CRM software consolidates all customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution.
- Learn how Maximizer CRM will help you attract more prospects, win new customers, and increase repeat business.
- See our Professional Services and Education & Training options.
- CRM Demo Videos
- CRM Free Test Drive
- CRM Free 30-Day Trial
- Business Stimulus Kit
- CRM Evaluation Kit
- Simply Successful CRM Guides
- CRM Datasheets
- CRM Podcasts & Interviews
- CRM Webinars
- CRM Webcasts
- CRM White Papers
Maximizer Demo Videos
What’s New in Maximizer CRM 11?
In this demo, we’ll take you through several of the many new features and enhancements to Maximizer CRM 11 and show the impact they can make on your business. Learn how new additions like wizard-driven dashboards can help you close more deals.
Key Features Video Tour:
Learn more about each key feature in Maximizer and get an in-depth look into how the modules enable you to succeed by effectively managing your time, customers, and sales. Maximizer CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect.
Companion Products:
The demo shows you how other applications work with Maximizer to get an integrated and customized crm system that works specifically for your business. With access through desktop, mobile and web options you can stay connected anytime, anywhere.
CRM Free Test Drive
Maximizer CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office, and popular accounting software. Maximizer CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports.
Learn how Maximizer CRM will help you attract more prospects, win new customers, and increase repeat business.
- Maximizer CRM 11 Free Test Drive.
Online access - no software download required!
CRM Free 30-Day Trial
Maximizer CRM provides full-featured customer relationship management software for small and medium-sized businesses and is available in three editions; Group, Professional and Enterprise. It includes Sales, Marketing and Customer Service modules and incorporates contact management with sales opportunity management, Outlook integration, scheduling, reporting, document management and eCommerce.
- Download Free CRM 30-Day Trial
Business Stimulus Kit
The Business Stimulus Kit is the definitive guide to assessing critical processes, making the case to initiate improvements and effectively building the customer relationships that are more important than ever. Arm yourself for success with the Business Stimulus Kit, an all-encompassing package of white papers and tools for getting more out of your CRM to improve your business.
Download the Business Stimulus Kit »
Thrive in this economy |
White Paper: 3 Ways to Recession-Proof Your Business with CRM:
Discover how Customer Relationship Management (CRM) is the clear must-have solution for beating tough economic times, helping businesses convert satisfaction into increased business, achieve results with fewer resources, and continue building customer relationships.
Make your case for CRM |
Worksheet: CRM Business Case Template:
Support your CRM solution decision with this thorough guideline, incorporating an opportunity overview, decision making criterion, business impact analyses, contingency plans, and action-oriented recommendations.
Follow CRM Best Practices |
White Paper: 3 Keys to Preparing for CRM Success:
Learn how to establish project leadership, create a successful implementation roadmap and work with staff to facilitate user adoption and positive change.
Leverage the power of mobility |
White Paper: Business at the Speed of Mobility:
Remain competitive and harness the convenience and power of your mobile device to dramatically increase productivity, reduce downtime and enable real-time updates, regardless of location or time.
Download the Business Stimulus Kit »
To discuss your CRM requirements, please contact us directly at 1-800-804-6299 and one of our CRM Solution Advisors will be happy to assist you.
Phone 1-800-804-6299 or email for more information or to request a demonstration.
CRM Evaluation Kit
If you are currently in the process of evaluating CRM solutions for your business, the CRM Evaluation Kit features several items that will assist you. These are provided by Maximizer Software, Demand Metric, and Nucleus Research.
Download the Maximizer CRM Evaluation Kit »
Define your business needs
CRM RFP Template
Provided by an independent research firm, Demand Metric, the CRM RFP Template is a formal invitation to request vendor proposals that meet your specific business requirements and purchasing criteria. Use this third-party template to
work with CRM vendors.
Compare your options
CRM Vendor Evaluation Matrix Template
Provided by an independent research firm, Demand Metric, the CRM Vendor Evaluation Matrix can be used after receiving the CRM RFP back from vendors. You can then use the Vendor Evaluation Matrix to compare vendors, ranking them based on their ability to support your required features.
Quantify the benefits
CRM ROI Calculator
Provided by an independent analyst firm, Nucleus Research, this tool will assist you in evaluating bottom-line impact value of your CRM technology decision. Calculations such as return on investment (ROI), total cost of ownership (TCO), payback period, and net present value (NPV) are calculated based on cost and benefit inputs.
Make your case
(NEW!) CRM Business Case Template
Support your CRM solution decision with this thorough guideline, incorporating an opportunity overview, decision making criterion, business impact and sensitivity analysis, risks and contingency plans, and action-oriented recommendations.
Review and Assess
The CRM Maturity Scale
A Self-Assessment Guide for Small to Mid-Size Businesses: This white paper will help you in assessing your company's level of CRM maturity in terms of effectively using customer data and streamlining sales and business processes. Then create a roadmap for becoming a CRM master.
To discuss your CRM requirements, please contact us directly at 1-800-804-6299 and one of our CRM Solution Advisors will be happy to assist you.
Simply Successful CRM Guides
Maximizer is launching a series of Simply Successful CRM Guides – detailed “how-to” guides that are more product-focused than our existing white papers, yet are more business-centric than datasheets and manuals. The series will cover a range of topics, focusing on various industries, business areas, and CRM best practices and processes.
Simple Guide to Implementing a CRM Solution
Learn how establishing leadership, creating an implementation roadmap and working with staff to facilitate user adoption and positive change are key in ensuring CRM success.
Simple Guide to CRM for Financial Services & Wealth Management
Despite the challenges of the current business environment, learn how optimizing your client services processes to strengthen client relationships can increase your book value, determining the success of your business.
Simple Guide to Customer Segmentation with CRM | Hit the Mark with Targeted Marketing Campaigns
Discover the fundamental steps of target marketing and learn how market segmentation with Maximizer CRM will ensure successful, relevant campaigns that reach your intended audience.
Selecting Between On-Premise, Managed Hosted & On-Demand CRM
To help those considering an investment in or renewal of a CRM / SFA solution navigate the options, this guide discusses the arguments for and against on-demand and on-premise business applications.
CRM Datasheets
- Which is Right for You?
- Maximizer CRM 11 Overview
- Maximizer CRM 11 What's New
- All Access Options
- Accounting Link for QuickBooks
- Account & Contact Management
- Annual Maintenance
- Business Intelligence
- Customer Service & Support
- Customization Suite
- Financial Services
- For IT Executives
- For Marketing
- MaxExpress Installation
- MaxExpress Basic Installation
- MaxExpress Installation & Configuration
- For Sales
- Mobile CRM for BlackBerry
- Partner Relationship Management
- Real Estate
- System Requirements
- Workflow Automation
简体中文
Fiches d’information
CRM Podcasts & Interviews
How CRM Can Boost Small Business Sales
Vivek Thomas, President of Maximizer Software, joins Anita Campbell and Brent Leary to offer hidden ways that small businesses can leverage CRM to boost their sales–from gaining visibility into real-time sales performance and projecting accurate revenues to optimally allocating sales resources and tracking the customer interaction trends to determine opportunities for more bottom line savings.
Maximizer President Vivek Thomas on Mobile CRM, Social CRM and the SMB
Vivek Thomas, President of Maximizer Software, joins Brent Leary to discuss why Maximizer is pushing so hard into mobile CRM and why they feel it's important to SMBs to consider implementing a mobility strategy. He also shares how companies can see not only productivity gains, but also timely ROI for implementing a mobile CRM strategy. He offers his opinion on why RIM is leading the charge from a device and service perspective, and also an interesting perspective on the impact of mobile CRM on social CRM.
Outgrowing Contact Management: 5 Signs that you Need CRM
Guest Angie Hirata, Worldwide Director of Marketing & Business Development at Maximizer Software, discusses the signs that small and medium-sized businesses should look for that indicate that it’s time to graduate from contact management to effective customer relationship management (CRM).
CRM Webinars
Register below and attend one of our FREE Maximizer CRM or Maximizer CRM Entrepreneur Edition (Contact Management) Webinars!
Maximizer Webinar:
Mobilizing with CRM... Your Competitive Advantage
Key insights into how mobilizing your sales and service efforts with CRM can create positive customer experiences and long-term loyalty.
Presenter: Murray Pratt, Manager of Sales Operations, Maximizer Software
Special Guest Speaker: Mark Sippola, CEO, Corporate Cleaning Services
Register Today
It's Free! ...and one lucky attendee will win an iPad2!
Date: Wednesday May 18, 2011
Time: 10:00am PDT/1:00pm EDT
Duration: 1 hour
Check out the list of on-demand archived webcasts HERE.
CRM Webcasts
Learn more about CRM best practices & solutions. Register for complimentary webcasts with CRM experts and advisors.
View our latest webcast:
CRM for Sales & Marketing
- Build Sales Accountability in Your Team with Maximizer CRM
- Get Off the Sidelines – Create a Winning Sales Game Plan with Maximizer CRM
- Get in the Game with Maximizer CRM
- Maximizing Lead Conversion to Win More Deals
- Effective Target Marketing: Customer Segmentation with CRM
- Improve Productivity with Maximizer CRM & Microsoft Office
CRM for Financial Services
- Boost Profits and Client Loyalty with CRM
- Using CRM to Leverage Customer Relationships in Financial Services
CRM for Manufacturing
CRM Solutions & Best Practices
- Business Stimulus Program | Take Action to Thrive in this Economy
- 3 Keys to Preparing for CRM Success
- Ensuring a Successful CRM Implementation
- Choosing Between On-Premise & Hosted CRM
- CRM & Talking to Customers in Financial Terms
Mobile CRM
- How Mobile Technology Drives Sales Productivity | hosted by SellingPower.com
- Win More Deals & Increase Customer Satisfaction with Mobile CRM
- Leave Your Laptop Behind: Boost Sales & Customer Relationships with Mobile CRM
- insideCRM Webcast: Mobilize your Sales Staff with BlackBerry® and CRM
- Extending the Value of CRM through Mobility
Sales & Marketing Expert Advisor Series
- Turning No into Yes: A Rx for Handling Objections Profitably
- How to Connect with C-Level Executives
- Cold-Calling: Getting Successful Sales Results
- The Power of Principles:
Emphasizing Ethics in Your Sales & Marketing Culture - Increase Sales Effectiveness with the Right Sales Training
- Out-Communicate your Competition to Win the Deal
- CRM Implementation Realities for Small to Medium-Sized Business
Check out the list of LIVE Webinars HERE.
CRM Whitepapers
How to Rise Above Today’s Economic Challenges
Equip Your Sales Force with Mobile CRM
Read More
3 Ways to Recession-Proof Your Business with CRM
Do More With Less to Weather the Economic Storm
Read More
Business at the Speed of Mobility
Business Drivers and Best Practices for Mobile CRM
Read More
Aberdeen Group: CRM in SME
Sized to Fit
Read More
The Yankee Group: Financial Realities of CRM
A Guide to Best Practices, TCO & ROI
Read More
5 Keys to Maximizing B2B Lead Conversion
Improve lead management to win more deals
Read More
3 Keys to Preparing for CRM Success
Successfully implement best practices in CRM
Read More
4 Steps to Monitoring Team Performance
Accelerate Sales & Improve Customer Satisfaction
Read More
The Customer Relationship Management Maturity Scale (CRMM)
Self-Assessment Guide for Small to Mid-Size Businesses
Read More