Mobile CRM |
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 Desktop Access 
Web Access
Remote Sync
Mobile CRM Access
“Having customer information available at our fingertips, whether it be through a laptop or a BlackBerry, provides our people with the information they need exactly when they need it.” - Faron G. Thompson, Managing Director, Income Property Finance Division, Primary Capital Advisors
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Today’s workforce is more mobile than ever. To reduce downtime, and keep staff productivity high, you need mobile CRM that keeps business moving forward while on the road. More than just email and schedules, Maximizer CRM mobile options provide access to sales forecasts, customer service cases, customer notes and documents. For fast-paced field staff, Maximizer CRM offers several options for today’s mobile devices and smartphones, including BlackBerry®, Windows Mobile®, and Palm® devices.
Add Maximizer CRM to your mobile device:
MaxMobile for BlackBerry & Windows Mobile devices  |
Synchronize Maximizer CRM with your device’s modules:
MaxLink or Palm OS devices |
Get online
wireless access to Maximizer CRM:
Wireless Web Access for wireless web browsers  |
Use Outlook:
to synchronize to devices  |
Add Maximizer CRM to BlackBerry or Windows Mobile devices
 Mobilize your sales force by adding Maximizer CRM directly onto the latest BlackBerry and Windows Mobile devices. Empower field sales and service staff to update notes, look-up accounts and leads, get the latest customer service cases, and update their sales forecast – while they’re on the road with real-time synchronization back to the office.
 Install MaxMobile on your BlackBerry or Windows Mobile device and synchronize back to in Maximizer CRM for contacts and leads (including custom fields), appointments, tasks, notes, sales opportunities and cases- Look-up records and update on-the-fly as information is automatically updated on both your device and your desktop
- Define a pre-set list of contacts, tasks, appointments, opportunities, or cases to synchronize
- Supports wireless or wired synchronization (using BlackBerry Enterprise Server or Maximizer CRM Wireless Sync Server)
- MaxMobile supports the latest BlackBerry, Windows Mobile Pocket PC and Windows Mobile Smartphone devices. Click these links for supported devices: BlackBerry & Windows Mobile Devices
Compare MaxMobile vs MaxMobile Lite
Synchronize directly with Palm OS devices with MaxLink
 Access customer information, take notes at meetings, or check your schedule. Synchronize between Maximizer Enterprise and your Palm device – no extra software to install on your Palm!
Stay productive and reduce downtime in the field. Access customer information, take notes at meetings, or update your schedule. With MaxLink, synchronize between Maximizer CRM and your Palm device with no extra software to install on your Palm!
- Accurate two-way synchronization through the HotSync button ensures information on your device and your desktop is always the most current
- Automatically matches between your Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do's, Memo Pad and four custom fields
- Click here for a list of supported Palm OS devices, including, Handspring, Sony and Samsung devices
Online Wireless Web Access
 Keep business moving forward while on the road. Using any web-enabled mobile device, get your critical customer information in real-time through a wireless web browser.
- Get real-time access to all your contacts, tasks, calendar and sales opportunities from a wireless web browser
- Look-up records and update on-the-fly with real-time access to all the records in your database
- No synchronization, local data or extra software to install on your device.
- Maximizer CRM Wireless Web Access is included when you purchase either Web Access or MaxMobile
- Click here for a list of supported wireless devices and browsers
Use Outlook® for Offline Synchronization
By synchronizing with Outlook, get access to your Maximizer CRM information on your device.
- Synchronize calendar appointments, tasks, and contacts from Maximizer CRM to Outlook, to your device
- Look up and update information while on the road, and synchronize back to Outlook then to Maximizer CRM
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.
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