Maximizer CRM 10 Overview

Maximizer CRM 10

Easy-to-use customer relationship management starts with Maximizer CRM 10; helping you to grow your business through better understanding of customers and their needs.

This is CRM designed for the way you work, and where you work. It incorporates a complete spectrum of support facilities for customer-facing activities and processes. It also offers user deployment options for every remote situation, whether office network, workstation, Internet browser, laptop, PDA or mobile phone.

Customer Relationship Management pays back in ways that are unique to each organisation. JI Software works in partnership with each client. We listen to your requirements then set up your Maximizer application to ensure that you get the customer interface improvements you need.

There is so much more to Version 10; so we suggest that you browse the issues below and download the product information guides covering subjects of interest to you.

Version 10 Detailed Information:

Key enhancements announced 5 November 2007:

Improved integration with Outlook diaries enabling immediate synchronisation to supported remote devices
Improved reporting with SQL Server Reporting Service. Continued compatibility with Crystal Reports
Improved e-Campaign statistics (open e-mail report) with automated campaigns
New service cases created directly from customer e-mails
MaxMobile for Pocket Windows 2003; enabling you to use your contact information on iPAQ, Blackberry, Palm or other compatible device.

Maximizer Screen Show: Web Demonstration

Maximizer Screen show:

The Maximizer user interface is acclaimed for being easy-to-use and intuitive. There are PDF's to download (below) to help you compare functionality with competing systems, but ease-of-use is something you need to see click by click. The people who use Maximizer every day call the interface 'intuitive' because they can 'guess' their way through most tasks rather than refer to user documentation. It also means that although the software is hugely powerful and function-rich, it is still easy to bring on a new staff member and have them working effectively in a few hours. Have a look at the video and see for yourself!

CRM Overview; Increasing Customer Value

When you have ready access to customer data and the tools to give it meaning you can begin to change how you deliver a new relationship proposition to your customer and measure how this increases customer lifetime value.

Focus corporate resources where they have positive impact
Identify winning and losing areas of the business
Automate business processes that work and increase productivity
Assess forecasts and adjust strategies to deal quickly with weak areas

Download PDF - Overview

Enterprise CRM vs. Contact Management; Which is right for you?

For the small organisation and start-ups, contact management has always been a good initial investment, with basic relationship histories, follow-up disciplines and simple opportunity management. This is supported by The Entrepreneur Edition. Maximizer 10 CRM for corporate use has 3 options: Group Edition (using workgroup configuration), Professional Edition (client-server with SQL Server) and Enterprise Edition. Client Server working is what you need when your database gets bigger, your pipeline becomes more complex, you need to share data, possibly in several locations, marketing campaigns become more important, and relationships begin to have a service element.

MaxExchange for sharing data with remote workers and multiple offices
Full support for Sales methodology, Marketing campaigns, and Service Desk
Outlook and Microsoft Exchange synchronisation with MaxSync
Web integration with portals and e-CRM options

Download PDF - Which is right for you?

For Existing Maximizer Users; What's new in Maximizer CRM 10?

With a new uniform and consistent dialogue designed into all aspects of the user interface, new users have an easier learning task, arguably more intuitive than ever before.

Consistent and traditionally intuitive user interface
Improved dashboards for key performance indicators for all staff and functions
Instant ‘one click' data export to Excel for manipulation and analysis
Links to Palm, Treo, Blackberry and Pocket PC
MaxMobile for Blackberry synchronising to corporate server
Sales opportunities managed in new sales funnel with tailored methodologies
Opportunity pipeline report for forecasting likely future business timeline
Automated Action Plans for business process consistency
Outlook and Exchange Server integration
Much higher level of data security and visibility control

And much more; download PDF for detailed feature table comparison with previous versions.

Download PDF - What's New?

Support for Selling; Everything from cold calling to sales process and methodology

The Sales module offers complete relationship history with all communications shared at customer touch points in marketing, and service. Follow-up and sales process options are supported with pre-stored action plans and proven methodologies to encourage best practice uniformity in closing deals. Accounting integration options include links to information like credit rating. Sales information is also analysed for forecasting and deal close coaching with both sales funnel (deal stages) and pipeline forecast (deal timing).

Visibility into sales performance to manage team priorities
Implement step-by-step repeatable processes
Tools to help sales professionals succeed with tailorable methodologies
Access data through PC, PDA, smart phone, or browser

Download PDF - For Sales

Support for Marketing; More effective automated campaigns and ROI assessments

Support for campaigns based on more efficient SMTP server transmission also allows for automatic unsubscribe update direct to the database. Single and multiple communication campaigns are supported. Integration with the website now supports direct capture of visitor details and workflow automation assists in ensuring follow-ups occur in timely fashion. Linking of opportunities to campaigns allows for campaign ROI calculation.

Better management of lead source in opportunity pipeline
Campaign ROI calculations provide management information for planning
List management and e-mail campaigns can be done cost-effectively in house
Simplified uniform dialogue facilitates sharing of information

Download PDF - For Marketing

Support for Increased Customer Loyalty; Repeat business and lifetime value

Customer service issues are easily recorded during call and details input quickly using customised drop-down tables. Follow-up action plans and automated alerts ensure management are kept aware of problem situations arising. Reporting options include many key management statistics displayed through integral Crystal Reports package.

Visibility of support team performance
Tools to help support staff resolve issues quickly including Knowledge Base
Reduced workload through use of automated processes and Customer Portal
Improved relationships through transparency of support and communication

Download PDF - For Customer Service

On Demand CRM; Meeting the needs of today's mobile workforce

Now each member of the team can select how they work remotely including options to have data synchronised to the PC for working when there are no suitable web or cellular services. For immediate access to the team's database a web browser is sufficient. Synchronising data to remote PCs need not be slow because MaxExchange only sends changes to the data and you can filter out the syncing of large files. MaxMobile offers basic contact information on Pocket Windows platforms like iPAQ, synchronised to host PC.

Other options include smart phones, PDA's and Pocket PC devices (Palm, Treo, Blackberry supported). Immediate 2-way synchronisation of diaries through Microsoft Exchange Server is also an option.

Central diary management for mobile teams with immediate synchronising
Synchronise MaxExchange over Internet via FTP or WAN connect.
Full functionality web client offers anywhere access via browser
Executive Dashboard allows managers to stay in touch when out of the office

Download PDF - Mobile CRM

Web Integration; Increased options for e-relationships

Portals for Staff, Customers and Partners offer new customisable e-relationship possibilities. Staff have access to all the Maximizer functions but have only an easy-to-maintain browser running on their machine; client data stays on the server. Sales activity data is up-to- date centrally as people enter visit reports. Customers can access relevant data on the products they are using (answers to FAQ's etc). Partners enter sales prospect data giving management a better overview of channel performance.

Mixed Outlook and Maximizer teams; Seamless working with MaxSync

Mixed teams of Outlook users and Maximizer users can now work together following the introduction of MaxSync for Microsoft Exchange.

With Outlook synchronisation access contacts/appointments via Blackberry etc.
Import contacts form Outlook without re-formatting or re-typing
Save e-mails from Outlook to Maximizer Enterprise for immediate sharing

Download PDF - Microsoft

Management Information for CRM; Analysis, Presentation and Dissemination

Compatible with Crystal Reports, and Microsoft SQL Server Reporting Services.

View performance metrics to optimise business
Better decision support through rapid analysis of relevant information
Empower managers and staff to carry out analyses to identify problems
Concentrate on managing not struggling to get proper information

Download PDF - Business Intelligence

Getting above the detail; Reporting to help executives manage

With more data about the customer interface and the individual sales opportunities, campaigns and service incidents, executives now have the option to see the bigger picture and drill down to understand the detail.

Download PDF - For Executives

Workflow Automation; Action plans, assigned tasks and automated feedback

Gain competitive advantage by defining and automating critical business processes.

Identify tasks needing immediate attention
Ensure critical process never left unattended
Save staff resource through automating time-consuming manual processes
Action Plans allow staff to follow task sequence defined by best practice

Partner Relationships; Supporting collaborative trading relationships

Use Internet-based Portal to enhance your relationships with business partners.

Assign leads to partners with automatic e-mail alert to visit Portal
Review opportunities to improve forecasts
Secure interaction with partners on distribution of marketing material
Provide password-controlled access to authorised knowledge base

Download PDF - Partner Relationship

IT Resource Imperative; High functionality, rapid deployment, low TCO

Deliver world class CRM to all areas of the business at a modest price for mid-market companies and divisions of large corporate enterprises with lower total cost of ownership than other options.

Easy deployment with Microsoft Systems Management Server
Reliable integration with Microsoft infrastructure and applications
Data security and visibility controls keep corporate data safe
128 bit encryption at server and client levels

Download PDF - IT Executives

System requirements information for project planning and budgeting.

CRM for SQL- Server minimum; Pentium 4, 2.4 Ghz
CRM for SQL- Workstation minimum; Pentium 4, 1.6 Ghz

Download for detailed sizing and OS version details.

Download PDF - Accounts Link-QuickBooks

Download PDF - Customisation Suite

Maximizer CRM

For information on the other Maximizer products please see our webpages on other Maximizer products such as Maximizer 10.5 CRM Freedom, Maximizer 10.5, Maximizer 10 and Maximizer CRM Entrepreneur