Sage Financials Data Connector for Maximizer

Get the information at your fingertips

Integrate Sage accounts with Maximizer CRM and see a 360° view of all your customers

View Sage data within Maximizer without the need for a Sage Access Licence

A tab displays Orders, Invoices, Transactions directly from Sage, with a dashboard showing purchasing trends.

Ledger summary and CRM data in one place

Headline summary data and monthly spend is stored in Maximizer, allowing you to search both financial and CRM data in a single search.

Sales

Empower Account Managers with financial information
Self serve enquiries usually made to the Accounts Department
Identify top customers by spend
Notification of customers placed on hold
Enhanced customer service

Credit Control

Credit Control notes visible to all / some users
Less interruptions from colleagues with financial queries
Pipeline analysis
Customer profiling

Management

360 degree view on customer financials in CRM
Performance management
True financial figures and analysis
Ability to dashboard financial information

G2Crowd Ratings
G2Crowd
Software Advice
Capterra

DISCOVER THE MAXIMIZER DIFFERENCE TODAY!

Financial Services

Sales

Pipeline management and custom views keep your sales force focused.

Marketing

Marketing

Lead and Campaign Management, to segmentation and track your marketing

Community Forum

Customer Service

Case management and customer relationship management

Business Services

Integrations

Seamlessly connect Maximizer with the apps you already use

Contact us to help set up your Sage to Maximizer integration

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