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Note: Information on previous versions provided for the benefit of existing uses considering upgrading to the latest version - Maximizer CRM 10.
Maximizer 7
The Ultimate Way to Track and Close More Sales!
In today's business world, a true
advantage is often hard to come by and
even harder to keep. Successful
businesses use every edge it can get - to
increase efficiency and win new
customers. Maximizer 7 is an effective
sales and contact manager designed to
improve productivity and increase
revenue by enabling you to organize
your time, manage your sales cycle, and
improve customer tracking.
A complete software solution for
individuals and small businesses,
Maximizer 7 incorporates several
complementary tools:
- contact management
- sales opportunity management
- communication - email, fax, letters
- appointment and task scheduling
- reporting and analysis
- company library
- web lead generation and e-commerce
With Maximizer, you can easily market
to and manage every customer and
prospect, process and track every sale,
and build and maintain long lasting
relationships well after the initial sale
has been made.
Eastily set-up right out of the box, or
customized to suit your business needs,
you can start using Maximizer
immediately. It also works well in
conjunction with your existing
programs like Microsoft Outlook® and
your Palm OS® device. With all of this
functionality, it's easy to see why over
1 million users worldwide rely on
Maximizer every day to work
efficiently and close more sales.
Account and Contact
Management
Simplify your daily tasks and free time
for what you do best. Manage your
customers better than your
competitors by recording details of
every relationship with prospects and
customers.
- Manage an unlimited number of
contacts
- Record and view a complete history
of all customer interactions,
including faxes, emails, and calls
- Tailor to your own needs by creating
unlimited user-defined fields
- Ensure accurate customer
information through mandatory
fields and duplicate record checking
- Create and save your own custom
views and workspaces
Lead Tracking and Opportunity Management
Close more sales and win new
customers by effectively tracking all
revenue opportunities from lead to close.
- Use the Opportunity Manager to
create an Opportunity for every new
sales lead to ensure a high
probability of success
- Manage an entire pipeline from
lead to close so you don't forget any
lead or any sales step
- Easily forecast sales revenue with
Maximizer's pre-formatted reports and graphs
Calendars and Task Scheduling
Schedule your time and tasks to stay on track with customers and prospects.
- Quickly schedule appointments and activities related to contacts complete with
alarms and email reminders
- Create prioritized task lists and schedule pop-up alarms that are active even
while Maximizer is closed
- View and print graphical calendars
- Automatically synchronize with your Outlook calendar
Word Processing, Fax, and Email
Send personalized announcements and keep records of all communication by
linking them to your contacts' accounts.
- Create letters, faxes, and emails stored under each contact for easy reference
- Mail-merge contact information using built-in or custom templates
- Send and read Outlook email right inside Maximizer, and save messages to
contacts' records
- Create documents using the built-in Maximizer Word Processor, or use
Microsoft® Word or Corel® WordPerfect®
- Broadcast fax your customers using third-party fax software
Web and e-Commerce Integration
Expand your customer base and increase revenues with web marketing and sales.
- Generate web leads and capture customer information into your database
through web forms created with simple wizard-driven tools
- Included with Maximizer, ecBuilder is an easy wizard-driven software tool to
build your website and online store with customizable templates and a product
catalog with 25 items*
- Take orders and process credit card transactions in real-time with SSL encryption
and fraud protection
- Generate traffic and more leads to your website with automatic search engine
registration
Marketing
Easily generate new and repeat
business by knowing your customer
segments and effectively using direct
marketing.
- Profile customers by industry, size,
or other criteria using your unique
user-defined fields
- Create targeted and personalized
announcements and save money
with broadcast fax and email
- Share documents and sales collateral
in the central Company library
Process and Manage Orders
Whether you are taking orders from
your online store, over the phone or
fax, or in person, the OrderDesk
handles all your orders and inquiries.
- Link orders to customer records in
your database
- Capture credit card payments,
pre-authorize payments, and issue
refunds
- Track payment and shipping status
- Manage and reply to product
inquiries
Reporting and Analysis
Make sense of all the information in your database so you can make better
business decisions faster.
- Access and print over 90 pre-formatted reports and graphs or create your own
- Forecast revenue, analyze sales pipeline, view account activities, and analyze
customer profiles
- Enhance your reports with charts, numerical calculations, and full-color graphics
Microsoft Outlook® integration
Use Maximizer interchangeably with
Outlook for email and calendaring with
easy configuration and automatic two-way
synchronization.
- Read your Outlook email messages
inside Maximizer and automatically
match the message to a contact in
your database so you can save
relevant messages to customer records
- Access your Outlook address book
from Maximizer
- Automatically synchronize calendar
appointments between Outlook and Maximizer
Palm Synchronization**
- Synchronize your data with your
Palm OS device to access critical
information from anywhere
- Simply press the HotSync® button
to transfer the Maximizer Address
Book, Hotlist, Calendar, and Notes
into your Palm or Handspringä
device
Database and Administration
Maximizer 7 is the strongest release ever!
- Quick and easy installation and configuration
- Import data from other programs including ACT!® , GoldMine® , and Outlook;
and from a wide variety of database formats, including CSV, dBase, ASCII,
Access, and more
- Now supports Windows® XP, Office 2000, and Office XP
Multi-User Capability***
- Network multiple users in a peer-to-peer environment
- Administer sales territories
- Generate weekly activity reports for sales people
and teams
- Coordinate group activities with conflict
checking and confirmation
- Check others' schedules and Hotlists
- Keep your data safe with advanced security groups
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