New Improved Interface

  Wizard-Driven Dashboards: A personalized, instant snapshot of your business.

  Formula User-Defined Fields: Calculated values for key performance indicators

  Sales Opportunity Monitoring: Clinch top deals and keep priority customers satisfied.

  Sales Quota Management: Optimize revenue generation by tracking progress toward targets

  Online Campaign Manager: Execute campaigns from the convenience of the web

  Advanced Marketing Reports: Refine campaigns and target more effectively.

  multi-user support allows collaboration on opportunities, assignment of tasks and escalation of cases.

Mobile CRM

  multi-user support allows collaboration on opportunities, assignment of tasks and escalation of cases.

  Document viewing, editing and creation for improved remote productivity.

  Mobile CRM support for video, voice and image capture and saving elevates the level of communications and information kept on record.

  Map multiple customers to BlackBerry GPS and maps for turn-by-turn directions to plan your optimal day of appointments.

User Experience

  Enjoy optimized usability through a modern, intuitive interface that’s easy to navigate,

especially for those familiar with the Microsoft® Offi ce® suite of products.

  Leverage All Access licensing within your organization to deliver your customer

information - when, where and how you need it.

  Share the power of Maximizer CRM with Mac and Linux users within your organization

through Web Access support for the Mozilla Firefox 3.5 browser.

  Conditional color highlighting allows you to categorize and prioritize your most important

information at a glance, including: clients, sales deals, service cases, tasks and

appointments.

  Conditional coloring extends to reports and Microsoft Excel exports.

 Look up Maximizer CRM customer information seamlessly through your Microsoft

SharePoint portal2.

 Create marketing campaigns and access essential tools and company documents through

enhanced Web Access platform, now including full marketing campaign management,

action plans and document library.

 Find the most relevant information faster in HTML rich notes for easier viewing,

formatting of records and hyperlinking to online information.

 Conduct faster searches and view information the way you want it, by associating specifi c

Column Views to Catalog Searches and Favorite Lists.

 Include external contacts on appointment notifi cations with support of appointment

reminder emails to non-Maximizer users.

  Use the Outlook Add-On for Web Access users to view and save records from Outlook to

Maximizer CRM.

 Collaborate with national or international teams with time zone support in appointments

and tasks.

  Improvements to SQL Express 4GB limitation.

 Work offl ine and synchronize to Maximizer CRM in your offi ce with enhanced and

simplifi ed MaxExchange distribution configuration.

 Configure Maximizer CRM more easily with streamlined centralized user, security, and

group administration and enhanced user and group administration rights assignment.