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Sales Process Tracking and Performance

Built for Sales Leaders – Sell. More. Faster.

Sales Leaders know that driving revenue is all about prioritizing the right deals, flawlessly executing a proven sales process, coaching sales reps, and ensuring every sales person is focused on the right activity.

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Pipeline Management

Shorten the sales cycle with proactive management of your entire sales pipeline. Personalize each stage and add as many steps as you need — for one Icons for complete view of your entire pipeline process.


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Notifications & Alerts

Stay on top of important events and trigger notifications on data capture fields. Get an alert for the moment you land a big opportunity — or when an account changes territory. Never forget a birthday, anniversary, or follow-up call.


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Notifications & Alerts


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Sales Forecasting

Personalize the way you consume sales information with intuitive sales reports by tracking critical metrics like lead conversion. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel, or rep.


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Lead Tracking & Management

Maximize every sales opportunity with automated lead management. Track the status and source of every lead — and route leads by specific territory or agent while the prospect is still warm.


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Lead Tracking & Management

Manage your Sales Pipeline

Effortlessly manage deals and see what you need to focus on with opportunity management software Screenshot of sales process that matches your processes, quickly and painlessly. Get everything to forecast revenues, track wins and visualize progress towards quota — so you can plan ahead and ensure no deal slips through the cracks.


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Standardize multiple sales processes

Quickly match Maximizer’s pipeline stages to your processes and drive consistency and productivity across sales. Build different pipelines for different customers and use as many pipeline stages as you need.


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One complete view for your deal stage and history

See what stage your deal is in and the moves you need to make to close the sale. Equip sales reps with everything needed to deliver increased levels of personalization before they pick up the phone.


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One complete view for your deal stage and history


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Track your sales pipeline

Achieve insight into what works and what doesn’t — and win more deals — with personalized dashboard displays of critical pipeline indicators. See the status of opportunities at each pipeline Icons stage, along with weighted forecasts and progress to quota.


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Quickly generate & store quotes

Empower your team to beat competitors to cash with fast Excel quoting. Build standardized quote templates and populate them with company, customer and product details. Then sync quoted values with your Opportunities module for decisive forecasts.


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Quickly generate & store quotes


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Close deals from anywhere

Take your sales pipeline wherever you go with a feature-rich mobile app. Manage your pipeline, review sales stages — get instant notifications on deal progress — and more, in the palm of your hand.

Now we are able to respond rapidly because every order, every instruction and every document related to a client is stored in one spot and is readily accessible — in Maximizer.

DOUG ROCHE RTR Advisory Group
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