Mobile CRM Solutions
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.
