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Overview
Maximize Your Time. Create Satisfied Customers. Increase your Sales.
A leader in sales & contact management since 1995 with over 1 million users worldwide, Maximizer makes it easy to succeed by effectively managing your time, customers, and sales.
Account & Contact Management
Manage your customers better than your competitors can manage theirs
Key Benefits
. Account & Contact Management
. Appointment & Task Scheduling
. Sales Opportunity Management
. Action Planner
. Communications, Microsoft® Office & Outlook® Integration
. Synchronisation with Handheld PDAs
. Reporting - Crystal Reports®
. Document Management
. Link with QuickBooks®
. Web & eCommerce
Highlights
. Award-winning sales & contact management, time management, and communications.
. Ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry.
. Use it with Microsoft® Office, Outlook®, your handheld PDA, and your QuickBooks® accounting database.
. Quick set-up and easy-to-use!
. Network with colleagues to share your database and schedule.1
. Convert data from ACT!®, GoldMine® and import from virtually any other source.2
. Manage an unlimited number of contacts and profile them using a variety of fields that you create, such as industry and size.
. Easily create custom screens with key data entry fields.
. Access a complete history of your customer interactions, including emails, phone calls and faxes.
. Link with your phone for caller ID pop-up on incoming calls and direct dialling on outbound calls - increase call accuracy and save time, plus track time spent on calls.
. Format information the way you want it to appear.
. Maintain data integrity and completeness of information through duplicate record checking and mandatory fields - specify what fields to check and what to make mandatory.
. Track organisational hierarchy amongst your customer contacts.
. Search on any field, and create one-click access to frequently accessed lists of customers or prospects.
Appointment & Task Scheduling
Manage your time effectively and ensure nothing slips through the cracks.
. View your day's upcoming appointments and prioritised activities at a glance.
. Collaborate seamlessly with colleagues with the colour-coded multi-user calendar.
. Choose daily, weekly or monthly views, and then print your schedule to your daytimer.
. Leave it to Maximizer prompt you about task deadlines and appointments.
. Sync with your calendar in Outlook and your handheld PDA device.
Sales Opportunity Management
Maximise chances for success.
Forecast revenue effortlessly.
. Maximise chances for success by creating an Opportunity for every project deal, or sale.
. Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase.
. Easily forecast revenue using the graphical sales funnel report one-click away, or a number of other reports to analyse your sales and drill-down to individual opportunities.
Action Planner
Simpler than ever to stay on track.
. Plan a series of tasks and appointments to ensure nothing slips through the cracks.
. Assign tasks to yourself and to others to collaborate on projects.
. Use one of the templates to manage projects, sales activities, or lead follow-up processes - or create your own template to use with every customer or prospect.
. View all upcoming tasks at a glance.
Communications, Microsoft® Office & Outlook® Integration
Communicate more effectively - and more easily - thanks to seamless integration with Microsoft Office.
. Create documents, letters, faxes and emails with ease. Store customer communications under each contact record for easy reference.
. Synchronise contacts and calendars between Maximizer and Outlook - then synchronise to your PDA with Pocket Outlook.
. Read Outlook email within Maximizer and save important messages to client records.
. Export Maximizer contacts to Outlook, and vice versa.with super ease. Even access Outlook contacts while you're emailing from Maximizer.
. Personalise letters and proposals by merging fields from virtually any field in Maximizer.
. Export lists and reports to Excel® for detailed analysis in a familiar environment.
. Get maps & directions to and from your appointments using Microsoft MapPoint® integrated with Maximizer. Find virtually any location in the world.
Synchronisation with Handheld PDAs3
Be in total sync wherever you travel with access to all the up-to-date information you need.
. Sync with a variety of PDAs, including Palm® devices (Treo, Tungsten & Zire), SonyT and Samsung PDAs using the Palm OS - with no extra software to install on the device. Simply use the default Palm modules already provided.
. For an updated list of supported devices, please visit www.max.co.uk.
. Or using Outlook two-way synchronisation, transfer contacts & calendars back and forth with devices like
. Blackberry® and Pocket PC.
Reporting - Crystal Reports®
Instantly produce reports to see a snapshot of your business.
. Produce real-time, easy-to-read reports with complete graphics.
. Includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline and win/loss analysis.
. Publish reports in PDF, HTML, or RTF to easily share with colleagues.
. Includes world's industry standard reporting tool, Crystal Reports® XI Professional, to create custom reports, including graphics for instant visualisation - use Crystal wizards to walk through report creation.
. Instantly export data (customers, opportunity lists and reports) to Excel with one-click for further analysis in a familiar environment. Security enables you to restrict these rights to ensure valuable customer information is still protected.
Document Management
Get access to all the documents you need in a snap.
. All documents are stored in a central location for easy access.
. Create folders to organise documents and see a preview of the item.
. Email documents & collateral to customers directly from the Company Library.
. Compatible with Word, WordPerfect, Excel, PowerPoint®, Acrobat Reader (PDF) and other standard Office-type programs.
Link with QuickBooks®4
View your customers' accounting info from one simple interface.
. View your customers' accounting information directly from Maximizer - without having to install QuickBooks.
. Create QuickBooks invoices and estimates directly from Maximizer, using up-to-date inventory and pricing.
. See the status of unpaid invoices, credit limit and balance details.
. For an updated list of supported versions of QuickBooks, please visit www.max.co.uk
Web & eCommerce
Leverage the Internet and expand your customer base.
. Collect lead data using web forms, which are automatically imported into Maximizer complete with email alerts.
. Build a professional-looking webstore with real-time secure credit card processing created with ecBuilder Pro 6.0 Lite5, included with Maximizer.
. Process and manage order with the OrderDesk, including real-time credit card transaction processing.
Maximizer 9 System Requirements:
. Minimum processor speed: Pentium II, 350 MHz (minimum), Pentium 4, 1.2 GHz (recommended)
. Available RAM: 256 MB (minimum), 512 MB (recommended)
. Available hard disk space: 250 MB (minimum), an additional 250 MB required for installation
. Operating system: Microsoft Windows 2000, XP, or 2003 (updated to its latest service packs)
. Minimum video resolution: SVGA (800X600) or higher-resolution video adapter and monitor
. Email system: 32-bit MAPI- or VIM-compliant email system like Microsoft Outlook 2000/2002/2003 or Lotus Notes 4.6 or later
. Internet browser: Microsoft Internet Explorer 6.0
. Database: Pervasive.SQL V9.1Workgroup Engine (provided with Maximizer installation)
Please see the Maximizer website at www.max.co.uk for the latest version of the Maximizer 9 system requirements
1. Networking with multiple users/colleagues requires additional licenses and a workgroup license available from Maximizer Software (up to 10 users).
2. Import from ACT! (2006 and lower), GoldMine (6.x and lower), and standard formats including CSV, ASCII, dBase, XML.
3. Synchronisation with Palm OS handheld devices requires Maximizer Link, a free add-on when you register your copy of Maximizer at www.max.co.uk
4. Accounting Link designed for use with QuickBooks, available as an add-on to Maximizer.
5. ecBuilder Pro 6.0 Lite included with Maximizer enables a 15-item catalogue.
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