Maximizer CRM 10.5 Access Options

Work when and where you want

With today’s customer demands for near real-time response and workforces being more mobile and remote than ever, there’s a rapidly growing need for flexible work options and access to critical customer information. Maximizer CRM provides these options by extending its desktop capabilities toMaximizer Mobile CRM for BlackBerry®, Windows Mobile®, iPhone®, Nokia®, HTC Google G1™ and other devices, as well as to Web Access.

Maximizer Mobile CRM for on-the-fly response

• Use MaxMobile to access and update complete customer profiles, leads, opportunities, appointments, service cases and notes — stored directly on your BlackBerry or Windows Mobile device for speed and effi ciency, with wireless synchronization back to the office
• Use Wireless Web Accessv for seamless real-time online access to dashboards and your entire corporate CRM database through a wireless web browser on virtually any device, including iPhone, HTC Google G1 and Nokia (Symbian OS) smartphones
• Use MaxLink to synchronize Palm smartphones to Maximizer CRM with one click to the HotSync button

Comprehensive and intuitive CRM for Windows Desktop

• Enable staff to access up-to-date customer and lead information, sales opportunities, customer service cases, marketing campaigns, documents calendar, tasks, and more
• Provide multiple administrators with access to manage security, back-up your database, and manage users through the desktop administration module
• With a simple, intuitive interface, Maximizer CRM boasts a familiar user experience across all access options
• Enable web, remote, and mobile access to the same valuable data for the staff when they’re on the road or working from home

Web Access for real-time convenience

• Empower your remote workforce and enable strategic collaboration with access to critical information — no matter where they are with full access to customers, notes, custom fields, leads, calendars, tasks, sales opportunities, customer service cases, and company documents
• Enjoy many of the same powerful features of CRM at the office including: Microsoft® Word integration with mail merge for creating personalized letters, personalized email templates for standard professional communications, and Excel export of customer and sales data
• Manage appointments, tasks and series of standard processes with Action Plans to organize projects and systematically schedule follow-up activities
• Maintain strategic thinking with opportunity management and access to reports and dashboards for real-time business visibility
• Deploy with ease by customizing .NET framework based Web Access view to make it work for your organization, including custom windows and tabs

Take your customer relationships offsite with Remote Synchronization

• Remote staff has easy and complete access to all the same data, modules, and processes as Windows desktop users in the office — using the same software, offline
• Distribute opportunities and action items to remote team members
• Maximize offline productivity by storing a copy of records locally and synchronizing the latest updates back and forth seamlessly and regularly with the central database
• Rely on secured synchronization using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss
• Focus on the tasks at hand with reliable automatic or scheduled synchronization, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system
• Quickly synchronize information by filtering records by owner and documents by age and size to reduce file transfer size