Access Options With
Maximizer CRM Entrepreneur & Team

BlackBerry^® Mobile Contact Management

As an entrepreneur, sales professional, or small business owner, you need to remain productive and responsive to clients even when on the road. It's not always convenient to take your laptop with you, so you need a mobile contact management solution to ensure you remain up-to-date, stay productive and reduce downtime in the field. Access customer information, add notes from meetings, or update your schedule on the fly. MaxMobile for BlackBerry^® will suit your mobile lifestyle!¹

MaxMobile keeps you up to date with your customers and prospects no matter where you are.

MaxMobile Contact Management Features:

• Get real-time online access to your entire Maximizer CRM database content on your BlackBerry.
• Access and update your contacts and leads (including custom fields), appointments, tasks, notes and sales opportunities on-the-fly, by connecting to your Maximizer CRM database in real-time.
• Install MaxMobile on the latest BlackBerry devices including the Bold™ Storm™ and Tour™. Deploy MaxMobile wirelessly though quick and easy email push to staff.
• Consolidate customer communications into one convenient, action-oriented workspace
• Make real-time updates from the field on lead status and qualification, forecasted revenue and sales opportunity details.
• Enable collaboration among team members on the road to set up multi-user appointments, assign tasks and update sales opportunities - no matter where they are
• Log incoming and outbound calls to and from your smartphone to the Maximizer CRM client record.
• Create new contacts, sales opportunities and cases from BlackBerry emails, address book entries and phone records.
  
• Elevate the level of communication and information kept on record with video, voice and image capture and storage in the customer or prospect’s record within Maximizer CRM.
• Plan your optimal day of appointments and activities by mapping multiple customers to your BlackBerry GPS to get turn-by-turn directions.
• Tap into valuable corporate resources through the Company Library to send NDAs, brochures, quotes and other documents to customers and prospects.
• Improve productivity in the field by viewing, creating and editing documents on your BlackBerry.
• Take advantage of reduced data charges while in free Wi-Fi hotspots.

---

Helpful links

• MaxMobile Supported BlackBerry smartphones
• MaxMobile System Requirements for Entrepreneur and Team Editions

¹MaxMobile for Blackberry® is included with Team Edition. MaxMobile is an add-on product for Entrepreneur Edition with additional license fees. MaxMobile requires wireless server hardware and Microsoft® Internet Information Services (IIS).

Windows Contact Management

For customer-facing staff in your office, use Maximizer CRM for easy on-premise contact management on your Windows desktop, providing access to the information staff need to sell to and service your customers. Use Maximizer CRM to access and share valuable customer information, synchronize with Microsoft Office applications like Word, Excel and Outlook , streamline sales processes and improve efficiency within your office.

Benefits of desktop contact management

• Empower all staff with on-premise desktop access to all customer and prospect information, sales opportunities, documents, calendar, tasks, and more
• Depend on a simple, intuitive Microsoft ribbon-style interface whether working from the desktop or accessing through a mobile device
• Host your valuable customer data on-premise, and in addition to your desktop access, enable mobile access for the same staff when they’re on the road or working from home
• Manage security, back-up your database, and manage users through simple desktop administration

Learn more about: Team, Group, Professional and Enterprise editions

Need Mobile Access? Learn about more options

Outlook Synchronization and Contact Management

Outlook Synchronization for Mobile Devices

• Synchronize contacts, calendars and tasks between Maximizer CRM and Microsoft Outlook.
• Access Outlook contacts from Maximizer CRM and vice-versa with ease.
• Synchronize your schedule and customer information between Maximizer CRM, Outlook and any mobile smartphone that supports Outlook synchronization (BlackBerry^®, Windows Mobile^®, or Palm^®).