Maximizer CRM Overview

Maximizer CRM

Overview

www.max.co.uk www.maximizer.eu

Maximizer Software is the leading provider of simple, accessible and affordable Customer Relationship Management (CRM) software solutions. Since 1986 Maximizer has been helping businesses increase sales, generate high quality leads, and raise productivity and revenues, while delighting customers.

Maximizer’s software centralises customer information to organise, automate and streamline business processes, helping organisations to reduce costs while understanding, anticipating and responding to customers’ needs in real time.

Maximizer All Access allows sales, marketing and customer service staff to make quick, informed decisions, manage contacts, increase sales and improve customer retention by delivering reliable customer and prospect insight from your desk, on-line via the web or on the move from mobile devices.

As your business grows, you need to enable staff collaboration to attract more prospects, increase sales and retain loyal customers. To grow your business and continue to service your existing customers effectively, you need Maximizer CRM. In addition to contact and schedule management, this integrated solution streamlines Sales, Marketing and Customer Service & Support. With All Access licensing, leverage unparalleled convenience and access to your critical customer information, through your Windows Desktop, a Web browser and your mobile smartphone. Maximizer CRM 11 delivers a complete, robust solution – when and where you need it. Optimise your level of productivity, performance and profi tability with intelligent features and advanced functionality.

Company Overview

Maximizer CRM 11 Features:

 Account and contact management  Time management  Task management and

automation

 Sales force automation  Sales forecasting  Marketing automation  Email marketing

 Customer service management  Microsoft Offi ce integration  Outlook & Exchange

synchronisation  Accounting integration  Business Intelligence  Workfl ow automation  Partner relationship management  eBusiness

Sales

Increase productivity and effectiveness to maximise your wins

Maintain sales momentum, track and measure individual and team performance and generate accurate forecasts.

Engage customers with a responsive, timely sales approach

Gain an edge over competitors and equip your team with the most effective sales force automation solution that provides access to customer and sales information — when they need it, wherever they are.

 Update customer, lead and sales information through multiple access options —

Window’s Desktop, through a web browser or on handheld devices (BlackBerry®_, Windows Mobile®_{, Apple}® _{iPhone,™ or other devices).}

 Access popular programs directly from within Maximizer CRM, such as Microsoft®

Outlook® _{for email, calendar and tasks; Word}® _{for letters and quotes; and Excel}® _for importing data and exporting reports. Review customer activity, account status and fi nancial history by integrating Intuit® _QuickBooks®_{, Microsoft Dynamics™ GP or} Sage Line 50.

 Document the entire history of each customer’s lifecycle — tracking conversations,

transactions and incidents to help deliver greater value over time. Measure performance and potential

With wizard-driven dashboards, managers begin each day with a visual health check on leads, opportunities, deals in progress, and sales quotas.

 Gain actionable insight by checking your personalised dashboard for a visual snapshot

of sales leads, opportunities and account status.

 Stay updated on team, territory and individual performance, ensuring accountability

and the required level of motivation within your sales organisation.

 Keep tabs on your biggest deals by staying alerted to important changes in their

status.

 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 utilize over 175 pre-formatted reports.}

 Manage products, quotes and orders linked to sales opportunities to accurately track

the entire sales and purchase cycle.

Optimise sales resources to make the most of talent and expertise

Increase close ratios by modeling best sales practices that guide salespeople through a proven process.

 Apply sophisticated, custom methodologies to better manage unique opportunities,

or take advantage of simple Action Plans and built-in templates that keep straightforward deals moving ahead.

 Drive more sales through channel partners with Partner Relationship Management

lead assignment and forecasting.

 Automatically assign leads and accounts based on territory rules ensuring that high

potential opportunities fl ow to the appropriate teams and reps.

 Track the progress of deals in the pipeline with territory reports.

Sales Quota Management: At a glance view of

sales targets and individual and team performance

Wizard-Driven Dashboards: Easy to set up and

modify, key performance indicators provide real-time insight into your business

“Through Maximizer CRM, the team are now able to target the right people at the right time, which gives a real sales buzz, and ultimately helps win more sales. So much so that we have seen an increased profi t of around 25% per month”

Marketing

Target precisely to maximise response & ROI

Thanks to the powerful, built-in campaign manager and email marketing engine, you can validate and execute more targeted and cost-effective campaigns. Spend your marketing

budget wisely by measuring results and redirecting resources to initiatives that generate proven returns.

Fill the sales pipeline with targeted leads

Make the most of every opportunity and ensure solid follow-up every time, by tightening up the tactics of your email-based marketing.

 Target customers and prospects quickly with relevant content using easy profi ling and list management.

 Send and track HTML or text; email, fax, and print campaigns.

 Comply with privacy, do-not-call and anti-spam legislation with out-of-the box, system enforced safeguards.

 Set-up automated processes for lead management, such as automatically responding to web enquiries with a series of emails and alerting the appropriate sales representative to follow up. Collect data from web forms directly into Maximizer CRM, including any custom fi elds.

Improve marketing productivity and identify what works

Automatically calculate campaign ROI — instantly see conversion rates, evaluate the cost of customer acquisition and interpret response rates to focus on what’s working.

 Track the progression and outcome of opportunities by campaign to determine the link

between targeted marketing and closed deals.

 View campaign response rates at-a-glance to identify which tactics are most successful.  Keep track of important campaign details and deadlines by assigning step-by-step

action plans to team members.

Customer Service & Support

Resolve issues faster to maximise 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 effi ciently. Satisfy customers by delivering exactly what they need, when they need it, helping them to become self-suffi cient. Leverage new-found customer confi dence to cross-sell, up-sell and promote repeat business.

 Automate processes, such as case assignment and notifi cation, to keep you ahead of

customer expectations.

 Track customer service issues and assign appropriate resources.  Manage the delivery of resources more effectively to drive 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. “Maximizer allows us to offer our

customers a loyalty programme and to conduct direct marketing activities. These were not possible with the previous application that we were using. Maximizer was defi nitely the best choice for Zodiac as a CRM solution, when we factored in costs”

Philip Hughes, Marketing Manager Zodiac Pools

Execute effective email marketing: Run

All Access CRM

On Desk - On-line - On the move with Maximizer CRM

From your desk, home or on the road, Maximizer CRM delivers the critical customer insight you need, when you need it, how you need it and where you need it; Anytime, Anywhere, Anyhow. All Access from Maximizer CRM means organisations can deliver the rapid, relevant and personal response demanded by customers that is key to success in today’s competitive environment.

Provide seamless sales, marketing and customer service whether from a Windows desktop, or working remotely via the on-line Web Access or remote synchronisation facility.

Reduce down-time, improve productivity and get real-time updates. Field staff access customer, sales and service information with MaxMobile mobile CRM using today’s powerful, easy-to-use mobile devices and other smartphones.

Maximizer CRM for your Desktop

The new, intuitive interface means the Maximizer Windows desktop is fast and easy to learn, especially for those familiar with the new Microsoft® _{Offi ce}® _{suite of products. Maximizer}

provides the best value full feature CRM in its class.

Maximizer CRM Online

Log in anywhere using a secure, standard web browser. Maximizer Web Access presents the same user friendly interface and great functionality as the desktop software. Share the power of Maximizer CRM with Mac and Linux through Web Access support for the Mozilla Firefox browser

MaxMobile – Mobile CRM

Off site regularly, occasionally or just away from your desk? Mobile CRM gives you the ability to manage all aspects of your CRM via your BlackBerry®_{, iPhone}®_{, Windows}® _{Mobile or other}

smartphones and mobile devices

Collaboration

Allow teams to work together effectively by sharing information and documents through a Microsoft SharePoint portal.

Mobile CRM: Respond to customers on-the-fl y

Compare Maximizer CRM Editions

Maximizer CRM Editions

USER FEATURES Enterprise Edition Group Edition Team Edition Entrepreneur Edition

(Contact Manager)

General

Who it’s for Advanced CRM for

medium to large sized businesses

Full-featured CRM for small businesses

Sales & contact manager for small

businesses

Contact manager for entrepreneurs

Minimum # of Users 5 1 5 1

Maximum # of Users Unlimited 10 50 5

Product Upgrade Assurance Required Required Optional Optional

A

cc

ess Options

CRM for iPhone, Windows Mobile, Google Android, Nokia Wireless Access Wireless Access

CRM for BlackBerry MaxMobile MaxMobile MaxMobile MaxMobile

Web Access (including Firefox Support)  

Windows Desktop Access    

Remote Synchronisation  

MaxMobile Wireless Server    

Wireless Web Access  

Sales

Sales Force Automation Advancedi _{  }

Sales Executive Dashboard  

Sales funnel reports    

Lead Summary reports  

Opportunity management Advanced Advanced  

Opportunity monitoring (alerts)  

Sales Quota Management 

Sales Action Plans    

Territory management 

Real-time alerts (out-of-the-box) include lead status alerts,

changed forecast, and won/lost deals*  

Account management    

Interactive organisational charts  

Quote management  

Partner Relationship Management Add-on Add-on

Lead management and routing  

Sales forecasting    

Sales process methodology  

M

a

rketing

Marketing Automation Advancedii _

Email campaign respondent lists  

Campaign ROI calculator  

Lead Summary reports  

Marketing Action Plans (project management)  

Automatic campaign subscriber removal*  

Real-time alerts (out-of-the-box) include lead status alerts,

suspended & late campaigns.*  

Automated email campaigns  

Automated fax and print campaigns 

Campaign management  

Do-not-solicit enforced by system  

Email monitoring and automatic replies *  

Campaign failure alerts  

Web lead capture  

Customer segmenting with user fi elds    

Maximizer CRM Editions

USER FEATURES Enterprise Edition Group Edition Team Edition Entrepreneur Edition

(Contact Manager) C ust omer S e rvic e & Suppor t

Customer Service Advancediii _

Customer Service Executive Dashboard  

Overdue case, case billing, other reports  

Case creation based on incoming email  

Case management (routing, queuing)  

Case resolution  

Knowledge Base  

Real-time alerts (out-of-the-box) include case overload,

overdue cases, and status changes *  

Email monitoring and automatic replies*  

Service billing  

Customer self-service Add-on Add-on

Business P

roduc

tivit

y

Customer & Prospect Action Plans    

My Work Day (customisable home page) Advanced Advanced  

Email, tasks and calendar integration with Outlook    

Email, tasks and calendar integration with Exchange Server Add-on Add-on

Email templates with merge fi elds  

Maximizer toolbar in Outlook    

Import/export in standard formats    

Support for HTML email    

Accounting Link for Dynamics GP (formerly Great Plains) Add-on Add-on

Accounting Link for QuickBooks Add-on Add-on Add-on Add-on

Key user-defi ned fi elds    

Categorised and multi-level user-defi ned fi elds    

Mandatory fi elds    

Database searching with multiple criteria    

Duplicate record checking    

Calendar with product/category tracking    

Calendar for multi-user collaboration    

Calendar with resource & location management    

CTI (Computer Telephony) integration    

Task management    

Account notes    

Account documents    

Company-wide document sharing    

Letters, faxes with merge fi elds    

User confi guration of views    

Business I n telligenc e Dashboards   Reports: Crystal     Reports: SQL Reports  Reports: Web 

Workfl ow Automation Add-on Add-on

Partner Web Access Add-on Add-on

Customer Web Access  Add-on

Wo

rk

fl ow

Business activity monitoring & alerting * Add-On Add-on

Business process automation* Add-on Add-on

Automatic report distribution* Add-on Add-on

Maximizer CRM Editions

USER FEATURES Enterprise Edition Group Edition Team Edition Entrepreneur Edition

(Contact Manager) Ar chit ec tur e , S ecurit y & A dministration Web services   

Meta data layer through interface customisation utility   

Customisation Suite Add-on Add-on Add-on

Integration with Accounting API Add-on Add-on

Full & Read-Only access settings    

Field-level security    

Role-based security groups    

Support for Microsoft SMS for installation    

Administrator-controlled Live Update    

128-bit cipher public key encryption    

Administration reports    

Record global editing  

Windows Authentication Only for SQL Server  Single Sign-On for Windows Desktop Access 

Single Sign-on for Web Access 

Database SQL Server SQL Express SQL Server SQL Express

M icr osof t ® Technology Suppor t & I n te g ration

Calendar Integration with Exchange Server Add-on Add-on

Works with Outlook    

Works with Excel    

Works with Word    

Works with FrontPage  

Works with SharePoint  

Web Access with Internet Explorer  

Accounting Link for Dynamics GP Add-on Add-on

Accounting Link for QuickBooks Add-on Add-on Add-on Add-on

Accounting Link for Sage Line 50 Add-on Add-on  Add-on

Support for SMS for installation    

Built for .NET framework    

Integrates with Virtual Earth™ _{   }

©2010, Maximizer Software.

Technology Partners

Certifi ed Solution Provider

Why Maximizer CRM 11?

1. Simple & Quick to deploy, learn, use and maintain

2. Access Options through web, desktop and mobile

smartphones

3. Value. Best Value for a full-featured CRM, low total

cost of ownership

4. Expertise. More than 20 years as a pioneer and

leader in CRM.

Visit www.max.co.uk for:

 Information based on your role: sales, marketing,

service, executive, IT

 Information on CRM and Contact Management

 An overview of features and technology

 Online demos and free trial software

 White papers and webinars on CRM best practices

*Requires Workfl ow Automation powered by KnowledgeSync; add-on license fee applies.

i. Advanced Sales Force Automation features include territory management and advanced workfl ow events.

ii. Advanced Marketing Automation includes print and fax campaign management.

iii. Advanced Customer Service & Support Management module includes advanced workfl ow events.

UK & Eire

Asia

T: +(852) 2598 2888 E: [email protected]

Europe, Middle East, India