The How And Why Of Maximizer In The Cloud

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Maximizer CRM Live is easy to deploy and inexpensive to maintain, yet powerful enough to meet the changing needs of your growing business. It is a complete online CRM solution that will help you generate high quality sales leads, close more sales, improve forecast accuracy and drive performance. To learn more about Maximizer CRM Live visit http://www.maximizer.com/cloud-crm/

Tecnologia

Poll Question

What is your main
objective for attending
today?

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Today’s Speakers
Neal Cranna
Maximizer CRM
Marketing Director

David Costin
Maximizer CRM
CRM Solution Specialist

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Entrepreneur Announcement
• Maximizer Entrepreneur Edition will be discontinued
on March 31st, 2014.
• This means there will be no future product releases or
service releases

• Growing market demand for cloud and web enabled
products
• One core to support customer demand
• Increase value delivered to ALL customers
• Keep customers current with new technology and product
enhancements

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

What you need to know
• This means there will be no future product
releases or service releases.
• Nothing will change for current Entrepreneur
Edition customers
• You can continue to find product support through
our partner network and online support
community

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Migration Paths
• Maximizer Entrepreneur

• Maximizer CRM

• Maximizer CRM Live

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Poll Question

What concerns you most
about moving to the
cloud?

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Moving to CRM Live
• Proven and secure technology
• 100’s of Entrepreneur customers have made the
move

• Focus of R&D Resources
• The same Web product deployed to Group and
Enterprise Customers

• Central to Maximizer direction
• Consistent across all product platforms and market
segments

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Key Product Enhancements
• Access Anywhere
• Secure web access from any PC

•
•
•
•
•

Enhanced Opportunity Management
Mobility Across Tablets and Smart Phones
Flexible Dashboard Reporting
Marketing Campaigns
Customer Service

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Support Services
• All upgrades to the Maximizer CRM are
automatically applied for you
• General how-to questions on the use of Maximizer
CRM Live are included
• Access to CRM Live support team from 7am-4pm
PST via E-mail, Chat and Telephone
• Product related technical support for CRM Live
WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Security

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Poll Question

What benefits do you see
in moving to the cloud?

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Today’s Speaker

David Costin
Maximizer CRM
CRM Solution Specialist

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

The Path to the Cloud
What is involved
• Provide your database to Maximizer’s Professional
Services team
• Our PS team will do the following:
• Upgrade and configure your database
• Place it in the CRM Live environment
• Notify when it is complete and provide details to login on-line

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

The Path to the Cloud
Data Conversion
• Your entire database will be migrated to CRM Live

• This is a great opportunity to examine your database,
prune out any old information and files prior to having
Maximizer convert it.
• This reduces the overall size and expansion pack fees

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

The Path to the Cloud
Data Preparation
• Your existing version of Maximizer has tools to reduce
the size of your database
• These tools will allow you to target the larger items such as
Notes and Documents

• You can always keep a copy of your existing
database running locally just in case you need to
access the pruned data at a later time
• All information and UDFs will be moved to CRM Live
database
WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Product Demo

WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

Loyalty Offer
• CRM Live for $300/year $25/month
• No Cost Data Conversion V10-V12
Check specific details here:
http://www.maximizer-crm.com/crm-live-special-offer-reward
WWW.MAXIMIZER.COM

© 2014 Maximizer Software Inc.

The How And Why Of Maximizer In The Cloud

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In our digital economy, where continuous technological advancements are creating new interactions and customer expectations, providing an exceptional customer experience is no longer optional. Millennials, being the largest demographic, have a completely different view of customer experience and are driving the way businesses and brands interact, engage, and build loyalty with this influential group. With proliferation of mobile and social platforms, Millennials have come to expect a seamless, consistent, and real-time experience across all channels. Download these webinar slides for some of the strategies you can implement to succeed with this powerful buying group. What we discuss: • Who are the Millennials • How digital empowers the customer experience • Rules of engagement with Millennials • Using CRM to strengthen relationships • Getting valuable CRM insights to provide smarter service

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The How And Why Of Maximizer In The Cloud

4. Entrepreneur Announcement • Maximizer Entrepreneur Edition will be discontinued on March 31st, 2014. • This means there will be no future product releases or service releases • Growing market demand for cloud and web enabled products • One core to support customer demand • Increase value delivered to ALL customers • Keep customers current with new technology and product enhancements WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

5. What you need to know • This means there will be no future product releases or service releases. • Nothing will change for current Entrepreneur Edition customers • You can continue to find product support through our partner network and online support community WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

9. Moving to CRM Live • Proven and secure technology • 100’s of Entrepreneur customers have made the move • Focus of R&D Resources • The same Web product deployed to Group and Enterprise Customers • Central to Maximizer direction • Consistent across all product platforms and market segments WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

10. Key Product Enhancements • Access Anywhere • Secure web access from any PC • • • • • Enhanced Opportunity Management Mobility Across Tablets and Smart Phones Flexible Dashboard Reporting Marketing Campaigns Customer Service WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

12. Support Services • All upgrades to the Maximizer CRM are automatically applied for you • General how-to questions on the use of Maximizer CRM Live are included • Access to CRM Live support team from 7am-4pm PST via E-mail, Chat and Telephone • Product related technical support for CRM Live WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

18. The Path to the Cloud What is involved • Provide your database to Maximizer’s Professional Services team • Our PS team will do the following: • Upgrade and configure your database • Place it in the CRM Live environment • Notify when it is complete and provide details to login on-line WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

19. The Path to the Cloud Data Conversion • Your entire database will be migrated to CRM Live • This is a great opportunity to examine your database, prune out any old information and files prior to having Maximizer convert it. • This reduces the overall size and expansion pack fees WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

20. The Path to the Cloud Data Preparation • Your existing version of Maximizer has tools to reduce the size of your database • These tools will allow you to target the larger items such as Notes and Documents • You can always keep a copy of your existing database running locally just in case you need to access the pruned data at a later time • All information and UDFs will be moved to CRM Live database WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

22. Loyalty Offer • CRM Live for $300/year $25/month • No Cost Data Conversion V10-V12 Check specific details here: http://www.maximizer-crm.com/crm-live-special-offer-reward WWW.MAXIMIZER.COM © 2014 Maximizer Software Inc.

The How And Why Of Maximizer In The Cloud

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