Maximize Your Time. Create Satisfied Customers.
Increase your Sales. A leader in sales & contact management since
1995 with over 1 million users worldwide, Maximizer makes it easy to succeed by
effectively managing your time, customers, and sales.
Account &
Contact Management Manage your customers better
than your competitors can manage theirs
Highlights . Award-winning sales
& contact management, time management, and communications. . Ideal for
small businesses, home offices, financial advisors, realtors, and sales
professionals in virtually any industry. . Use it with Microsoft? Office,
Outlook?, your handheld PDA, and your QuickBooks? accounting database. .
Quick set-up and easy-to-use! . Network with colleagues to share your
database and schedule.1 . Convert data from
ACT!?, GoldMine? and import from virtually any other source.2 . Manage an unlimited number of contacts and
profile them using a variety of fields that you create, such as industry and
size. . Easily create custom screens with key data entry fields. .
Access a complete history of your customer interactions, including emails, phone
calls and faxes. . Link with your phone for caller ID pop-up on incoming
calls and direct dialling on outbound calls - increase call accuracy and save
time, plus track time spent on calls. . Format information the way you want
it to appear. . Maintain data integrity and completeness of information
through duplicate record checking and mandatory fields - specify what fields to
check and what to make mandatory. . Track organisational hierarchy amongst
your customer contacts. . Search on any field, and create one-click access
to frequently accessed lists of customers or prospects.
Appointment
& Task Scheduling Manage your time
effectively and ensure nothing slips through the cracks.
. View
your day's upcoming appointments and prioritised activities at a glance. .
Collaborate seamlessly with colleagues with the colour-coded multi-user
calendar. . Choose daily, weekly or monthly views, and then print your
schedule to your daytimer. . Leave it to Maximizer prompt you about task
deadlines and appointments. . Sync with your calendar in Outlook and your
handheld PDA device.
Sales Opportunity
Management Maximise chances for success. Forecast
revenue effortlessly.
.
Maximise chances for success by creating an Opportunity for every project deal,
or sale. . Track all details of the deal, including key decision-maker,
products being pitched, and watch your probability of close increase. .
Easily forecast revenue using the graphical sales funnel report one-click away,
or a number of other reports to analyse your sales and drill-down to individual
opportunities.
Action Planner Simpler than ever
to stay on track.
. Plan
a series of tasks and appointments to ensure nothing slips through the cracks. .
Assign tasks to yourself and to others to collaborate on projects. . Use one
of the templates to manage projects, sales activities, or lead follow-up
processes - or create your own template to use with every customer or prospect.
. View all upcoming tasks at a glance.
Communications, Microsoft?
Office & Outlook? Integration Communicate
more effectively - and more easily - thanks to seamless integration with
Microsoft Office.
.
Create documents, letters, faxes and emails with ease. Store customer
communications under each contact record for easy reference. . Synchronise
contacts and calendars between Maximizer and Outlook - then synchronise to your
PDA with Pocket Outlook. . Read Outlook email within Maximizer and save
important messages to client records. . Export Maximizer contacts to
Outlook, and vice versa.with super ease. Even access Outlook contacts while
you're emailing from Maximizer. . Personalise letters and proposals by
merging fields from virtually any field in Maximizer. . Export lists and
reports to Excel? for detailed analysis in a familiar environment. . Get
maps & directions to and from your appointments using Microsoft MapPoint?
integrated with Maximizer. Find virtually any location in the world.
Synchronisation with Handheld PDAs3 Be in total sync wherever you
travel with access to all the up-to-date information you need.
. Sync
with a variety of PDAs, including Palm? devices (Treo, Tungsten & Zire),
SonyT and Samsung PDAs using the Palm OS - with no extra software to install on
the device. Simply use the default Palm modules already provided. . For an
updated list of supported devices, please visit www.max.co.uk. . Or using
Outlook two-way synchronisation, transfer contacts & calendars back and
forth with devices like . Blackberry? and Pocket PC.
Reporting -
Crystal Reports? Instantly produce reports to see
a snapshot of your business.
.
Produce real-time, easy-to-read reports with complete graphics. . Includes
over 100 pre-built reports, including task lists, account activities, phone
logs, sales pipeline and win/loss analysis. . Publish reports in PDF, HTML,
or RTF to easily share with colleagues. . Includes world's industry standard
reporting tool, Crystal Reports? XI Professional, to create custom reports,
including graphics for instant visualisation - use Crystal wizards to walk
through report creation. . Instantly export data (customers, opportunity
lists and reports) to Excel with one-click for further analysis in a familiar
environment. Security enables you to restrict these rights to ensure valuable
customer information is still protected.
Document
Management Get access to all the documents you
need in a snap.
. All
documents are stored in a central location for easy access. . Create folders
to organise documents and see a preview of the item. . Email documents &
collateral to customers directly from the Company Library. . Compatible with
Word, WordPerfect, Excel, PowerPoint?, Acrobat Reader (PDF) and other standard
Office-type programs.
Link with QuickBooks® View your customers'
accounting info from one simple interface.
.
View your customers' accounting information directly from Maximizer - without
having to install QuickBooks. . Create QuickBooks invoices and estimates
directly from Maximizer, using up-to-date inventory and pricing. . See the
status of unpaid invoices, credit limit and balance details. . For an
updated list of supported versions of QuickBooks, please visit www.max.co.uk
Web & eCommerce Leverage the
Internet and expand your customer base.
.
Collect lead data using web forms, which are automatically imported into
Maximizer complete with email alerts. . Build a professional-looking
webstore with real-time secure credit card processing created with ecBuilder Pro
6.0 Lite5, included with Maximizer. . Process
and manage order with the OrderDesk, including real-time credit card transaction
processing.
Maximizer 9 System
Requirements: . Minimum processor speed: Pentium
II, 350 MHz (minimum), Pentium 4, 1.2 GHz (recommended) . Available RAM: 256
MB (minimum), 512 MB (recommended) . Available hard disk space: 250 MB
(minimum), an additional 250 MB required for installation . Operating
system: Microsoft Windows 2000, XP, or 2003 (updated to its latest service
packs) . Minimum video resolution: SVGA (800X600) or higher-resolution video
adapter and monitor . Email system: 32-bit MAPI- or VIM-compliant email
system like Microsoft Outlook 2000/2002/2003 or Lotus Notes 4.6 or later .
Internet browser: Microsoft Internet Explorer 6.0 . Database: Pervasive.SQL
V9.1Workgroup Engine (provided with Maximizer installation)
