Account & Contact Management

Manage your sales accounts and customers better than your competition. With Maximizer CRM, you have account management and sales contact management software in one central database and have the flexibility to track and view the information that is relevant to your business.

Benefits of Account Management Software

• Manage an unlimited number of accounts or contacts and profile them using a variety of your own custom fields, such as industry and size
• Access a history of account interactions including emails, phone calls, faxes
• Personalize the way you view account information with an unlimited number of columns of data to view, search, and sort on
• Create custom data entry windows for different teams that provide key fields important to each group
• 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 accounts, customers or prospects
• Manage sales territories by setting up parameters for lead assignment, using any of your custom fields
• Get maps and driving directions using the built-in Google Maps and Microsoft Virtual Earth for virtually any location in the world
• Access and update your accounts and contacts while away from the office with Maximizer Mobile CRM

Read Account Management And Contact Management Software datasheet

i Territory management is only available in Enterprise Edition

Sales Management & Forecasting

Effective sales management software lets you track the details of every sales opportunity so you can stay on top of your sales progress. Sales forecasting software makes forcasting effortless and lets you take proactive measures to ensure your sales team hits revenue targets.

Benefits of Sales Management Software

• Use opportunities to track every project, deal or sale
• Apply your sales methodologies and processes to every deal to increase your win ratio
• Rate success factors and decision-makers for an accurate probability of close
• Monitor your deal stage 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
• Access and update your Opportunities and sales forecast while away from the office with Maximizer Mobile CRM

Sales Training Videos & Business Coaching Tips

Increase your top line sales results today. Remember the last time you were faced with a difficult sales situation and wished you had some expert advice to have handled it better? Get immediate answers to your sales and business questions with CanDoGo™, on-demand sales training videos and business coaching tips accessed through Maximizer CRM.

• Save time, work more efficiently with quick-hitting, relevant guidance
• Improve staff and management performance
• Retain valuable training content year-round
• Access leading coaches and authors from one interface

With Maximizer CRM and CanDoGo™ sales training videos, you get access totips and advice from over 100 renowned business authors and coaches, including Zig Ziglar, Tom Hopkins, Denis Waitley and Tony Parinello.

CanDoGo Insights™ sales training videos are now delivered to you directly from Maximizer CRM — small, relevant sound bites of knowledge in text, audio, or video formats that instantly answer your sales questions.

CanDoGo helps you save time, improve sales effectiveness, work more efficiently, make more money, help more customers, balance your life and be recognized within your organization as a leader.

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CanDoGo Insights™ includes:	Cold calling Pre-call planning Negotiation Time management	Needs analysis Overcoming objections Presentation skills Leadership skills AND MORE!
Hear Zig Ziglar and Jim Dickie (CSO Insights) on how CanDoGo helps with today’s sales pressures: (press play to begin)

Jim Dickie

Zig Ziglar

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Click this link to watch Jim Dickie. Click this link to watch Zig Ziglar.

Get value from Maximizer CRM and CanDoGo every single day!
Access the CanDoGo website for more information

Quote and Order Management

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

• Create and manage 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 to manage expectations

 

Sales Lead Management

Maximizer CRM acts as lead management software to ensure that all leads are handled by your sales people in a timely manner and are converted to sales opportunities with Maximizer CRM. Automatically identify leads that haven’t been followed up oni, and track the status and source of each lead to measure funnel and conversion rate.

Benefits of lead management software

• Automate everyday tasks, catch critical time-sensitive issues and stay on top of priority opportunities with Workflow Automation powered by KnowledgeSynci
• Import lead lists from virtually any file format
• Automatically alert the right people to unpursued leads for follow-upⁱ
• Create targeted customer lists for outbound call campaigns
• Increase lead response time by monitoring and responding to incoming emailsⁱⁱ
• Intelligently route leads and inquiries to the appropriate rep, while responding immediately to the sender and recording the interaction in the customer’s recordiii
• Access, update status and assign your leads to others while away from the office with Maximizer Mobile CRM