MaximizerTM - Maximizer CRM Software

In business, the bottom line is about selling. Designed
precisely for businesses like yours, Maximizer 8 makes
it easier than ever to maximize your time and create
satisfied customers, so you can increase your sales.
Set up Maximizer right out of the box, configure to suit
your business needs, or use industry templates to get
you up and running quickly. With powerful
functionality and a user-friendly interface, it's easy to
see why over 1 million users worldwide rely on
Maximizer every day to work efficiently and close more
sales. It’s the award-winning sales and contact manager
proven to increase your bottom line.
Maximizer 8 features:
✔
Advanced account management
✔
Appointment and task scheduling
✔
Sales opportunity management
✔
Communication via letter, fax, and e-mail
(including Outlook ™ integration)
✔
Synchronization with Palm OS® devices
✔
Crystal Reports ® by Business Objects
✔
Company Library
✔
Web lead generation and eCommerce
✔
Order Desk
✔
Accounting Link designed for use with
QuickBooks ®
Manage your customers better than your
competitors.
The more effectively you can manage customers, the
better you can service them.
✔
Manage an unlimited number of contacts in an
easy-to-use list-based view so you can quickly see
multiple customers' information at a time.
✔
Profile your customers by industry, budget, size, or
other criteria by configuring an unlimited number
of unique User-Defined Fields.
✔
Record and view a complete history of all customer
interactions, including faxes, e-mails and phone
calls for easy retrieval.
Contact management: Store unlimited contact information and save customer
communications to each record.
Maximizer
TM
✔
Store all contact details, including multiple phone
numbers and e-mail addresses.
✔
With flexible views and column set-ups, sort your
information the way you want to see it.
✔
Set important information, such as customer type or
company size, as Key Fields so that it appears
upfront when you open a company or contact
record.
✔
✔
Assign the sales representative responsible for the
customer account in the new Account Manager field
so you can easily run sales reports and track
account ownership. Plus, use the new Reports To
field to track decision makers and influencers in
your accounts.
✔
Schedule appointments, complete with prompts for
follow-up activities, pop-up alarms and e-mail
reminders that are active even while Maximizer is
closed.
✔
Avoid scheduling conflicts by booking your meeting
room and resources right from Maximizer.
✔
View your calendar using convenient daily, weekly
or monthly view and easily print your daily or
weekly schedule to more paper daytimers than ever
before, including Franklin Planners and DayRunner
organizers.
✔
Automatically synchronize with your calendar in
Microsoft® Outlook ™ and with your Palm OS®
device.
Ensure complete customer information by setting
mandatory User-Defined Fields and Basic Fields,
such as city or state. Plus, Maximizer helps you
maintain an accurate customer list with duplicate
record checking.
Manage your time more effectively.
Schedule your time and tasks to stay on track with
customers and prospects.
✔
Start every day on the right page with the My Work
Day home page that lists your daily tasks and
appointments at a glance.
✔
Collaborate seamlessly with your colleagues or
assistant using multi-user Calendar viewing and
scheduling. With different color codes for each user,
you can easily view multiple users' calendars in one
window, and quickly schedule meetings when
everyone is free.
✔
Or make your appointments strictly private so no
other user can view or modify them.
Calendar: Use My Work Day home page to view your daily schedule at a glance and
the multi-user Calendar viewing and scheduling to seamlessly collaborate with your
colleagues.
“Maximizer is the only way in
which I could operate my business. It
helps me manage my time and deliver
exceptional customer service, which have all
translated into more sales."
-David Towler,
Director of Sales & Marketing,
Creative Organization Design
www.maximizer.com
Close more sales and increase your customer
base.
Go mobile. Take customer information
anytime anywhere.
Track your pipeline of opportunities from lead to close
so you don't forget any lead or miss any step in the
process.
Maximizer 8 synchronizes instantly with more Palm
OS® devices than even before - including Palm
Tungsten, Handspring Visor, and Sony/Samsung PDAs
- which means it’s even easier to get the
information you need, whenever and wherever you
need it*.
✔
Use the Opportunity Manager to create an
Opportunity for every new prospect to maximize
your probability of success.
✔
Easily forecast revenue and analyze your pipeline
using over 90 pre-formatted reports and graphs, or
customize your own using Crystal Reports, now
included with Maximizer 8.
Create powerful, targeted communications.
Effective communication is the heart of modern
business. Bring life to your business and increase your
success by using impactful communications.
✔
Create letters, faxes, and e-mails - including HTML
messages - and store all communication under each
contact record for easy reference.
✔
Mail-merge information for personalized letters
using built-in or custom templates for letters and
faxes.
✔
Create documents using Maximizer Word
Processor, Microsoft® Word or Corel® WordPerfect®.
✔
Use Outlook and Maximizer e-mail together,
including exporting your Maximizer contacts to
Outlook, plus accessing Outlook contacts and
reading your Outlook e-mail messages inside
Maximizer. Maximizer automatically matches the
message to a contact in your database so you can
save important messages to customer records.
✔
Simply press the HotSync® button on your Palm or
Handspring device to transfer your Maximizer
Address Book, Hotlist, Calendar, and Notes into
your Palm or Handspring™ device.
✔ Maximizer
Link* automatically synchronizes your
information back and forth with your Palm OS®
device without retyping data so that you're always
up-to-date and ready to meet with your customers
or prospects no matter where you are.
Palm sychronization: Instantly synchronize with Palm OS devices.
"We use Maximizer to keep
track of appointments and store all
of our clients' information. During one
of the busiest times, such as the RRSP season, we rely on Maximizer to help us stay on
track. Maximizer saves us a lot of time so that
we can focus more on client relationships and
increasing our book value."
Outlook e-mail: Use Maximizer and Outlook e-mail together, including accessing
Outlook contacts from Maximizer.
www.maximizer.com
-Mark Newell, Financial
Advisor/Branch Manager, Dundee
Private Investors Inc.
Gain in-depth insight into your customers using
Crystal Reports.
✔
With all your customer data stored in Maximizer, how
do you know which accounts are profitable or what
your sales pipeline looks like? With Maximizer 8, you
can see this type of information easily and quickly, so
you can gain further visibility into your customers
using best-of-breed reporting tool, Crystal Reports® by
Business Objects, now included for every Maximizer
user
✔
Print real-time reports with full-color graphics
using pre-formatted Crystal Reports.
✔
Highlight the information you need by grouping
and sorting data, adding charts and analyzing it
further in a familiar Excel environment.
✔
Publish reports to colleagues in PDF, Word, HTML
and other standard formats.
✔
Plus, Maximizer includes over 90 pre-formatted
reports to quickly see account activities, phone logs,
customer profiles and sales forecasts.
Quickly access and e-mail your documents to your
customers right from the Company Library to
standardize your communication.
Company Library: Store all collateral and documents in one centralized place.
Extend your sales channel and
instantaneously grow your customer reach
with eCommerce.
Leverage the Internet and expand your customer base
with web marketing and sales.
✔
Generate web leads that are automatically captured
in your database through web forms. Receive e-mail
alerts so you can be sure to follow-up on all your
hot leads.
✔
Easily build a professional-looking website and
webstore with real-time secure credit card
transaction processing created with ecBuilder®**.
New Crystal Reports: Gain greater visibility into your customers.
Store company documents and collateral in
the Company Library.
With Maximizer 8 your electronic repository of
collateral is organized andaccessible, easy to view and
distribute.
✔
Store all your documents (including PDF and image
files), marketing collateral and a portfolio of
customer references in a central location.
Maximizer
TM
Process and manage orders effortlessly.
✔
Whether you're taking orders from your online store,
over the phone or fax, or in person, Maximizer Order
Desk handles all your orders and customer inquiries
from one integrated interface.
Import data from other contact managers without
retyping, including ACT!®, GoldMine®, Outlook ™,
and other database formats including Access, CSV,
dBase, ASCII and more.
✔
Network multiple users out-of-the-box in a
peer-to-peer environment****, so you can share your
database and schedule with colleagues or your
assistant.
✔
Use Maximizer out-of-the-box, or easily configure it
with unique User-Defined Fields to capture all
pertinent customer information.
✔
To help you get started quickly, Maximizer comes
with enhanced ready-to-use industry database
management templates that includes pre-formatted
User-Defined Fields and letter templates to support
workflow processes and information tracking for
the Real Estate, Financial, Legal and High-Tech
industries.
✔
Capture or pre-authorize credit card payments,
issue refunds and link orders to customer records.
✔
Manage and reply to product inquiries.
✔
Track payment and shipping status.
Link accounting information directly from
QuickBooks . SORRY-NOT AVAILABLE FOR THE UK VERSION!
®
Using the add-on Accounting Link designed for use
with QuickBooks®, you can view critical customer
information from one simple interface right from
Maximizer***.
✔
See complete customer credit history.
✔
View and create quotes and invoices directly from
Maximizer.
New Accounting Link: View and create quotes & invoices from Maximizer.
Get up-and-running quickly with easy
installation and flexible configuration.
Maximizer 8 is truly the most powerful sales and
contact manager that's easy to use, install and
administer for individuals, home offices and small
businesses like yours.
✔
Maximizer 8 is designed to run with all the latest
releases, from Windows 98 to Windows XP,
including Office suites from 97 to 2003.
www.maximizer.com
"Maximizer is used here very
extensively. We love it to death and could
not operate as efficiently without it.
Efficient and superior service is top priority
for us and Maximizer helps us achieve this. "
-David Killey, General Manager,
Fire Busters
System Requirements
For Maximizer 8
●
Minimum processor speed: 133 MHz (350 MHz
recommended)
●
Available RAM: 128 MB (256 MB for Windows 2000, ME,
XP, or 2003 recommended)
●
Available hard disk space: 300 MB
●
Operating system: Microsoft Windows 98 SE, NT 4.0,
2000, ME, XP, or 2003
●
E-mail system: 32-bit MAPI-or VIM-compliant e-mail
system like Microsoft Outlook 98/2000/2002/2003 or Lotus
Notes 4.6 or later
●
Internet browser: Microsoft Internet Explorer 6.0
●
Database: Pervasive.SQL V8 Workgroup Engine
(provided with Maximizer installation)
For ecBuilder® Pro 6.0 module
●
Minimum processor speed: 133 MHz
●
Available RAM: 64 MB (minimum)
●
Available hard disk space: 70 MB (100 MB recommended)
●
Operating system: Microsoft Windows 98 SE, NT 4.0,
2000, ME, XP, or 2003
●
E-mail system: 32-bit MAPI-or VIM-compliant e-mail
system like Microsoft® Outlook™ 98/2000/2002/2003 or
Lotus Notes 4.6 or later
●
Maximizer 8 is a sales and contact manager designed to help
individuals, home offices and small businesses succeed by
helping them maximize their time, create satisfied customers
and increase sales. With Maximizer, users can easily
manage and profile customers and prospects, track every sale
from lead to close and maintain long-lasting relationships well
after the initial sale has been made. Maximizer 8 is a solution
that incorporates contact management with sales opportunity
management, scheduling, communication, Outlook
integration, Palm synchronization, Crystal Reports®,
Accounting Link designed for use with QuickBooks ®,
a Company Library and e-Commerce.
About Maximizer Software
Maximizer Software Inc. provides proven and affordable
customer relationship management (CRM) and contact
management solutions that help small and medium-sized
businesses increase sales and win new customers, streamline
marketing to attract new prospects, and enhance customer
service & support to increase repeat business. Maximizer
Software has helped over 6,000 Maximizer Enterprise™
customers and more than one million Maximizer ™ users grow
their businesses by building profitable customer relationships
with award-winning solutions.
Awards
Internet browser: Netscape Navigator 4.x or higher, IE 4.x
or higher
●
To publish your site in the Internet: Internet connection,
e-mail account, website host account with Internet Service
Provider
●
To view orders and inquires: Maximizer application
software included with ecBuilder Pro
Additional requirements for ecBuilder Pro 6.0 module
●
About Maximizer
An Overall Rating of Very Good
PC Magazine
4-Star Award
Logo is a
trademark of
Ziff Davis
Publishing
Holdings
Inc. Used
under license.
November 19, 2002
Maximizer 7
Multiactive Software Inc.
Where to get Maximizer 8:
Buy online at
www.cabc.co.uk
Or call
+44-(0)1635-570970
CABC 11 The Broadway, Newbury, Berks, RG14 1AS.
To facilitate real-time credit card transaction processing
o Obtain a merchant account from the choice of real-time
credit card transaction providers supported by ecBuilder
Pro
o Valid 'E-mail Client Digital Certificate' or 'Personal
Digital Certificate'
Corporate Headquarters
Americas
Europe, Middle East, and Africa
Australia
Asia
+1 604 601 8000 phone
+44 (0)1628 587777 phone
+61 (0)2 9957 2011 phone
+852 2598 2888 phone
+1 604 601 8001 fax
[email protected]
+44 (0)1628 587778 fax
[email protected]
+61 (0)2 9957 2711 fax
[email protected]
+852 2598 2000 fax
[email protected]
www.maximizer.com
www.max.co.uk
www.maximizer.com.au
www.maximizer.com.hk
o Industry standard client that supports MIME (such as
Microsoft® Outlook™)
o CD-ROM drive
* Maximizer Link ($49 value) for Palm OS devices is free with registration of Maximizer.
Register your copy at www.maximizer.com/register
See www.maximizer.com/support/products.html for an updated list of supported devices.
** ecBuilder Pro 6.0 Lite included with Maximizer enables a 15-item catalog. Upgrade to
ecBuilder Pro 6.0 for $99 to create a catalog with unlimited items.
*** Integration with QuickBooks requires an Accounting Link add-on available with
Maximizer for $99.
**** Multiple-user network requires additional licenses of Maximizer.
© 2004 Maximizer Software Inc. All rights reserved. Other brands and/or products used
may be trademarks, registered trademarks, or registered service marks of their
respective owners.
Maximizer
TM