Note: Information on previous versions provided for the benefit of existing uses considering upgrading to the latest version - Maximizer CRM 10.

Maximizer Enterprise 8

Simply Successful CRM

Build intimate, profitable customer relationships throughout the customer life cycle.

Maximizer Enterprise enables Marketers to cost-effectively generate targeted leads and measure re ROI to maximize every marketing dollar; Sales professionals to collaborate on sales opportunities to improve their win ratio and increase revenue; Customer Service & Support representatives to dramatically increase productivity and improve customer satisfaction; and managers to gain visibility into the success of their business units in order to make effective business decisions.

Deploy quickly, manage and customize easily - without breaking the bank.

Since 1987, with the inception of Maximizer™, the leading contact management software, Maximizer Enterprise has grown. Now with over 6,000 companies using the award-winning Maximizer Enterprise, including Siemens, Nestle Clinical, Ipsos-Reid, Ericsson and A&E Television, it's proven that it is simply successful CRM.

For Marketing

Cost-effectively generate targeted leads and maximize ROI

Maximizer Enterprise enables marketers to:

• Get better results from campaigns by managing accurate customer segments and lists.
• Reach your target market quickly with cost-effective text or HTML e-mail campaigns.
• Comply with privacy, do-not-call and anti-spam legislation.
• Track lead status and source to measure your marketing ROI so you can maximize every marketing dollar.
• Collect, process and manage web leads, including automatic alerts.
• Effectively manage complex marketing projects and teams.
• Create automated processes, such as dynamic e-mail campaigns to respond immediately to customer web requests, ensuring no lead slips through the cracks.

For Sales

Improve your win ratio, accurately forecast sales

Sales staff and sales managers are faced with the ongoing challenge of bringing in more revenue. Whether you're in a new market or mature market, one thing is the same - you need a solution to help you win more deals today and build profitable relationships for the future. A solution that's quickly deployed, easy to use and drives the leads and information sales representatives need to close more deals. Maximizer Enterprise delivers.

With Maximizer Enterprise, you will:

• Manage accounts effectively, respond quickly and build more intimate relationships.
• Never let another opportunity slip through the cracks, using automated processes and alerts to stay on top of leads.
• Increase your win ratio by collaborating on sales using your own proven sales methodology.
• Reduce the amount of time sales people spend on generating reports with access to real-time updates on sales forecasts, 30, 60 and 90-day funnels by territory, by account manager, and other reports.
• Check credit limits and enter orders, including online orders with integration into QuickBooks® accounting.
• Drive more sales through resellers, including lead assignment and forecasting, with Partner Relationship Management.

For Customer Service & Support 

Dramatically increase productivity and improve customer satisfaction

You want to leverage your existing customer base to cross-sell, up-sell and drive repeat business, but in order to do this, customer service representatives need to keep customers happy. With Maximizer Enterprise, quickly and effectively manage every customer service issue to service customers faster and keep them loyal.

Maximizer Enterprise enables customer service representatives to:

• Track, escalate and resolve customer service issues to keep customers satisfied.
• Maximize customer service resources so you can watch CSR productivity soar.
• Access all the sales and marketing information they need to effectively cross-sell and up-sell.
• Create automated processes, such as automatic case assignment and notification of overdue cases to ensure no customer slips through the cracks.
• Managers can monitor CSRproductivity and overdue cases, analyze case queues and more to ensure customer satisfaction remains high.
• Ensure service level agreements (SLAs) are renewed on a timely basis.
• Resolve issues faster with a central repository of critical information in a Knowledge Base.
• Reduce workload and increase customer satisfaction by enabling customer and partner self-service to case status and FAQs in a Knowledge Base through secure web portals.

Anywhere Access

Don't lose business to downtime or inaccurate customer information. Whether users are online or offline, Maximizer Enterprise gives you reliable access to critical customer information from anywhere - from an offline remote desktop, through the web, or on a PDA.

Remote Synchronization
Whether you're at a remote office, home office or in a hotel room, work offline and keep up-to-date and collaborate with the head office by securely and quickly synchronizing with the corporate database using MaxExchange.

Web Access
With the Employee Portal, online users - whether working remotely or needing quick access while at an airport Internet lounge - have real-time access to the same information and functionality as a desktop user. No software to install. All you need is Internet access and a web browser.

PDA Solutions
Never be caught uninformed. Look up customer information, take notes, or check your task list whether you're at a client site or in transit. Maximizer Enterprise has solutions to keep your staff productive - wherever they are.

Microsoft® Outlook™ Integration
With advanced Outlook integration, your users can still read emails and check schedules in an interface they're used to, while Maximizer Enterprise synchronizes the information, even saving incoming and outgoing email messages to customer records.

Work with your Business Processes

Unlike other CRM solutions, Maximizer Enterprise is easy to set-up by configuring the custom fields to manage accounts, opportunities, campaigns and customer service cases to your unique business requirements - helping you collect the information you want, how you want it. With the Customization Suite, you can integrate Maximizer Enterprise seamlessly with other applications and customize to your processes and workflow because it’s built and supported by industry standards, including .NET, XML, COM and ODBC.

Effective decision making with customized CrystalReports®
Gain further visibility into your customers and your business by editing pre-formatted reports or creating new reports with best-of-breed business intelligence reporting tools, Crystal Reports by Business Objects®, bundled with Maximizer Enterprise. Use the Expert Tools to sort and group data, and create instant visibility with graphs and charts - even analyze your Maximizer Enterprise data against other applications, including your ERP or accounting information.1

Workflow Automation Powered by KnowledgeSync
All the activities and information coming and going in your business every day may seem overwhelming. Maximizer Enterprise Workflow Automation monitors your business' activities and systems, then automatically assigns the appropriate people to take action. Saving everyone time and making sure no lead or customer slips through the cracks.

Perhaps your sales manager needs to be alerted if a hot lead hasn't been followed up within 3 days. Or your customer support manager wants to be notified if more than 4 customer support cases are entered for one customer in a given week. Or you want your web visitors who've just downloaded a report to receive a series of automatic e-mails, plus alert the account manager in their territory for a follow-up phone call.

Maximizer Enterprise Workflow Automation will make building successful customer relationships seem so much easier.

Accounting Link Designed for Use with QuickBooks®
Increase productivity of your sales and customer service staff, reduce inconsistent data, and service customers faster by giving staff access to critical financial information from QuickBooks in one interface. Check a customer's credit limit and balance, look up past invoices, generate quotes and turn them into invoices and orders - directly from Maximizer Enterprise.