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

Maximizer Enterprise™ 9 & 9.5

Raising the bar for high-performance sales, marketing, and service

Maximizer Enterprise 9.5 builds on the proven Maximizer Enterprise 9 solution and gives you more ways to work the way you want. Whether you use your desktop at the office or the Internet on the road; Windows Mobile®, Palm® or BlackBerry® devices; or Outlook® as your main gateway – Maximizer Enterprise is the proven, award-winning and flexible way to attract prospects, win new customers, and increase repeat business. Still at an affordable price.

Here’s what’s new in Maximizer Enterprise 9 & 9.5:

• Business Intelligence and Process Management Improvements for Managers
• Productivity Enhancements to Accelerate Staff Performance
• Administration, Integration, and Customization Advancements for IT Professionals
• Security Advancements for your Company

Manage Business Performance & Create Predictable Success

With the world standard in reporting – Crystal Reports® XI Professional – plus a Dashboard and over 175 reports included with Maximizer Enterprise 9.5, it’s now even easier for managers and executives to gain accurate insights into their company’s operational performance.

• Visualize business drivers and make better decisions faster with an improved Executive Dashboard integrated with Crystal Reports for drill-down to detailed information.
• Take advantage of pre-formatted, standard reports to save time and reduce the effort it takes to compile detailed operational data – includes sales pipeline funnel, lead status, case monitoring and more!
• Instantly export data from reports or column views to Microsoft® Excel® for further manipulation
  and analysis.

• Easily configure Workflow Automations without time-consuming customization: manage performance metrics, operational policies and business processes.
• Now speed up process automation with NEW out-of-the-box Workflow Automation alerts & processes, including automatic campaign removal and alerts for leads not followed up in a timely manner.
• These are in addition to automation and alerts already included, such as general email inbox monitoring, real-time lost/suspended opportunity alerts, changed sales forecast alerts, case overload and follow-up alerts – giving managers the insight needed to effectively monitor the things that are important to your business.

Accelerate Productivity

Maximizer Enterprise 9.5 includes many usability improvements – from user interface re-engineering and a direct Outlook interface, to more web & wireless mobility options – helping you accelerate productivity by ensuring staff can work the way they want.

• With on demand access, get up-to-the-minute information, including customer details, sales forecasts, your list of deals or your appointments– whatever you need from Maximizer Enterprise – from anywhere. Experience the same look and feel of Maximizer Enterprise through the web or through the desktop interface with increased functionality through the web.
• Whether you use a Windows Mobile, Palm, or BlackBerry device – get your critical customer information while you’re on the road. NEW MaxMobile let’s you install the software on your Windows Mobile device and synchronize updates back to the corporate database. If you’re using the latest Palm OS device – MaxLink works with the existing modules on your Palm for a quick synch. And if you use a BlackBerry or other wireless web device, simply login online to get real-time access to customer information through the Wireless Portal.
• Use Maximizer Enterprise with the products you already use in your business. As a Microsoft Gold Certified Partner, we’ve built in tight integration with Microsoft® Word for personalized letters, FrontPage® for rich HTML email campaign content, and Excel® for data exporting and analysis. Plus, when you’re ready for Office 2007, so is Maximizer Enterprise 9.5.
• Take advantage of NEW automatic two-way synchronization of contacts, tasks and calendars with Outlook®.
• Give your staff CRM functionality right in Outlook with the NEW Maximizer Toolbar for Outlook. One click let’s you save emails from Outlook directly to their Maximizer Enterprise record, create a new contact based on the sender’s information, or simply view the contact’s record in Maximizer Enterprise.
• Maximizer Enterprise’ email window, which you can integrate with Outlook or other email applications like Lotus Notes and GroupWise – now let’s you use the popular preview pane for easier scanning of messages.
• Now collaborate and book meetings with non-Maximizer Enterprise users with the NEW integration with Microsoft Exchange.
• Personalize “My Work Day” for user groups based on role so people in your organization automatically get information that’s important to them—including key performance measurements—delivered to their home page.
• With NEW centralized user-defined fields, easily view and update Address Book entry fields through the Contacts, Opportunities and Cases for one-click access to the information you really need. This enables you to view company profile and lead qualification details when working on a sales opportunity.
• Edit user-defined fields on the fly with NEW in-line editing for faster data entry.
• More spell-checking options; printing directly from within a Note; more flexibility to set your work day hours in the Calendar; emailing multiple documents from the Company Library; searching in the Company Library by file name, author, and more.

• Exploit the most flexible and powerful Opportunity Manager on the market today to implement sophisticated sales methodologies – now with more flexibility to change sales strategies at any point in the sales cycle.
• Opportunity Manager now supports multiple currencies for global sales teams.
• Sales teams and territories change, so Maximizer Enterprise gives you the power to re-assign leads, accounts, tasks, and opportunities quickly to the right sales representative.
• Use NEW Action Plans to manage a series of standard tasks for sales processes and marketing projects – even assign tasks to multiple people, complete with alarm reminders to ensure nothing is forgotten.
• Take advantage of many NEW, out-of-the-box reports—from the Opportunity Pipeline Funnel and Lead Summary to Case Resolution—to track sales performance and identify areas for improvement.
• Now you can follow-up effectively with your prospects who responded to email campaigns: quickly get a list of people who viewed the email and those who clicked-through to a web page.
• Use the NEW interactive organizational chart to visualize who’s who in your prospect’s organization, and make updates with a simple drag and drop.
• Designate a key decision-maker and other influencers and identify their roles in the sale.
• Create a default, pre-populated form for rapid entry of new opportunities; and search opportunities by partner or competitor in the deal to find information faster.
• Plan your travel days more effectively using NEW integration with Microsoft Virtual Earth for global maps and directions.
• Get partners and employees collaborating more effectively with improved, customizable Portals. Partners can now update leads and sales forecasts in real-time, to give you greater insight into partner activities.

• Gain insight into where dollars are best spent with the NEW automatic Campaign ROI Calculator.
• Close the loop on your campaigns and see greater ROI by easily retrieving a list of email campaign respondents by those who opened emails, and those who clicked-through on your landing pages – and provide those lists to sales for follow-up.
• Manage marketing projects and ensure the team is on track to meet deadlines with NEW Action Plans: assign tasks and link project resources and personnel through a central interface.
• Enjoy greater flexibility and improve communications by using Microsoft Word® for formatting, color and font enhancements for your rich text print, fax and email campaigns, and Microsoft FrontPage® or any other web application for your rich HTML email campaigns.

• Save data entry time with NEW ability to create a case directly from an incoming email – it automatically matches the sender to its record in Maximizer Enterprise and uses the body of the message in the case description.
• Increase call productivity with enhanced Computer Telephony Integration (CTI) configuration to enable automatic caller identification and dialing.
• Let your service representatives benefit from a streamlined interface that includes tabs for Customer Service Case details, key fields, and the ability to perform global editing for mass updating or re-assigning.
• Use the NEW, out-of-the-box Case Billing and Case Monitoring reports to ensure every case is promptly handled.
• Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.

Deploy Quickly then Customize based on your Business Demands

System administrators will appreciate the many new time-saving features built into Maximizer Enterprise 9.5 to help you configure and deploy quickly. Plus, IT professionals now have even more control and flexibility to customize the application to match your unique business processes.

• Easily create and distribute unique data entry windows by assigning key user-defined fields for different groups without any programming.
• Expanded role-based security permits faster set-up and easier group administration for departmental settings and views for areas such as “My Work Day” home page, key fields, document templates, and Favorite Lists.
• Industry Packs help you get up and running faster with built-in process automation based on best practices specific to your industry, including fields, data views, Action Plans, sales processes, document templates, and macros.
• Noted for being the fastest to deploy in its class, Maximizer Enterprise now makes deployment and upgrades even faster and easier with improved support for the Microsoft Systems Management Server (SMS).
• Administrator-controlled Live Update enables IT administrators to download service releases and fixes and control the automatic installation to workstations.
• Maximizer Enterprise now supports Microsoft SQL 2005 Workgroup, Standard, and Enterprise editions.
• Let your remote users synchronize data seamlessly with improved MaxExchange set-up: more filters for configuring user profiles, simplified criteria for filtering records to users.
• Reduce synchronization loads by filtering size and age of documents to be synchronized.
• Administer MaxExchange remotely by building a web services based application for web browser access.
• When you’re ready wWith the latest Microsoft platform advancements – we’re ready to support you on Vista, Internet Explorer® 7, and Office 2007.

• With even greater control and flexibility, create custom windows and tabs once and then implement them on desktop client and the web-based Employee Portal to serve the needs of all users. Even customize the Customer and Partner Portals to match your business processes.
• Integrate Maximizer Enterprise with accounting and ERP applications like Great Plains® with the improved accounting API that includes built-in functions for creating and viewing invoices, estimates, and credit limits.
• Use industry-standard coding and do customizations faster with direct native SQL updates.
• Create custom windows and applications to extend the power of Maximizer Enterprise with more VB.NET samples.

Security

• Web-based Employee Portal works with Microsoft .NET framework for user authentication, secure database access, session management, and system logging.
• Desktop client supports Microsoft Windows single sign-on for user authentication (SQL Suites).
• Safely rely on industry-standard security with public key encryption using advanced 128-bit cipher.
• Be sure your data is protected from all access points (such as custom reports, integration, and SQL queries) with expanded role-based security at the database level.
• Expanded security enables you to assign record and field-level full and read-only access throughout the Address Book and Notes, so you can share information and protect it at the same time.

9 Reasons that Make Maximizer Enterprise Better

• Award-winning, intuitive, integrated sales, marketing, customer service & support CRM software
• Adaptable to your business demands
• On demand access: Desktop, PDA & Web-Ready
• Rapid deployment & results
• Works with Office, Outlook®, and accounting programs
• Bullet-proof security
• Architecture built on industry standards
• Affordable: Lowest total cost of ownership in its class
• Proven with over 7,500 customers and over 10 years focused on customer managment software