Maximizer CRM 2018 For Business

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). Pipeline views are user customisable based on spreadsheet-type skills.

  • 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, tablet, iPad, smart phone, or browser

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, and configurable campaign dashboards.
  • 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
  • Inbound Marketing integration to Hubspot for web lead downloading to Maximizer
  • Automated Marketing automation with social media campaigns and 'digital body language' lead scoring

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 with dashboard metrics customised per user
  • 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

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.


Partner Relationships; Supporting collaborative trading relationships

Internet-based Partner 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

Management Information for CRM; Analysis, Presentation and Dissemination

  • 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


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.


Contact Details

JI Software
Kings House
245 Ampthill Road
MK42 9AZ

Tel: (01234) 214004
Fax: (01234) 215374