Maximizer 8

SUCCEED by Tracking More Contacts and Closing More Sales!

Maximizer 8 features:

• Advanced account management
• Appointment and task scheduling
• Sales opportunity management
• Communication via letter, fax, and e-mail (including Outlook™ integration)
• Synchronization with Palm OS® devices
• Crystal Reports® by Business Objects
• Company Library
• Web lead generation and eCommerce
• Order Desk
• Accounting Link designed for use with QuickBooks®
• Store all contact details, including multiple phone numbers and e-mail addresses.
• With flexible views and column set-ups, sort your information the way you want to see it.
• Set important information, such as customer type or company size, as Key Fields so that it appears upfront when you open a company or contact record.
• Assign the sales representative responsible for the customer account in the new Account Manager field so you can easily run sales reports and track account ownership. Plus, use the new Reports To field to track decision makers and influencers in your accounts.
• Ensure complete customer information by setting mandatory User-Defined Fields and Basic Fields, such as city or state. Plus, Maximizer helps you maintain an accurate customer list with duplicate record checking.

Manage your time more effectively.

• Start every day on the right page with the My Work Day home page that lists your daily tasks and appointments at a glance.
• Collaborate seamlessly with your colleagues or assistant using multi-user Calendar viewing and scheduling. With different color codes for each user, you can easily view multiple users' calendars in one window, and quickly schedule meetings when everyone is free.
• Or make your appointments strictly private so no other user can view or modify them.

Manage your customers better than your competitors.

• Manage an unlimited number of contacts in an easy-to-use list-based view so you can quickly see multiple customers' information at a time.
• Profile your customers by industry, budget, size, or other criteria by configuring an unlimited number of unique User-Defined Fields.
• Record and view a complete history of all customer interactions, including faxes, e-mails and phone calls for easy retrieval.
• Schedule appointments, complete with prompts for follow-up activities, pop-up alarms and e-mail reminders that are active even while Maximizer is closed.
• Avoid scheduling conflicts by booking your meeting room and resources right from Maximizer.
• View your calendar using convenient daily, weekly or monthly view and easily print your daily or weekly schedule to more paper daytimers than ever before, including Franklin Planners and DayRunner organizers.
• Automatically synchronize with your calendar in Microsoft® Outlook™ and with your Palm OS® device.

Close more sales and increase your customer base.

• Use the Opportunity Manager to create an Opportunity for every new prospect to maximize your probability of success.
• Easily forecast revenue and analyze your pipeline using over 90 pre-formatted reports and graphs, or customize your own using Crystal Reports, now included with Maximizer 8.

Create powerful, targeted communications.

• Create letters, faxes, and e-mails - including HTML messages - and store all communication under each contact record for easy reference.
• Mail-merge information for personalized letters using built-in or custom templates for letters and faxes.
• Create documents using Maximizer Word Processor, Microsoft® Word or Corel® WordPerfect®.
• Use Outlook and Maximizer e-mail together, including exporting your Maximizer contacts to Outlook, plus accessing Outlook contacts and reading your Outlook e-mail messages inside Maximizer. Maximizer automatically matches the message to a contact in your database so you can save important messages to customer records.

Go mobile. Take customer information anytime anywhere.

• Simply press the HotSync® button on your Palm or Handspring device to transfer your Maximizer Address Book, Hotlist, Calendar, and Notes into your Palm or Handspring™ device.
• Maximizer Link* automatically synchronizes your information back and forth with your Palm OS® device without retyping data so that you're always up-to-date and ready to meet with your customers or prospects no matter where you are.

Gain in-depth insight into your customers using Crystal Reports.

• Print real-time reports with full-color graphics using pre-formatted Crystal Reports.
• Highlight the information you need by grouping and sorting data, adding charts and analyzing it further in a familiar Excel environment.
• Publish reports to colleagues in PDF, Word, HTML and other standard formats.
• Plus, Maximizer includes over 90 pre-formatted reports to quickly see account activities, phone logs, customer profiles and sales forecasts.

Store company documents and collateral in the Company Library.

• Store all your documents (including PDF and image files), marketing collateral and a portfolio of customer references in a central location.
• 4 Quickly access and e-mail your documents to your customers right from the Company Library to standardize your communication.

Extend your sales channel and instantaneously grow your customer reach with eCommerce.

• Generate web leads that are automatically captured in your database through web forms. Receive e-mail alerts so you can be sure to follow-up on all your hot leads.
• Easily build a professional-looking website and webstore with real-time secure credit card transaction processing created with ecBuilder®**.

Process and manage orders effortlessly.

• Capture or pre-authorize credit card payments, issue refunds and link orders to customer records.
• Manage and reply to product inquiries.
• Track payment and shipping status.

Link accounting information directly from QuickBooks®.

• See complete customer credit history.
• View and create quotes and invoices directly from Maximizer.

Get up-and-running quickly with easy installation and flexible configuration.

• Maximizer 8 is designed to run with all the latest releases, from Windows 98 to Windows XP, including Office suites from 97 to 2003.
• Import data from other contact managers without retyping, including ACT!®, GoldMine®, Outlook™, and other database formats including Access, CSV, dBase, ASCII and more.
• Network multiple users out-of-the-box in a peer-to-peer environment****, so you can share your database and schedule with colleagues or your assistant.
• Use Maximizer out-of-the-box, or easily configure it with unique User-Defined Fields to capture all pertinent customer information.
• To help you get started quickly, Maximizer comes with enhanced ready-to-use industry database management templates that includes pre-formatted User-Defined Fields and letter templates to support workflow processes and information tracking for the Real Estate, Financial, Legal and High-Tech industries.

System Requirements

• Minimum processor speed: 133 MHz (350 MHz recommended)
• Available RAM: 128 MB (256 MB for Windows 2000, ME, XP, or 2003 recommended)
• Available hard disk space: 300 MB
• Operating system: Microsoft Windows 98 SE, NT 4.0, 2000, ME, XP, or 2003
• E-mail system: 32-bit MAPI-or VIM-compliant e-mail system like Microsoft Outlook 98/2000/2002/2003 or Lotus Notes 4.6 or later
• Internet browser: Microsoft Internet Explorer 6.0
• Database: Pervasive.SQL V8 Workgroup Engine (provided with Maximizer installation)

• Minimum processor speed: 133 MHz
• Available RAM: 64 MB (minimum)
• Available hard disk space: 70 MB (100 MB recommended)
• Operating system: Microsoft Windows 98 SE, NT 4.0, 2000, ME, XP, or 2003
• E-mail system: 32-bit MAPI-or VIM-compliant e-mail system like Microsoft® Outlook™ 98/2000/2002/2003 or Lotus Notes 4.6 or later
• Internet browser: Netscape Navigator 4.x or higher, IE 4.x or higher
• To publish your site in the Internet: Internet connection, e-mail account, website host account with Internet Service Provider
• To view orders and inquires: Maximizer application software included with ecBuilder Pro

• To facilitate real-time credit card transaction processing

1. Obtain a merchant account from the choice of real-time credit card transaction providers supported by ecBuilder Pro
2. Valid 'E-mail Client Digital Certificate' or 'Personal Digital Certificate'
3. Industry standard client that supports MIME (such as Microsoft® Outlook™)
4. CD-ROM drive

About Maximizer

About Maximizer Software