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Maximizer CRM 11
         and
  All Access options
Company Background
 Who are we?
 Global CRM provider to small and medium enterprises (SME) and
  divisions of large enterprises
 Headquarters: Vancouver, Canada
       Regional offices EMEA, Asia Pacific, Australia

 CRM pioneer since 1988
 Good CRM: People, Process and Technology
 1.0 million+ Maximizer users
 120000+ Maximizer customers worldwide
 Extended Channel - 200 Business Partners
Industry Recognition & Awards
 “CRM Market Leader”, "Market Winner" (CRM Magazine, 2004-2010)

 “ISM Top 15 CRM” (ISM Strategic Advisors, 2002-2011)


   “Strong Performer” , “Leader” (Forrester SFA 2005-2010)

   “Niche Player” (Gartner Magic Quadrant for SFA, 2007-2010)

   "10 Must-Have Apps for your BlackBerry" (2009)

   “Product of the Year” (Customer Inter@ction Solutions, 2007-2008)

   “CRM Excellence Award”(Customer Inter@ction Solutions, 2008)
                                                                                               Strong Performer:
                                                                                              Mid-Market CRM, SFA,
   “Software 500” (Software Magazine, 2003-2008)                                               Customer Service
   “Branham 300” (Backbone Magazine, 2000-2008)

   “Best of Show” (Internet World, 2000)

   “Best of Comdex” (PC Week, 1999)
                                                                                              10 Must-Have Apps for
                                                                        10 Must-Have Apps
                                                                                                 BlackBerry 2009
                                                                        for BlackBerry 2009
What do we provide?
  Four scalable Editions to meet the Needs of SMEs




Entrepreneur - Team Edition   Group Edition   Enterprise Edition
Maximizer Software Customers




                               • Challenge: Territory managers on the road across 26 US territories with
                               an average of 6 to 10 visits per day had to plan at evenings...
                               • Results: Increase customer face time and productivity by 17%
                               • Reduce staff downtime with access to customers data and activity on
                               mobile
Global leader in compression
 therapy products adopted
       MaxMobile
                               ”..Executives gain strategic advantage in having near real-time customer
                               information flowing in from the field” . - Byron MacPhee, US VP of Sales,
                               SIGVARIS USA
Why Did 120,000 Companies
                       Choose Maximizer CRM? Our Differentiators


            S                       A                   V                               E
Simple & Access                                   Value                        Expertise
  Quick  Options



  Business Use: Fast & Easy to      Windows   Low Total Cost of Ownership          20 years experience
          Learn and Use.              Web               for SMEs.              120,000 worldwide customers
IT Staff: Fast & Easy to Deploy &    Mobile   Best Value full-feature CRM in        1,000,000 licences.
             Maintain                                     Class
The Analysts say…

•    “Strong Performer/Leader”
Maximizer CRM helps to mobilize the workforce.
Maximizer continues to demonstrate its abilities to support small and midsized
organizations’ CRM requirements.

The product’s primary strengths include usability, sales force automation, and mobile
capabilities. Deployment time frames range from a few days to a few weeks.”
The Forrester Wave: “Midmarket Sales Force Automation, Q2 2010” – Not for Publication




• Keep CRM simple. “Do not be one of the horror stories in which a well-
     designed piece of packaged CRM becomes customized to the point of uselessness”

The Forrester Wave: “Midmarket Sales Force Automation, Q4 2005”
Maximizer CRM
  Product Overview
What does Maximizer CRM provide?
What does full access Maximizer CRM provide?


                                          360º View!
                                        Greater Impact!
                                       Everyone benefits
              Account & Contact Mgmt
                                         Company and
                Time & Task Mgmt          Customers!
                 Document Mgmt
                   Email Mgmt




              Accounting Integration
                       CTI
              Reports & Dashboards
               Workflow Automation
Maximizer™ CRM 3-Tier Architecture
Maximizer CRM Editions
                     Larger Customers
                     ( Full SQL Server)




                Team               Enterprise


  Contact                                         Full CRM
Management                                      Functionality



             Entrepreneur             Group




                    Smaller Customers
                    (SQL Express only)
Maximizer CRM
Group Edition                         Enterprise Edition
1-10 users                            >= 5 users
SQL Express                           Full SQL Engine (not included)
All Access                            All Access
Standard Sales Functionality          Plus Quota Mgmt & Territory Mgmt
Standard Marketing Functionality      Plus Fax/Print Campaigns
Full Customer Service Functionality   Full Customer Service Functionality
Standard Security w/Single Sign-on    Plus Advanced Security for AB entries
Standard Reporting Functionality      Plus more Reports, Web Reports
Maximizer Contact Management
Entrepreneur Edition        Team Edition
1-5 users                   5-50 users
SQL Express                 Full SQL Engine (not included)
Windows Access              Windows Access
MaxMobile Access Optional   MaxMobile Access Included
Sales Force Automation      Team Based Sales Force Automation
Quick Campaigns             Quick Campaigns
Some Screenshots of Maximizer CRM 11
The Complete CRM Solution
for Mobile, Web and Windows
Address Book
Address Book – Details, Map
Address Book – Notes, History
Address Book – Take Actions
Calendar – Multi-User Mobile
Calendar - Appointments
Company Library – Email Documents
Sales Opportunities
Sales Opportunity - Details
Quick Campaigns & Communication




www.max.co.uk
Customer Service - Cases
Customer Service – Take Actions
Dashboards & Business Intelligence




www.max.co.uk
Workflow Automation




www.max.co.uk
Thank You

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Maximizer CRM 11 Product Overview

  • 1. Maximizer CRM 11 and All Access options
  • 2. Company Background Who are we?  Global CRM provider to small and medium enterprises (SME) and divisions of large enterprises  Headquarters: Vancouver, Canada  Regional offices EMEA, Asia Pacific, Australia  CRM pioneer since 1988  Good CRM: People, Process and Technology  1.0 million+ Maximizer users  120000+ Maximizer customers worldwide  Extended Channel - 200 Business Partners
  • 3. Industry Recognition & Awards  “CRM Market Leader”, "Market Winner" (CRM Magazine, 2004-2010)  “ISM Top 15 CRM” (ISM Strategic Advisors, 2002-2011)  “Strong Performer” , “Leader” (Forrester SFA 2005-2010)  “Niche Player” (Gartner Magic Quadrant for SFA, 2007-2010)  "10 Must-Have Apps for your BlackBerry" (2009)  “Product of the Year” (Customer Inter@ction Solutions, 2007-2008)  “CRM Excellence Award”(Customer Inter@ction Solutions, 2008) Strong Performer: Mid-Market CRM, SFA,  “Software 500” (Software Magazine, 2003-2008) Customer Service  “Branham 300” (Backbone Magazine, 2000-2008)  “Best of Show” (Internet World, 2000)  “Best of Comdex” (PC Week, 1999) 10 Must-Have Apps for 10 Must-Have Apps BlackBerry 2009 for BlackBerry 2009
  • 4. What do we provide? Four scalable Editions to meet the Needs of SMEs Entrepreneur - Team Edition Group Edition Enterprise Edition
  • 5. Maximizer Software Customers • Challenge: Territory managers on the road across 26 US territories with an average of 6 to 10 visits per day had to plan at evenings... • Results: Increase customer face time and productivity by 17% • Reduce staff downtime with access to customers data and activity on mobile Global leader in compression therapy products adopted MaxMobile ”..Executives gain strategic advantage in having near real-time customer information flowing in from the field” . - Byron MacPhee, US VP of Sales, SIGVARIS USA
  • 6. Why Did 120,000 Companies Choose Maximizer CRM? Our Differentiators S A V E Simple & Access Value Expertise Quick Options Business Use: Fast & Easy to Windows Low Total Cost of Ownership 20 years experience Learn and Use. Web for SMEs. 120,000 worldwide customers IT Staff: Fast & Easy to Deploy & Mobile Best Value full-feature CRM in 1,000,000 licences. Maintain Class
  • 7. The Analysts say… • “Strong Performer/Leader” Maximizer CRM helps to mobilize the workforce. Maximizer continues to demonstrate its abilities to support small and midsized organizations’ CRM requirements. The product’s primary strengths include usability, sales force automation, and mobile capabilities. Deployment time frames range from a few days to a few weeks.” The Forrester Wave: “Midmarket Sales Force Automation, Q2 2010” – Not for Publication • Keep CRM simple. “Do not be one of the horror stories in which a well- designed piece of packaged CRM becomes customized to the point of uselessness” The Forrester Wave: “Midmarket Sales Force Automation, Q4 2005”
  • 8. Maximizer CRM Product Overview
  • 9. What does Maximizer CRM provide?
  • 10. What does full access Maximizer CRM provide? 360º View! Greater Impact! Everyone benefits Account & Contact Mgmt Company and Time & Task Mgmt Customers! Document Mgmt Email Mgmt Accounting Integration CTI Reports & Dashboards Workflow Automation
  • 11. Maximizer™ CRM 3-Tier Architecture
  • 12. Maximizer CRM Editions Larger Customers ( Full SQL Server) Team Enterprise Contact Full CRM Management Functionality Entrepreneur Group Smaller Customers (SQL Express only)
  • 13. Maximizer CRM Group Edition Enterprise Edition 1-10 users >= 5 users SQL Express Full SQL Engine (not included) All Access All Access Standard Sales Functionality Plus Quota Mgmt & Territory Mgmt Standard Marketing Functionality Plus Fax/Print Campaigns Full Customer Service Functionality Full Customer Service Functionality Standard Security w/Single Sign-on Plus Advanced Security for AB entries Standard Reporting Functionality Plus more Reports, Web Reports
  • 14. Maximizer Contact Management Entrepreneur Edition Team Edition 1-5 users 5-50 users SQL Express Full SQL Engine (not included) Windows Access Windows Access MaxMobile Access Optional MaxMobile Access Included Sales Force Automation Team Based Sales Force Automation Quick Campaigns Quick Campaigns
  • 15. Some Screenshots of Maximizer CRM 11 The Complete CRM Solution for Mobile, Web and Windows
  • 17. Address Book – Details, Map
  • 18. Address Book – Notes, History
  • 19. Address Book – Take Actions
  • 22. Company Library – Email Documents
  • 25. Quick Campaigns & Communication www.max.co.uk
  • 27. Customer Service – Take Actions
  • 28. Dashboards & Business Intelligence www.max.co.uk

Notas do Editor

  1. The 3-tier architecture of Maximizer CRM enables our development team to be nimble and flexibleThe database power is provided by Microsoft SQL The functions of the software, or the business logic, is modularized into the common components that are linked together, and linked to the databaseThe interface options are what enable business users to interact with the functions, and enable us to develop new interfaces (wireless browsers, etc….) quickly without re-creating functionality code
  2. Action Plans are not a new feature, but they are definitely worth highlighting as a key sales tool to ensure your sales process is followed to the letter.Action Plans allow you to schedule a series of activities, setting the wheels in motion for a series of follow-up tasks. They allow you to establish a pre-determined set of actions to ensure that each prospect is followed up with efficiently and with attention to detail. Action Plans make follow-ups a snap, with specific deliverables pre-assigned to you and/or members of your team. These include: initial and follow-up tasks required, calendar appointments, documents that need to be prepared prior to a meeting, or phone calls that need to be made. Action Plans can be set up as standard templates, so processes are easily repeatable. And they can be easily updated at any time to adapt to various processes. With Action Plans, everyone on your team knows what to do and when to do it, ensuring that nothing falls through the cracks.