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

About Maximizer 9

Succeed by managing More contacts and Closing More Sales!

Overview

Maximize your Time. Create Satisfied Customers. Increase your Sales.

A leader in sales & contact management since 1995 with over 1 million users worldwide, Maximizer makes it easy to succeed by effectively managing your time, customers, and sales.

Account & Contact Management

• Manage an unlimited number of contacts and profile them using a variety of fields that you create, such as industry and size.
• Easily create custom screens with key data entry fields.
• Access a complete history of your customer interactions, including emails, phone calls and faxes.
• Link with your phone for caller ID pop-up on incoming calls and direct dialing on outbound calls – increase call accuracy and save time, plus track time spent on calls.
• Format information the way you want it to appear .
• Maintain data integrity and completeness of information through duplicate record checking and mandatory fields – specify what fields to check and what to make mandatory.
• Track organizational hierarchy amongst your customer contacts.
• Search on any field, and create one-click access to frequently accessed lists of customers or prospects.

Appointment & Task Scheduling

• View your day’s upcoming appointments and prioritized activities at a glance.
• Collaborate seamlessly with colleagues with the color-coded multi-user calendar.
• Choose daily, weekly or monthly views, then print your schedule to your daytimer.
• Leave it to Maximizer prompt you about task deadlines and appointments.
• Sync with your calendar in Outlook and your handheld PDA device.

Sales Opportunity Management

Maximize chances for success Forecast revenue effortlessly.

• Maximize chances for success by creating an Opportunity for every project. deal, or sale.
• Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase.
• Easily forecast revenue using the graphical sales funnel report one-click away, or a number of other reports to analyze your sales and drill-down to individual opportunities.

Action Planner

Simpler than ever to stay on track.

• Plan a series of tasks and appointments to ensure nothing slips through the cracks.
• Assign tasks to yourself and to others to collaborate on projects.
• Use one of the templates to manage projects, sales activities, or lead follow-up processes – or create your own template to use with every customer or prospect.
• View all upcoming tasks at a glance.

Communications, Microsoft® Office & Outlook® Integration

Communicate more effectively - and more easily - thanks to seamless integration with Microsoft Office.

• Create documents, letters, faxes and emails with ease. Store customer communications under each contact record for easy reference.
• Synchronize contacts and calendars between Maximizer and Outlook – then synchronize to your PDA with Pocket Outlook.
• Read Outlook email within Maximizer and save important messages to client records.
• Export Maximizer contacts to Outlook, and viceversa… with super ease. Even access Outlook contacts while you’re emailing from Maximizer.
• Personalize letters and proposals by merging fields from virtually any field in Maximizer.
• Export lists and reports to Excel® for detailed analysis in a familiar environment.
• Get maps & directions to and from your appointments using Microsoft MapPoint® integrated with Maximizer. Find virtually any location in the world.

Synchronization with Handheld PDAs3

Be in total sync wherever you travel with access to all the up-to-date information you need.

• Sync with a variety of PDAs , including Palm® devices (Treo, Tungsten & Zire), Sony™ and Samsung PDAs using the Palm OS – with no extra software to install on the device. Simply use the default Palm modules already provided.
• For an updated list of supported devices, please visit www.maximizer.com/support/products.html.
• Or using Outlook two-way synchronization, transfer contacts & calendars back and forth with devices like BlackBerry® and Pocket PC.

Reporting – Crystal Reports®

Instantly produce reports to see a snapshot of your business.

• Produce real-time, easy-to-read reports with complete graphics.
• Includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline and win/loss analysis.
• Publish reports in PDF, HTML, or RTF to easily share with colleagues.
• Includes world’s industry standard reporting tool, Crystal Reports® XI Professional, to create custom reports, including graphics for instant visualization – use Crystal wizards to walk through report creation.
• Instantly export data (customers, opportunity lists and reports) to Excel with one-click for further analysis in a familiar environment. Security enables you to restrict these rights to ensure valuable customer information is still protected.

Document Management

Get access to all the documents you need in a snap.

• All documents are stored in a central location for easy access.
• Create folders to organize documents and see a preview of the item.
• Email documents & collateral to customers directly from the Company Library.
• Compatible with Word, WordPerfect, Excel, PowerPoint®, Acrobat Reader (PDF) and other standard Office-type programs.

Link with QuickBooks®4

View your customers’ accounting info from one simple interface.

• View your customers’ accounting information directly from Maximizer – without having to install QuickBooks.
• Create QuickBooks invoices and estimates directly from Maximizer, using up-to-date inventory and pricing.
• See the status of unpaid invoices, credit limit and balance details.
• For an updated list of supported versions of QuickBooks, please visit www.maximizer.com/support/products.html.

Web & eCommerce

Leverage the Internet and expand your customer base.

• Collect lead data using web forms, which are automatically imported into Maximizer complete with email alerts.
• Build a professional-looking webstore with real-time secure credit card processing created with ecBuilder Pro 6.0 Lite5 , included with Maximizer.
• Process and manage order with the OrderDesk, including real-time credit card transaction processing.