Webinar by Maximizer CRM's president Vivek Thomas on the new features offered by Maximizer and a demonstration of the customizations offered by business partners in the Australia and New Zealand region.

1. Evolving to Match
Your Custom Needs

2. 1
Vivek Thomas
President,
Maximizer Software
The Maximizer Team
WWW.MAXIMIZER.COM
Cheryl Prats
Business
Development
Manager,
Maximizer Software
Paul Battaini
Senior Solutions
Consultant,
Maximizer Software

3. 2
Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions

4. 3
Brief History
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Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions

6. 4
Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions

7. 5
Deployment Options
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Desktop, Tablet and MobileWindows Sales Force Automation,
Marketing Automation
and Customer Service
Our
Cloud
Your
Cloud
On
Premise

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Introducing…
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Overview of
Maximizer CRM 2015
ANTI-SPAM COMPLIANCE IMPROVEMENTS
 Support for active opt-in with multiple e-mail
addresses
 Support for active opt-in for multiple content
types
 Provides foundation to enables CASL compliance
in Canada
 Added new email templates
SECURITY IMPROVEMENTS
 Enable auditing for Address Book module
 Generation of system auditing reports
REPORTING IMPROVEMENTS
 Support for advanced reporting through
Microsoft Excel
 Addition of numerous Microsoft Excel reporting
templates
USABILITY AND PERFORMANCE IMPROVEMENTS
 Added VOIP/IM support for outgoing calls
 New interface for viewing and editing
opportunities
 Support for conditional mandatory fields for
opportunities
 Addition of new interface controls for key fields
 Support for rolling date range for Hotlist tasks
 Ability to retrieve all entries of any type
 Updated usability of main address book interface
 Email documents directly from documents
following tab
 Quick changes of selected contact through
contacts following tab
 Addition how-to videos provided online

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Single Household View

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Key Field Views- Personal

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Action Plan Work Flows

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Action Plan Work Flows

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Opportunity Management

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Dashboards - Clients

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Dashboards – Advisor Performance

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Client Interaction – Audit Trail

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Mobility

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Overview of
ENHANCEMENTS 2015
SECURITY IMPROVEMENTS
Notification of password changes
Freeze login after failed attempts
Force password on mobile
OUTLOOK ADD-IN IMPROVEMENTS
Overwrite preferences for attachments
Specify category and security
when saving emails
Change column view when searching
Save and track by email
WORD ADD-IN IMPROVEMENTS
Removal of ‘blank space’
Save to document template library
MOBILE ENHANCEMENTS
Force password on mobile
Add documents from device
Support more basic search fields
USABILITY AND PERFORMANCE
IMPROVEMENTS
Added document template library
Merge to document from address book
Custom address formats
Easier customization of key fields
Improved opportunities notes report
Dependency between product/services
and categories for opportunities
SMTP check for CRM Live
INTEGRATION CAPABILITES
MailChimp connector
OTHER FEATURES
Performance improvement for searches,
exports and upload of large documents

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Product Strategy
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Core CRM
Sales
Marketing
Customer Service
Browser
Integration
Vertical Products
WealthManagementEdition
API’s&Connectors
OnPremise
YourCloud
OurCloud

21. 10
App Integrations
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Connectors

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Integration Options
• Leverage your existing data
• Experienced import and
integration team
• Import services
• Real-time, near real-time, and
batch import capabilities
• Web Services
Value
-Better decision making
-Efficiency
-Lower cost licensing

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Product Strategy
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Core CRM
Sales
Marketing
Customer Service
Browser
Integration
Vertical Products
WealthManagementEdition
API’s&Connectors
OnPremise
YourCloud
OurCloud

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Wealth Management
Edition Highlights
Know Your Client Workflow
Ensure regulatory compliance with
mandatory data entry and follow-up
requirements.
Team Collaboration
Each team member has a shared view of all
updates, activities, calendars and
assignments to ensure comprehensive
client management.
Secure Deployment
Store your data on-premise or in the cloud,
whichever you prefer.
‘One View’ Client Profile
View key information immediately within one
clear client profile.
Mobile CRM
Keep connected to clients when out of the
office with secure access via smartphones
or tablets.
Business Intelligence
Customize dashboard views to meet the
needs of individual advisors, business units
and management.

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Client Info At Your Fingertips
Maximize the value of your book
of business by keeping client
information in one central location.
With all client documentation and
history available in Maximizer
CRM it’s easy to gain insight into
clients’ interests and investment
preferences in order to offer
services tailored to individual
needs. Additionally, stay
connected to clients when out of
the office with mobile access.

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Streamline Common Practices
By eliminating time consuming
administration it becomes easier
to focus on meaningful client
engagements. Maximizer can
automatically manage repeatable,
standard practices like client
onboarding, trade
recommendations, and client
acquisition to ensure consistency
with customer interactions and
adherence to regulatory
requirements.

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Monitor Metrics and Track Growth
Built-in dashboards and reports
show performance metrics crucial
to any wealth management
practice in real-time and may be
further customized to meet the
needs of individual advisors and
management. The same
technology that powers these
reports can also be used to quickly
identify clients that meet a
predetermined set of criteria such
as acceptable risk levels or
minimum asset base.

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5 Reasons to Move to
Wealth Management CRM
Workflow automation allows for automatic management of repeatable actions, eliminating time consuming processes that
are frequently administrative in nature.
5: Streamline Workflow Automation
1: In-depth Client Profiles
Wealth Management CRM shows a complete client profile and KYC information, allowing advisors to quickly and accurately
respond to inquiries. This complete view also allows for clients to easily be segmented, identifying revenue opportunities.
2: Succession Planning
A book of business logged in a CRM database is much more valuable than a mere log of contacts with some notes attached
in Outlook/Excel.
3: Provide Superior Client Service
Clients will only continue to demand higher levels of service. With Wealth Management CRM you’ll be able to easily handle
these growing expectations.
4: Monitoring Metrics that Matter
Maximizer’s Wealth Management CRM has been preconfigured with dashboards and reports to help measure performance
across individual advisors and the entire organization.

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Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions

30. 1
Chris Dauth
Director
CRM Central
Your Speaker
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Can the CRM System Link to my Accounting
System?
Business needs
• Sales staff want to see client sales history without
the need to open the accounting software.
• Accounting staff don’t want to have to rekey data
if a prospect in the CRM system becomes a client.
• Marketing staff want to target clients in the CRM
system that have a specific buying profile that is
contained in the Accounting system..

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Max To MYOB is a template to allow Maximizer to link to
external data sources that contain financial information.
Clicking on a custom tab in Maximizer displays data from
MYOB for the selected record
Drill down (read only) to live information in the Accounting
system such as Invoices and Item Sales

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Can Enquiries captured on my web site be
linked to the CRM system?
A Web to Lead function is included with
Maximizer. It creates the html to link your
web site to your Maximizer Database so
leads are added automatically
We have developed Custom Web to Lead services that will not only add a
record to Maximizer but can also:
 Create a Sales Opportunity
 Create a Customer Service Case
 Alert Internal staff via email or SMS
 Create a reminder to follow up the lead
 Start other custom processes

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Can I create professional quotes using my own
price list, templates and quote numbers?
Business needs:
• Sales staff need to be able to produce professional and
accurate quotes – quickly and easily.
• Management need to be able to analyze and measure results
including a Sales Funnel and Win/Loss performance
• Quotes need to be created from a range of devices including
PCs, Macs and Tablets

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mQuote has been designed to work with
Maximizer Opportunities and works from almost
any device
Clicking on a custom tab in
Maximizer displays Quotes
for the selected record
Drill down
into an
existing
quote or
add a new
one
Add items, comments and sub totals then
send the quote as an email

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Can I let my clients decide what information they
want to receive in stead of saying ‘NO’ to
everything?
Business needs:
• Emailing clients and prospects is still important but
they get annoyed if they receive information they
don’t want.
• Normally they unsubscribe to everything which
means they could miss important information and
offers.

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MaxUnsubscribe works with the Campaign Manager and
allows email recipients to choose the type of
correspondence they want.
MaxUnsubscribe works with the Campaign Manager and
allows email recipients to choose the type of
correspondence they want.
In stead of setting “Do not solicit by’ to
‘Email’ which will exclude them from future
campaigns, they are redirected to a custom
page where they make their choice of what
they want to receive.

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Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions

39. 1
Ryan Murphy,
Software Engineer
Your Speaker
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Quoting Module Add-On

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Quoting Module: Manage Products / Inventory

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Quoting Module: Manage Products / Inventory
Select Quote or
Invoice type. Select Contact to
Email Quote To
Select Items from
Products Database
Add multiple line items

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Quote Preview

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Live Demo: https://www.youtube.com/watch?v=M78bjG9FZ7U
Drop a file into here from desktop or folder.

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Maximizer Gmail Integration

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SMS Integration

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Reporting (SQL Reporting)

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Real Estate Automation Examples. Documents and Website
Fill in PAMD contracts
automatically
Upload /Sync property from
max to website
Save contract PDF into Maximizer

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What can we integrate Maximizer with?
www.crmpro.com.au
Your website’s
news items?
www.realestate.com.au
properties uploaded
from Maximizer

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Property listing example?
Live feed to website from your CRM.
Properties stored directly in Maximizer.
Updated in Real Time.

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Fill out documents automatically and save
back to client record as pdf or doc
Faster than doing it manually. 10-20 minutes cut down to 1-2 minutes.
Always accurate! If your Maximizer data is accurate!

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Contact web-lead forms.Update any web
contact forms directly into maximizer.

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Invoicing and Accounting
Create invoices in Maximizer
Keep invoice history in Maximizer
Link to Accounting packages if required

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E-News Marketing Integration / Campaign Monitor
Sync’d

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Questions?
Please Contact our Team or Our Partners
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Cheryl Prats
Business
Development
Manager
+61 (0) 2 9957 2011
CPrats@maximizer.com.au
Paul Battaini
Senior Solutions
Consultant
+61 (0) 2 9957 2011
pbattaini@maximizer.com.au
Ryan Murphy
Partner
+ 61 07 3040 6789
ryan@crmpro.com.au
Chirs Dauth
Partner
+61 (0) 1800 250
737ChrisD@crmcentral.biz

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Maximize your Maximizer
Align KPI’s with Dashboards and Reports
Monitor Activity -> Effort -> Results
Standardise Best Practice
Drive User Adoption
Notification & Alerts on Exceptions
Repository of Client Data & Communication
“One view” of Client
Improve Customer Experience
Integration with Line of Business applications
Future Proof
Configure Technology to match Process
Marketing -> Sales -> Service/Operations
Action Plans, Notifications, Alerts
Integration & Customization
Reporting, Dashboards
Flexible Deployment Options,
Device Access managed centrally,
Monitor Database Usage
28+ Years of CRM expertise
1000’s of implementations
On time & On Budget