MAXIMIZER

Accelerate Sales. Win More Deals.

Sales Force Automation (SFA) capabilities in Maximizer Enterprise 9.5 empower sales teams with on demand access to complete customer and sales information - whether they're in the head office, remote office, or on the road. Combine this with a powerful sales opportunity management system, and sales managers can easily track performance and accurately forecast sales—ultimately improving win ratios.

Key Benefits of Maximizer Enterprise Sales Force Automation
	Gain real visibility into sales performance to coach your team
	Develop step-by-step, repeatable sales processes that are proven to succeed
	Provide sales professionals with the information they need to succeed anytime, anywhere - in the office, through Outlook, through a web browser, or with a handheld Palm®, Windows Mobile®, or BlackBerry®device

Manage Customers & Prospects Effectively
	One Fully Integrated CRM Solution: In one central interface, see all of your important sales, marketing, and customer service & support details such as deals in progress, marketing campaigns received, and open cases. Helping you manage relationships more effectively.
	On Demand Access: get up-to-the-minute information from anywhere: in the office or remotely on your laptop, or another computer using a web browser¹. For handheld device users, get real-time wireless access on your BlackBerry or other web-enabled device, or synchronize to your Palm® or Windows Mobile®device².
	Time & Task Management: Manage your time and collaborate with others using the multi-user calendar. Assign tasks to yourself and others to ensure no task is forgotten.
	Microsoft Outlook® & Exchange Integration: Automatically synchronize contacts and calendars back and forth with Outlook. Even collaborate and book meetings with non-Maximizer Enterprise CRM users with integration with Microsoft Exchange⁴.
	Microsoft Office Integration: Use Maximizer Enterprise CRM with Microsoft Word for proposals & letters and Excel® for importing and exporting data.

Monitor Productivity & Accurately Forecast Sales
	Executive Dashboard: Visualize in progress, won, and lost deals with the Sales Executive Dashboard, complete with drill-down for deeper analysis.
	More out-of-the-box reports: Over 175 standard reports including sales pipeline funnel, lead summary, and opportunity analysis, to manage your team more effectively.
	Customize reports: Use Crystal Reports® XI Professional, to create your own reports. Or use one-click export to Excel for quick analysis.

Automated Processes & Alerts
	Use Workflow Automation3 to keep tabs on your sales staff and act quickly.
	For example, automatically be notified in real-time by email when leads aren’t followed up in a timely manner, when deals are lost or other critical incidents.

Collaborate to Ensure Success
	Sales Opportunity Management: Apply your sales methodology and processes to increase your win ratio. Rate success factors, and decision-makers for an accurate probability of close. Use Action Plans to create and assign a series of tasks to win more deals.
	Lead Management: Ensure no lead slips through the cracks. Import and receive notification of leads from your website. Automatically identify leads that haven't been followed up on and send the sales manager an email alert.
	Partner Relationship Management: Assign leads and opportunities to partners in real-time through the the web-based Partner Portal¹.

Access Up-to-the-Minute Reference Information
	Company Library: Enable staff to access and email updated collateral in one central location.
	Knowledge Base: Stay informed about product tips and known product issues.