Maximizer CRM Overview

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1 Maximizer CRM Overview

2 Company Overview Maximizer CRM 11 Features: Account and contact management Time management Task management and automation Sales force automation Sales forecasting Marketing automation marketing Customer service management Microsoft Office integration Outlook & Exchange synchronisation Accounting integration Business Intelligence Workflow automation Partner relationship management ebusiness Access options: mobile devices, web, Windows desktop, remote synchronisation Maximizer Software is the leading provider of simple, accessible and affordable Customer Relationship Management (CRM) software solutions. Since 1986 Maximizer has been helping businesses increase sales, generate high quality leads, and raise productivity and revenues, while delighting customers. Maximizer s software centralises customer information to organise, automate and streamline business processes, helping organisations to reduce costs while understanding, anticipating and responding to customers needs in real time. Maximizer All Access allows sales, marketing and customer service staff to make quick, informed decisions, manage contacts, increase sales and improve customer retention by delivering reliable customer and prospect insight from your desk, on-line via the web or on the move from mobile devices. As your business grows, you need to enable staff collaboration to attract more prospects, increase sales and retain loyal customers. To grow your business and continue to service your existing customers effectively, you need Maximizer CRM. In addition to contact and schedule management, this integrated solution streamlines Sales, Marketing and Customer Service & Support. With All Access licensing, leverage unparalleled convenience and access to your critical customer information, through your Windows Desktop, a Web browser and your mobile smartphone. Maximizer CRM 11 delivers a complete, robust solution when and where you need it. Optimise your level of productivity, performance and profi tability with intelligent features and advanced functionality.

3 Through Maximizer CRM, the team are now able to target the right people at the right time, which gives a real sales buzz, and ultimately helps win more sales. So much so that we have seen an increased profi t of around 25% per month Andrew Rowley, Sales Director Fone Solutions Sales Quota Management: At a glance view of sales targets and individual and team performance Wizard-Driven Dashboards: Easy to set up and modify, key performance indicators provide real-time insight into your business Sales Increase productivity and effectiveness to maximise your wins Maintain sales momentum, track and measure individual and team performance and generate accurate forecasts. Engage customers with a responsive, timely sales approach Gain an edge over competitors and equip your team with the most effective sales force automation solution that provides access to customer and sales information when they need it, wherever they are. Update customer, lead and sales information through multiple access options Window s Desktop, through a web browser or on handheld devices (BlackBerry, Windows Mobile, Apple iphone, or other devices). Access popular programs directly from within Maximizer CRM, such as Microsoft Outlook for , calendar and tasks; Word for letters and quotes; and Excel for importing data and exporting reports. Review customer activity, account status and fi nancial history by integrating Intuit QuickBooks, Microsoft Dynamics GP or Sage Line 50. Document the entire history of each customer s lifecycle tracking conversations, transactions and incidents to help deliver greater value over time. Measure performance and potential With wizard-driven dashboards, managers begin each day with a visual health check on leads, opportunities, deals in progress, and sales quotas. Gain actionable insight by checking your personalised dashboard for a visual snapshot of sales leads, opportunities and account status. Stay updated on team, territory and individual performance, ensuring accountability and the required level of motivation within your sales organisation. Keep tabs on your biggest deals by staying alerted to important changes in their status. Analyse opportunities and adjust strategy accordingly with instantaneous reports that deliver insight through sales pipeline funnels, lead summaries and forecast analysis. Customise your own reports with leading business intelligence tools including Crystal Reports and Microsoft SRS, or utilize over 175 pre-formatted reports. Manage products, quotes and orders linked to sales opportunities to accurately track the entire sales and purchase cycle. Optimise sales resources to make the most of talent and expertise Increase close ratios by modeling best sales practices that guide salespeople through a proven process. Apply sophisticated, custom methodologies to better manage unique opportunities, or take advantage of simple Action Plans and built-in templates that keep straightforward deals moving ahead. Drive more sales through channel partners with Partner Relationship Management lead assignment and forecasting. Automatically assign leads and accounts based on territory rules ensuring that high potential opportunities fl ow to the appropriate teams and reps. Track the progress of deals in the pipeline with territory reports.

4 Maximizer allows us to offer our customers a loyalty programme and to conduct direct marketing activities. These were not possible with the previous application that we were using. Maximizer was defi nitely the best choice for Zodiac as a CRM solution, when we factored in costs Philip Hughes, Marketing Manager Zodiac Pools Execute effective marketing: Run professional campaigns targeted at customers and prospects. Marketing Target precisely to maximise response & ROI Thanks to the powerful, built-in campaign manager and marketing engine, you can validate and execute more targeted and cost-effective campaigns. Spend your marketing budget wisely by measuring results and redirecting resources to initiatives that generate proven returns. Fill the sales pipeline with targeted leads Make the most of every opportunity and ensure solid follow-up every time, by tightening up the tactics of your -based marketing. Target customers and prospects quickly with relevant content using easy profi ling and list management. Send and track HTML or text; , fax, and print campaigns. Comply with privacy, do-not-call and anti-spam legislation with out-of-the box, system enforced safeguards. Set-up automated processes for lead management, such as automatically responding to web enquiries with a series of s and alerting the appropriate sales representative to follow up. Collect data from web forms directly into Maximizer CRM, including any custom fi elds. Improve marketing productivity and identify what works Automatically calculate campaign ROI instantly see conversion rates, evaluate the cost of customer acquisition and interpret response rates to focus on what s working. Track the progression and outcome of opportunities by campaign to determine the link between targeted marketing and closed deals. View campaign response rates at-a-glance to identify which tactics are most successful. Keep track of important campaign details and deadlines by assigning step-by-step action plans to team members. Customer Service & Support Resolve issues faster to maximise your customer satisfaction Shape your customer s experience by providing your service and support teams with the information and tools to interact and resolve issues quickly and effi ciently. Satisfy customers by delivering exactly what they need, when they need it, helping them to become self-suffi cient. Leverage new-found customer confi dence to cross-sell, up-sell and promote repeat business. Automate processes, such as case assignment and notifi cation, to keep you ahead of customer expectations. Track customer service issues and assign appropriate resources. Manage the delivery of resources more effectively to drive productivity. Enable customer self-service via secure Web portals. Access real-time sales and marketing information to support cross-sell and up-sell initiatives. Link to a central Knowledge Base to resolve issues faster. Escalate customer service issues to the appropriate specialist and resolve cases more rapidly. Control service resources through effective tracking of billable hours and rates according to service level agreements. Deliver personalised communications to customers throughout the sales cycle.

5 All Access CRM On Desk - On-line - On the move with Maximizer CRM From your desk, home or on the road, Maximizer CRM delivers the critical customer insight you need, when you need it, how you need it and where you need it; Anytime, Anywhere, Anyhow. All Access from Maximizer CRM means organisations can deliver the rapid, relevant and personal response demanded by customers that is key to success in today s competitive environment. Provide seamless sales, marketing and customer service whether from a Windows desktop, or working remotely via the on-line Web Access or remote synchronisation facility. Mobile CRM: Respond to customers on-the-fl y and view real-time information to improve sales effectiveness. Reduce down-time, improve productivity and get real-time updates. Field staff access customer, sales and service information with MaxMobile mobile CRM using today s powerful, easy-to-use mobile devices and other smartphones. Maximizer CRM for your Desktop The new, intuitive interface means the Maximizer Windows desktop is fast and easy to learn, especially for those familiar with the new Microsoft Offi ce suite of products. Maximizer provides the best value full feature CRM in its class. Maximizer CRM Online Log in anywhere using a secure, standard web browser. Maximizer Web Access presents the same user friendly interface and great functionality as the desktop software. Share the power of Maximizer CRM with Mac and Linux through Web Access support for the Mozilla Firefox browser MaxMobile Mobile CRM Off site regularly, occasionally or just away from your desk? Mobile CRM gives you the ability to manage all aspects of your CRM via your BlackBerry, iphone, Windows Mobile or other smartphones and mobile devices Collaboration Allow teams to work together effectively by sharing information and documents through a Microsoft SharePoint portal.

6 Compare Maximizer CRM Editions Marketing Sales Access Options General Maximizer CRM Editions USER FEATURES Enterprise Edition Group Edition Team Edition Who it s for Advanced CRM for medium to large sized businesses Full-featured CRM for small businesses Sales & contact manager for small businesses Entrepreneur Edition (Contact Manager) Contact manager for entrepreneurs Minimum # of Users Maximum # of Users Unlimited Product Upgrade Assurance Required Required Optional Optional CRM for iphone, Windows Mobile, Google Android, Nokia Wireless Access Wireless Access CRM for BlackBerry MaxMobile MaxMobile MaxMobile MaxMobile Web Access (including Firefox Support) Windows Desktop Access Remote Synchronisation MaxMobile Wireless Server Wireless Web Access Sales Force Automation Advanced i Sales Executive Dashboard Sales funnel reports Lead Summary reports Opportunity management Advanced Advanced Opportunity monitoring (alerts) Sales Quota Management Sales Action Plans Territory management Real-time alerts (out-of-the-box) include lead status alerts, changed forecast, and won/lost deals* Account management Interactive organisational charts Quote management Partner Relationship Management Add-on Add-on Lead management and routing Sales forecasting Sales process methodology Marketing Automation Advanced ii campaign respondent lists Campaign ROI calculator Lead Summary reports Marketing Action Plans (project management) Automatic campaign subscriber removal* Real-time alerts (out-of-the-box) include lead status alerts, suspended & late campaigns.* Automated campaigns Automated fax and print campaigns Campaign management Do-not-solicit enforced by system monitoring and automatic replies * Campaign failure alerts Web lead capture Customer segmenting with user fields List management

7 Workflow Business Intelligence Business Productivity Customer Service & Support Maximizer CRM Editions USER FEATURES Enterprise Edition Group Edition Team Edition Entrepreneur Edition (Contact Manager) Customer Service Advanced iii Customer Service Executive Dashboard Overdue case, case billing, other reports Case creation based on incoming Case management (routing, queuing) Case resolution Knowledge Base Real-time alerts (out-of-the-box) include case overload, overdue cases, and status changes * monitoring and automatic replies* Service billing Customer self-service Add-on Add-on Customer & Prospect Action Plans My Work Day (customisable home page) Advanced Advanced , tasks and calendar integration with Outlook , tasks and calendar integration with Exchange Server Add-on Add-on templates with merge fields Maximizer toolbar in Outlook Import/export in standard formats Support for HTML Accounting Link for Dynamics GP (formerly Great Plains) Add-on Add-on Accounting Link for QuickBooks Add-on Add-on Add-on Add-on Key user-defined fields Categorised and multi-level user-defined fields Mandatory fields Database searching with multiple criteria Duplicate record checking Calendar with product/category tracking Calendar for multi-user collaboration Calendar with resource & location management CTI (Computer Telephony) integration Task management Account notes Account documents Company-wide document sharing Letters, faxes with merge fields User configuration of views Dashboards Reports: Crystal Reports: SQL Reports Reports: Web Workflow Automation Add-on Add-on Partner Web Access Add-on Add-on Customer Web Access Add-on Business activity monitoring & alerting * Add-On Add-on Business process automation* Add-on Add-on Automatic report distribution* Add-on Add-on monitoring and response* Add-on Add-on

8 Architecture, Security & Administration Microsoft Technology Support & Integration Maximizer CRM Editions USER FEATURES Enterprise Edition Group Edition Team Edition Entrepreneur Edition (Contact Manager) Web services Meta data layer through interface customisation utility Customisation Suite Add-on Add-on Add-on Integration with Accounting API Add-on Add-on Full & Read-Only access settings Field-level security Role-based security groups Support for Microsoft SMS for installation Administrator-controlled Live Update 128-bit cipher public key encryption Administration reports Record global editing Windows Authentication Only for SQL Server Single Sign-On for Windows Desktop Access Single Sign-on for Web Access Database SQL Server SQL Express SQL Server SQL Express Calendar Integration with Exchange Server Add-on Add-on Works with Outlook Works with Excel Works with Word Works with FrontPage Works with SharePoint Web Access with Internet Explorer Accounting Link for Dynamics GP Add-on Add-on Accounting Link for QuickBooks Add-on Add-on Add-on Add-on Accounting Link for Sage Line 50 Add-on Add-on Add-on Support for SMS for installation Built for.net framework Integrates with Virtual Earth Technology Partners *Requires Workflow Automation powered by KnowledgeSync; add-on license fee applies. i. Advanced Sales Force Automation features include territory management and advanced workflow events. ii. Advanced Marketing Automation includes print and fax campaign management. iii. Advanced Customer Service & Support Management module includes advanced workflow events. Certified Solution Provider Why Maximizer CRM 11? 1. Simple & Quick to deploy, learn, use and maintain 2. Access Options through web, desktop and mobile smartphones 3. Value. Best Value for a full-featured CRM, low total cost of ownership 4. Expertise. More than 20 years as a pioneer and leader in CRM. Visit for: Information based on your role: sales, marketing, service, executive, IT Information on CRM and Contact Management An overview of features and technology Online demos and free trial software White papers and webinars on CRM best practices UK & Eire T: +44 (0) F: +44 (0) Europe, Middle East, India T: +44 (0) F: +44 (0) South Africa T: +27 (0) F: +44 (0) Americas T: E: Australia, New Zealand T: +61 (0) E: W: E: W: E: W: E: Asia T: +(852) E: 2010, Maximizer Software.

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