Get the information at your fingertips
Integrate Sage accounts with Maximizer CRM and see a 360° view of all your customers
Sage Financials Data Connector for Maximizer
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
DISCOVER THE MAXIMIZER DIFFERENCE TODAY!
Sales
Pipeline management and custom views keep your sales force focused.
Marketing
Lead and Campaign Management, to segmentation and track your marketing
Customer Service
Case management and customer relationship management
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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