Business Productivity

Maximizer CRM Live makes it easy for your large or small business teams to collaborate and work with customers more effectively through proper time and task management, communications, Microsoft® Outlook and Office integration and document management.

• Document the entire history of each customer’s lifecycle — tracking conversations, transactions and incidents to help deliver greater value over time.
• Schedule appointments, meetings and your work and personal time effectively with Maximizer CRM's integrated business calendar. Time management has never been easier for small to medium-sized businesses.
• Plan a series of tasks with Action Plans to a consistent set of best practices and ensure nothing slips through the cracks.
• Use Action Plan templates to manage projects, sales activities, or lead follow-up processes.

Sales Force Automation

Sales force automation (SFA) with Maximizer CRM Live helps sales managers and executives and their teams exceed revenue targets with sales opportunity management, monitoring and forecasting.

• Stay updated on team, territory and individual performance, ensuring accountability and the required level of motivation within your sales organization.
• Keep tabs on your biggest deals by staying alerted to important changes in their status.
• Apply sophisticated, custom methodologies to better manage unique opportunities, or take advantage of simple Action Plans and built-in templates that keep straightforward deals moving ahead.
• Automatically assign leads and accounts based on territory rules ensuring that high potential opportunities flow to the appropriate teams and reps.
• Build dynamic social profiles of customers and prospects by linking directly to relevant social networks and LinkedIn profiles.

Marketing Automation

With a built-in email campaign engine, integrated with sales and service management, generate more targeted leads and close the loop with sales.

• Target customers and prospects quickly with relevant content using easy profiling and list management.
• Set up automated processes for lead management, such as automatically responding to inquiries with a series of emails and alerting the appropriate sales representative to follow up.
• Automatically calculate campaign ROI — instantly see conversion rates, evaluate the cost of customer acquisition and interpret response rates to focus on what’s working.
• Track the progression and outcome of opportunities by campaign to determine the link between targeted marketing and closed deals.

Customer Service & Support

Track, escalate and resolve customer service incidents. Effectively optimize service resources and frontline service representatives to dramatically increase productivity and improve customer satisfaction.

• Track, escalate and resolve customer service issues received through any incoming channel (phone, email or web) to ensure follow-through on every interaction.
• Resolve issues faster with a central repository of critical customer case details and a knowledge base of common incident resolutions.
• Deliver timely service by automatically notifying reps of new case assignments and overdue cases.
• Analyze case queues to ensure customer satisfaction and retention remains high.

Business Intelligence

With Maximizer CRM Live put actionable insight into the hands of sales, marketing and service managers and executives. Key performance metrics and status reports enable you to solve problems, seize opportunities and refine everyday processes.

• Gain actionable insight by checking your personalized dashboard for a visual snapshot of sales leads, opportunities and account status.
• Enhance your insight further by drilling down to view the data behind the metrics in a detailed list that can be formatted, sorted and exported to Excel.
• Analyze opportunities and adjust strategy accordingly with instantaneous reports that deliver insight through sales pipeline funnels, lead summaries and forecast analysis.
• Gain a clear view of your overall service record with real-time access to critical customer service metrics through the dashboard.

Mobile Access

Mobile Access enables you and your team to work productively and effectively – anywhere, anytime. With an intuitive user interface -- optimized for the latest technology – Mobile Access for Maximizer CRM Live allows you to view and update critical customer information in your database in real-time using the most popular mobile devises and tablets.

• Access Maximizer CRM Live on popular mobile devices and tablets (BlackBerry^®, Apple^® iPhone™, Google^® Android™, Apple^® iPad™, BlackBerry^® Playbook™).
• View and update your contacts, tasks, appointments, sales opportunities and customer service cases while on the road.
• Monitor critical business KPIs in real-time from any location with Mobile Dashboards and take immediate action.
• Plan your day of appointments and activities by mapping multiple customers with one-click access to maps and directions from customer records.

View Mobile Access Demo Video