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For IT Executives
Deliver Outstanding Performance for Less
Maintain critical CRM systems using fewer resouces than ever before with Maximizer Enterprise™ 9. Whether your company is a startup or an established industry leader, you don't need to spend all of your resources to provide your company with a powerful CRM system. Maximizer Eneterprise is compatible with your existing back-end technologies, and is easy to administer, customise and maintain. With the proven lowest total cost of ownership in its class, this truly adaptable solution can model your business process without spending your whole budget.
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- Quickly implement a fully featured sales, marketing and customer service & support management system.
- Save time and money by implementing Maximizer Enterprise 9 on your existing technology framework.
- Eliminate complex integration between various front-office applications and data sources with a single interface, fuelled by one database.
- Deploy quickly with support for Microsoft® Systems Management Server (SMS), and maintain easily with administrator-controlled Live Update – where you control the distribution of the latest service releases to your staff.
- Give remote and mobile staff fast, reliable on demand access to critical customer and sales information through their handheld device (Palm®, BlackBerry®, or Pocket PC), with remote synchronisation through MaxExchange, or online through the web-based portals.
- Benefit from integrations with leading Microsoft® applications: Office®, Outlook® and Exchange plus leading accounting software, Intuit® QuickBooks or ® Sage Line 50.
- Take less time to get users up and running with over 175 pre-written reports, flexible user-defined fields, customisable home pages for different user groups and industry standard workflow templates.
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- Build in your unique business processes faster with pre-configured fields, built-in workflow and document templates, Action Plans and macros based on best practices for specific industry and functional roles.
- Monitor and send automatic alerts on critical business activities with Maximizer Enterprise Workflow Automation, powered by KnowledgeSync. Let users identify critical information from the massive amount of data stored in Maximizer Enterprise and other applications (including operating systems and e-mail) so they can save time, increase productivity and take advantage of opportunities.
- Use the flexible user interface in Workflow Automation to develop ‘point and click’ or fully customisable queries.
- Develop ‘Events’, the triggers that monitor data based on your business context and rules, using SQL (ODBC) queries and/or VB Scripts. Then create ‘Responses’, automated actions that take place in response to specific Events. Responses can include alerts (email, fax, pager or phone), Crystal Reports, updates to the database via SQL or triggered procedures, and the activation of executables or VB Scripts.
For example:
- Send alerts to sales representatives when new website visitors download reports.
- Keep your marketing manager informed with regular updates of new leads.
- Notify your sales manager when more than five opportunities are abandoned by a sales representative in one week by sending them a Crystal Reports® summary.
- Warn your customer service and support manager when a case lapses for more than three days.
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- Create customised reports for your sales, marketing and customer service and support users with Crystal Reports® XI Professional by Business Objects®. This best-of-breed reporting tool comes included with Maximizer Enterprise 9. Distribute updated reports to staff and managers from Maximizer Enterprise, or let users customise their own reports from their desktop.
- Quickly and easily produce cross-tab, drill-down and summary reports using the Expert tools or customise reports on your own. Then enable staff to export reports to Excel for easy detailed analysis in a familiar environment.
- Automatically provide reports directly to key stakeholders on a timely basis so they can make effective decisions.
- Empower managers to monitor corporate performance in real-time, using the Executive Dashboard, featuring visual key indicators.
- Pull data from other database applications, such as accounting or ERP systems, to run reports against the customer data in Maximizer Enterprise 9 to get a complete view of customer buying patterns and habits.*
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- Manage customer data in-house to protect sensitive information and comply with privacy legislation – no matter how staff access information: through the client, web or PDA.
- The Web Client, Partner, and Customer Portals are built on the Microsoft .NET framework for user authentication, secure database access, session management, and system logging.
- Quickly set up role-based security groups and apply group security rights. View and update associated settings for different departmental users and individual permissions through the same interface.
- Let users share information—without jeopardising its integrity—with settings for full and read-only access to customer records.
- Protect your data with industry-standard 128-bit encryption at both server and client levels. Be sure your data is protected from all access points (such as custom reports, integration, and SQL queries) with role-based security at the database level.
- Keep up to date with hot fixes and service releases with administrator-controlled Live Updates so you can download updates to the server and then automatically notify workstation users to install.
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- Create new databases based on the configuration settings of other databases, including template Industry Packs that are included with Maximizer Enterprise: High-Tech, Commercial Real Estate, Financial Services, and Legal.
- Install the Administrator module on any computer for flexibility in maintaining your system; the graphical user interface is used to control everything from new user-defined fields to new users, and security rights – changes which can be made any time during the day, whether users are logged on or not.
- Build a web-services based application to administer MaxExchange remote users through the web.
- Easy-to-use interface makes it easy to add new users & assign the appropriate security rights; disable accounts when staff leave; or change user rights into different security groups/teams when required.
- Set-up unique user-defined fields with values set for tables, dates, numeric, or alphanumeric – and immediately make them available for use, searching and viewing – without having to wait for staff to log off at the end of the day.
- Create unique data entry forms by assigning key fields to each security group, giving each department the flexibility they need without doing any programming.
- Add default pre-populated Opportunities and Customer Service Cases to help staff enter information faster and reduce data-entry errors.
- Ensure completeness of information with mandatory fields for basic information or your unique user-defined fields; accuracy of data with duplicate record checking, deletion protection, and archiving; and integrity of data with automatic audit logging when important information changes in a record, such as assigned Account Manager or deleted task.
- Import data in standard formats such as XML, CSV, dBase, or from other sources.
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- Let Maximizer Enterprise 9 mirror your unique business processes, instead of forcing your users to work within business rules that don’t make sense for their role, or industry.
- Easily configure the user-defined fields you need as and when you need to – to profile customers and track sales & service incident details - then immediately have them usable by staff.
- Use direct, native SQL updates for industry-standard coding and faster customisation.
- In addition to the Accounting Links for QuickBooks and Sage Line 50, use the Accounting API to connect to other accounting applications and view estimate & invoices, credit balances & limits.
- Choose either the Pervasive or Microsoft SQL database format for speed, flexibility, and low maintenance.
- Create custom windows to give each department the flexibility they need to record critical data.
- Create extensions and integrate Maximizer Enterprise 9 with other database applications, using the powerful Customisation Suite, featuring an Integrator’s Toolkit that supports .NET, XML, COM, ODBC, OLE, ActiveX and DDE.
- Create custom windows and tabs once and implement them on both desktop and web-based clients to serve the needs of all users.

Reports: Enable executives and managers to instantly see the status and success of their business units.
*Reporting on databases other than Maximizer Enterprise requires additional licenses of Crystal Reports available through Maximizer Software. |
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