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.
These prices are indicative, as prices may vary according to project size, customization required, geographic location and Maximizer Solution Provider implementation.
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MaxExpress 2016 Install Package
This full service package covers all solution components and installation considerations, guidance through installation of a client workstation, overview of the user interface and adding users, how to set up unique fields and much more.
Hands on guidance through the Maximizer server install and access clients, Maximizer CRM Web, Window and Mobile access components as needed by your organization
Guidance through known considerations when installing dependent components
Assistance in the installation of a client workstation for the access method of your choice, including knowledge transfer to ensure you can set up all workstations independently
An orientation on the Maximizer CRM 2016 user interface
Setup of additional users, as needed
Assistance in creating five User Defined Fields (UDFs) to track your businesses unique data points, plus a review of how to set up default entries for quick data entry of standard information
Assistance in creating a new column view using one or more of the new UDFs
Instruction on how to run a basic search and report to access your information
Continuous knowledge transfer on Maximizer CRM best practices
Dedicated time to discuss how best to use Maximizer CRM in your environment
15 minute follow up phone call with your CRM Advisor within 30 days to answer questions
MaxExpress 2016 Upgrade Package for V10.0 +
This package ensures that your Maximizer CRM system upgrade goes seamlessly and that you’re familiar with the new capabilities. To make sure your system is functioning smoothly, we’ll also complete a 14 point Max Health Check including backup services and performance optimization.