Microsoft® plus Maximizer™ for Seamless CRM
Small to medium-sized businesses with a Microsoft® technology foundation can leverage the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer™ Customer Relationship Management (CRM) solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer CRM opens the flow of information between a centralised CRM database and Microsoft applications such as Outlook®, Office and back-end programmes such as Dynamics™ GP.
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- Integrate Email: View your Outlook messages inside Maximizer CRM and automatically, then save to customer records – no copying and pasting.
- CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of relevant emails sent and received to customers’ records in Maximizer Enterprise - with automatic record matching, there's no cutting & pasting required.
- Access Contacts: Grab email addresses from both Maximizer Enterprise & Outlook address books for your email distribution. Synchronise contacts to Outlook and vice-versa to store a subset of customer records.
- Synchronise Calendars: Stay on track with two-way synchronisation of Maximizer CRM & Outlook calendars.
- MaxSync for Microsoft Exchange1: Set-up meetings and keep track of appointments in a mixed environment where some people work in Maximizer Enterprise and others work in Microsoft Outlook & Exchange.
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- Microsoft Word: Personalise documents like customer proposals and letters with Microsoft Word with any field from your Maximizer Enterprise customer data. Even use Word to create rich text print and fax campaigns.
- Microsoft Excel®: Instantly export data and reports to Microsoft Excel, and import third-party lists from Excel.
- Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications. Store other documents in a central repository for staff to reference and email.
- Microsoft Dynamics GP: Integration provided out-of-the-box with Accounting Link for Dynamics GP, provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM.
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- Web Access: Access information online and perform every day customer-facing processes with Maximizer CRM and Internet Explorer.
- Windows Mobile Access: Maintain productivity of remote staff with synchronisation to Windows Mobile Pocket PC and Smartphone devices using MaxMobile, or use Pocket Internet Explorer with Wireless Web Access for online, real-time information.
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- Internet Explorer for Web Access1
- SQL Server Database (Professional and Enterprise Editions)
- SQL Express (Group Edition)
- Systems Management Server (SMS)
- Windows single sign-on and user authentication2
- Microsoft Virtual Earth for global maps and directions
- Microsoft Internet Information Services (IIS)
- Customisation programming languages: Visual Basic®, Visual Basic .NET, C+#, Visual C++®3
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1. Web Access option is available for Group, Professional, and Enterprise Editions
2. Available only with Professional and Enterprise Editions
3. Customisation Suite is an add-on product with additional license fees
Request more information
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