The How And Why Of Maximizer In The Cloud

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Maximizer CRM Live is easy to deploy and inexpensive to maintain, yet powerful enough to meet the changing needs of your growing business. It is a complete online CRM solution that will help you generate high quality sales leads, close more sales, improve forecast accuracy and drive performance. To learn more about Maximizer CRM Live visit http://www.maximizer.com/cloud-crm/

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The How And Why Of Maximizer In The Cloud

  1. 1. Poll Question What is your main objective for attending today? WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  2. 2. Today’s Speakers Neal Cranna Maximizer CRM Marketing Director David Costin Maximizer CRM CRM Solution Specialist WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  3. 3. Entrepreneur Announcement • Maximizer Entrepreneur Edition will be discontinued on March 31st, 2014. • This means there will be no future product releases or service releases • Growing market demand for cloud and web enabled products • One core to support customer demand • Increase value delivered to ALL customers • Keep customers current with new technology and product enhancements WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  4. 4. What you need to know • This means there will be no future product releases or service releases. • Nothing will change for current Entrepreneur Edition customers • You can continue to find product support through our partner network and online support community WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  5. 5. Migration Paths • Maximizer Entrepreneur • Maximizer CRM • Maximizer CRM Live WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  6. 6. WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  7. 7. Poll Question What concerns you most about moving to the cloud? WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  8. 8. Moving to CRM Live • Proven and secure technology • 100’s of Entrepreneur customers have made the move • Focus of R&D Resources • The same Web product deployed to Group and Enterprise Customers • Central to Maximizer direction • Consistent across all product platforms and market segments WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  9. 9. Key Product Enhancements • Access Anywhere • Secure web access from any PC • • • • • Enhanced Opportunity Management Mobility Across Tablets and Smart Phones Flexible Dashboard Reporting Marketing Campaigns Customer Service WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  10. 10. WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  11. 11. Support Services • All upgrades to the Maximizer CRM are automatically applied for you • General how-to questions on the use of Maximizer CRM Live are included • Access to CRM Live support team from 7am-4pm PST via E-mail, Chat and Telephone • Product related technical support for CRM Live WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  12. 12. WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  13. 13. Security WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  14. 14. Poll Question What benefits do you see in moving to the cloud? WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  15. 15. Today’s Speaker David Costin Maximizer CRM CRM Solution Specialist WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  16. 16. WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  17. 17. The Path to the Cloud What is involved • Provide your database to Maximizer’s Professional Services team • Our PS team will do the following: • Upgrade and configure your database • Place it in the CRM Live environment • Notify when it is complete and provide details to login on-line WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  18. 18. The Path to the Cloud Data Conversion • Your entire database will be migrated to CRM Live • This is a great opportunity to examine your database, prune out any old information and files prior to having Maximizer convert it. • This reduces the overall size and expansion pack fees WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  19. 19. The Path to the Cloud Data Preparation • Your existing version of Maximizer has tools to reduce the size of your database • These tools will allow you to target the larger items such as Notes and Documents • You can always keep a copy of your existing database running locally just in case you need to access the pruned data at a later time • All information and UDFs will be moved to CRM Live database WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  20. 20. Product Demo WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.
  21. 21. Loyalty Offer • CRM Live for $300/year $25/month • No Cost Data Conversion V10-V12 Check specific details here: http://www.maximizer-crm.com/crm-live-special-offer-reward WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

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