Partner relationship management
• eBusiness
• Access options: mobile devices, web, Windows desktop, remote synchronization