Solutions : MAXIMIZERCRM
Overview
Proven and Refined
MAXIMIZERCRM is easy to use, built to help you gain a deeper understanding of your revenue growth. For over 35 years, MAXIMIZERCRM has helped more than 120,000 businesses worldwide drive revenue with productivity and efficiency.
Maximize Productivity
MAXIMIZERCRM’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. MAXIMIZERCRM 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, MAXIMIZERCRM 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.
Insights
Insights is an analytics add-on for MAXIMIZERCRM 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 MAXIMIZERCRM
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 MAXIMIZERCRM, allowing users to perform data exploration with ease.
Zapier
Zapier provides a no code, no development way of integrating MAXIMIZERCRM with 500+ apps including, but not limited to:
- Communication Tools such as WhatsApp, Slack, Twilio, Webex, Microsoft Teams, Zoom
- Social Media Tools such as Twitter
- Quoting Tools such as Quotient
- Finance Systems such as Xero, QuickBooks Online
- Event Management Tools such as Eventbrite
- Marketing tools such as Mailchimp, Hubspot, Constant Contact, Act-On,
- SurveyMonkey, SharpSpring, dotdigital
- Webforms such as Gravity Forms, Google Forms
- Project Management Tools such as Trello, Asana, Basecamp
- Productivity Tools such as OneDrive, Calendly, Clockify
- eCommerce Tools such as Magento, PayPal, WooCommerce, Shopify
- Document Management Tools such as OneDrive, DocuSign, Google Drive,
- Dropbox
- Helpdesk Tools such as Zendesk
The possibilities are endless!
Don’t worry if Zapier does not connect to your app or you need more sophisticated integration, Avrion has built 100s of custom integrations and we would be happy to discuss your requirements.
Bing Maps Connector
Bing Maps Connector for MAXIMIZERCRM using the power of Bing Maps
Uses the power of MAXIMIZERCRM to search for your target customers and prospects to display on Bing Maps. This connector passes address data from MAXIMIZERCRM to Bing Maps, which in turn plots addresses on a Bing Map or a Bing Directions Map. When selecting addresses from MAXIMIZERCRM, these addresses are instantly validated using Bing Maps, highlighting any MAXIMIZERCRM 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 MAXIMIZERCRM 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 MAXIMIZERCRM 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™CRM records within a definable distance from any postcode.
The Bing Maps Connector for Maximizer works for both MAXIMIZERCRM Live and On-Premise Edition.
Sage Financials Data Connector
Sage Financials Data Connector by Avrion – MAXIMIZERCRM connecting to Sage Accounting software.
Sage Financials Data Connector by Avrion is a data feed from Sage Accounting software into MAXIMIZERCRM, providing a 360-degree view of your customers’ sales and financial information.
The unrivaled power of MAXIMIZERCRM 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 MAXIMIZERCRM.
- View Sage Accounting Quotes, Orders, Invoices and Activity transactions from within the MAXIMIZERCRM customer record, with a Financials Dashboard showing transaction activity across time.
- Key financial information is updated in MAXIMIZERCRM User Defined Fields (such as turnover, balance, account status etc.) With this you can:
- Display financial information within MAXIMIZERCRM Column View layouts.
- Search for MAXIMIZERCRM records using financial data and other CRM User Defined Fields.
- Create MAXIMIZERCRM 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 MAXIMIZERCRM 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.
Survey Mechanics
Online Surveys – Connecting MAXIMIZERCRM and Survey Mechanics
Survey Mechanics‘ easy to use and innovative survey platform lets you build professional looking surveys quickly and easily – even if you’ve never built a survey before. Survey results can be analysed just as quickly, with Survey Mechanics’ unique analysis tools providing you with valuable insight in minutes.
Survey Mechanics integrates with MAXIMIZERCRM quickly and efficiently, meaning you can launch surveys – and view their results – from within MAXIMIZERCRM.
CRM integration using Survey Mechanics not only gives you the power of one the best survey tools available to understand your customers and potential customers, but also helps to solve other business issues.
Common CRM integration scenarios and solutions that we have helped businesses with:
- Checking records and updating them as necessary
- Automatically creating new records for new contacts – thereby creating lead lists
- Auto certification for e-learning
- Identifying problem accounts
- Automating customer satisfaction checks
- New account forms
- Auto creation of customer service cases.
Maximizer – Survey Mechanics integration
Avrion’s integration of Survey Mechanics with Maximizer has two key applications:
- Providing an innovative and powerful platform to conduct valuable market research that measures critical business factors such as customer satisfaction, ex-ex-customers, unsuccessful bids, new product and service development, NPS and much more
- Creating an innovative automated solution to replace manual processes – to save time and money with greater efficiency and productivity, support compliance with a single audit trail, make better decisions and allow your business to scale with as little pain as possible.
This exciting integration brings the power of one of the cleverest survey platforms to your CRM. Every business needs to understand its customers – if they’re satisfied, why they buy from you, where else they buy from, whether they’ll keep buying your existing offer – or your new one – and will they recommend you?
You can now run powerful surveys directly from your Maximizer interface, giving you customer insight quickly, easily and affordably.
Apart from research, Survey Mechanics – integrated with Maximizer – can also introduce significant savings of time and effort in routine form-filling tasks, by automating your processes (Formstack’s 2018 survey of 280 businesses found 62% of business owners have identified at least three major inefficiencies in their manual business processes that could be resolved with automation, with 58% spending more than two hours a day on manual data entry).
Survey Mechanics works with a wide variety of clients, including other research companies, charities, councils, start-ups and SMEs. Larger clients include many household names such as the NHS, the Market Research Society, Diageo, HSBC, Specsavers, Visa and numerous other blue chip companies.
Customers using Survey Mechanics
Survey Mechanics USPs:
Automatic Analysis
This provides virtually instant insight by automating one of the most difficult aspects of any survey – data analysis. By helping you to understand the data this removes much time and effort while ensuring you don’t miss anything important.
The Survey Mechanics Automatic Analysis Engine will look at every possible significant difference and correlation in your survey data and identify them for you automatically – all at the touch of a button.
Time cross tabs and filter
With Survey Mechanics you can examine your results by time – to identify trends to understand if marketing initiatives are making a difference to monitoring customer satisfaction. You can set up multiple time periods to for comparison.
Pre-population
Running surveys with your own people, your customers or prospective customers means you already have a wealth of information about them in Maximizer which you can include in your surveys automatically. When you send invitations to participate in a survey using our Invitation Manager, you can include this information in your survey as hidden questions. You can then use these to direct your respondents through the survey, keep questionnaires short, maintain confidentiality, and use as part of your analysis.
Applications and benefits
Combining a powerful survey platform with your CRM means that many of your processes which may be currently conducted manually and slowly can be automated – here are a few examples:
- Mobile workforce data collection/reporting (to include pre & post customer feedback)
- Any kind of application or registration form – where automatically populating Maximizer could revolutionise how you work
- Automating any registration process including those which may require document uploads
- Data cleansing – checking and updating your entire Maximizer contact database automatically
- Automated training (and training feedback) – including auto issue of certification
- Creating a ticket system for customer complaints/customer service
- Email marketing – creating new records and leads lists automatically
- Eliminate data collection via spreadsheets
- Auto-populate new account forms
- Eliminate manual survey reminders
- Automated customer service – NPS & KPI data included.
The possibilities of automating manual data processing or streamlining data flows are extensive. Please contact us to discuss how you work with data moving in or out of your organisation and we will work with you on making real change.
Integration features and packages:
| Feature |
|
|
|
|---|---|---|---|
| Deploy a survey from Maximizer | |||
| Deploy multiple surveys from Maximizer | |||
| Deploy surveys from Customer Service Cases | |||
| Deploy surveys from Opportunities | |||
| Auto-populate Maximizer UDFs with user defined survey responses | |||
| Auto-populate Maximizer customer service cases with user defined survey responses | |||
| Pop up window of survey results within Maximizer | |||
| Pop up window of survey results and activity roll up data within Maximizer | |||
| Schedule survey deployment | |||
| Set up user defined auto reminders for respondents who have not completed their survey | |||
| Restriction/security for survey deployment user permissions | |||
| Automated issue of course certificates or legal documents requiring manual signature | |||
| Automatic creation of a Maximizer record for a respondent not already set up in Maximizer | |||
| Upload historic data sets | |||
| Use Survey Mechanics or Maximizer for data analytics | |||
| Full access to all Survey Mechanics features | |||
| Unlimited surveys and responses | |||
| Document uploader (up to 50MB) |
Scroll through the gallery below to see the product in more detail
Survey Mechanics in Maximizer CRM
Survey Mechanics survey question
Survey Mechanics survey question
Survey Mechanics results chart
Survey Mechanics results
Completing a Survey Mechanics survey
Survey Mechanics results
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 MAXIMIZERCRM 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 MAXIMIZERCRM. 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 MAXIMIZERCRM (using iFrames technologies) for user consumption and is also transformed in a way to support the many features and tools available in MAXIMIZERCRM. 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 MAXIMIZERCRM 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 MAXIMIZERCRM.
Quotation Module Connectors:
A customised module enabling users to create and send quotes from within MAXIMIZERCRM, 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 MAXIMIZERCRM 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.
