Maximizer CRM 11 Product Overview


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Maximizer CRM Software Presentation highlighting key modules of Sales Force Automation, Marketing and Customer Service. The presentation also provides a brief background of the company, Awards and recognitions received and current customers

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  • The 3-tier architecture of Maximizer CRM enables our development team to be nimble and flexibleThe database power is provided by Microsoft SQL The functions of the software, or the business logic, is modularized into the common components that are linked together, and linked to the databaseThe interface options are what enable business users to interact with the functions, and enable us to develop new interfaces (wireless browsers, etc….) quickly without re-creating functionality code
  • Action Plans are not a new feature, but they are definitely worth highlighting as a key sales tool to ensure your sales process is followed to the letter.Action Plans allow you to schedule a series of activities, setting the wheels in motion for a series of follow-up tasks. They allow you to establish a pre-determined set of actions to ensure that each prospect is followed up with efficiently and with attention to detail. Action Plans make follow-ups a snap, with specific deliverables pre-assigned to you and/or members of your team. These include: initial and follow-up tasks required, calendar appointments, documents that need to be prepared prior to a meeting, or phone calls that need to be made. Action Plans can be set up as standard templates, so processes are easily repeatable. And they can be easily updated at any time to adapt to various processes. With Action Plans, everyone on your team knows what to do and when to do it, ensuring that nothing falls through the cracks.
  • Maximizer CRM 11 Product Overview

    1. 1. Maximizer CRM 11 and All Access options
    2. 2. Company Background Who are we? Global CRM provider to small and medium enterprises (SME) and divisions of large enterprises Headquarters: Vancouver, Canada  Regional offices EMEA, Asia Pacific, Australia CRM pioneer since 1988 Good CRM: People, Process and Technology 1.0 million+ Maximizer users 120000+ Maximizer customers worldwide Extended Channel - 200 Business Partners
    3. 3. Industry Recognition & Awards “CRM Market Leader”, "Market Winner" (CRM Magazine, 2004-2010) “ISM Top 15 CRM” (ISM Strategic Advisors, 2002-2011) “Strong Performer” , “Leader” (Forrester SFA 2005-2010) “Niche Player” (Gartner Magic Quadrant for SFA, 2007-2010) "10 Must-Have Apps for your BlackBerry" (2009) “Product of the Year” (Customer Inter@ction Solutions, 2007-2008) “CRM Excellence Award”(Customer Inter@ction Solutions, 2008) Strong Performer: Mid-Market CRM, SFA, “Software 500” (Software Magazine, 2003-2008) Customer Service “Branham 300” (Backbone Magazine, 2000-2008) “Best of Show” (Internet World, 2000) “Best of Comdex” (PC Week, 1999) 10 Must-Have Apps for 10 Must-Have Apps BlackBerry 2009 for BlackBerry 2009
    4. 4. What do we provide? Four scalable Editions to meet the Needs of SMEsEntrepreneur - Team Edition Group Edition Enterprise Edition
    5. 5. Maximizer Software Customers • Challenge: Territory managers on the road across 26 US territories with an average of 6 to 10 visits per day had to plan at evenings... • Results: Increase customer face time and productivity by 17% • Reduce staff downtime with access to customers data and activity on mobileGlobal leader in compression therapy products adopted MaxMobile ”..Executives gain strategic advantage in having near real-time customer information flowing in from the field” . - Byron MacPhee, US VP of Sales, SIGVARIS USA
    6. 6. Why Did 120,000 Companies Choose Maximizer CRM? Our Differentiators S A V ESimple & Access Value Expertise Quick Options Business Use: Fast & Easy to Windows Low Total Cost of Ownership 20 years experience Learn and Use. Web for SMEs. 120,000 worldwide customersIT Staff: Fast & Easy to Deploy & Mobile Best Value full-feature CRM in 1,000,000 licences. Maintain Class
    7. 7. The Analysts say…• “Strong Performer/Leader”Maximizer CRM helps to mobilize the workforce.Maximizer continues to demonstrate its abilities to support small and midsizedorganizations’ CRM requirements.The product’s primary strengths include usability, sales force automation, and mobilecapabilities. Deployment time frames range from a few days to a few weeks.”The Forrester Wave: “Midmarket Sales Force Automation, Q2 2010” – Not for Publication• Keep CRM simple. “Do not be one of the horror stories in which a well- designed piece of packaged CRM becomes customized to the point of uselessness”The Forrester Wave: “Midmarket Sales Force Automation, Q4 2005”
    8. 8. Maximizer CRM Product Overview
    9. 9. What does Maximizer CRM provide?
    10. 10. What does full access Maximizer CRM provide? 360º View! Greater Impact! Everyone benefits Account & Contact Mgmt Company and Time & Task Mgmt Customers! Document Mgmt Email Mgmt Accounting Integration CTI Reports & Dashboards Workflow Automation
    11. 11. Maximizer™ CRM 3-Tier Architecture
    12. 12. Maximizer CRM Editions Larger Customers ( Full SQL Server) Team Enterprise Contact Full CRMManagement Functionality Entrepreneur Group Smaller Customers (SQL Express only)
    13. 13. Maximizer CRMGroup Edition Enterprise Edition1-10 users >= 5 usersSQL Express Full SQL Engine (not included)All Access All AccessStandard Sales Functionality Plus Quota Mgmt & Territory MgmtStandard Marketing Functionality Plus Fax/Print CampaignsFull Customer Service Functionality Full Customer Service FunctionalityStandard Security w/Single Sign-on Plus Advanced Security for AB entriesStandard Reporting Functionality Plus more Reports, Web Reports
    14. 14. Maximizer Contact ManagementEntrepreneur Edition Team Edition1-5 users 5-50 usersSQL Express Full SQL Engine (not included)Windows Access Windows AccessMaxMobile Access Optional MaxMobile Access IncludedSales Force Automation Team Based Sales Force AutomationQuick Campaigns Quick Campaigns
    15. 15. Some Screenshots of Maximizer CRM 11The Complete CRM Solutionfor Mobile, Web and Windows
    16. 16. Address Book
    17. 17. Address Book – Details, Map
    18. 18. Address Book – Notes, History
    19. 19. Address Book – Take Actions
    20. 20. Calendar – Multi-User Mobile
    21. 21. Calendar - Appointments
    22. 22. Company Library – Email Documents
    23. 23. Sales Opportunities
    24. 24. Sales Opportunity - Details
    25. 25. Quick Campaigns &
    26. 26. Customer Service - Cases
    27. 27. Customer Service – Take Actions
    28. 28. Dashboards & Business
    29. 29. Workflow
    30. 30. Thank You