Maximizer CRM 2015 Overview - A comprehensive look at Maximizer Software's latest CRM solutions
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Maximizer CRM 2015 Overview A comprehensive look at Maximizer Software’s latest CRM solutions
“The software just makes it easy in a fast
moving environment for everyone in the
organisation to know what is going on and
who is doing it”
Graham Inskip, Managing Director, Graham Lloyd Ltd
About Maximizer ISO9001 data centres, so whether it is
Key Improvements:
from your desk, online or on the move,
Good customer relationships are at via mobile devices like smartphones
the heart of business success. As a and tablets (e.g. iPad®), vital customer
pioneer in the Customer Relationship data and business intelligence is always Simplified interface for easy use
Management (CRM) industry for 25 accessible. This lets Management, Sales, and navigation
years, Maximizer has been helping Marketing and Customer Service staff Account and contact
businesses increase sales, generate high have rapid, reliable insight and make management
quality leads and raise productivity and quick, informed decisions in real time,
Improved key field and
revenues whilst delighting customers. helping reduce costs, increase sales and
personalised data view
improve customer retention.
Data legislation and anti-spam
However, to be successful in today’s
Quick to deploy, learn and use, administrator
difficult climate, organisations need to
be agile, flexible and having the ability to Maximizer CRM 2015 delivers a Data Auditing and data security
adapt quickly to changing requirements complete and robust solution, management
in a cost-effective, productive and centralising data whilst streamlining Enhance opportunities tab
secure way. business processes. Harnessing this Sales forecasting and automation
power allows you to rapidly optimise
Sales strategy planning
The latest generation of Maximizer CRM your level of productivity, performance
and profitability. Priority hotlist task planner
software has the ability to deliver these
benefits right across your organisation. Task management and
automation
Maximizer CRM software has been Task alarm and calendar
the SAVVY (Simple, Accessible, Value management
for money, Visionary, Your choice of Marketing automation
deployment) CRM choice for more New Email marketing text editor
than 120,000 customers of every
New Email marketing HTML
organisational size and in every industry
coding editor
across the world. With over 1,000,000
licences sold, the value from Maximizers’ HubSpot integration
simple, accessible and affordable Social media profiling
systems is tested and proven. Customer service management
VOIP and IM for outgoing calls
Available in Your Cloud, internally on Enhance Excel reporting tool and
your cloud server, hosted by a third templates
party data centre or hosted by one of
Maximizer’s global certified solution Dashboard business intelligence
providers, alternatively in Our Cloud, Microsoft Office and Outlook
via our Maximizer CRMLive solution, integration
accessible on your mobile, provides Workflow automation
the flexibility to access your critical Accounting integration and
corporate and customer information eBusiness.
when and where you need it via secure
Access your CRM system via
almost any mobile device and
benefit from comprehensive CRM
functionality on the move.
Anytime, anywhere, Maximizer CRMLive your own private cloud, significantly
streamlining costs.
anyhow Maximizer CRMLive provides the latest
version of Maximizer CRM software,
hosted within the UK, so our cloud Maximizer on-premise web access
Access Maximizer CRM at your desk - customers can rest assured that their Maximizer CRM 2015 can also be
online or on the move information is stored in a data centre deployed on-premise, via your own
This choice and flexibility of access with world-class reliability and security. internal web access server, ensuring all
options delivers the critical customer Maximizer underdoes comprehensive staff, whether in the office, working from
insight you need, when you need it, how ISO9001 penetration testing with each home, or on the road can access on the
you need it and where you need it - at major release to ensure our solutions most innovative and fully functioned
your desk, at home or in the field. meet stringent security standards. This CRM systems available, with the data
means you get access to your valuable accessible on your own in-house
Maximizer’s deployment options Maximizer CRM tools and functions servers.
provide you with the range of choice through the internet, anywhere,
you need in order to be treated as a anytime, anyhow, securely. Maximizer hosted by your selected third
unique business with unique needs. party data centre
Whether you require an on-premise In addition, we can offer you the If you already employ a third party data
web access CRM solution that has been ability to have your CRM hosted on a centre to securely host other cloud
the software of choice for savvy small to dedicated server, rather than sharing services and applications, maximize
medium-sized businesses and divisions with other companies, giving you peace your investment by installing your
of large enterprises for over 20 years, of mind that your data is secure and Maximizer web-access solution on your
or a feature rich and highly flexible allowing you to take advantage of existing third party infrastructure.
cloud-based solution, Maximizer has the combining other business software on
choice required to tailor a solution to fit your own private cloud, significantly Collaboration:
your needs perfectly. streamlining costs. Allow teams to work together effectively
by sharing information and documents
Whether you choose to host Maximizer Maximizer partner hosted via the through a Microsoft SharePoint® portal.
CRM 2015 in Your Cloud, internally on power of the cloud
your cloud server, or employ a third Adapting to the way you work, this
We can host your Maximizer CRM
party data centre, or hosted by one of access versatility means organisations
system via our extensive global network
Maximizer’s global certified solution can deliver the quick, relevant and
of Certified Solution Providers, so you
provider, or choose Our Cloud and personal response demanded by
can have the option of your data being
select to use our Maximizer CRMLive customers and rapidly adapt to
hosted in a location local to you – not in
solution, with Maximizer CRM you requirements in a productive and cost
another country.
have the flexibility to choose the best effective way.
solution for your business and your
In addition, we can offer you the
requirements reassured that your
customer data can be accessed by
ability to have your CRM hosted on a Business intelligence
dedicated server, rather than sharing
smartphone, laptop, tablet and desktop.
with other companies, giving you peace
Your options are: Interpret crucial metrics, turning data
of mind that your data is secure and
allowing you to take advantage of into information, into knowledge.
combining other business software on Make better decisions, faster with real
“It is difficult to imagine how we would function
without this invaluable tool to our business.”
Peter Hunt, Director, Multipix Imaging
time key performance metrics and basic, key and user defined fields, by issues for the self-service portal
reports delivering better understanding simply selecting the data fields to be Access real-time sales and marketing
and insight into your customers and included in the report, populating information to support cross-sell and
your business. Excel tabs review. up-sell initiatives
Use the new alarm panel to ensure
Simple dashboard wizards in all case actions are completed in a
Maximizer CRM 2015 allows you to Customer service & support timely fashion
get a big-picture perspective, or a
Link to a central Knowledge Base to
very detailed view, by easily creating Resolve issues faster to maximize your resolve issues faster
and personalising dashboards to customer satisfaction.
display the metrics most relevant to Escalate customer service issues to
Shape your customers’ experience by
you, your staff and any other relevant the appropriate specialist and resolve
providing your service and support
personnel given permission cases more rapidly
teams with the information and tools to
Share key metrics, save time interact and resolve issues quickly and Control service resources through
and improve visibility across the efficiently. Satisfy customers by delivering effective tracking of billable hours
organisation with the ability to email exactly what they need, when they and rates according to service level
dashboards need it, helping them to become self- agreements
Over 175 standard Customer reports sufficient. Leverage new-found customer Deliver personalised communications
installed with Maximizer, plus save confidence to cross-sell, up-sell and to customers throughout the sales
money and time by utilising built-in promote repeat business. cycle
SQL Server Reporting Services (SSRS). Respond faster and improve call
Use the new Excel Reports tool, to Automate processes, such as case productivity with computer telephony
access a library of built-in report assignment and notification, to keep integration (CTI and new VOIP and IM
templates, or create your own you ahead of customer expectations for outgoing calls).
reports that will update in real-time, Add group titles, hide blank fields and
allowing for instant data manipulation modify key fields dialogues to help
via pivot tables and graphs, providing organise the information important
Marketing
enhanced pipeline intelligence to the customer services team, at a
Access the power and simplicity of glance Create, attract, retain and delight
using pivot tables to generate graphs Track customer service issues and customers, profitably.
for easy management information assign appropriate resources Maximizer’s built-in marketing tools
Benefit from real-time data from Access Case Resolution statistics with mean you can simply and effectively
Maximizer in Excel, ideal for new Excel reporting plan, budget, execute, analyse and
Marketing Opportunity or Campaign optimise all aspects of marketing,
Communicate with customers
analysis and customer service ensuring you spend your marketing
according to their preferences with
auditing budget wisely and directing resources to
the new anti-spam tool
Access the data source tabs for Sales initiatives that generate proven returns.
Manage the delivery of resources
forecasting, pipeline analysis, revenue more effectively to drive productivity.
management, stock availability and Plus, apply the Maximizer CRM:
Enable customer self-service via HubSpot Connector1 and amplify your
delivery or dispatch status of an
secure Web portals online marketing efforts with improved
order
Use the new Auditing tool to track lead intelligence, bridging the gap
Create your own reports based on
system usage and identify security between marketing and the sales
1. Maximizer CRM: HubSpot Connector is an add-on
product at extra cost
Integrate with leading online
marketing software Hubspot1
pipeline for a shorter sales cycle and Use the new responsive email Pinterest®, Youtube® and Xing®.
greater conversion. templates, including merging fields
from landing pages. Ensuring emails All leads generated will seamlessly
Meet new data protection legislation will present correctly, with accurate flow into your Maximizer CRM,
by managing your contacts email personalisation, no matter the putting HubSpot’s lead intelligence
preferences with various unsubscribe device used to view them, including; and prospect profile information into
options including; marketing and mobile phones, tablets, laptops and the hands of the Sales team, thus
promotional emails, customer service desktops improving the quality of marketing leads
notifications, newsletters and help Measure clicks, responses, leads, generated, shortening the sales cycle for
and tips emails deals, return on investment (ROI) and improved sales conversion and closing
View a contacts preferences within revenue the loop between marketing effort and
the address book, with specific views Send targeted, personalised email sales revenue.
detailing if consent to send email campaigns using secure templates,
communications is present, expired from multiple email addresses Lead Integration: new leads and
or withdrawn, therefore allowing the enquiries captured in HubSpot flow
Real time data for quick and
seamless tracking an individual’s opt- seamlessly to your account managers
informed decisions
on and opt-out requests in Maximizer
Import leads directly from your
Manage unsubscribe requests, with Prospect Intelligence: put HubSpot’s
website
the automatic unsubscribe signature rich marketing intelligence into
Seamless integration of the Maximizer, to learn more about every
that will appear at the bottom of each
marketing and sales functions in prospect and customer
email template allowing recipients
Maximizer delivers higher conversion
to automatically unsubscribe from Bi-directional Sync: new records that
rates and greater customer
the various email types, modifying originate in one system (Maximizer or
satisfaction
their email preference’s within their HubSpot) can be instantly passed to
contact record Simple to use, easy to customise the other system
and access - anywhere, anytime and
Ensure emails are never sent to Closed Loop Reporting: see the
anyhow, to work the way you do.
individuals who have opted-out connection between your marketing
by selecting the email type within efforts and won opportunities in
the email editor and Maximizer will Track and engage online traffic with Maximizer to enhance decision
ensure the email is only sent to seamless HubSpot integration1 making
individuals with consent The Maximizer CRM: HubSpot Custom Lead Scoring: control which
Create dynamic email templates in Connector is a powerful tool that leads are sent to Maximizer and
the new text editor, copying content bridges the gap between Maximizer when, based on any HubSpot activity
from Microsoft Word and Outlook CRM and sales pipeline management or criteria, using custom lead scoring
while maintaining formats such as and HubSpot, the all-in-one inbound Customise Contact Profiles:
bullet points, text font and size, marketing software. With HubSpot, Maximizer basic or customised fields
including the insertion of tables you can amplify your online marketing can be mapped to HubSpot to keep
Import HTML code or completed efforts, including measuring the contact profiles current and ensure
HTML templates directly in the effectiveness of your website, develop effective segmentation
emails campaign dialogues, including responsive landing pages, create
Sales Team Notifications: send
images, which can be embedded into informative blogs and schedule your
customer notification emails to sales
the code to ensure images display social media activities across Twitter®,
representatives when leads take key
every time LinkedIn®, Facebook®, Google+®,
actions on your website for specific
1. Maximizer CRM: HubSpot Connector is an add-on
product at extra cost
“Maximizer does not have the limitations I know
other software packages have. The program is
also very flexible because you can add and change
parts... We cannot live without this anymore”
Gerwin Eersen, Managing Director, Gflex
follow-up data manipulation via pivot tables implementing proven, repeatable
Track Lead Sources: see which and graphs, providing enhanced best practice sales processes for
sources are producing customers, campaign intelligence. step-by-step success
down to the keywords they search Document and review the entire
and individual pages they came from history of customer activity, account
Lead Nurturing: use online behaviour
Sales status and financial history to help
tracking to get the ideal email deliver greater value over time
message or sales offer to the right Attract. Engage. Succeed …anywhere, Follow-up all leads in a timely fashion
prospect at the right time. anytime using the improved Hotlist feature, in
Maximize the new Opportunities which you can specific a start, end or
Improve marketing productivity and Module, to gain sales insight quickly create a rolling date range to manage
identify what works and simply with a complete history of each stage of your sales process,
customers, prospects and leads from throughout the sales cycle. Allowing
Automatically calculate campaign ROI –
just one place, which will allow you to you to complete actions, and carry
instantly see conversion rates, evaluate
edit and work with your prospects in forward unfinished appointments
the cost of customer acquisition and
the same way as you can work with your and tasks
interpret response rates to focus on
what’s working. existing customers in the Address Book. Capitalise on opportunities with
Create or view an opportunity while timely automated messages and
adding your own basic and user-defined activities using the new alarm panel.
Set-up automated processes for lead
fields, to measure Competitor and Replacing the pop-up dialogue, a
management, such as automatically
Partner activity. Plus, to aid prospect new notification panel will appear
responding to web enquiries with
recruitment for maximum conversion detailing meetings or actions to be
a series of emails and alerting the
rate, use the new Strategy tab to identify taken against a specific opportunity
appropriate sales representative
success factors, steps and activities assigned, including the contact’s
to follow up. Collect data from web
taken and what actions are outstanding. address book details to prep from
forms directly into Maximizer CRM,
Harnessing the full strength of lead the initial sales call and generate a
including any custom fields
intelligence imported into Maximizer via higher conversion
View campaign response rates at-a- the HubSpot connector1. Use the improved Hotlist manage
glance to identify which tactics are
each stage of your sales process,
most successful Use the new Opportunities module from lead allocation to closed sale,
Comply with privacy, do-not-call and to view contacts in same format at reallocating tasks to colleagues when
anti-spam legislation with out-of-the the Address Book, to harness lead required
box, system enforced safeguards intelligence and maximize the new
Gain actionable insight and adjust
Keep track of important campaign Strategy tab to manage the lead
strategy accordingly by checking
details and deadlines by assigning through the sales cycle, including
your personalised dashboards for
step-by-step action plans to team organising actions required from
a visual health check of sales leads,
members other departments where applicable
opportunities, sales pipeline funnels,
Capitalise on the new Excel Reports Create your own opportunity view sales quotas and account status
tool, to access a library of report using improved key fields grouping,
Use the new Excel Reports tool, to
templates, or create your own including managing competitor and
access a library of report templates,
reports in Excel that will update partner statuses
or create your own reports in Excel
in real-time, allowing for instant Increase your win ratio by that will update in real-time, allowing
Monitor opportunities and sales
metrics to effectively manage and
trigger next steps seamlessly.
for instant data manipulation via accounts based on territory Maximizer
pivot tables and graphs, providing rules ensuring that high potential Enhance the level of customer
enhanced pipeline intelligence opportunities flow to the appropriate engagement with access to a
Manage products, quotes and teams and representatives contact’s social profiles and shared
orders. Link sales opportunities to Sales quota management: view of connections within a company
accurately track the entire sales and sales targets and individual and team Determine key contacts within
purchase cycle performance a company to focus in on those
Keep tabs on your biggest deals by Use the Maximizer CRM: HubSpot with the greatest influence in the
staying alerted to important changes Connector to receive greater purchasing decision
in their status prospect intelligence, including online Improve customer service and build
Enable sales teams to easily work behaviour tracking to aid the delivery customer loyalty with an additional
together more effectively, manage of convertible sales offers.1
channel of communication.
accounts and collaborate on
opportunities
Work seamlessly with Microsoft
Social networking Social profile building
Outlook, Word and Excel, now with Build complete customer and
links to SharePoint Documents. Build dynamic social profiles of prospect profiles by capturing links
Integrate with accounting packages customers and prospects by linking to all relevant social networks in one
and other internal systems such directly to relevant social networks place
as Asset tracking or Enterprise and contacts’ LinkedIn profiles. Obtain up-to-date information on
Resource Planning (ERP) software your contacts with direct links to
Drive more sales through channel URL led User Defined Fields external websites and social media
partners with Partner Relationship profiles (e.g. blogs, Twitter, Facebook,
Prospect and generate new leads LinkedIn)
Management lead assignment and
with the ability to search, view
forecasting Use new user defined fields to
and link directly to a contact’s or
Automatically assign leads and capture web links to social media
company’s social profiles from
profiles.
Compare Maximizer CRM 2015
Mobile access
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Mobile access for tablets (iPad®, Android
a a
Tablets®, Blackberry® and many more)
Mobile access for smartphones (iPhone®,
a a
Android®, Blackberry and many more)
1. Maximizer CRM: HubSpot Connector is an add-on
product at extra cost
“Maximizer’s email functionality is a
perfect tool for anyone.”
John Jose, Circulations Director, Sport 360
Mobile access (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Automatic login option for quicker
a a
access
Quick search a a
Additional search options (by cases, by
a a
city, by county/state and by postcode/zip)
Customisable column views (for tablets) a a
Open and share documents a a
Create shortcut on device homescreen a a
Shortcut to email/call-in list view (for
a a
smartphones)
Multi-user appointments a a
Manage key fields a a
Send emails a a
Manage appointments a a
Mobile dashboards a a a
Sales
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Opportunities details tab a
Define mandatory fields in opportunities
a
using logic and rules
Rolling date range in hotlist a
Unfinished appointments carry forward
a
in hotlist
Voice over Internet Protocol (VoIP) a
integration Call via Skype directly
Social media web search a
Opportunities following tab in address
a a
book and hotlist modulesMarketing Campaign ROI:
Measure marketing ROI with the
ability to associate an opportunity
with a particular campaign.
Sales (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Better linkage between contacts and
a a
associated account manager
Web lead capture a a
Set relationships between accounts
a a
(related entries)
Capture campaign sources for leads and
a a
opportunities
Sales quota management2 a a a
Email merge fields a a a
Email merge templates a a a
Sales opportunity monitoring a a a
Marketing
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Anti-spam functionality a
a
Enhanced (tables,
HTML text editor
HTML code, bullets,
indentations)
Enhanced email unsubscribe
a
functionality
Web form from email preference
a
management
Notes and emails text editor a
Pre-built email and campaign templates a
Social media web search a
Integration with HubSpot 3
a a
Web lead capture a a
2. Only available in Enterprise Edition and Maximizer CRM Live.
3. HubSpot integration requires Maximizer CRM HubSpot
Connector at extra cost.“Maximizer CRM has already added real value to
our business operation and we intend to build
on this. It epitomises what CRM should be - a
customisable, easy to use, full service solution.”
Richard Harris, Managing Director, Lely Ireland
Marketing (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Campaigns Return On Investment (ROI)
a a
management
Automated campaign templates a a
Campaign response metrics a a a a
Built-In marketing reports a a a
Campaign manager web access a a a
Service
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Pre-defined subjects included in Search
a a
Dialog
Customer service following tab in
a a
address book and hotlist modules
Web links to knowledge base articles a a
Notifications a a a a
Email merge fields a a a a
Business productivity
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Anti-spam functionality a
HTML editor for creating campaign
a
messaging
Enhanced email unsubscribe
a
functionality
Web form from email preference
a
management
Notes and emails text editor a
Pre-built email and campaign templates aInspire ferocious customer loyalty
by effortlessly tracking, escalating,
resolving and reassigning support
cases to provide a pre-eminent
customer experience.
Business Productivity (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Rolling date range in hotlist a
Unfinished appointments carry forward
a
in hotlist
Email documents from within the
a
documents tab
All contacts retrieval a
All companies/individuals retrieval a
Voice over Internet Protocol (VoIP) a
integration Call via Skype directly
In-product “help” videos
(Hotlists, email, notes, and documents, global a
editing user management)
Social media web search a
Address book interface for improved
a a
performance and usability
Ability to define mandatory fields in
address book entries using logic and a a
rules
User-defined fields support clickable
a a
hyperlinks
One click to map from contact address a a
Quick access for frequently used saved
a a
searches and favorite lists
Saved searches can be configured with
a a
variables for greater flexibility
Details tab for contact info for hotlist
a a
module
Activities following tab for address book
a a
module
Retrieve address book entries from
selected opportunity or customer a a
service cases
Context video help a a“We found Maximizer refreshing and very easy to
use - the office team got to grips with the system
very, very quickly.”
Andrew Wise, Director, Thames Valley Asset Finance
Business Productivity (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Quick search a a
Customer timeline a a
New administrator, new users
a a
introductory videos
Contacts following window a a
Two-level security support for email
a a
templates
Email templates support merge fields in
a a
subject line
Email handling a a a a
Automated sending of outgoing emails
a a
to different email inboxes
Retrieve opportunities and cases a a
Appointment reminder email messages a a a a
Printing of individual appointments and
improved print appointment details a a
report
Quick updates to documents in the
a a
company library
Improved display of task originator a a
Task dependencies and sequencing in
a a
action plan
Appointment management with
a a
accounts (non Maximizer users)
Web links to external documents and
a a
social media profiles
Social media profiling a aBuilt-in Reports:
Gain instant views of business
metrics with an automated
dashboard template.
Customisation
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Following tab grid:
Column width resizing a
Column sorting a
Tool tip display for drop-down lists a
Key field lists - group titles a
Data access web service Application
a a
Programming Interface (API)
Web following grid integration
a a
framework
Label customisation per user a a
Customisable user profile such as email,
a a
address and photo
Customise which following windows to
a a
display
Startup preferences a a
Key field customisation within web
a a
access
Upload photos for accounts a a
Easily switch views between Individual
or teams’ customisation settings (saved a a
searches, column views, favorite lists)
Colouring rules a a a
Duplicate record checking a a a a
Expanded key fields customisations and
a a a a
display options
Business intelligence
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Web reports – (sales funnel, users’ activity,
incoming vs. outgoing phone calls, email
a a
campaign response metrics, customer service
workload reports)“Users find Maximizer very convenient for managing
their work. Adoption of Maximizer CRM has been very
easy and smooth.”
Mr Bader Nasser, Corporate Sales Manager, Bahrain International Circuit
Business intelligence (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Drill down to specific slices of pie and
a a
bar graphs in dashboards
Web reports – sales funnel, users’
activity, incoming vs. outgoing phone
a a
calls, email campaign response metrics,
customer service workload reports
Drill down to specific slices of pie and
a a
bar graphs in dashboards
Single and multi value grouping on
a a
dashboards
Increased number of columns in
a a
dashboards list control
Share dashboards via email a a
Dashboards a a a a
SQL Server Reporting Services (SSRS) a a
Simple dashboards creation a a a
Usability enhancements
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Hide blank fields in key fields a
Key fields list tooltip descriptions a
Hide complete activities in hotlist a
New notification panel for alarms and
a
meeting invitations
Recent column set-up views a
Hidden “following” tab for users without
a
viewing rights
Type ahead in list view a a
Right click contextual menu in all
a a
modulesBuild your own custom key performance
indicators with Maximizer CRM
dashboards, to gain instant insight into
what matters to your business.
Usability enhancements (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Keyboard navigation in main list
a a
view
Easier retrieval of mobile access URL a a
Shortcut for key fields setup a a
Ability to combine, convert and duplicate
a a
entries
Filters in activity tab stored between
a a
sessions
Associate column views to saved
a a a
searches and favorite lists
Support for international time zones a a a
Integrations
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Tasks synchronization between Outlook
a
and Maximizer
Ability to create task in Maximizer based
a a
on email in Outlook
Microsoft Word add-on merge
a a
personlisation fields
Envelope and label formatting (by system
a a
administrators)
Word® Add-In a a a a
64-bit Word Add-in a a
Instant label & envelope merge in
a a
Word
Word merge a a“Being able to efficiently input and recover data has
helped improve our sales processes; we now have all
the information we need in a single location which
means we no longer have to go looking for it.”
Gary Hamilton, Managing Director, NI4Kids
Integrations (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Save documents to Maximizer entries
a a
during Word merge
Save any Word document to
a a
Maximizer entries
Outlook® Add-In a a a a
64-bit Outlook Add-In a a
Auto-save emails a a
Contacts synchronization between
a a
Outlook and Maximizer
Saving emails to Maximizer without
a a
creating duplicates
Saving emails to Maximizer contacts a a
Saving emails to Maximizer
a a
opportunities
Saving emails to Maximizer customer
a a
service cases
Maximizer and Outlook calendar
a a
synching
OS Support and Additional Features
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
Windows 8® and Windows 8 RT support a a
Windows 8.1 a a
Internet Explorer 10 support
®
a a
Internet Explorer 11 ®
a
365 (Desktop Version Support) a a
Android 4.0 support for mobile
®
a a
access
iOS 6® support for mobile
a a
accessIntegrate, completely with
Microsoft applications like
Outlook and Word with
Maximizer CRM 2015.
OS Support and Additional Features (continued)
Maximizer CRM Maximizer CRM Maximizer CRM Maximizer CRM
User features
2015 12 11 10/10.5
All access licensing (Windows Desktop,
a a a
Web and Mobile)
Optimised ribbon style interface a a a
Support for Internet Explorer® & Firefox® a a a
Improvements to SQL Express & ®
a a 4 GB
Firefox®
Windows Server 2012 Rw a
Windows SQL Server 2014 a
Microsoft Internet Information Server
a
8.5About Maximizer Software
Maximizer Software delivers Customer Relationship Management (CRM) software and professional services to meet the needs,
budgets and access requirements of entrepreneurs, small and medium businesses and divisions of large enterprises.
Simple, easy to use and affordable, Maximizer CRM enables companies to mobilise their workforces through all-access web,
smart phone, tablet and desktop delivery methods.
Easily configurable for organisations in any industry, Maximizer CRM optimises sales processes, enhances marketing initiatives
and improves customer service to ultimately boost productivity and revenue.
With headquarters in Canada and offices and business partners worldwide, Maximizer Software has sold over one million
licences to more than 120,000 customers since 1987.
Technology Partners
Maximizer CRM Why Maximizer CRM? Visit www.max.co.uk for:
Maximizer CRM helps small and Simple & quick to deploy, use and A trial of the latest release
medium-sized businesses maximize maintain Information on how CRM can
their marketing, sales, customer Flexible access options through support your role
satisfaction capabilities and enhance web, desktop and mobile devices Tools and eBooks
their productivity and efficiency Value for money with low total Resources and information on
through the optimisation of what cost of ownership and monthly Cloud based CRM
resources they have. subscription models An overview of technology and
Expertise as a leader in pioneering features
CRM development, with more than Online demos and features
20 years experience.
White papers and webinars on
CRM best practices.
UK & Eire France Europe, Middle East, India South Africa
T: +44 (0)845 555 99 56 T: +33 (0)1 70 75 81 10 T: +44 (0)845 555 99 57 T: +27 (0) 11 275 0116
F: +44 (0)845 555 99 66 E: info@maximizercrm.fr F: +44 (0)845 555 99 66 F: +44 (0)845 555 99 66
E: info@max.co.uk W: www.maximizercrm.fr E: info@maximizer.eu E: info@maximizer.co.za
W: www.max.co.uk W: www.maximizer.eu W: www.maximizer.co.za
Rest of the world Social
Americas Australia, New Zealand @MaximizerCRM
T: +1 604-601-8000 T: +61 (0) 2 9957 2011 facebook.com/maximizerCRM
E: info@maximizer.com E: info@maximizer.co.au youtube.com/maximizer
linkedin.com/maximizerYou can also read
