Maximizer CRM Entrepreneur Edition - CRM Software

Maximizer CRM Entrepreneur Edition

Simple, effective and affordable contact management

Building on a track record of more than 25 years success, Maximizer CRM 12 Entrepreneur Edition provides simple and accessible contact management software for individuals. Entrepreneur Edition enables you to access critical information, from the office or on the road, to target the right prospects, build customer loyalty and increase sales.

Designed for individuals or up to five users working together in a networked environment, Maximizer CRM 12 Entrepreneur Edition is equipped with a new, intuitive ribbon style interface, packed with intelligent features and enhancements to make improving your efficiency and productivity easier than ever.

It is a complete solution that incorporates contact management with sales opportunity management, Outlook integration, scheduling, reporting and document management. Maximizer CRM 12 Entrepreneur Edition enables you to save every interaction (phone call, email, faxes) with your contacts, set-up automatic reminders for the next series of meetings or calls to make to that client - so that all of your clients feel like your most important client.

Maximizer CRM Entrepreneur Edition features:

Manage sales opportunities more effectively by focusing on the deals that have the highest potential, with an accurate view into your pipeline

Increase efficiency of your customer list management with faster searches and view the information the way you want it, by associating specific column views to catalog searches and favourite lists

Merge customer information with quick sales email templates to enable efficient and timely follow-up

Categorise and prioritise your most important information - leads, sales opportunities, tasks and appointments

Leverage merge fields to maximize your productivity by sending personalised, tailored messages to a number of customer records or to a saved list

Create your own email templates to use for prospecting, follow-up, welcoming new customers or any other activity

Gain greated insight from incoming vs. outgoing call reports to effectively manage sales resources

Minimise data entry time with prepopulated information in select fields of new prospect or customer records

Set up and access shortcuts to your most commonly used series of commands with the custom actions tab on the quick access toolbar

Get real-time online access to entire Maximizer CRM database content including sales opportunities

Enable collaboration among team members on the road to set up multiuser appointments, assign tasks and update sales opportunities.

Key Features:

Account and contact management

LinkedIn integration Time management iCalendar?

integration Task management Sales force automation &

forecasting Mass emailing and list

management Customer service management Microsoft Office? integration Outlook & Exchange

synchronisation Business intelligence Access options: mobile devices,

Web, Windows desktop, remote synchronisation.

1. Exchange synchronisation requires MaxSync add-on product with additional fees. .

2. Partner Relationship Management requires add-on Partner Web Access licenses.

MAXIMIZER APPROVED

PARTNER

3. Customer self-service requires add-on Customer Web Access licenses.

4. Custom reporting provided through add-on licenses of Crystal Reports.

5. Workflow Automation powered by KnowledgeSync is an add-on product with additional license fees.

Access your CRM system via almost any mobile device and benefit from comprehesive CRM

functionality on the move.

Compare Maximizer CRM? Editions

Deployment options

User features

Entrepreneur Edition

Who it's for

Contact Manager for entrepreneurs

and small businesses

General

Access options

Minimum # of Users Maximum # of Users Software Assurance2 Windows Desktop Access Web Access Mobile Access for smartphones (including iPhone?, Android?, Samsung? and BlackBerry?) Mobile Access for tablets (including iPad?, Android?, Samsung? and Blackberry? Playbook) MaxMobile CRM for BlackBerry? Offline Access (Remote Synchronisation) Sales Force Automation Sales forecasting Sales Executive Dashboard Sales funnel reports Lead management and routing Opportunity management Opportunity monitoring (alerts) Sales Action Plan (project management) Territory management Sales Quota Management

1 5 Included

Add-on

Basic

Sales

On-premise

Cloud based

Group Edition

Enterprise Edition Partner Hosted1

Full-featured CRM for small businesses

1 10 Included

Advanced CRM for medium-sized

businesses and divisions of large

corporations

1

Unlimited

Included

Advanced CRM for anywhere access in the cloud - no setup

required

1 Unlimited Included

Team and Individual Team and Individual

1. Included features and abilities may change depending on partner

2. Software Assurance included for one full year. Renewal fee after one year at 20% of licence MSRP.

Achieve more on the web than ever before with comprehensive

upgrades to Maximizer's web access in Winter 2012.

Marketing

Sales

Deployment options

User features

Sales Strategies & Process Methodology Interactive Organisational charts Quote management Real-time alerts including lead status alerts, changed forecast, won/lost deals* Partner Relationship Management (Partner Web Portal) Mass Emailing Customer Segmentation Customer List Management Web Lead Capture Automated Email Campaigns Marketing Automation & Campaign Management Manage Respondent Lists (which customers received, opened, bounced, URLs clicked, etc.) Campaign ROI calculator Do-Not-Solicit options Email Campaign Metrics (total sent, received, opened, etc.) Email Monitoring and automated replies* Real-time alerts, including lead status alerts, suspended and late campaigns System monitoring of user unsubscribes*

Entrepreneur Edition

On-premise Group Edition

Add-on

Enterprise Edition

Add-on

Cloud based Partner Hosted1

Add-on

Add-on

Add-on

Add-on

Add-on

Add-on

Add-on

Add-on

MAXIMIZER APPROVED

PARTNER

1. Included features and abilities may change depending on partner

* Requires Workflow Automation powered by KnowledgeSync. Additional licence fees apply.

Build your own custom key performance indicators with Maximizer CRM

dashboards, to gain instant insight into what matters to your business.

Business productivity

Customer Service and support

Deployment options

User features

Customer Service Case Management (Routing, Queuing, agent workloads, alerts) Customer Service Cases, billing, queue reports Customer Service Executive Dashboard Automatic Case creation via incoming email Service billing Automated Case monitoring and alerts Knowledge base for storing common cases and resolutions Real-time alerts (out-of-the-box) include case overload, overdue cases, and status changes * Advanced monitoring and automatic replies* Customer self-service web portal Customer timeline (at a glance history of all communications) Email, letter, fax templates with merge fields Customisable mandatory fields Unlimited column views (column setups)

Entrepreneur Edition

On-premise Group Edition

Enterprise Edition

Cloud based Partner Hosted1

Add-on

Add-on

Add-on

Add-on

Add-on

Add-on

1. Included features and abilities may change depending on partner

* Requires Workflow Automation powered by KnowledgeSync. Additional licence fees apply.

Monitor opportunities and sales metrics to effectively manage and

trigger next steps seamlessly.

BI

Business productivity

Deployment options

User features

Efficient selection of individual or teams' customisation settings (saved searches, column setups, favourite lists) Photos for accounts and users Social media integrations through hyperlink documents and LinkedIn3 Multi-user calendar Task management Document management Unlimited notes and documents with each account Advanced searching and list building Duplicate record checking Mass editing of records Customer and prospect action plans Customisable home page (My work day) Data import/export (CSV, XLS and other standard formats) CTI (Computer Telephony Integration) Built in and customisable dashboards Crystal Reports SQL Reports (SSRS) Web reports

Entrepreneur Edition

On-premise Group Edition

Enterprise Edition

Cloud based Partner Hosted1

Simplified import from MS Outlook

Simplified import from MS Outlook

Simplified import from MS Outlook

MAXIMIZER APPROVED

PARTNER

1. Included features and abilities may change depending on partner

3. Requires LinkedIn premium subscription.

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