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What’s New |
Sales Enhancements Maximize time, maximize revenue, and maximize 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 customize quotes > Improved Sales Dashboard > Management dashboards help start each day with a visual check on opportunities, leads, cases etc. Microsoft Platform Additions and Enhancements Maximize the Microsoft platform and maximize 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 Vista Gadgets - NEW
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