Max - Datasheets

Maximizer CRM continues to be the leading, simple, accessible, adaptable customer relationship management (CRM) solution for small and medium-sized businesses. More than ever, Maximizer CRM 10 gives you your choice of access whether in the office, at home, or on the road. It adapts to the way you work, and grows as your business grows.

Rely on Maximizer CRM to maximise revenues, maximise customer satisfaction, and

maximise every single day; Simply Successful CRM.

Web Access Improvements

Improved, faster Web Access for employees and administrators to access critical customer information wherever you are:

Single sign-on with Windows Authentication
Improved email integrated with Microsoft Exchange and other email servers
Improved collaborative calendar
Territory management
More flexibility of user views with column set-ups
User preference management
Remote, web-based administration of users, custom fields, modules (sales, marketing, customer service), and database

More Mobile Device Access Options

More access with mobile devices work with the devices that fit your business.

More Mobile Device Access Options: Get Maximizer CRM for your BlackBerry or Windows Mobile device – NEW

· With MaxMobile for BlackBerry, access and update contacts, leads, tasks, appointments, sales opportunities, and customer service cases from anywhere

· Installed on your device for offline availability, with wireless and wired synchronisation back-and-forth with Maximizer CRM (does not require the BlackBerry Enterprise Server)

· Define pre-set list to synchronise critical information while on the road

· Supports 7000 and 8000 series, including Pearl devices

Windows Mobile® devices

· With MaxMobile for Windows Mobile, access contacts, leads, tasks, appointments, sales opportunities and customer service cases from anywhere

· Installed on your device for offline availability, with wireless and wired synchronisation back-and-forth with Maximizer

· Define pre-set list to synchronise critical information while on the road

· Supports various Windows Mobile and SmartPhone devices (including MotorolaQ, Samsung BlackJack, and others)

Improved Wireless Web Access

· When you don’t want to install and synchronise directly to your device, Wireless Web Access option offers instant access to all contact, leads, tasks, appointments, and opportunities through a wireless web browser on any device

· Improved search & retrieval, and integrated calendar view

· Supports any web-enabled handhelds, including Palm and Nokia devices

Sales Enhancements

Maximise time, maximise revenue, and maximise team performance with enhancements in the sales module.

Territory management – NEW

· Effectively manage territories, re-assignment of accounts when teams change

· Automatically assign leads and accounts based on territory rules

· Track leads and customers by territory with out-of-the-box territory-based reports

Quote management – NEW

· Manage products, quotes and orders linked to sales opportunities to accurately track the entire sales and purchase cycle

· Integrated with Microsoft Word to format and customise quotes

Improved Sales Dashboard

· Management dashboards help start each day with a visual check on opportunities, leads, cases, and more

Microsoft Platform Additions and Enhancements

Maximise the Microsoft platform and maximise both your technology investments and your IT staff resources.

Microsoft Dynamics™ GP (formerly Great Plains®) integration - NEW

· New out-of-the-box integration with Dynamics GP provides 360° view of the customer by linking customer records from Maximizer CRM directly with their financial information

· With Accounting Link, view and create transactions, invoices, quotes, and purchase orders directly from Maximizer CRM

SQL Server Express – NEW

· Maximizer CRM now supports the SQL Server Express database

· Free, lightweight, fast, embedded deployment, robust security with zero administration requirements

SQL Reporting Services – NEW

· New support for SQL Reporting Services and out-of-the-box reports

· New Microsoft platform for creating, managing, delivering traditional and interactive reports

Vista Gadgetsx - NEW

· One-click access from the desktop to Address Book to search contacts and leads; Sales Dashboard to get at-a-glance view of team performance

On-Demand Sales & Professional Coaching – NEW

In today’s fast-paced, information hungry workforce, your staff needs the right information at the right time. Tips on how to negotiate a deal, advice on time management, or guidance on team leadership the world’s foremost motivational speakers in sales and professional development are now at your fingertips.

Through CanDoGo, get instant access to sales & business know-how to equip teams to succeed in areas including: overcoming objections, creating winning proposals and presentations, teamwork skills, effective communication, leadership, and more
Authors and experts include Zig Ziglar, Brian Tracy, Stephen Covey, Tony Parinello, Tom Hopkins, Denis Waitley + dozens more
In-context, relevant knowledge in text, audio, video through Maximizer, Outlook, or online

Maximise User Productivity

When you’re a growing business, we know that every minute counts, and that’s why we’ve made performance enhancements to the calendar, email, and other modules that staff use daily. To help you and your staff maximise every single day.

Business Calendar & Tasks Enhancements

· Collaborative calendar, including Microsoft Exchange users and support for multiple client contact scheduling

· Appointment categorisation by product/service for improved business activity and performance tracking

· Sort Tasks for quickly following up on priority calls and deals

Outlook™-Integrated Email

· Improved integration directly from Outlook to Maximizer

· Spell-check in HTML email

· Record logging preferences

My Work Day home page

· Improved daily dashboard

· Flexibility for business users to choose what information is displayed

Address Book contacts and leads

· Improved duplicate checking (email & phone field)

· Global edit for adding, modifying, and now deleting user-defined field values

Business Visibility Enhancements

When you’re in a competitive market, maintaining a pulse on your business gives you the power to optimize team performance and stay ahead of the competition. More out-of-the-box reports and dashboards, and more flexibility give you the power to visualise and maximise success.

Improved daily Dashboard view for managers
Support for Microsoft SQL Reporting Services (SRS) for creating, managing, delivering traditional and interactive reports
Office 2007-like user experience to make reporting more approachable to users of all skill levels with Radius 90
More Maximizer reports including time management report to manage team schedules by product
Crystal Reports more reports out-of-the-box for quote management and system administration
SRS Reports new reports out-of-the-box for campaign management, lead summary, and customer service case assignment
New Alerts more pre-configured email alerts to be notified when there are significant business events that you need to be aware of, including: changes in territory assignment, outstanding quotes about to expire, cancelled orders, short orders, and high performing campaigns based on associated sales opportunities

Marketing Module Enhancements

Maximise results and ROI with enhancements in the marketing module.

Track in-progress and won sales opportunities by campaign for better tracking of marketing ROI, helping you make smart decisions on marketing investments
See response rates to marketing campaigns at a glance
Collect data from web forms directly into Maximizer CRM, including any custom fields; use for online lead data collection, event registration, online surveys, and more

Tightened Security and Improved Administration

Maintain control and ease administration of your CRM system with improvements in these areas.

Full and read-access security levels for all data types
More control over individual user security rights, including importing/exporting, transferring, and administration
Improved control over user-defined (custom) field de-activation and visibility to users
Additional administrator role for temporary or regional administration with added control over permissions for security
Support for multiple database synchronisation through MaxExchange

Architecture Built for Integration

Maximise productivity of your developers or partners with easier customisation using the updated architecture built for integration.

New web services architecture enables standardised faster integration
New meta data layer with interface customisation utility for easier integration and field label changing in the interface to suit your business and industry
Windows authentication mode for SQL Server
Now based on .NET Framework 3.0

Get Maximizer CRM today and get Simply Successful CRM