• As soon as a remote worker starts their workstation (or at pre-scheduled times) MaxExchange automatically sends any changes to the central database and receives new, updated information back.

• Distribute information relating to specific opportunities to the appropriate team members. Keep track of time zones to determine which changes took place first, in case of conflict, so you always have the most up-to-date information.
• Let remote users synchronise data seamlessly with user profiles and simplified criteria for filtering records.
• Build a web-services based application to administer MaxExchange remotely.

• Seamless, one-button synchronisation allows mobile workers to easily stay up to date, and even pause and resume at any time.
• Save time by synchronising only the data that has changed instead of overwriting every record every time.
• Enjoy the benefits of powerful data compression and integrity checking features
• Specify whether to send Notes, Documents, Knowledge Base Articles and Company Library documents to a remote user based on the age and size to reduce the amount of information you need to synchronise.

• MaxExchange detects out-of-sequence and lost data packets, then automatically generates email alerts to the system administrator and requests a resend in order to maintain data integrity and completeness.
• MaxExchange keeps track of processing status so it can recover from possible server shut downs or lost connections, and start up at the exact point where it left off.
• While synchronising, information is secured using 128-bit encryption so you don’t have to worry about data theft.

• Share a networked database or work remotely with a copy of the database.
• Synchronise information over the Internet via FTP, using a WAN connection, or over your existing email system.

• To enhance productivity, keep MaxExchange running in the background with automatic servicing, communicate with the server automatically at pre-scheduled times, or manually synchronise.
• Reports from the server help administrators see data transfer information such as server configurations, site numbers, and transport mechanisms so that you can easily uncover and resolve potential connection failures.
• With Maximizer Enterprise WorkflowAutomation, configure MaxExchange to send automatic real-time alerts via email or pager when data connections fail. Or send your sales manager an email alert when a remote sales representative hasn’t synchronised in several days.

• Log-in from anywhere to access the CRM database and carry out your typical daily tasks using a Microsoft© Internet Explorer web browser. The secure portal is based on the Microsoft .Net framework for user authentication, secure database access and session management.
• Check and update appointments and tasks, search and update customer records, send emails, view outstanding customer support cases, and resolve incidents online; tailor different column views to allow for all your needs.
• Collaborate to make sales by implementing strategy-based opportunity management.
• Use the Activities Tab to review tasks and appointments for an associated customer, lead, sales opportunity or customer service case.

• Based on the .NET framework, you can easily customise the Web Client to make it work for your organisation, including custom windows and tabs.
• Brand your Web Client with your corporate logo. Integrate it with your corporate intranet, including internal documents and policies, plus external links to give users quick access to information related to your company and industry.

• Gain greater visibility into your customers and business by enabling managers to access reports wherever they are. The Web Client enables access to more reports through the web-based Reporter, powered by Crystal Reports©.
• Sales, marketing and customer service managers can view and print graphical real-time status reports of 30 and 60-day funnels, forecasts by quarter, pipeline by sales team, and more.
• With the Executive Dashboard, executives can instantly see which areas are doing well and which areas need attention.

• See a high-level snapshot of real-time information on the company’s performance in a single view.
• See the status and value of the sales pipeline, number of abandoned deals, status of marketing campaigns or other critical business indicators.
• Set-up alarms to be notified when an indicator reaches a critical level.

• Access customer information, take notes at meetings, or check your task list and schedule whether you’re at a client location or on the move. Whether employees are using Palm© devices or web-enabled BlackBerry or Pocket PC handheld devices, Maximizer Enterprise has solutions to keep your staff productive—wherever they are.

• Maximizer Enterprise Link automatically matches the information in your Maximizer Enterprise Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do’s, Memo Pad and four custom fields. This means there’s no retyping and no extra software to install on your PDA.
• Just press the HotSync© button on your Palm or Handspring device to synchronise critical data.
• Accurate two-way synchronisation ensures that information on both your PDA and your desktop is always the most current.
• Synchronise only the information you need without compromising your personal data.
• Synchronise multiple Address Books directly from Maximizer Enterprise and select which modules to synchronise - either overwrite the Address Book entries, synchronise the entire Address Book, or add the new changes only.
• Specify the date range for transferring so you can synchronise data from a specific time.

Add notes from meetings directly associated with the contact record so you don’t forget any of the important details that were discussed.

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