Version Comparison. Maximizer CRM 12 Winter Version Comparison Chart. Performance, Usability, Simplicity Enhanced

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Version Comparison

Maximizer CRM 12 Winter Version Comparison Chart

Performance, Usability, Simplicity Enhanced

The Winter release of Maximizer CRM 12

continues to build on the theme of enhanced

performance, usability and productivity while

maintaining Maximizer’s position in the

market as a simple and easy to use CRM for

small to medium businesses and enterprise

organizations.

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Version Comparison

The Maximizer CRM 12 Winter release provides new features and enhancements.

The following chart provides a comprehensive comparison of new and/or enhanced features and

capabilities of the Maximizer CRM 12 Winter 2012 release with previous versions of Maximizer.

Mobile Access

User Features

Maximizer CRM 12* _{Maximizer CRM 11} _{Maximizer CRM 10/10.5}

Mobile Access for Tablets (iPad,

Android Tablets, Blackberry Playbook)

ü

Mobile Access for Smartphones

(Phone, Android, Blackberry)

ü

Automatic Login Option for Quicker

Access

New in Maximizer CRM 12 Winter Edition Quick Search

_ü

Additional Search Options (by Cases,

by City, by State and by Zip)

New in Maximizer CRM 12 Winter Edition Customizable Column Views (for

Tablets)

ü

Open and Share Documents

_ü

Create Shortcut on Device

Homescreen

ü

Shortcut to Email/Call-in List View

(for Smartphones)

ü

Multi-User Appointments

_ü

Manage Key Fields

_ü

Send Emails

_ü

Manage Appointments

_ü

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Version Comparison

Sales

User Features

Opportunities Following Tab in Address Book and Hotlist Modules

New in Maximizer CRM 12 Winter Edition1

Better Linkage between Contacts

and Associated Account Manager

ü

Web Lead Capture

_ü

1

Set Relationships between Accounts

(Related Entries)

ü

1 Windows Only Windows Only

Capture Campaign Sources for Leads

and Opportunities

ü

Sales Quota Management2 _Improved

_ü

Email Merge Fields Improved

_ü

Email Merge Templates Improved

_ü

Sales Opportunity Monitoring

_ü

Marketing

User Features

Web Lead Capture

_ü

1

Campaigns ROI Management

_ü

Automated Campaign Templates

_ü

Campaign Response Metrics Improved

_ü

Built-In Marketing Reports Improved

_ü

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Version Comparison

Customer Service & Support

User Features

Maximizer CRM 12 Maximizer CRM 11 Maximizer CRM 10/10.5

Customer Service Following Tab in Address Book and Hotlist modules

New in Maximizer CRM 12 Winter Edition Web Links to Knowledge Base Articles

_ü

Notifications Improved

_ü

Email Merge Fields Improved

_ü

Business Productivity

User Features

New Address Book Interface for Improved Performance and Usability

One Click to Map from Contact Address

Quick Access for Frequently Used Saved Searches and Favorite Lists

New Details Tab for Contact Info for Hotlist Module

Activities Following Tab for Address Book Module

Retrieve Address Book Entries from Selected Opportunity or CS Cases

Windows Only Windows Only Context Video Help New in Maximizer CRM 12

Winter Edition1

Quick Search

_ü

Customer Timeline

_ü

1

New Administrator, New Users

Introductory Videos

ü

1

Contacts Following Window

_ü

1 Windows Only Windows Only

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Version Comparison

User Features

Automated Sending of Outgoing

Emails to Different Email Inboxes

ü

1

Retrieve Opportunities and Cases

_ü

1

Appointment Reminder Email Messages

Improved in Maximizer CRM

12 Winter Edition

ü

Quick Updates to Documents in the

Company Library

ü

1

Improved Display of Task Originator

_ü

1

Task Dependencies and Sequencing

in Action Plan

ü

Appointment Management with

Accounts (non Maximizer users)

ü

Web Links to External Documents

and Social Media Profiles

ü

Social Media Profiling – LinkedIn

Integration

ü

Customizations

User Features

Data Access Web Service API New in Maximizer CRM 12 Winter Edition1

Web Following Grid Integration Framework

Label Customization per User New in Maximizer CRM 12 Winter Edition Customizable User Profile such as

Email, Address and Photo

ü

1

Customize Which Following Windows

to Display

ü

1

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Version Comparison

User Features

Upload Photos for Accounts

_ü

1

Easily Switch Views between Individual or Teams’ Customization Settings (Saved Searches, Column Views, Favorite Lists)

ü

Coloring Rules

_ü

Duplicate Record Checking Improved

_ü

Expanded Key Fields Customizations

and Display Options

Improved

_ü

Business Intelligence

User Features

Web Reports – Sales Funnel, Users’ Activity, Incoming vs. Outgoing Phone Calls, Email Campaign Response Metrics, Customer Service Workload Reports

ü

1

SQL Server Reporting Services (SSRS)

_ü

1

Dashboards Improved

_ü

Drill Down to Specific Slices of Pie and

Bar Graphs in Dashboards

ü

1

Single and Multi Value Grouping on

Dashboards

ü

Increased # of Columns in

Dashboards List Control

ü

Share Dashboards via Email

_ü

1

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Version Comparison

Usability Enhancements

User Features

Type Ahead in List View

_ü

1

Right Click Contextual Menu in All

Modules

ü

1

Keyboard Navigation in Main List

View

ü

1

Easier Retrieval of Mobile Access URL

_ü

1

Shortcut for Key Fields Setup

_ü

1

Associate Column Views to Saved

Searches and Favorite Lists

ü

Support for International Time Zones

_ü

Integrations

User Features

Word Add-In Enhanced Look & Feel in

CRM 12 Winter Edition

ü

64-bit Word Add-in New in Maximizer CRM 12

Winter Edition Instant Label & Envelope Merge in

Word

New in Maximizer CRM 12 Winter Edition Word Merge Usability Improved

in Maximizer CRM 12 Winter Edition Save Documents to Maximizer Entries

During Word Merge

Save Any Word Document to Maximizer Entries

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Version Comparison

User Features

64-bit Outlook Add-In New in Maximizer CRM 12 Winter Edition1

Auto-Save Emails

_ü

1,2

Contacts Synchronization between

Outlook and Maximizer

ü

1

Saving Emails to Maximizer without Creating Duplicates

Saving Emails to Maximizer Contacts

_ü

1

Saving Emails to Maximizer

Opportunities

ü

1

Saving Emails to Maximizer CS Cases New in Maximizer CRM 12 Winter Edition1

Maximizer and Outlook Calendar

Synching

ü

1

MaxMobile for Blackberry

User Features

Favorite Lists Support

_ü

Appointment Notifications & Support

_ü

Filters for Notes and Documents

_ü

Organizing Saved Searches and

Favorite Lists

ü

Real-Time, Multi-User Updates

_ü

Video, Voice and Image Capture to

Accounts

ü

Edit and Manage Documents

_ü

Maps Integration

_ü

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Version Comparison

User Features

Multi-User Appointments

_ü

Integration with Maps

_ü

OS Support and Additional Features

User Features

Windows 8 Support New in Maximizer CRM 12 Winter Edition Internet Explorer 10 Support New in Maximizer CRM 12

Winter Edition Android 4.0 Support for Mobile

Access

New in Maximizer CRM 12 Winter Edition iOS 6 Support for Mobile Access New in Maximizer CRM 12

Winter Edition All Access Licensing (Windows

Desktop, Web and Mobile)

ü

Optimized Ribbon Style Interface

_ü

Support for Internet Explorer &

Firefox

ü

Improvements to SQL Express Storage Capacity

10GB 4GB

* – Maximizer CRM Live automatically updates to the latest features. Maximizer CRM 12 Web Access and Maximizer CRM Live have similar key features 1 – New for Web Access only

2 – Only available in Enterprise Edition and Maximizer CRM Live

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