CRM Installation & Upgrade
Packages

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Get up and running quickly, with a little
help from your friends.

Professional Services‐led installation and upgrade packages are designed to make sure your Maximizer CRM database, email and web servers are properly configured from the start.

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Package Options

MaxExpress
On-Premise CRM Installation Options

From $799

Our on-premise installation and upgrade packages will save time and make sure your system is setup correctly from the start. Performed by our in-house professional services team.

Basic Install PackageDatasheet (665 KB PDF File) Get personalized assistance from our in-house professional services team to install Maximizer CRM. Install PackageDatasheet (668 KB PDF File) Get personalized assistance from our in-house professional services team to install Maximizer CRM. Also includes basic field configuration, an overview of the interface, and dedicated time for questions & answers. Install and Configuration PackageDatasheet (674 KB PDF File) Get Maximizer CRM installed and configured by our in-house professional services team. Also includes business process consultation and customized private training sessions. CRM Upgrade PackageDatasheet (671 KB PDF File) Get upgraded, migrated and trained by our in-house professional services team.

MaxExpress
CRM Live Setup and Consulting

From $199

Our CRM Live setup packages will save time and make sure your system is setup correctly from the start. Performed by our in-house professional services team.

Setup Only PackageDatasheet (672 KB PDF File) Get started quickly with assistance from our in-house professional advisors. Lite PackageDatasheet (674 KB PDF File) Get CRM Live setup by our in-house professional services team. Suitable for 1-2 user deployments. Basic CRM PackageDatasheet (674 KB PDF File) Get CRM Live setup by our in-house professional services team. Suitable for 3-5 user deployments. Setup and Configuration Complete PackageDatasheet (677 KB PDF File) Get CRM Live setup and configured by our in-house professional services team. Suitable for 6+ user deployments.

MaxExpress Install and Configuration Package

$3999

Get Maximizer CRM installed and configured by our in-house professional services team. Also includes business process consultation and customized private training sessions. Save time and make sure your system is setup correctly from the start.

More Info

CRM Package Includes:

  • Assistance in the installation of a client workstation for the access method of your choice. Get the knowledge to independently setup additional workstations.
  • Configuration of your Maximizer CRM solution
  • Business process capturing and mapping to ensure your organization adheres to CRM best practices and processes following deployment.
  • Overview of the Maximizer server upgrade and access clients, and Maximizer CRM Web, Windows and Mobile access components.
  • Guidance through known considerations when installing dependent components
  • An orientation on the Maximizer CRM user interface.
  • Continuous knowledge transfer during the session from a Maximizer CRM advisor on best practices for using Maximizer CRM.
  • Custom, Private Training Sessions.
  • Follow-up 15 minute phone call with your CRM Advisor over the following 30 days to answer any questions.

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