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Sales Force Automation with
Maximizer CRM Entrepreneur & Team Edition

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Sales Force Automation (SFA) with Maximizer CRM helps sales executives and sales teams meet and exceed revenue targets, and build profitable relationships for long-term success. Centralize information from multiple sources (paper, spreadsheets, Outlook), into one, convenient, action-oriented workspace - whether accessing Maximizer CRM through a mobile device or in the office. Maximizer CRM makes it easy to manage accounts, collaborate on sales opportunities, and accurately forecast sales.

  • Effectively manage accounts and respond on-the-fly to maximize wins
  • Build profitable relationships with access to complete client history at everyone’s fingertips
  • Forecast sales more accurately for better intelligence into your business

Account & Contact Management

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Manage your customers better than your competition. With Maximizer CRM, you can manage all of your accounts and contacts in one central database and have the flexibility to track and view the information that is relevant to your business.

  • Manage an unlimited number of contacts and profile them using a variety of your own custom fields, such as industry and size
  • Access history of interactions including emails, phone calls, faxes
  • Personalize the way you view information with an unlimited number of columns of data to view, search, and sort on
  • The Address Book Vista Gadget allows you to search for contacts from the desktop with the click of a button!
  • Maintain data integrity with duplicate record checking and mandatory fields
  • Search on any field, and create one-click access to frequently accessed lists of customers or prospects
  • Get maps and driving directions using the built-in Google Maps and Microsoft Virtual Earth for virtually any location in the world

Sales Opportunity Management & Forecasting

Track the details of every sales opportunity so you can stay on top of your sales progress. Forecast effortlessly and take proactive measures to ensure you hit your revenue targets.

  • Use opportunities to track every project, deal or sale
  • Monitor your deal stages and push to close more deals
  • Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase
  • Use graphical sales reports, including the sales pipeline funnel, to forecast your sales, monitor your pipeline, and analyze your win/loss

Order Management

Order ManagementWhether you take orders online or over the phone, manage your leads from qualification to close by integrating your quote and order management process.

  • Create and track quotes and orders through the built-in Order Desk
  • Manage inquiries, then create time-limited quotes, apply discounts, and convert them into orders
  • Merge quotes into Word templates in order to further customize communications
  • Track status of quotes and orders, responses and fulfillments, through to shipping and payment
  • Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway
  • Automatically email customers with summary order

Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.

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