Installation & Upgrade
Packages

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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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Package Options

MaxExpress 2016
Install Package

£625

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.

More Info

Package Includes:

  • 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 +

£625

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.

More Info

Package Includes:

  • Customer Service & Technical Support
  • Hands on guidance through the Maximizer server upgrade and access clients, Maximizer CRM Web, Window and Mobile access components
  • 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, features and new capabilities
  • Setup of additional users
  • Assistance in creating five UDFs to track your unique data points, plus a review of how to set up default entries for quick data entry of standard information
  • Assistance creating a new column view using one or more of the new User Defined Fields
  • 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

MaxExpress
Wealth Manager Edition
Setup Package

£125
Plus £62.50 for each additional user

This package gets you quickly set up on Maximizer Wealth Manager CRM, and teaches you time saving tips that free you up to focus on serving clients.

More Info

Package Includes:

  • Site set up
  • Overview and navigation of Wealth Manager CRM
  • Overview of Wealth Manager‐specific functionality, including custom fields, action plans and more
  • Microsoft Outlook® add‐on installation, configuration and use
  • Microsoft Word® add‐on installation, configuration and use
  • Help and support services, including guides, contextual help, videos, Customer Service and more

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