Maximizer On-demand CRM
Maximizer CRM is simple and quick to use and manage. It provides multiple access options for today's mobile workforce and offers the best value in its class for full-featured CRM software.
Stay productive and reduce downtime with Maximizer’s CRM’s mobile and web based CRM with real time access from wherever you are on a mobile device, laptop or PC. Access and update all of your customer information and processes, including:
- Customers
- Leads
- Email (including Outlook/Exchange synchronisation)
- Appointments
- Tasks
- Notes
- Documents
- Sales Opportunities
- Customer Service & Support cases
- Reports and Dashboards
- Company Library (document management)
- Administration of system, security/rights, and users
Mobile CRM
Equipping your staff with CRM access using a mobile device, gives you the edge over your competitors with access to accounts, sales deals, service cases, and schedules while on the road. No more waiting for a laptop to boot up, or fumbling through account notes before an important sales call.
Web Access CRM
Maximizer CRM’s Web Access enables you to give staff access to information through a web browser. Stay productive and reduce downtime with online access from wherever you are. Remote users can access and work with Address Book entries as they would in Maximizer at the office.
Benefits of Maximizer On-demand CRM
Build profitable relationships
- Respond on-the-fly to maximize wins and engage existing customers.
- Prepare for your next interaction with a complete view of customer information — including activity, account status and financial history.
- Deliver value, build loyalty and increase repeat business by tracking each customer’s history, including conversations, transactions and service cases.
- Maximize customer satisfaction by resolving and updating service cases in the field.
- Improve customer interactions with immediate access to leads, opportunities and cases.
- Conduct timely follow-up and keep deals moving, with access on-the-fly to updated details of sales opportunities.
- Instantly turn customer address details into maps and directions for your appointment.
- Minimize administration work back at the office and stay on top of follow-up activities through email while on the road.
- Consolidate customer communications into one convenient, action-oriented workspace.
- Tap into valuable corporate resources through online Company Library access to send brochures, quotes and other documents to customers and prospects.
- Share information — including calendars, sales opportunities, and customer emails — with other team members, wherever you are.
- Make real-time updates from the field on lead status and qualification, forecasted revenue and sales opportunity details.
- Monitor the status of your business and team performance at a glance, with dashboards and reports.
- Make timely decisions and take necessary action by staying better informed with real-time information.
Work efficiently with integrated Microsoft Office® applications and powerful Web Based CRM features:
- Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference.
- Complete integration with Microsoft Word® performs one-click merge of contact details into documents.
- One-click export of contact, task or service case lists to Microsoft Excel.
- Advanced export to Excel supports conditional formatting rules and customised graph styles.
- Action Plans now available to schedule project or process activities.
- Improved integration enables emails to be saved and new records to be easily created from emails.
- One-click creation of appointments, tasks and service cases from an email message.
- Personal email templates can be tailored to send professional communications to multiple contacts.
- Call logging saves details and comments of calls made or received.
- Global editing enables specific field updates to multiple records including service cases.
- Calendar features include print preview and legend options.