Maximizer CRM 12 has expanded capabilities in business intelligence, marketing campaign management and iCalendar integration. Check out what’s new when you choose the convenience of an all-inclusive license.

Social Networking

• Generate more leads faster with the ability to search, view and link directly to a contact’s or company’s LinkedIn profile from Maximizer.
• Build complete profiles and obtain up-to-date information on your contacts with direct links to external websites and social media profiles (blogs, Twitter streams, Facebook, LinkedIn).

Mobile Access

• An intuitive user interface optimized for the latest devices and browsers – no need for different applications based on mobile devices used throughout the organization.
• Save time with improved navigation tools for retrieving contact profiles and instant views of real-time dashboards.
• View available time and schedule appointments with multiple colleagues in just a few clicks.

Web Access

• Hone in on only the key information you need in one consolidated window and customizable views.
• Improve productivity and the level of customer service with faster response time to commands and the ability to retrieve contacts, customer service cases and opportunities directly from a company record.
• Execute campaigns from the convenience of the web with access to full marketing campaign functionality.

Marketing Campaign Management

• Effectively measure marketing campaign ROI with the ability to associate an opportunity with a particular campaign.
• Improve sales forecasting based on previous campaign performances and redirect resources to initiatives that generate proven returns.
• Set KPIs and determine campaign effectiveness based on chosen criteria (i.e. number of opportunities, opportunity revenue, etc.).

Sales Management

• Manage territories more effectively and allocate appropriate resources with the ability to assign multiple Account Managers to the same territory.
• Stay on top of the opportunities in the sales pipeline by easily sorting close date based on chosen filter options (all, week, month, quarter or year).
• Set goals and track sales quotes the way you want by specifying milestone amounts either as a percentage or a dollar figure.

Business Intelligence

• Gain instant views of business metrics with an automated dashboard template that you can use right out of the box or customize to capture your own unique key performance indicators.
• Share key metrics, save time and improve visibility across the organization with the ability to email dashboards.
• Save money and time by utilizing built-in SQL Server Reporting Services (SRSS).

Usability and Productivity Enhancements

• Ensure compliance regulations are met and a consistent customer experience is delivered by setting up an action plan whereby each task is dependent on the previous one being completed.
• Set-up and manage appointments seamlessly with internal colleagues and external customers using the most popular calendar applications.
• Filter communications, lists, searches, and opportunities based on most commonly used date ranges, ascending/descending order and/or only those created by the user.

On-Premise

With an on-premise solution your data and software applications are held in-house by your company where servers, connections, access, and data are all controlled by you and housed internally.

Maximizer CRM 12

Consider this option if:

• Require a CRM solution customized to meet the unique needs of your organization
• Require your CRM to integrate tightly into your company’s existing business processes and applications/ have complex or real-time integration requirements
• Have already invested in internal IT infrastructure or have available in-house IT resources and support systems
• Require a certain level of security and control over the data (Ex: Within an industry or company whose laws mandate that your data remain behind your firewall)
• Require specialized data structures
• Have budget for up-front capital investment and prefer one-time costs over monthly recurring costs
• Are concerned about performance, poor internet connection or require heavy offline capability

Click here to compare Maximizer software or for an overview of Maximizer products

Cloud

With a cloud-based solution your data and the CRM application are available via the web where servers and data are housed by Maximizer Software.

Maximizer CRM Live

Consider this option if:

• Want to get up and running as quickly as possible
• Are adopting your first CRM solution and want to determine what will work best for your business before committing to an on-premise solution
• Want the flexibility and peace of mind to migrate to an on-premise CRM system in the future with minimal technical requirements and without data loss
• Have limited IT support, infrastructure, technical resources/support staff
• Require little customization
• Have basic integration requirements
• Want predictable monthly IT operating expenses
• Want to reduce capital expenditure on IT systems, while increasing computing capacity and business performance
• Have a distributed workforce at remote locations

Click here to compare Maximizer software or for an overview of Maximizer products

How do you decide which on-premise Maximizer version is right for you? Here’s a breakdown:

Maximizer CRM 12 Enterprise and Group Editions – On-premise, full-featured CRM, including email and marketing campaigns, mobile access, remote synchronization and customer service and support management.

The essential difference between Enterprise and Group editions is scalability. Maximizer CRM 12 Enterprise is scalable from five to an unlimited number of users and offers more sophisticated workflow automation features. Group edition is limited to 10 users and does not have sales quota management, territory management, or automated fax and print campaigns.

Maximizer CRM 12 Entrepreneur Edition – Entry level contact management for less than 10 users, including lead management, sales opportunity management, scheduling, reporting, and document management. If you need email marketing campaigns and managing customer service and support cases, Maximizer CRM Enterprise or Group may be a better choice for you.

Feature Comparison Chart

FEATURES	Enterprise	Group	Team	Entrepreneur
Who it's for	Advanced CRM for medium-sized businesses	Full-featured CRM for small businesses	Sales-focused Contact Manager for small to medium-sized businesses	Contact Manager for entrepreneurs & small businesses
Minimum # of Users	1	1	5	1
Maximum # of Users	Unlimited	10	50	5
MaxAdvantage Maintenance (Technical support & upgrade assurance)1	Included	Included	Included	Optional
Access Options Read more about Access Options
Mobile CRM for smartphones and tablets	Mobile Access	Mobile Access
MaxMobile CRM for BlackBerry®
Web Access (including Firefox support)
Windows Desktop Access
Remote Synchronization
Sales
Sales Force Automation	Advanced3	Standard	Basic	Basic
Sales Executive Dashboard
Sales funnel reports
Lead Summary reports
Opportunity Management	Team and Individual	Team and Individual	Team and Individual	basic
Opportunity Monitoring (alerts)
Sales Quota Management
Sales Action Plan (Project Management)
Email templates with merge fields
Territory Management
Real-time alerts (out-of-the-box) include t lead status alerts, changed forecast, and won/lost deals**
Account Management
Interactive organizational charts
Quote Management
Partner Relationship Management	Add-on	Add-on
Lead management and routing
Sales forecasting
Sales process methodology
Marketing
Automated email campaigns
Automated fax and print campaigns
Campaign management
Marketing Automation
Email campaign respondent lists
Campaign ROI calculator
Lead Summary reports
Marketing Action Plans (project management)
Automatic campaign subscriber removal**
Real-time alerts (out-of-the-box) include lead status alerts, suspended & late campaigns**
Do-not-solicit enforced by system
Email monitoring and automatic replies**
Campaign failure alerts
Web lead capture
Customer segmenting with user-defined fields
List management
Customer Service & Support
Customer Service	Advanced4	Standard
Customer Service Executive Dashboard
Overdue case, case billing, other reports
Case creation based on incoming email
Case management (routing, queuing)
Case resolution
Knowledge Base
Real-time alerts (out-of-the-box) include case overload, overdue cases, and status changes**
Email monitoring and automatic replies**
Service billing
Customer self-service portal	Add-on	Add-on
Business Productivity
Customer & Prospect Action Plans
My Work Day (customizable home page)	Advanced	Advanced	Standard	Standard
Email, tasks and calendar integration with Outlook®
Email, tasks and calendar integration with Exchange Server	Add-on	Add-on
Email templates with merge fields
Maximizer toolbar in Outlook®
Import/export in standard formats
Support for HTML email
Industry Packs for High-Tech, Legal, Financial, Real Estate
Key user-defined custom fields
Categorized and multi-level user-defined fields
Mandatory fields
Database searching with multiple criteria
Duplicate record checking
Calendar with product/category tracking
Calendar for multi-user collaboration
Calendar with resource & location management
CTI (Computer Telephony) integration
Task management
Account notes
Account documents
Company-wide document sharing
Letters, faxes with merge fields
User configuration of views
Business Intelligence
Dashboards
Reports: Crystal
Reports: SQL
Reports: Web
Workflow Automation	Add-on	Add-on
Partner Web Access	Add-on	Add-on
Customer Web Access	Add-on	Add-on
Workflow Automation
Business activity monitoring & alerting**	Add-on	Add-on	Add-on
Out-of-the-box queries and events to monitor business5	Advanced Event Pak	Standard Event Pak	Standard Event Pak
Business process automation**	Add-on	Add-on	Add-on
Automatic report distribution**	Add-on	Add-on	Add-on
Email monitoring and response**	Add-on	Add-on	Add-on
Architecture, Security & Administration
Meta data layer through interface customization utility
Customization Suite		Add-on
Integration with Accounting API	Add-on	Add-on
Full & read-only access settings
Field-level security
Role-based security groups
Support for Microsoft® SMS for installation
Administrator-controlled Live Update
128-bit cipher public key encryption
Administration reports
Record global editing
Windows Authentication Only for SQL Server
Single sign-on for Windows Desktop Access
Single sign-on for Web Access
Database	SQL Server	SQL Express	SQL Server or SQL Express	SQL Express
Microsoft® Technology Support & Integration
Works with Exchange Server	Add-on	Add-on
Works with Outlook®
Works with Excel®
Works with Word®
Works with FrontPage®
Works with SharePoint® 6
Web Access with Internet Explorer® and Firefox
Support for SMS for installation
Built for .NET framework
Integrates with Google® and Bing™ Maps
Support for SQL Server		SQL Express	SQL Express or SQL Server	SQL Express

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.

Maximizer CRM 12 (On-premise CRM)

• What’s New in Maximizer CRM 12
• Maximizer CRM 12 System Requirements
• Which Edition is Right for You?
• Which Deployment Option is Right for You?
• Compare Your Version to Maximizer CRM 12

Maximizer CRM 12 Entrepreneur (On-premise Contact Management)

• Maximizer CRM 12 Entrepreneur Overview and Highlights
• Maximizer CRM 12 Entrepreneur System Requirements

Maximizer CRM Live (Cloud-based CRM)

• Overview and Highlights
• Maximizer CRM Live System Requirements

Older Versions

• Links to datasheets and user documentation for all currently supported Maximizer products

Maximizer CRM Case Studies

Mobile CRM Case Studies

Collier Pickard

SOE Software

Financial Services

RTR Advisory Group

Healthcare

Sigvaris

Services

Kwik Kerb

Manufacturing

Platinum Equipment

South Carolina Department of Commerce

ACUA

Healthcare

VITA-TECH Canada Inc

High Tech

Dolphin Software

StemCell Technologies Inc

Manufacturing

Staffco

Mathusek Inc.

TigerStop LLC

Publishing

Kenilworth

Tourism & Hospitality

Playground, An Intrawest Company

Langara Fishing Adventures

Wholesale Distribution

Ames Brothers

DNA Group

Grand and Toy

Financial Services

Growthworks

Steele Capital Management Inc.

Scotia McLeod