Feature Comparison MAXIMIZER CRM. Published By. DATA SHEET Feature Comparison 1

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1 DATA SHEET Feature Comparison MAXIMIZER CRM Published By DATA SHEET Feature Comparison 1

2 Feature Comparison Maximizer CRM Live gives you access to your data anytime anywhere. There are countless reasons to migrate to the cloud including enhanced security, flexible deployment options, additional functionality, having anytime, anywhere access to your data and many more. If you are considering migrating to the cloud from our on premise subscription, below we have listed the main differences between our On Premise Subscription, Your Cloud and Our Cloud. Opportunities View and work with opportunities Select a company or an individual during the creation of an opportunity Define mandatory fields in opportunities using rules Opportunity monitoring Work with strategies Create and manage strategies (Strategy Library) Capture campaign sources for opportunities Sales quota management Opportunity reports Dynamic teams in opportunities (add/remove team members) DATA SHEET Feature Comparison 2

3 Address Book View and work with Address Book entries One-click to view an entry s address in map VOIP integration Display photo of an Address Book entry Convert individual to a contact of a company Move a contact to another company or individual Check for duplicates during manual creation of a new Address Book entry Quick Address Book entry search Web to lead capture Access recent entries Record locking for Address Book entries DATA SHEET Feature Comparison 3

4 Customer Service View and work with customer service cases Select a company or an individual during creation of a case Define mandatory fields in cases using rules Case monitoring Assign/escalate/resolve cases Notification about the changes of status Customer Service cases reports Marketing Ongoing campaigns Fixed-date campaigns Campaign ROI management Campaign template library DATA SHEET Feature Comparison 4

5 Marketing Continued Campaign response metrics Anti-spam functionality type opt-in preference management Hotlist View and work with appointments and tasks Set alarm for tasks Rolling date range filter Batch editing task date Hide completed activities View multiple users activities at once Filter for only showing the tasks created by the logged-in user Assign tasks to other users Find free time DATA SHEET Feature Comparison 5

6 Calendar View appointments and tasks in daily, weekly and monthly views Find free time View other user s calendar Appointment notification and reminder Color codes for users, locations and resources icalendar (.ics) support through appointment notification Dashboard Dashboard click through to retrieve all data Drill down to specific slice of pie or bar graph in Dashboards screenshot of the Dashboard to other users Support for SQL metrics DATA SHEET Feature Comparison 6

7 Business Productivity and User Experience templates support merging with Address Book entries, opportunities, cases and user information Open a saved from an entry s documents and reply/forward the message signature Send s based on the recipient s opt-in options Support unsubscribe functionality Notes and Documents Note filter that allows selecting multiple types Document filter that allows selecting multiple types and categories Hyperlink documents Key Fields Hide blank Key Fields Allow users to modify Key Fields Create groups for Key Fields DATA SHEET Feature Comparison 7

8 Business Productivity and User Experience Continued Working with entries Perform other actions while editing a note Global edit Right-click menu Type ahead to locate entries List management (Select All, Invert Selection, Make Selected List Current) Following Tabs Contacts, Opportunities, Notes, Documents, Related Entries, User-Defined Fields Automated Campaigns Activities History Auditing Ability to show/hide following tabs and change the order of the tabs Actions Create, manage and apply Action Plans Task dependencies and sequencing in Action Plans DATA SHEET Feature Comparison 8

9 Business Productivity and User Experience Continued Others Create default entry/default note Search functions, including saved search Favorite List Associate column views to saved searches and Favorite Lists Automatically adjust row height to fit all the stacked fields in a column setup view Notification pane to show alarms and notifications for tasks and appointments In-product help videos Order Desk and Quotes Label customization Coloring rule Security and Business Integrations notification about changing password Disallow login after several failed attempts DATA SHEET Feature Comparison 9

10 Security and Business Integrations Continued Auditing the changes made in Address Book entries Excel report Column report and notes report Integration Outlook Add-in Track and save s to Maximizer entries Save s to Address Book entries Save s to opportunities Save s to cases Anti-spam functionality Option to include attachment or not when saving an to a Maximizer entry Sync appointments, tasks and contacts Support 64-bit versions of Outlook DATA SHEET Feature Comparison 10

11 Integration Continued Word Add-in Access document templates stored in Maximizer Create or modify document templates stored in Maximizer Save documents to Maximizer entries Print labels and envelopes Excel Export to Excel Excel reports Mail Chimp Sync with MailChimp subscribers View MailChimp campaign information in Maximizer DATA SHEET Feature Comparison 11

12 About Maximizer Maximizer CRM is fueling the growth of businesses around the world. Our CRM solutions come fully loaded with the core Sales, Marketing and Service functionality companies need to optimize sales productivity, accelerate marketing and improve customer service. With flexible on-premise, our cloud and your cloud deployment options, tailored-tofit flexibility, state-of-the art security infrastructure, industry-specific editions and anywhere/ anytime mobile access, Maximizer is the affordable CRM solution of choice. From offices in North America, Europe, Middle East, Africa and AsiaPac, and a worldwide network of certified business partners, Maximizer has shipped over one million licenses to more than 120,000 customers worldwide. AMERICAS ( HEAD OFFICE ) Maximizer Services Inc. 208 W. 1st Avenue, Vancouver, BC, V5Y 3T2, Canada Sales Phone Website EUROPE / MIDDLE EAST / AFRICA Maximizer Software Ltd. Apex House London Road, Bracknell, Berkshire, RG12 2XH, United Kingdom Phone +44 (0) Website AUSTRALIA / NEW ZEALAND Maximizer Software Solutions Pty. Ltd. Level 1, Suite 14, 32 Delhi Road North Ryde, New South Wales, 2113 Australia Phone +61 (0) Website Copyright 2015 Maximizer Services Inc., Maximizer Software Ltd., Maximizer Software Solutions Pty. Ltd. All rights reserved. Maximizer CRM is a registered trademark of Maximizer Software Inc. Maximizer CRM, Maximizer CRM Live, Maximizer Contact Management, and other product names may be trademarks of their respective holders. This is for information purposes only. MAXIMIZER SOFTWARE INC. MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, IN THIS SUMMARY.

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