Good afternoon {First_Name?},

　

Maximizer Enterprise™ Simply Successful CRM

 　

Special for Insurance Industry

 　
　  
　
 
　
　

  • Do you afraid to lose your customers when a new staff is going to replace the old one?

  • Do you feel it is difficult to monitor your sales' performance day by day?

We Know that there is keen competition in your industry. To be successful, you need to have better tools to:

ATTRACT PROSPECTS

WIN NEW CUSTOMERS

INCREASE REPEAT BUSINESS

Now, we have modified our product to be totally fit for your business.


 　 　

　

On site Demo/ Free Trial is available now

Contact us now:

(852) 2598 2811 or       (852) 2598 2819

Email: info@maximizer.com.hk

Website: www.maximizer.com.hk
　
Product Overview

For more than 10 years, Maximizer Enterprise has remained the chosen CRM solution for enterprise. Proven, award-winning and flexible enough to meet the needs of companies in any industry.

 　
　
　 　
Specific for Insurance companies 　
　
　

From the User Interface, you can see there are three main areas which show information clearly:

 　

　
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  1. Basic information of clients including premium class, financial status, estimated investment, date of birth, etc. You can also edit the column view by yourself.

  2. This area shows the detail of the selected client including all the contacts in this company, customer case, sales lead following, related entries to this client, etc.

  3. You can attach documents such as quotation, invoice here. Also, you can add note to this client as archive of what you have done with this client.

With this three areas, you can store and check all the contact points with clients. No matter managers or new staff also can check or take over the clients easily!
　
Below is the interface of opportunity. You can check the detail of all the sales leads. E.g. you can see the success probabilities of different case, check the stage of progress, or see which team is following the case etc.

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When you click into one of the opportunity, you can see the bar of the success probability (left picture), it is calculated by accurate predefined criteria. Besides, you can also check much valuable information, such as members of that client, which sales is following this case, etc.
You will no more worry the lead to be suspend by someone is going to leave.

     

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Of course, the above are not the only things we can provide. Many other advanced tools are available. Such as email campaign, it can help you to promote your business with the maximum coverage and smallest cost!

Please feel free to contact us for more information.

We can provide you an on site demo and customize to be more fit for you.

Contact us now:

(852) 2598 2811 or  (852) 2598 2819

Email: info@maximizer.com.hk

Website: www.maximizer.com.hk

 100s of reports which help you better manage your business:
Below is an example of a sales pipeline report
　 　
　
About Maximizer Software

Maximizer Software has helped over 7,000 Maximizer Enterprise customers and more than one million Maximizer users grow their business by building profitable customer relationships with award-winning solutions.

Customer References...
Awards:

　

Learn More...

                     

　


Conditions apply:

  • This promotion is not valid in combination with other promotions.

  • Terms and conditions apply.

  • In case of any dispute, Maximizer Asia Limited reserves the right of final decisions.
　

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