Maximizer allows you to track all of your sales communication, and provide management with key business intelligence. Control and improve your revenue streams whilst empowering sales people to succeed.

Centralize Your Data
No more islands of information! Centralize all of your customer interaction. Notes, Documents, Quotes, and emails all neatly stored and accessible to whom ever you choose.

Remote Usage
Ensure that all of your sales team has access to Maximizer when they need it. For more information on your remote options please look at the mobile workforce section.

Task Management
Empower your sales people to manage their own desk. Clear and flexible task management allows your sales team to prioritize key tasks, and work on what makes a difference!

Lead Through To Sale Tracking
Record key sales information on any leads that come into your pipeline. Capture where they came from, what work is required to progress them, the ultimate outcome (won, lost, abandoned etc) and any relevant communication.

Map Your Sales Process
Include your own stages, stipulate task plans to ensure sales people work the way you want. Effectively capture the key data required to fuel key business reports.

Productivity Reporting
Understand what your sales team is doing (or not!) on a day-to-day basis. Measure the effort around your sales process and identify trends between achievement and productivity.

Forecast/Pipeline Reports
Gain visibility of your revenue streams. Understand how much revenue is coming in, when your deals will close and the impact on your resources (services) and/or stock levels.

Maximizer CRM software allows you to track all of your sales & marketing communications, and provide management with key business intelligence.  Control and improve your revenue streams while empowering sales & marketing people to succeed.

Customer Profiling 
Easily profile your data.  Create your own fields and capture key profiling data across company, contact, sales and marketing activities.   

Quick list creation
Create lists based on communication activity, sales history and your own profiling fields. Save lists and filters for easy re-creation in the future.

Email Marketing
Use Maximizer CRM to send a series of emails at dates & times designated by you.  Use the Campaign Manager to:

• Send automated email marketing campaigns
• Ensure planned messages are sent in line with key events
• Reduce the time spent creating and sending email marketing materials.

Calculate Response
Instantly view the response to each marketing campaign, including email open and click-through rates, to make informed improvements on an ongoing basis. See an example email marketing report.

Easy Campaign Followup
Responses from your original list of email subscribers can easily drive follow up activity.  Schedule follow up tasks for telemarketing or run subsequent more focused campaigns.

Personalized Professional Communication
Send HTML or Plain text email messages.  Insert merge fields to personalise your messages.  Ensure that your marketing communication looks professional so that prospects and customers are driven back to you.

Simple Ad-Hoc Marketing
Not every marketing activity requires follow up and detailed tracking.  Simple ad-hoc marketing activities via email or print (such as Birthday or Christmas card lists), are quickly executed in Maximizer.

Effectively track, manage and resolve all your customer service issues, including helpdesk, technical support, billing and returns. Create trouble tickets complete with details you can track and search on, including case number, queue, product, category, assignment and more.

Track Defects
Track details of customer problems in case fields. Use this information to analyze the need for improvements or notify the appropriate customers of fixes.

Automatic Case Creation
With one click, create a trouble ticket based from an email inquiry to assign it to the appropriate person.

Automatic Helpdesk Notifications
Escalate cases to the appropriate person on your team and notify them with automatic email alerts.

Monitor And Respond
Ensure every customer service issue is resolved so customer satisfaction remains high. Automatically be notified of overdue cases and other critical incidents, such as when many cases are entered for one customer in one week – using Workflow Automation.

Executive Dashboard
Visualize helpdesk cases entered, resolved, and abandoned with the Customer Service Executive Dashboard, complete with drill-down for deeper analysis.

Online Self-Service
Help customers and partners help themselves by giving access to your online Knowledge Base, and enabling them to create and check status of cases online.

Share Knowledge
Answers to many issues are a click away in the searchable Knowledge Base.

Computer Telephony Integration
Respond faster and improve call productivity with computer telephony integration (CTI) to automatically identify inbound callers and handle outbound calls directly from Maximizer CRM.

KnowledgeSync Workflow automation within Maximizer is a series of tools/functionality aimed at helping your business:

• Record a better quality of data.
• Push users to follow a process.
• Reduce the time required to manage the database and it's use.

Why Workflow Works

Workflow really works because:

• Workflow with Maximizer is either doing jobs for the user or alerting them (and a manager) at the appropriate time for action. 
• User's build habits quicker when they know a computer is going to nag them until they do it (they can't give excuses or negotiate with it).  
• As the management team are less focused on the more detailed parts of  managing the CRM, this provides more time for analytics and usage review. 
• The Workflow then helps enforce a new process should you need to change your use.

How Maximizer Workflow Works

Depending on the level of workflow you deploy you can:

• Setup task templates that will schedule a number of tasks or appointments at pre specified times.
• Have automatic email notification of service cases being created, assigned, escalated or resolved sent to customers and staff.
• Build in data validation to make sure data is being entered correctly (for example, if you have a specific format to a serial number).
• Automatically populate the database based on preset criteria (for example, the company record is set to customer when it has a won opportunity).
• Email alerts based on either single or multiple criteria can be sent to one or many people.
• Automatically produce reports and sned them to key management on the pre agreed day/time

Knowledgsync Workflow Automation with Maximizer will help you do more with your CRM while freeing up valuable management time.

Maximizer CRM 10.5 comes provides you with a range of security controls and an administrator tool for basic database maintenance and administration.

Basic User Control
Maximizer allows you to control who can edit, add, ,delete and read different parts of the Maximizer database.  For example, a sales person could add a customer service case, but only your customer service team could progress and close the case.

Permissions By Group Or By User
When deciding your permissions model you can apply settings to either a user or to a team.  For example, a Sales Manager may be able to delete records, but any other member of the sales team cannot. 

You Decide What Data Is Synchronized
You can heavily control what data is syncronized to remote users.  This allows you to restrict specific parts of the database being held outside of your office.  For example, your sales representative for Burnaby is only synchronizing customers and prospects in Burnaby.

Export Control
Restrict who and how data can be exported and or even printed.  Avoid your database going with any employee leaving!

Safe And Secure
Feel confident that your database is protected and safe from unauthorised access. Passwords and encryption make your data safe and secure.

Administrator Tool

The administrator tool is for basic database maintenance and administration such as:

• Maintain  and create the user defined fields you have defined.  Assign each field to the appropriate part of your database to help you profile and drive processes.
• Maintaining your user data. Enable new users, disable old users and assign each user with the appropriate permissions.
• Setup/Configure system preferences. Alter how different parts of your system are configured to make Maximizer tailored to your current business practices.

In Maximizer, if the data is in the database then it's reportable.  It is more a question of how you want to see the data in your report, or what the report needs to to with the data (e.g is it part of some calculation).  Maximizer provides a suite of reporting tools providing you with options to suit skills that are common place in most companies.

Quick Ad-Hoc Reports
Maximizer's column reports provide you with quick ad-hoc reports within the standard Maximizer interface.  Produce graphs, charts or tables based on the reporting criteria specified by you.  Column reports are great for quick access to your database and do not require a degree in IT to operate.

Excel Reporting
Some customers prefer manipulating data in Excel.  Over and above any preference, by exporting your report into Excel it is very easy to compare this data against other data (possibly not from Maximizer) and create more sophisticated reports (e.g. calculation fields, pivot tables etc).  Reporting this way provides your organization with the business intelligence you need quickly and without the need for expensive IT expertise.

Dashboards
The Dashboards facility allows you to visualize key performance indicators through a personalized dashboard seeing a real-time snapshot of company performance (then drill-down to detailed reports for deeper analysis). See Sales, Service or Marking response either together or on their own to provide you with visual instant analysis of your company's or department's performance.

Crystal Reports
Crystal Reports is a market leading reporting tool.  Elegant but complicated reports are made simple with this tool.  With Maximizer you can have a license to use Crystal on your Maximizer database.  Allowing you to reproduce professional and sophisticated reports at a click of a button.

Maximizer CRM provides you with numerous ways of accessing and updating your database.  You can access Maximizer via:

• Your network
• Offline/locally on a remote users laptop/PC
• The internet using a web portal
• A mobile device

So no matter where you are you have instant access to your Maximizer CRM database.

Remote Users & Offices

Do you have remote offices and users in the field? You can stay up to date while working offline and synchronizing your remote offices or users database with the main database using MaxExchange. 

Secure Remote Access
Allow remote and mobile workers to stay productive, even while offline, by keeping a copy of their database locally and synchronising it regularly with the central database. Do virtually everything an office (LAN-based) staff person would be able to while working remotely and synchronizing regularly.  

Reliable & Secure
While synchronizing, information is secured using 128-bit encryption and MaxExchange keeps track of transfer status so you don’t have to worry about data theft or loss.  

Fast Synchronization
Remote users can rely on automatic or scheduled synchronization, or sync with the click of a button back and forth over the Internet via either HTTP or FTP using a WAN connection, or over your email system. Filter records by owner and documents by age and size to reduce file transfer size.

Maximizer Web Access
Maximizer comes with a range of web portals to complement it's normal Windows interface.  The following portals are available: 

• The Employee Portal offers your employees access to Maximizer via a web browser.
• The Customer Portal provides your customers with secure access to log cases, search your online knowledge base and update their information.  
• The Partner Portal allows you to provide your key sales partners access to deals and customers they are associated with.
• The Wireless portal allows you to have access to Maximizer via a web browser on your PDA. iPhone or Mobile device.

Mobile Devices
Maximizer has a number of technologies aimed at different Mobile devices.  PDA, Mobile Phones iPhone and Blackberries are all catered for.

Max Mobile CRM installs directly on your Windows Mobile or Blackberry device and synchronizes back to the modules in Maximizer for contacts and leads (including user-defined fields), appointments, tasks, notes, opportunities and cases. 

• Accurate two-way synchronization ensures that information on both your PDA and your desktop is always the most current.
• View and update customer information while on the road, follow-up on your leads, and make notes to synchronize back to the corporate database.
• As a sales or service rep, you can create, view and update your opportunities or cases while on the road and synchronize the information back to the corporate database.
• Define a pre-set list of contacts, tasks, appointments, opportunities, or cases you want to synchronize - updating is as simple as a click of a button.

Wireless Portal
Using a handheld BlackBerry, iPhone or other handheld PDA with wireless web, get your critical customer information in real-time.

• Get real-time access to all your contacts, tasks, calendar and sales opportunities from the web browser on your online wireless device.
• No synchronization or extra software to install on your wireless device.
• Access your contacts, calendar and tasks to ensure you're following up on leads and meeting deadlines, then create follow-up appointments and tasks for yourself right on the spot.
• Access your sales opportunities and update your forecast in real-time to ensure your manager and team have accurate, up-to-date information.

Every business is unique. We all have our own ideas on the best approach for success.  Maximizer is a very flexible application but every "off the shelf" product has limitations.

Our expertise allows us to customize Maximizer quickly and effectively.  Customization projects are very rarely substantial, most of the work we do could be classed as "advanced configuration".  Of course some projects are more substantial, but as a guide popular customizations have been:

• Web integration beyond standard functionality
• Dynamic data entry screens to improve the ease of data maintenance and validity
• Additional database entities/modules that offer the customer a truly tailored system
• Sophisticated reporting going beyond standard report capabilities.

Customers that have customized Maximizer find:

• Improved adoption as users have a tool that works the way they need it to.
• Your data becomes more valuable, it tends to be more accurate and just as importantly better understood.
• Customers receive the benefits of  a custom-made system at an "off-the shelf" price.

At AJ Papp PC & LAN Specialists Ltd. we have a structured process to help ensure you achieve your desired goals from customizing Maximizer.  During a typical project we will:

• Help build your requirements into an agreed specification for your project
• Create a prototype for review
• Enhance the prototype with any changes necessary
• Deploy the final product into your business

A lot of your staff already use Microsoft Outlook for email correspondence and schedules. Now it is easy for users to use Outlook and Maximizer simultaneously.

Synchronize Calendars
Be alerted of all scheduled meetings and recurring appointments even if you only have one of the programs running with two-way synchronisation of Maximizer & Outlook calendars.

Integrate Email
View your Outlook messages inside Maximizer and automatically see which customer or prospect sent you the message.

CRM Access in Outlook
Use the Maximizer Tool bar inside Outlook for one-click saving of relevant emails sent and received to customers’ records in Maximizer, with automatic record matching, there's no cutting & pasting required.

Access Contacts
Grab email addresses from both Maximizer & Outlook address books for your email distribution. Synchronize contacts to Outlook and vice-versa to store a subset of customer records. Even import contacts from Outlook to Maximizer without reformatting or re-typing.

Synchronize to Handheld Devices
With Outlook 2-way synchronisation, you can access your contacts and appointments through your handheld device, such as BlackBerry®, Palm® or Windows Mobile device using Outlook Mobile.

MaxSync for Microsoft Exchange
Set-up meetings and keep track of appointments in a mixed environment where some people work in Maximizer and others work in Microsoft Outlook & Exchange

Maximizer Merge Fields in MS Word
Personalize your Microsoft Word documents and templates with a Maximizer integrated toolbar which allows the insertion of Maximizer merge fields from almost any field within Maximizer.

Export to Excel
Some customers prefer manipulating data in Excel.  Over and above any preference, by exporting your report into Excel it is very easy to compare this data against other data (possibly not from Maximizer) and create more sophisticated reports (e.g. calculation fields, pivot tables etc).  Reporting this way provides your organization with the business intelligence you need quickly and without the need for expensive IT expertise.