Account & Contact Management

Manage your customers better than your competition. With Maximizer CRM, you can manage all of your accounts and contacts in one central database and have the flexibility to track and view the information that is relevant to your business.

• Manage an unlimited number of contacts and profile them using a variety of your own custom fields, such as industry and size
• Access history of interactions including emails, phone calls, faxes
• Personalize the way you view information with an unlimited number of columns of data to view, search, and sort on
• The Address Book Vista Gadget allows you to search for contacts from the desktop with the click of a button!
• Maintain data integrity with duplicate record checking and mandatory fields
• Search on any field, and create one-click access to frequently accessed lists of customers or prospects
• Get maps and driving directions using the built-in Google Maps and Microsoft Virtual Earth for virtually any location in the world

Sales Opportunity Management & Forecasting

Track the details of every sales opportunity so you can stay on top of your sales progress. Forecast effortlessly and take proactive measures to ensure you hit your revenue targets.

• Use opportunities to track every project, deal or sale
  
• Monitor your deal stages and push to close more deals
  
• Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase
  
• Use graphical sales reports, including the sales pipeline funnel, to forecast your sales, monitor your pipeline, and analyze your win/loss

Sales Coaching

Increase your top line sales results today. Remember the last time you were faced with a difficult sales situation and wished you had some expert advice to have handled it better? Get immediate answers to your sales and business questions with CanDoGo™i, on-demand sales and business coaching tips accessed through Maximizer CRM.

• Save time, work more efficiently with quick-hitting, relevant guidance
• Improve staff and management performance
• Retain valuable training content year-round
• Access leading coaches and authors from one interface

With Maximizer CRM and CanDoGo™, you get access to knowledge from over 100 renowned business authors and coaches, including Zig Ziglar, Tom Hopkins, Denis Waitley and Tony Parinello. CanDoGo Insights™ are now delivered to you directly from Maximizer CRM — small, relevant sound bites of knowledge in text, audio, or video formats that instantly answer your sales questions.

CanDoGo helps you save time, improve sales effectiveness, work more efficiently, make more money, help more customers, balance your life and be recognized within your organization as a leader.

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CanDoGo Insights™ includes:	Cold calling Pre-call planning Negotiation Time management	Needs analysis Overcoming objections Presentation skills Leadership skills AND MORE!
Hear Zig Ziglar and Jim Dickie (CSO Insights) on how CanDoGo helps with today’s sales pressures: (press play to begin)

Jim Dickie

Zig Ziglar

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Click this link to watch Jim Dickie. Click this link to watch Zig Ziglar.

Get value from Maximizer CRM and CanDoGo every single day!
Now it's up to you. Access the CanDoGo website for more information.

View Datasheet

*CanDoGo is an add-on service with additional fees.

Order Management

Whether you take orders online or over the phone, manage your leads from qualification to close by integrating your quote and order management process. Create and track quotes and orders through the built-in Order Desk Manage inquiries, then create time-limited quotes, apply discounts, and convert them into orders Merge quotes into Word templates in order to further customize communications Track status of quotes and orders, responses and fulfillments, through to shipping and payment Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway Automatically email customers with summary order