Maximizer Customer Relationship Management - Helping you build profitable relationships by reaching customer touchpoints and turning leads into a qualified marketing opportunity to transform your sales. Benefits of Business Productivity from Maximizer CRM Maximizer CRM is a business productivity software solution that improves your company's overall efficiency and effectiveness. Keep all of your customer communications, tasks, appointments, and documents in one central database, so you can focus on the most important part of your business, your customers. | | |
Webinar: Improving Profitability and Productivity with CRM
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Schedule appointments, meetings and your work and personal time effectively with Maximizer CRM's integrated business calendar. Time management has never been easier for small to medium sized businesses. - Schedule and view your upcoming appointments at a glance using daily, weekly, and monthly views
- Set meetings with colleagues and customers using the multi-user, multi-contact calendar
- View colleagues’ appointments to book time in busy schedules
- Track and report on time spent by product or service, to report on billable hours and measure sales time effectiveness
- Set flexible work hours in your calendar
- Sync with your calendar in Outlook® and then to your mobile device to always have your next appointment details available at your fingertips
- Print your schedule to your daytimer
- Leave it to Maximizer to prompt you before appointments with alarms and snoozing in the intervals you choose
Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM. Set-up follow-up to-do’s with staff and clients, whether it be making the next call, completing a proposal, or sending a follow-up email. - Manage your tasks effectively and ensure nothing is missed
- View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
- View account or lead information related to the task to sort as you like (i.e. sort by zip/postal code, phone or stat to prioritise calling by time zone) and work effectively with colleagues and assistants by assigning tasks to others
- Plan a series of tasks with Action Plans to a consistent set of best practices and ensure nothing slips through the cracks
- Use Action Plan templates to manage projects, sales activities, or lead follow-up processes
- Synchronise with your task list in Outlook and then to your mobile device
- Print your daily task list to your daytimer
- Leave it to Maximizer to prompt you about task deadlines
Email management is powerful and efficient with Maximizer CRM. - Save emails under each contact record for easy reference in the future
- Preview all your email messages within the email window, then save to the contact record that Maximizer automatically matches to
- Compose emails in text and HTML formats, and manage signatures
- Email multiple documents & collateral to customers directly from the Company Library
Integration with Microsoft Outlook® and other email clients allows you to: - Access Outlook contacts while you’re emailing from Maximizer to copy colleagues or others on messages
- Read Outlook® email directly in Maximizer and save important messages to client records
- Directly from Outlook®, click to view related records in Maximizer, save emails and create new contacts into Maximizer
Maximizer CRM allows you to communicate more effectively and easily with seamless integration with Microsoft® applications including Outlook®, Office® and SharePoint®! Microsoft Outlook® & SharePoint® integration - Outlook® Email Integration: View your Outlook® messages inside Maximizer CRM and automatically, then save to customer records - no copying and pasting
- CRM Access in Outlook®: Use the Maximizer Toolbar inside Outlook® for one-click saving of emails to customer records in Maximizer CRM
- Access & Synchronise Contacts: Use email addresses from both Maximizer CRM & Outlook® address books for email distribution. Synchronise contacts to Outlook® and vice-versa to store a subset of customer records
- SharePoint® Integration: Look up Maximizer CRM customer information seamlessly through your Microsoft SharePoint® portal
- Synchronise Calendars and Tasks: Stay on track with two-way synchronization of Maximizer CRM & Outlook® calendar and task modules
- MaxSync for Microsoft Exchange: Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook® & Exchange Outlook® toolbar in Maximizer
Microsoft Office® - Microsoft Word®: Personalise proposals, letters, and faxes with any field from your Maximizer CRM customer data
- Microsoft Excel®: Instantly export data and reports to Excel, and import lists from Excel
Integrate with the Power of Microsoft® Technology - Web Access: Access customer information online with real-time access to Maximizer CRM through Internet Explorer®
- Windows Mobile Access: Maintain productivity of remote staff through Windows Mobile smartphones and Wireless Access, for real-time access to Maximizer CRM
Document management is easy with Maximizer CRM. Archive, update and share important documents, using one central repository. - Store and share all your collateral & important documents in a central location for easy access
- Email multiple brochures and literature directly to clients from the Company Library
- Create folders to organise documents and see a preview
- When adding a document into the documents window, specify a category for simple document searching later on
- Search documents by name, author, archived date or last modified date for fast retrieval
- Compatible with virtually any file format
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