Maximizer CRM 2015 Overview. A comprehensive look at Maximizer Software s latest CRM solutions

Transcription

1 Mximizer CRM Overview A comprehensive look t Mximizer Softwre s ltest CRM solutions

2 The softwre just mkes it esy in fst moving environment for everyone in the orgnistion to know wht is going on nd who is doing it Grhm Inskip, Mnging Director, Grhm Lloyd Ltd About Mximizer Good customer reltionships re t the hert of business success. As pioneer in the Customer Reltionship Mngement (CRM) industry for 25 yers, Mximizer hs been helping businesses increse sles, generte high qulity leds nd rise productivity nd revenues whilst delighting customers. However, to be successful in tody s difficult climte, orgnistions need to be gile, flexible nd hving the bility to dpt quickly to chnging requirements in cost-effective, productive nd secure wy. The ltest genertion of Mximizer CRM softwre hs the bility to deliver these benefits right cross your orgnistion. Mximizer CRM softwre hs been the SAVVY (Simple, Accessible, Vlue for money, Visionry, Your choice of deployment) CRM choice for more thn 0,000 customers of every orgnistionl size nd in every industry cross the world. With over 1,000,000 licences sold, the vlue from Mximizers simple, ccessible nd ffordble systems is tested nd proven. Avilble in Your Cloud, internlly on your cloud server, hosted by third prty dt centre or hosted by one of Mximizer s globl certified solution providers, lterntively in Our Cloud, vi our Mximizer CRMLive solution, ccessible on your mobile, provides the flexibility to ccess your criticl corporte nd customer informtion when nd where you need it vi secure ISO9001 dt centres, so whether it is from your desk, online or on the move, vi mobile devices like smrtphones nd tblets (e.g. ipd ), vitl customer dt nd business intelligence is lwys ccessible. This lets Mngement, Sles, Mrketing nd Customer Service stff hve rpid, relible insight nd mke quick, informed decisions in rel time, helping reduce costs, increse sles nd improve customer retention. Quick to deploy, lern nd use, Mximizer CRM delivers complete nd robust solution, centrlising dt whilst stremlining business processes. Hrnessing this power llows you to rpidly optimise your level of productivity, performnce nd profitbility. Key Improvements: Simplified interfce for esy use nd nvigtion Account nd contct mngement Improved key field nd personlised dt view Dt legisltion nd nti-spm dministrtor Dt Auditing nd dt security mngement Enhnce opportunities tb Sles forecsting nd utomtion Sles strtegy plnning Priority hotlist tsk plnner Tsk mngement nd utomtion Tsk lrm nd clendr mngement Mrketing utomtion New Emil mrketing text editor New Emil mrketing HTML coding editor HubSpot integrtion Socil medi profiling Customer service mngement VOIP nd IM for outgoing clls Enhnce Excel reporting tool nd templtes Dshbord business intelligence Microsoft Office nd Outlook integrtion Workflow utomtion Accounting integrtion nd ebusiness.

3 Access your CRM system vi lmost ny mobile device nd benefit from comprehensive CRM functionlity on the move. Anytime, nywhere, nyhow Access Mximizer CRM t your desk - online or on the move This choice nd flexibility of ccess options delivers the criticl customer insight you need, when you need it, how you need it nd where you need it - t your desk, t home or in the field. Mximizer s deployment options provide you with the rnge of choice you need in order to be treted s unique business with unique needs. Whether you require n on-premise web ccess CRM solution tht hs been the softwre of choice for svvy smll to medium-sized businesses nd divisions of lrge enterprises for over 20 yers, or feture rich nd highly flexible cloud-bsed solution, Mximizer hs the choice required to tilor solution to fit your needs perfectly. Whether you choose to host Mximizer CRM in Your Cloud, internlly on your cloud server, or employ third prty dt centre, or hosted by one of Mximizer s globl certified solution provider, or choose Our Cloud nd select to use our Mximizer CRMLive solution, with Mximizer CRM you hve the flexibility to choose the best solution for your business nd your requirements ressured tht your customer dt cn be ccessed by smrtphone, lptop, tblet nd desktop. Your options re: Mximizer CRMLive Mximizer CRMLive provides the ltest version of Mximizer CRM softwre, hosted within the UK, so our cloud customers cn rest ssured tht their informtion is stored in dt centre with world-clss relibility nd security. Mximizer underdoes comprehensive ISO9001 penetrtion testing with ech mjor relese to ensure our solutions meet stringent security stndrds. This mens you get ccess to your vluble Mximizer CRM tools nd functions through the internet, nywhere, nytime, nyhow, securely. In ddition, we cn offer you the bility to hve your CRM hosted on dedicted server, rther thn shring with other compnies, giving you pece of mind tht your dt is secure nd llowing you to tke dvntge of combining other business softwre on your own privte cloud, significntly stremlining costs. Mximizer prtner hosted vi the power of the cloud We cn host your Mximizer CRM system vi our extensive globl network of Certified Solution Providers, so you cn hve the option of your dt being hosted in loction locl to you not in nother country. In ddition, we cn offer you the bility to hve your CRM hosted on dedicted server, rther thn shring with other compnies, giving you pece of mind tht your dt is secure nd llowing you to tke dvntge of combining other business softwre on your own privte cloud, significntly stremlining costs. Mximizer on-premise web ccess Mximizer CRM cn lso be deployed on-premise, vi your own internl web ccess server, ensuring ll stff, whether in the office, working from home, or on the rod cn ccess on the most innovtive nd fully functioned CRM systems vilble, with the dt ccessible on your own in-house servers. Mximizer hosted by your selected third prty dt centre If you lredy employ third prty dt centre to securely host other cloud services nd pplictions, mximize your investment by instlling your Mximizer web-ccess solution on your existing third prty infrstructure. Collbortion: Allow tems to work together effectively by shring informtion nd documents through Microsoft ShrePoint portl. Adpting to the wy you work, this ccess verstility mens orgnistions cn deliver the quick, relevnt nd personl response demnded by customers nd rpidly dpt to requirements in productive nd cost effective wy. Business intelligence Interpret crucil metrics, turning dt into informtion, into knowledge. Mke better decisions, fster with rel

4 It is difficult to imgine how we would function without this invluble tool to our business. Peter Hunt, Director, Multipix Imging time key performnce metrics nd reports delivering better understnding nd insight into your customers nd your business. Simple dshbord wizrds in Mximizer CRM llows you to get big-picture perspective, or very detiled view, by esily creting nd personlising dshbords to disply the metrics most relevnt to you, your stff nd ny other relevnt personnel given permission Shre key metrics, sve time nd improve visibility cross the orgnistion with the bility to emil dshbords Over 175 stndrd Customer reports instlled with Mximizer, plus sve money nd time by utilising built-in SQL Server Reporting Services (SSRS). Use the new Excel Reports tool, to ccess librry of built-in report templtes, or crete your own reports tht will updte in rel-time, llowing for instnt dt mnipultion vi pivot tbles nd grphs, providing enhnced pipeline intelligence Access the power nd simplicity of using pivot tbles to generte grphs for esy mngement informtion Benefit from rel-time dt from Mximizer in Excel, idel for Mrketing Opportunity or Cmpign nlysis nd customer service uditing Access the dt source tbs for Sles forecsting, pipeline nlysis, revenue mngement, stock vilbility nd delivery or disptch sttus of n order Crete your own reports bsed on bsic, key nd user defined fields, by simply selecting the dt fields to be included in the report, populting Excel tbs review. Customer service & support Resolve issues fster to mximize your customer stisfction. Shpe your customers experience by providing your service nd support tems with the informtion nd tools to interct nd resolve issues quickly nd efficiently. Stisfy customers by delivering exctly wht they need, when they need it, helping them to become selfsufficient. Leverge new-found customer confidence to cross-sell, up-sell nd promote repet business. Automte processes, such s cse ssignment nd notifiction, to keep you hed of customer expecttions Add group titles, hide blnk fields nd modify key fields dilogues to help orgnise the informtion importnt to the customer services tem, t glnce Trck customer service issues nd ssign pproprite resources Access Cse Resolution sttistics with new Excel reporting Communicte with customers ccording to their preferences with the new nti-spm tool Mnge the delivery of resources more effectively to drive productivity. Enble customer self-service vi secure Web portls Use the new Auditing tool to trck system usge nd identify security issues for the self-service portl Access rel-time sles nd mrketing informtion to support cross-sell nd up-sell inititives Use the new lrm pnel to ensure ll cse ctions re completed in timely fshion Link to centrl Knowledge Bse to resolve issues fster Esclte customer service issues to the pproprite specilist nd resolve cses more rpidly Control service resources through effective trcking of billble hours nd rtes ccording to service level greements Deliver personlised communictions to customers throughout the sles cycle Respond fster nd improve cll productivity with computer telephony integrtion (CTI nd new VOIP nd IM for outgoing clls). Mrketing Crete, ttrct, retin nd delight customers, profitbly. Mximizer s built-in mrketing tools men you cn simply nd effectively pln, budget, execute, nlyse nd optimise ll spects of mrketing, ensuring you spend your mrketing budget wisely nd directing resources to inititives tht generte proven returns. Plus, pply the Mximizer CRM: HubSpot Connector 1 nd mplify your online mrketing efforts with improved led intelligence, bridging the gp between mrketing nd the sles 1. Mximizer CRM: HubSpot Connector is n dd-on product t extr cost

5 Integrte with leding online mrketing softwre Hubspot 1 pipeline for shorter sles cycle nd greter conversion. Meet new dt protection legisltion by mnging your contcts emil preferences with vrious unsubscribe options including; mrketing nd promotionl emils, customer service notifictions, newsletters nd help nd tips emils View contcts preferences within the ddress book, with specific views detiling if consent to send emil communictions is present, expired or withdrwn, therefore llowing the semless trcking n individul s opton nd opt-out requests Mnge unsubscribe requests, with the utomtic unsubscribe signture tht will pper t the bottom of ech emil templte llowing recipients to utomticlly unsubscribe from the vrious emil types, modifying their emil preference s within their contct record Ensure emils re never sent to individuls who hve opted-out by selecting the emil type within the emil editor nd Mximizer will ensure the emil is only sent to individuls with consent Crete dynmic emil templtes in the new text editor, copying content from Microsoft Word nd Outlook while mintining formts such s bullet points, text font nd size, including the insertion of tbles Import HTML code or completed HTML templtes directly in the emils cmpign dilogues, including imges, which cn be embedded into the code to ensure imges disply every time Use the new responsive emil templtes, including merging fields from lnding pges. Ensuring emils will present correctly, with ccurte personlistion, no mtter the device used to view them, including; mobile phones, tblets, lptops nd desktops Mesure clicks, responses, leds, dels, return on investment (ROI) nd revenue Send trgeted, personlised emil cmpigns using secure templtes, from multiple emil ddresses Rel time dt for quick nd informed decisions Import leds directly from your website Semless integrtion of the mrketing nd sles functions in Mximizer delivers higher conversion rtes nd greter customer stisfction Simple to use, esy to customise nd ccess - nywhere, nytime nd nyhow, to work the wy you do. Trck nd engge online trffic with semless HubSpot integrtion 1 The Mximizer CRM: HubSpot Connector is powerful tool tht bridges the gp between Mximizer CRM nd sles pipeline mngement nd HubSpot, the ll-in-one inbound mrketing softwre. With HubSpot, you cn mplify your online mrketing efforts, including mesuring the effectiveness of your website, develop responsive lnding pges, crete informtive blogs nd schedule your socil medi ctivities cross Twitter, LinkedIn, Fcebook, Google+, Pinterest, Youtube nd Xing. All leds generted will semlessly flow into your Mximizer CRM, putting HubSpot s led intelligence nd prospect profile informtion into the hnds of the Sles tem, thus improving the qulity of mrketing leds generted, shortening the sles cycle for improved sles conversion nd closing the loop between mrketing effort nd sles revenue. Led Integrtion: new leds nd enquiries cptured in HubSpot flow semlessly to your ccount mngers in Mximizer Prospect Intelligence: put HubSpot s rich mrketing intelligence into Mximizer, to lern more bout every prospect nd customer Bi-directionl Sync: new records tht originte in one system (Mximizer or HubSpot) cn be instntly pssed to the other system Closed Loop Reporting: see the connection between your mrketing efforts nd won opportunities in Mximizer to enhnce decision mking Custom Led Scoring: control which leds re sent to Mximizer nd when, bsed on ny HubSpot ctivity or criteri, using custom led scoring Customise Contct Profiles: Mximizer bsic or customised fields cn be mpped to HubSpot to keep contct profiles current nd ensure effective segmenttion Sles Tem Notifictions: send customer notifiction emils to sles representtives when leds tke key ctions on your website for specific 1. Mximizer CRM: HubSpot Connector is n dd-on product t extr cost

6 Mximizer does not hve the limittions I know other softwre pckges hve. The progrm is lso very flexible becuse you cn dd nd chnge prts... We cnnot live without this nymore Gerwin Eersen, Mnging Director, Gflex follow-up Trck Led Sources: see which sources re producing customers, down to the keywords they serch nd individul pges they cme from Led Nurturing: use online behviour trcking to get the idel emil messge or sles offer to the right prospect t the right time. Improve mrketing productivity nd identify wht works Automticlly clculte cmpign ROI instntly see conversion rtes, evlute the cost of customer cquisition nd interpret response rtes to focus on wht s working. Set-up utomted processes for led mngement, such s utomticlly responding to web enquiries with series of emils nd lerting the pproprite sles representtive to follow up. Collect dt from web forms directly into Mximizer CRM, including ny custom fields View cmpign response rtes t-glnce to identify which tctics re most successful Comply with privcy, do-not-cll nd nti-spm legisltion with out-of-the box, system enforced sfegurds Keep trck of importnt cmpign detils nd dedlines by ssigning step-by-step ction plns to tem members Cpitlise on the new Excel Reports tool, to ccess librry of report templtes, or crete your own reports in Excel tht will updte in rel-time, llowing for instnt dt mnipultion vi pivot tbles nd grphs, providing enhnced cmpign intelligence. Sles Attrct. Engge. Succeed nywhere, nytime Mximize the new Opportunities Module, to gin sles insight quickly nd simply with complete history of customers, prospects nd leds from just one plce, which will llow you to edit nd work with your prospects in the sme wy s you cn work with your existing customers in the Address Book. Crete or view n opportunity while dding your own bsic nd user-defined fields, to mesure Competitor nd Prtner ctivity. Plus, to id prospect recruitment for mximum conversion rte, use the new Strtegy tb to identify success fctors, steps nd ctivities tken nd wht ctions re outstnding. Hrnessing the full strength of led intelligence imported into Mximizer vi the HubSpot connector 1. Use the new Opportunities module to view contcts in sme formt t the Address Book, to hrness led intelligence nd mximize the new Strtegy tb to mnge the led through the sles cycle, including orgnising ctions required from other deprtments where pplicble Crete your own opportunity view using improved key fields grouping, including mnging competitor nd prtner sttuses Increse your win rtio by implementing proven, repetble best prctice sles processes for step-by-step success Document nd review the entire history of customer ctivity, ccount sttus nd finncil history to help deliver greter vlue over time Follow-up ll leds in timely fshion using the improved Hotlist feture, in which you cn specific strt, end or crete rolling dte rnge to mnge ech stge of your sles process, throughout the sles cycle. Allowing you to complete ctions, nd crry forwrd unfinished ppointments nd tsks Cpitlise on opportunities with timely utomted messges nd ctivities using the new lrm pnel. Replcing the pop-up dilogue, new notifiction pnel will pper detiling meetings or ctions to be tken ginst specific opportunity ssigned, including the contct s ddress book detils to prep from the initil sles cll nd generte higher conversion Use the improved Hotlist mnge ech stge of your sles process, from led lloction to closed sle, rellocting tsks to collegues when required Gin ctionble insight nd djust strtegy ccordingly by checking your personlised dshbords for visul helth check of sles leds, opportunities, sles pipeline funnels, sles quots nd ccount sttus Use the new Excel Reports tool, to ccess librry of report templtes, or crete your own reports in Excel tht will updte in rel-time, llowing

7 Monitor opportunities nd sles metrics to effectively mnge nd trigger next steps semlessly. for instnt dt mnipultion vi pivot tbles nd grphs, providing enhnced pipeline intelligence Mnge products, quotes nd orders. Link sles opportunities to ccurtely trck the entire sles nd purchse cycle Keep tbs on your biggest dels by stying lerted to importnt chnges in their sttus Enble sles tems to esily work together more effectively, mnge ccounts nd collborte on opportunities Work semlessly with Microsoft Outlook, Word nd Excel, now with links to ShrePoint Documents. Integrte with ccounting pckges nd other internl systems such s Asset trcking or Enterprise Resource Plnning (ERP) softwre Drive more sles through chnnel prtners with Prtner Reltionship Mngement led ssignment nd forecsting Automticlly ssign leds nd Compre Mximizer CRM Mobile ccess ccounts bsed on territory rules ensuring tht high potentil opportunities flow to the pproprite tems nd representtives Sles quot mngement: view of sles trgets nd individul nd tem performnce Use the Mximizer CRM: HubSpot Connector to receive greter prospect intelligence, including online behviour trcking to id the delivery of convertible sles offers. 1 Socil networking Build dynmic socil profiles of customers nd prospects by linking directly to relevnt socil networks nd contcts LinkedIn profiles. URL led User Defined Fields Prospect nd generte new leds with the bility to serch, view nd link directly to contct s or compny s socil profiles from Mximizer Enhnce the level of customer enggement with ccess to contct s socil profiles nd shred connections within compny Determine key contcts within compny to focus in on those with the gretest influence in the purchsing decision Improve customer service nd build customer loylty with n dditionl chnnel of communiction. Socil profile building Build complete customer nd prospect profiles by cpturing links to ll relevnt socil networks in one plce Obtin up-to-dte informtion on your contcts with direct links to externl websites nd socil medi profiles (e.g. blogs, Twitter, Fcebook, LinkedIn) Use new user defined fields to cpture web links to socil medi profiles. User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Mobile ccess for tblets (ipd, Android Tblets, Blckberry nd mny more) Mobile ccess for smrtphones (iphone, Android, Blckberry nd mny more) 1. Mximizer CRM: HubSpot Connector is n dd-on product t extr cost

8 Mximizer s emil functionlity is perfect tool for nyone. John Jose, Circultions Director, Sport 360 Mobile ccess (continued) User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Automtic login option for quicker ccess Quick serch Additionl serch options (by cses, by city, by county/stte nd by postcode/zip) Customisble column views (for tblets) Open nd shre documents Crete shortcut on device homescreen Shortcut to emil/cll-in list view (for smrtphones) Multi-user ppointments Mnge key fields Send emils Mnge ppointments Mobile dshbords Sles User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Opportunities detils tb Define mndtory fields in opportunities using logic nd rules Rolling dte rnge in hotlist Unfinished ppointments crry forwrd in hotlist Voice over Internet Protocol (VoIP) integrtion Cll vi Skype directly Socil medi web serch Opportunities following tb in ddress book nd hotlist modules

9 Mrketing Cmpign ROI: Mesure mrketing ROI with the bility to ssocite n opportunity with prticulr cmpign. Sles (continued) User fetures Better linkge between contcts nd ssocited ccount mnger Mximizer CRM Mximizer CRM Web led cpture Set reltionships between ccounts (relted entries) Cpture cmpign sources for leds nd opportunities Mximizer CRM Sles quot mngement 2 Emil merge fields Emil merge templtes Sles opportunity monitoring Mximizer CRM Mrketing User fetures Anti-spm functionlity HTML text editor Enhnced emil unsubscribe functionlity Web form from emil preference mngement Notes nd emils text editor Pre-built emil nd cmpign templtes Socil medi web serch Mximizer CRM Enhnced (tbles, HTML code, bullets, indenttions) Mximizer CRM Integrtion with HubSpot 3 Web led cpture Mximizer CRM Mximizer CRM 2. Only vilble in Enterprise Edition nd Mximizer CRM Live. 3. HubSpot integrtion requires Mximizer CRM HubSpot Connector t extr cost.

10 Mximizer CRM hs lredy dded rel vlue to our business opertion nd we intend to build on this. It epitomises wht CRM should be - customisble, esy to use, full service solution. Richrd Hrris, Mnging Director, Lely Irelnd Mrketing (continued) Service User fetures Cmpigns Return On Investment (ROI) mngement User fetures Pre-defined subjects included in Serch Dilog Customer service following tb in ddress book nd hotlist modules Business productivity Mximizer CRM Mximizer CRM Mximizer CRM Automted cmpign templtes Mximizer CRM Web links to knowledge bse rticles Mximizer CRM Mximizer CRM Mximizer CRM Cmpign response metrics Built-In mrketing reports Cmpign mnger web ccess Mximizer CRM Notifictions Emil merge fields User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Anti-spm functionlity HTML editor for creting cmpign messging Enhnced emil unsubscribe functionlity Web form from emil preference mngement Notes nd emils text editor Pre-built emil nd cmpign templtes

11 Inspire ferocious customer loylty by effortlessly trcking, esclting, resolving nd ressigning support cses to provide pre-eminent customer experience. Business Productivity (continued) User fetures Rolling dte rnge in hotlist Unfinished ppointments crry forwrd in hotlist Emil documents from within the documents tb All contcts retrievl All compnies/individuls retrievl Voice over Internet Protocol (VoIP) integrtion In-product help videos (Hotlists, emil, notes, nd documents, globl editing user mngement) Socil medi web serch Address book interfce for improved performnce nd usbility Ability to define mndtory fields in ddress book entries using logic nd rules User-defined fields support clickble hyperlinks Mximizer CRM Cll vi Skype directly Mximizer CRM One click to mp from contct ddress Quick ccess for frequently used sved serches nd fvorite lists Sved serches cn be configured with vribles for greter flexibility Detils tb for contct info for hotlist module Activities following tb for ddress book module Retrieve ddress book entries from selected opportunity or customer service cses Context video help Mximizer CRM Mximizer CRM

12 We found Mximizer refreshing nd very esy to use - the office tem got to grips with the system very, very quickly. Andrew Wise, Director, Thmes Vlley Asset Finnce Business Productivity (continued) User fetures Mximizer CRM Mximizer CRM Quick serch Customer timeline New dministrtor, new users introductory videos Contcts following window Two-level security support for emil templtes Emil templtes support merge fields in subject line Mximizer CRM Mximizer CRM Emil hndling Automted sending of outgoing emils to different emil inboxes Retrieve opportunities nd cses Appointment reminder emil messges Printing of individul ppointments nd improved print ppointment detils report Quick updtes to documents in the compny librry Improved disply of tsk origintor Tsk dependencies nd sequencing in ction pln Appointment mngement with ccounts (non Mximizer users) Web links to externl documents nd socil medi profiles Socil medi profiling

13 Built-in Reports: Gin instnt views of business metrics with n utomted dshbord templte. Customistion User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Following tb grid: Column width resizing Column sorting Tool tip disply for drop-down lists Key field lists - group titles Dt ccess web service Appliction Progrmming Interfce (API) Web following grid integrtion frmework Lbel customistion per user Customisble user profile such s emil, ddress nd photo Customise which following windows to disply Strtup preferences Key field customistion within web ccess Uplod photos for ccounts Esily switch views between Individul or tems customistion settings (sved serches, column views, fvorite lists) Colouring rules Business intelligence Duplicte record checking Expnded key fields customistions nd disply options User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Web reports (sles funnel, users ctivity, incoming vs. outgoing phone clls, emil cmpign response metrics, customer service worklod reports)

14 Users find Mximizer very convenient for mnging their work. Adoption of Mximizer CRM hs been very esy nd smooth. Mr Bder Nsser, Corporte Sles Mnger, Bhrin Interntionl Circuit Business intelligence (continued) User fetures Drill down to specific slices of pie nd br grphs in dshbords Web reports sles funnel, users ctivity, incoming vs. outgoing phone clls, emil cmpign response metrics, customer service worklod reports Drill down to specific slices of pie nd br grphs in dshbords Single nd multi vlue grouping on dshbords Incresed number of columns in dshbords list control Usbility enhncements Mximizer CRM Mximizer CRM Shre dshbords vi emil Mximizer CRM Mximizer CRM Dshbords SQL Server Reporting Services (SSRS) Simple dshbords cretion User fetures Hide blnk fields in key fields Key fields list tooltip descriptions Hide complete ctivities in hotlist New notifiction pnel for lrms nd meeting invittions Recent column set-up views Hidden following tb for users without viewing rights Mximizer CRM Mximizer CRM Type hed in list view Right click contextul menu in ll modules Mximizer CRM Mximizer CRM

15 Build your own custom key performnce indictors with Mximizer CRM dshbords, to gin instnt insight into wht mtters to your business. Usbility enhncements (continued) User fetures Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Keybord nvigtion in min list view Esier retrievl of mobile ccess URL Shortcut for key fields setup Ability to combine, convert nd duplicte entries Filters in ctivity tb stored between sessions Associte column views to sved serches nd fvorite lists Support for interntionl time zones Integrtions User fetures Tsks synchroniztion between Outlook nd Mximizer Ability to crete tsk in Mximizer bsed on emil in Outlook Microsoft Word dd-on merge personlistion fields Envelope nd lbel formtting (by system dministrtors) Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Word Add-In 64-bit Word Add-in Instnt lbel & envelope merge in Word Word merge

16 Being ble to efficiently input nd recover dt hs helped improve our sles processes; we now hve ll the informtion we need in single loction which mens we no longer hve to go looking for it. Gry Hmilton, Mnging Director, NI4Kids Integrtions (continued) User fetures Sve documents to Mximizer entries during Word merge Sve ny Word document to Mximizer entries Mximizer CRM Mximizer CRM Mximizer CRM Mximizer CRM Outlook Add-In 64-bit Outlook Add-In Auto-sve emils Contcts synchroniztion between Outlook nd Mximizer Sving emils to Mximizer without creting duplictes Sving emils to Mximizer contcts Sving emils to Mximizer opportunities Sving emils to Mximizer customer service cses Mximizer nd Outlook clendr synching OS Support nd Additionl Fetures User fetures Mximizer CRM Mximizer CRM Windows 8 nd Windows 8 RT support Windows 8.1 Internet Explorer 10 support Internet Explorer 365 (Desktop Version Support) Android 4.0 support for mobile ccess ios 6 support for mobile ccess Mximizer CRM Mximizer CRM

17 Integrte, completely with Microsoft pplictions like Outlook nd Word with Mximizer CRM. OS Support nd Additionl Fetures (continued) User fetures All ccess licensing (Windows Desktop, Web nd Mobile) Mximizer CRM Mximizer CRM Mximizer CRM Optimised ribbon style interfce Support for Internet Explorer & Firefox Improvements to SQL Express & Firefox 4 GB Windows Server 20 Rw Windows SQL Server 2014 Microsoft Internet Informtion Server 8.5 Mximizer CRM

18 About Mximizer Softwre Mximizer Softwre delivers Customer Reltionship Mngement (CRM) softwre nd professionl services to meet the needs, budgets nd ccess requirements of entrepreneurs, smll nd medium businesses nd divisions of lrge enterprises. Simple, esy to use nd ffordble, Mximizer CRM enbles compnies to mobilise their workforces through ll-ccess web, smrt phone, tblet nd desktop delivery methods. Esily configurble for orgnistions in ny industry, Mximizer CRM optimises sles processes, enhnces mrketing inititives nd improves customer service to ultimtely boost productivity nd revenue. With hedqurters in Cnd nd offices nd business prtners worldwide, Mximizer Softwre hs sold over one million licences to more thn 0,000 customers since Technology Prtners Mximizer CRM Why Mximizer CRM? Visit for: Mximizer CRM helps smll nd medium-sized businesses mximize their mrketing, sles, customer stisfction cpbilities nd enhnce their productivity nd efficiency through the optimistion of wht resources they hve. Simple & quick to deploy, use nd mintin Flexible ccess options through web, desktop nd mobile devices Vlue for money with low totl cost of ownership nd monthly subscription models Expertise s leder in pioneering CRM development, with more thn 20 yers experience. A tril of the ltest relese Informtion on how CRM cn support your role Tools nd ebooks Resources nd informtion on Cloud bsed CRM An overview of technology nd fetures Online demos nd fetures White ppers nd webinrs on CRM best prctices. Belgium UK & Eire Europe, Middle Est, Indi T: +32 (0) F: +32 (0) E: info@dfi.be W: T: +44 (0) F: +44 (0) E: info@mx.co.uk W: T: +44 (0) F: +44 (0) E: info@mximizer.eu W: Rest of the world Americs T: E: info@mximizer.com Austrli, New Zelnd T: +61 (0) E: info@mximizer.co.u fcebook.com/mximizercrm youtube.com/mximizer linkedin.com/mximizer