Bing Maps Connector
Use the power of Maximizer CRM to search for your target customers and prospects to display on Bing Maps. This connector passes address data from Maximizer to Bing Maps, which in turn plots addresses on a Bing Map or a Bing Directions Map. When selecting addresses from Maximizer, these addresses are instantly validated using Bing Maps, highlighting any Maximizer records that might have address errors.
So whether you’re a salesperson planning your sales itinerary in a selected area, or a marketer wanting a visual representation of where your customers are located, Bing Maps Connector produces them for you – fast, simply and efficiently.
- Simply select the record(s) in the Maximizer Address Book and instantly view the records on a Bing Map. Hover over the map pins to view the record details. You can plot up to 200 records per map.
- Choose the Route Directions option and plot up to 15 Maximizer Records onto a Bing Maps Route Planner. Dynamically change the waypoints and add other destinations to create your route. Share your route to your mobile phone.
- (UK Only) Use the Radius Search option to find Maximizer records within a definable distance from any postcode.
Financials for...
Sage
Sage Financials Data Connector by Avrion is a data feed from Sage Accounting software into Maximizer CRM, providing a 360-degree view of your customers’ sales and financial information.
The unrivaled power of Maximizer and the Sage Financials Data Connector allows your management team and salespeople to view, search and analyse all your key data quickly and efficiently. You no longer need to ask your Finance Department for customer financial information as you can view it directly within Maximizer.
- View Sage Accounting Quotes, Orders, Invoices and Activity transactions from within the Maximizer customer record, with a Financials Dashboard showing transaction activity across time.
- Key financial information is updated in Maximizer User Defined Fields (such as turnover, balance, account status etc.) With this you can:
- Display financial information within Maximizer Column View layouts.
- Search for Maximizer records using financial data and other CRM User Defined Fields.
- Create Maximizer Dashboards showing financial data, and also indexed to other CRM data e.g. sales turnover by industry, for example.
- Display financial information within Maximizer Column View layouts.
- The Sage Financials Data Connector by Avrion works for both Maximizer Live and On-Premise Edition. It is available as an annual low-cost subscription.
Sage Financials Data Connector by Avrion is currently available for Sage 50 (UK Edition) and Sage 200.
QuickBooks
Financials for QuickBooks Data Connector by Avrion is a data feed from QuickBooks Accounting software into Maximizer CRM, providing a 360-degree view of your customers’ sales and financial information.
The unrivaled power of Maximizer and the Financials for QuickBooks Data Connector allows your management team and salespeople to view, search and analyse all your key data quickly and efficiently. You no longer need to ask your Finance Department for customer financial information as you can view it directly within Maximizer.
- View QuickBooks Accounting Quotes, Estimates, Invoices and Activity transactions from within the Maximizer customer record, with a Financials Dashboard showing transaction activity across time.
- Key financial information is updated in Maximizer User Defined Fields (such as turnover, balance, account status etc.) With this you can:
- Display financial information within Maximizer Column View layouts.
- Search for Maximizer records using financial data and other CRM User Defined Fields.
- Create Maximizer Dashboards showing financial data, and also indexed to other CRM data e.g. sales turnover by industry, for example.
- The Financials for QuickBooks Data Connector by Avrion works for both Maximizer Live and On-Premise Edition. It is available as an annual low-cost subscription.
Maximizer Quotes
Does your sales team spend a lot of time creating customer quotations? And how about your service team? Do you want to free up their valuable time spent on admin so they can focus on more important tasks?
Perhaps your business generates a high volume of quotes daily/weekly/monthly that are prone to errors with the wrong contact details, address, tax rates?
Then Maximizer Quotes is just what you need. Saving data entry and reducing the risk of human error, Maximizer Quotes takes the header information from Maximizer CRM and creates a quote. Simply add the products and/or services, set the discounts safe in the knowledge that the tax rates, currencies, payments terms and so on have been configured to your specific business needs.
There are two options:
Stand-Alone – our Maximizer Quotes tool has been written as a generic quoting tool for Maximizer and can be configured to your business.
Integrated with Accounts -take Maximizer Quotes and add a small integration with your accounting/ERP software.
- Create quotes straight from Maximizer CRM against Address Book, Opportunity or Customer Service records.
- Update quotes seamlessly.
- Generate professional quotations quickly and easily.
- Review your quote’s profit analysis ensuring suitable margins.
- Close off quotes: convert or lose options.