MAXIMIZER

Customization Suites⁷

Customize CRM to Accelerate Your Business

Unlike hosted CRM applications, Maximizer Enterprise CRM facilitates business agility by supporting customization at every level. The strength of Maximizer Enterprise is its ability to adapt to your evolving needs as you grow your business.

Alter Maximizer Enterprise CRM software on an ongoing basis to mirror your unique business processes as they evolve, using the powerful Customization Suites. Using familiar programming languages and industry standards to integrate with your front- and back-office applications, you'll get up and running quickly.

Take Advantage of Industry Standards
	Visual Studio.NET
	Visual Basic^® and Visual Basic .NET
	SP.NET, Java, Java Script, C#
	Access, Delphi and Visual C++^®
	XML for seamless data transfer
	Use direct, native SQL updates for industry-standard coding and faster customization
	COM library with over 35 objects, 900 functions, and data streams that open up the full power of Maximizer Enterprise to other applications
	ODBC driver to maintain data integrity even with remote users
	.NET Assembly
	OLE and ActiveX^®
	DDE to transfer data to applications such as Word, Excelor WinFax

Draw on the Extensive Customization Suite With the Customization Suites, IT professionals have everything they need to integrate, customize and extend the power of Maximizer Enterprise.
	Documentation: Detailed documentation, including data and table structures.
	Code examples: VB.NET and C# examples for creating custom program behaviors, windows, and integrating with other applications.
	Desktop, Remote & Web customization: Create custom windows and tabs for all your online, web, and offline users
	Hooks & Triggers: Hooks to the Address Book, Calendar, Customer Service, Notes, Opportunities, Phone and User-Defined Fields; triggers for alarms to let you define your own program behaviors.
Model Business Best Practices
	Integrate and Add Windows: Create additional windows to display information from other applications (such as accounting, inventory) — to answer inquiries faster without having to switch programs or check with other departments. Use the Accounting API programming interface to integrate with other accounting programs.
	Custom Tabs & Actions: Add custom tabs and action menu items to existing dialog boxes; customize menu items, toolbar and window captions.
	Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields.
Integrate With Other Front and Back-Office Applications
	Synchronize: Using XML, synchronize data from other applications in real time or at regularly scheduled intervals, such as nightly or weekly.
	Automate Data Transfers: Schedule triggered data transfers when you use Maximizer Enterprise Workflow Automation to monitor your applications for critical activities such as processed orders or late shipments.

Web-based Employee, Partner, Customer Portals, Wireless Portal, Dashboards, available only in eCRM Suite.
MaxLink for Palm included with regular licenses; MaxMobile for Windows Mobile devices is an add-product with additional fees; Wireless Portal for BlackBerry and other web-enabled PDAs available only in eCRM Suite.
Workflow Automation powered by KnowledgeSync is an add-on product with additional fees.
Integration with Microsoft Exchange Server requires MaxSync add-on product (additional fees apply).
Integration with QuickBooks requires Accounting Link add-on product (additional fees apply).
Crystal Reports Server is an add-on product with additional fees.
Customization Suite is an add-on product with additional fees.

"With the integration into our transaction database, Maximizer Enterprise now provides a holistic view of our investment advisors because the integration streamlines processes and saves everyone time by reducing redundant data entry efforts. It also helps us utilize customer and sales information to conduct targeted marketing campaigns to more efficiently service the advisors who sell the funds we manage."

Murray Munro,
Senior Vice President,
National Sales, Marketing & Government Relations

More Customer Successes