Top New and Improved Features in Maximizer Enterprise 9:
Business Intelligence & Process Management Improvements
IMPROVED Executive Dashboard: Visualize key performance indicators in order to make better decisions faster then drill-down to detailed information with Crystal Reports®.
MORE out-of-the-box reports Now over 175 new standard reports including sales pipeline funnel, lead summary, case resolution to manage your business more effectively.
NOW INCLUDES Crystal Reports® XI Professional by Business Objects® to customize reports. Now instantly export data to Microsoft® Excel® for further manipulation.
Now instantly export data to Microsoft® Excel® for further manipulation.
Productivity Enhancements for Staff
IMPROVED On Demand Access: get up-to-the-minute information directly on your desktop in the office or remotely on your laptop, another computer using a web browser, your handheld or smart phone device through synchronization or wireless connectivity (Palm®, Treo™, BlackBerry®, or Pocket PC). Experience the same look and feel of Maximizer Enterprise through the web or through the desktop client with increased functionality and flexibility through the web.
DEEPER Microsoft Office Integration: Use Maximizer Enterprise with the products you already use in your business with improved integration with Microsoft® Word and Excel®.
IMPROVED Outlook Integration: Take advantage of NEW automatic two-way synchronization of contacts and calendars with Outlook®.
NEW Microsoft Exchange Integration: Now collaborate and book meetings with non-Maximizer Enterprise users with the NEW integration with Microsoft Exchange.
Personalized Home Page: Personalize “My Work Day” for users based on role so you automatically get information that’s important to you—including Dashboards that deliver key performance indicators.
NEW centralized user-defined fields: easily view and update Address Book entry fields through the Contacts, Opportunities and Cases for one-click access to the information you really need.
Sales Enhancements
IMPROVED flexible and powerful Opportunity Manager: implement sophisticated sales methodologies that track success factors, key decision-makers, influencers, and activities to enable you to collaborate on deals through an improved, streamlined interface.
NEW Action Plans: if you have more straightforward sales & marketing processes, such as a step-by-step sales plan, use the new Action Plans to save time and ensure nothing is missed.
NEW out-of-the-box sales reports: from the Opportunity Pipeline Funnel and Opportunity Analysis by Leader to Leads Summary - track sales performance and identify areas for improvement.
IMPROVED Portals: Collaborate more effectively by enabling partners to now edit contact information and sales forecasts in real-time, to give you greater insight into partner activities.
Customer Service & Support Enhancements
Marketing Enhancements
NEW Action Plans: Manage marketing projects and ensure the team is on track to meet deadlines; assign tasks and link project resources and personnel through a central interface.
IMPROVED Microsoft Word integration: Enjoy greater flexibility and improve communications by using Microsoft Word for formatting, color and font enhancements for your rich text and HTML print, fax and email campaigns.
Customer Service & Support Enhancements
IMPROVED CTI configuration: save time and increase inbound & outbound call productivity.
NEW out-of-the-box reports: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
NEW out-of-the-box reports: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
IMPROVED Knowledge Base access: Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.
Streamlined interface & management: Now perform global editing for mass updating or re-assigning.
Administration Advancements for IT
NEW Systems Management Server: Upgrade even faster and easier with support for SMS (including Microsoft® SMS).
NEW Administrator-controlled Live Update: download service releases and fixes and control the automatic installation to workstations.
IMPROVED quick set-up of custom windows: Now simply assign key user-defined fields for different groups of users.
EXPANDED role-based security: faster set-up and easier group administration for departmental settings and views.
IMPROVED Industry Packs: get up and running faster with built-in process automation based on best practices specific to your industry, including fields, data views, Action Plans, sales processes, document templates, and macros.
Supports Microsoft SQL 2005.
Customize More to Match Business Processes
NOW Customize windows and tabs: now available for both desktop and web-based clients to serve the needs of all users.
IMPROVED accounting API: integrate Maximizer Enterprise with accounting applications with built-in functions for creating and viewing invoices, estimates, and credit limits.
Direct native SQL updates: use industry-standard coding and complete customizations faster.
More VB.NET samples provided.
Iron-Clad Security
Employee Portal built on Microsoft .NET framework: user authentication, secure database access, session management, and system logging.
ADVANCED 128-bit cipher using industry-standard security with public key encryption.
EXPANDED role-based security: Be sure your data is protected from all access points (such as custom reports, integration, and SQL queries) with expanded role-based security at the database level.
EXPANDED record and field-level security: assign record and field-level full and read-only access throughout the Address Book and Notes so you can share information and protect it at the same time.
Complete List of All New Features and Improvements in Maximizer Enterprise 9:
Sales
Add the Contact Following Window to the Opportunities Module
Search for Opportunities by Partner/Competitor
Improve Opportunity Interface
Enhance UDF tab for Opportunities
Opportunity Pipeline Funnel Report
Sales Performance Reports and Forecast Reports
Create New Accounting Transactions from Existing Transactions
Create Invoice Directly from Estimate
Modify View Customer/Vendor Information
Implement Accounting Integration for QuickBooks Australia
Implement Accounting Integration for QuickBooks UK
