April 2010. It’s Here! Maximizer CRM 11 is available now, delivering a host of new features, more flexibility, and critical business intelligence to your desktop and mobile smartphone.

Maximizer CRM 11 datasheet (pdf).

Maximizer CRM Getting Started Guide (pdf)

Highlights

• Wizard-driven Dashboards with click through to detailed information allow managers to easily create and visualize key performance indicators.
• Formula-driven User-Defined Fields allow calculations from multiple fields for more robust profiling and reporting.
• Expanded Web access with Firefox web browser support.

Sales

• Sales Quota Management for real-time insight into team, territory or individual performance.
• Sales Opportunity Monitoring alerts sales managers and reps to changes in deal status.
• Quick sales email templates that merge customer information enables efficient communication and follow-up.

Marketing

• Online access to full marketing campaign functionality, including tracking and robust reporting, enables marketing initiatives on the go.
• Advanced marketing reports provide the insight for you to refine future campaigns and target more effectively.

Mobile CRM

• Mobile CRM multi-user support allows collaboration on opportunities, assignment of tasks and escalation of cases.
• Document viewing, editing and creation for improved remote productivity.
• Mobile CRM support for video, voice and image capture and saving elevates the level of communications and information kept on record.
• Map multiple customers to BlackBerry GPS and maps for turn-by-turn directions to plan your optimal day of appointments.

Look and Feel

• Visual color prioritization of clients, tasks, appointments and customer records
• Firefox browser support for Windows, Mac, and Linux users for Web Access.
• Support for SharePoint users to seamlessly look up Maximizer CRM data.
• Enhanced Web Access platform, now including full marketing campaign management, action plans and document library.
• HTML rich notes for easier viewing, formatting of records and hyperlinking to online information.
• Improvements to SQL Express 4GB limitation that significantly increase capacity.
• Streamlined centralized user, security, and group administration and enhanced user and group administration rights assignment.

CRMit is a Maximizer Certified Solution Provider with over ten years of experience implementing Maximizer solutions. We design and deploy customized Maximizer systems for any size business in any industry.

Maximizer CRM allows you to:

• Synchronize time, task and contact management so that everyone works from the same database
• Manage sales leads, follow-up activities, reminders, and appointments
• Automate email, fax, or print direct marketing campaigns
• Track customer service calls from first contact through to problem resolution
• Share collateral, documents, and emails for large and small projects
• Click here to learn more about Maximizer features and benefits

New features in Maximizer CRM v.11:

• Wizard driven dashboards for a personalized snapshot of your business
• Calculated values for key performance indicators
• Sales opportunity monitoring
• Sales quota management
• Online marketing campaign manager
• Advanced marketing reports
• Faster deployment of Mobile CRM to Blackberry smartphones
• Significant look and feel improvements
• Click here the learn more about Maximizer CRM v.11

Getting Up and Running

The process of getting Maximizer CRM up and running is two-fold.

First, we work with you to understand your business workflow, needs and goals. Second we design a solution that meets your needs of your business, fits your budget, and integrates with existing systems. This includes customizing the Maximizer, importing existing customer data, installing and configuring software on servers and workstations, and setting up synchronization for laptop users, satellite offices and PDAs. CRMit also provides administration and end-user training for all levels and abilities.

More Resources

CRMit Training and Support

Maximizer Datasheets

Maximizer Mobile CRM (MaxMobile) allows you to mobilize your sales force by adding Maximizer CRM directly onto the latest BlackBerry^® and Windows Mobile^® smartphones and synchronize with Maximizer CRM in your office. Also, access your Maximizer CRM address book (contacts, notes, documents, user-defined fields), plus tasks, calendar appointments, opportunities, and support cases on your smartphone.

New MaxMobile features with Maximizer CRM v.11:

• Tab-based interface
• Multi-user support
• Email notification for appointments and tasks
• Video, voice, and image capture and storage to records
• Blackberry GPS and maps integration
• Document viewing, editing and creation
• Click here to learn more about Maximizer CRM v.11

With MaxMobile, you can:

• Upload contacts, leads, appointments, tasks, notes, sales opportunities and service cases onto your smartphone by synchronizing with your Maximizer CRM database
• Access and update customer records on-the-fly, with automatic or manual synchronization with your Maximizer CRM database
• Create new contacts, opportunities and cases in MaxMobile from emails, address book entries and phone records
• Log incoming and outbound calls to and from your smartphone to client records
• Access records in your corporate CRM database that have not been synchronized and stored on your smartphone with Maximizer CRM Wireless Web Access, for real-time access through your smartphone’s web browser
• Gain immediate insight into your business and team performance at a glance, with Mobile Dashboards and reports, accessed through your smartphone’s web browser.
• Access maps and directions from customer records
• Access the online document library to send brochures, quotes and other documents to customers and prospects on-the-fly from your smartphone
• Click here for more information on MaxMobile

Getting Up and Running

The process of getting MaxMobile up and running is two-fold. First, we work with you to understand your business workflow, needs and goals. Second we design a solution that meets your business needs, fits your budget, and integrates with existing systems. This includes customizing the Maximizer database, importing existing customer data, installing and configuring software on servers and workstations, and setting up synchronization for laptop users, satellite offices and PDAs. CRMit also provides administration and end-user training for all levels and abilities.

More Resources

CRMit Training and Support

Mobile CRM Datasheets

Through the one-click Login button on this web site, we log into your PC while talking with on the phone and fix your problem. Our clients have been truly amazed. “You fixed it already?”

The problem’s dealt with before we even finish the call!

Click here to go to our support login page

We also provide administration and end-user training for all levels and abilities. Depending on your requirements, we provide:

• Remote support by telephone and email
• On-site support upon request
• Regular preventative database maintenance and updates