Maximizer CRM 2019

Maximizer CRM Overview
Maximizer is an all one-in-one CRM solution, designed to help you manage your customers from acquisition through to retention and expansion. Maximizer is easy to setup, simple to use and comes with unlimited support from our CRM experts – all for a predictable cost.

In an ever increasingly competitive marketplace, predictable growth is essential to the success of any business. Maximizer is a CRM solution designed to help you grow with confidence by using tools to streamline your processes, so your marketing and sales teams can focus on nurturing your most profitable relationships.

SEAMLESS INTEGRATION BETWEEN MARKETING AUTOMATION AND CRM
Marketing is the first touchpoint for a new prospect but when your marketing automation platform and CRM aren’t integrated it results in a disjointed customer journey from the start. Maximizer has free and easy to install integrations with key marketing automation platforms including HubSpot, Marketo and Mailchimp so you don’t have to worry about lead transfer between platforms. Marketing can pull accurate reporting, and sales have all the information they need before talking to a new prospect.

STREAMLINE YOUR LEAD MANAGEMENT
Sales is a complex activity, some leads are hot prospects while others can clutter your database with irrelevant data. The leads module in Maximizer has been specifically designed to bring clarity to your sales processes with a clean, easy-to-use workspace that helps you sort your leads from hot prospects to existing customers without impacting the quality of your existing customer database.

FULL VISIBILITY OF OPPORTUNITIES
The opportunities module in Maximizer provides visibility into your pipeline for complete control over the sales process. The opportunities module can be completely customized to your own business processes and visual dashboards provide easy to read snapshots into how your sales team is performing.

NATIVE MOBILE APP TAILORED FOR SALES
Never miss a beat with our native mobile app for sales. Designed to give your teams out in the field all the features and functionality of the opportunities module in the palm of their hand. Plus, with features like voice notes they’ll save time too!

Customer attrition is a challenge affecting many businesses and in competitive industries, service is the difference between keeping and losing a customer. Maximizer is equipped with features and functionality that drive efficiencies for your sales and support teams while improving the
customer experience.

ALL THE CUSTOMER INFORMATION YOU NEED – IN ONE PLACE
Maximizer is setup to give you a single view of your customer in an easy-to-view interface. Automatic audit trails provide a record of every single piece of activity against a customer and the customizable tab allows you to view only the information that is important to you.

CASE MANAGEMENT
Easily raise resolution tickets, complete with case numbers, product categories, assignments and other details that are fully searchable for quick access. Use alerts and notifications for faster response time and escalation of more serious issues to subject matter experts.

SERVICE LEVEL INSIGHT
Track team performance across key metrics with pre-built dashboards and customizable reports, and use the intelligence to improve service levels and speed of response over time.

Acquiring new customers isn’t the only way to grow your business. Expanding the reach of your products and services within your existing customer base is also a way to generate growth.

INCREASED CUSTOMER INTIMACY
With our integrations with key business apps and features within Maximizer you can view everything a customer does in and outside of your CRM.

FULLY CUSTOMIZABLE REPORTING
Maximizer contains reports that can be fully configured to your business. Identify possible upsell and cross sell opportunities in your customer base then quickly and easily display them in a visual dashboard.

PRODUCTIVITY
When time and resources are constantly being squeezed, anything that drives efficiency while improving accuracy is always welcome. Maximizer is packed with tools and features to drive productivity in your business while improving the customer experience and making your life easier.

APP DIRECTORY
With the average business using six different applications on any given day, the last thing you need is for them to work in silos. Maximizer’s App Directory is packed with free and easy-to-install applications covering everything from marketing automation, accounting, maps, productivity and even text messaging.

CUSTOMIZABLE TAB
Information is great, but when there is too much data to look at it can hinder your operations. The customer feature tab allows your users to see what they want to see, in a single view.

POP-UP NOTIFICATIONS
Create pop-up notifications for almost anything, from customer service cases to new leads and closed opportunities to make sure you never miss an important event.

QUICK SEARCH
When you have thousands of records in your CRM, sometimes you need to go straight to a specific record. Our quick search function allows you to do just that. Search through your leads, opportunities, customer contacts, services cases and more with a variety of data points.

ELAPSED TIME/DURATION CALCULATION
Automatically calculates elapsed time from a start date. Easily setup to track critical timeframes such as time passed since last contact, contract renewal dates and personal anniversaries. This feature can also be used to automatically update data displayed in dashboards, searches and column views.