Solutions: Maximizer CRM
Overview
Maximize Productivity
Maximizer’s unique single view provides full access to all contact information within one window. No scrolling through long pages, no flipping between tabs. Just edit your view to display exactly what you need and get real-time insight to the information important to you and your role, at your fingertips.’
Sales Force Automation
Build profitable relationships for long-term success, through advanced lead tracking and sales opportunity management. Maximizer CRM makes it easier to manage accounts, collaborate on sales opportunities, and accurately forecast pipeline and revenues.
Marketing Automation
A powerful marketing module capable of working the way you do. With its automatic multi-phase campaign scheduling, easy to use web driven forms, ROI calculator and more, it will help you drive more effective prospecting and improve the overall customer experience.
Customer Service
Control costs, while delivering a superior customer experience that nurtures and encourages customer loyalty. In your multi faceted role, Maximizer CRM will help to effectively track, manage and resolve issues including technical support, billing and returns.
Analytics
This powerful function gives you a more in-depth profile of your business, by automatically calculating essential statistics, ratios and dates to quickly identify values that are important to you and to the growth of your business.
The Information You Need, Wherever You Are
Sales, marketing and customer service doesn’t stop when you’re out of the office. To optimise your team’s productivity you need to deliver 24/7 access to comprehensive customer details, from anywhere, on any web-enabled device.
Download: Maximizer CRM Overview 2019
Download: 18 Reasons to connect with Maximizer CRM
Insights
Insights is an analytics add-on for Maximizer CRM which is powered by the Sisense BI engine.
Insights helps you visualise data, make decisions and take action faster. It gives you both the big picture as well as the little details. In a nutshell, it provides you with the most important pieces of information in a visual and dynamic way so you’ll always know what to focus on.
Insights for Maximizer CRM
Quickly and easily create reports in dashboards using the pre-built templates to save time. No longer do you need to export data, import into spreadsheets and manually build charts to provide reporting to your team and executives.
Say goodbye to static data and hello to dynamic dashboards. Now, you can toggle data on and off as needed, or hover over legends to visualise and filter the data that’s important.
Let Insights do the heavy work for you. With formulas that calculate growth, year over year comparisons and other key performance indicators that are built into Insights, you can be productive immediately.
Get stuck in with the drill down feature, which allows you to go from the big picture to the small details easily and effortlessly.
Use the unique “Click Through” feature to jump directly from the dashboard charts to the detailed CRM record. Everything is easily accessible.
Switch between team view and individual view within your dashboards so you can set appropriate goals and support for everyone.
Export full dashboard or just the widget in those finely-honed reports you just built in a format of your choice: PDF, CSV, XLS or PNG.
The Insights widgets and dashboards are unlimited, allowing you to copy and build as many elements as you need.
The Insights widgets and dashboards are unlimited, allowing you to copy and build as many elements as you need.
All within Maximizer CRM, allowing users to perform data exploration with ease.
Bing Maps Connector
Bing Maps Connector for Maximizer CRM using the power of Bing Maps
An add-on connector for Maximizer CRM by Avrion, using the power of Bing Maps to display Maximizer customer records in a totally new way.
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.
The Bing Maps Connector for Maximizer works for both Maximizer CRM Live and On-Premise Edition.
Download: Avrion Apps Datasheet - Bing Maps Connector
Sage Financials Data Connector
Sage Financials Data Connector by Avrion – Maximizer CRM connecting to Sage Accounting software.
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 CRM 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 from within Maximizer CRM.
- 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 CRM Column View layouts.
- Search for Maximizer CRM 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 Sage Financials Data Connector by Avrion works for both Maximizer CRM 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.
Download: Avrion Apps Datasheet - Sage Financials Connector
Customised Connectors
Customised Connectors – using Avrion’s proven connector technologies to integrate your systems and information.
We create many ‘connectors’, enabling our customers to join up information easily between Maximizer CRM and their other operational software systems. We use our extensive portfolio of connector frameworks, customisations and middleware applications to build connectors, which means customers invest less and get more value, with shortened delivery timescales. For example, we have built financial connectors that work in the same way as our Sage Data Financials Connector by Avrion but with alternative financial software packages.
Typical Connectors our customers require include:
Data feed connectors:
Taking information from databases and passing this into Maximizer CRM. Databases include an Accounts package, ERP system, eCommerce website, Contracts & Inventory Management system, and many industry specific software applications. The information is displayed graphically in Maximizer CRM (using iFrames technologies) for user consumption and is also transformed in a way to support the many features and tools available in Maximizer CRM. This might be for reporting, creation of dashboards and alert notifications for all CRM users.
Email & Inbound Marketing Connectors:
Creating a functional integration join between Maximizer CRM and popular packages such as Mailchimp, dotdigital, Campaign Monitor etc., and enabling synchronisation of data records between systems. Many online email marketing solutions provide a suite of integration tools (APIs) and we can easily create a Connector between these systems and Maximizer CRM.
Quotation Module Connectors:
A customised module enabling users to create and send quotes from within Maximizer CRM, with automated updates to the CRM record (AddressBook and Opportunities), saving the user time in creating quotes and managing the quote book. Product codes and stock information from the ‘back-office’ system can be dynamically used when creating quotes. When the user successfully converts the quotation, our Connector can push the ‘order’ into the back-office system removing duplication in data entry, saving time whilst improving data accuracy.
Portal Connectors:
Simple data connectors that enable passing of information between Maximizer CRM and online Customer/Supplier Portals, and vice-versa. Information is synchronised near real-time helping our customers to manage and respond to their customers in a quick, professional and efficient way.
Business Process Automation for Maximizer
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BI for Maximizer
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