Home > CRM > System Details

CRM System Details and Requirements

Call Us 1800 800 610 
Email Sales »

Bookmark and Share

In today’s IT Departments, your resources are thin, yet the demands on your department are higher than ever to deliver and maintain business solutions that drive results. Effective customer relationship management (CRM) systems don’t need to be expensive or complex. Maximizer's CRM system is the low-maintenance, adaptable CRM for rapid impact at a lower cost.

CRM Systems Benefits:

  • Implement quickly with unprecedented easy configuration
  • Offer anywhere access while protecting valuable data in-house
  • Manage security for internal users and groups to keep information safe
  • Customize and automate processes to match your industry and business
  • Leverage industry standards and Microsoft platform technologies

Security

CRM Security with Maximizer CRM In today’s IT Departments, your resources are thin, yet the demands on your department are higher than ever to deliver business solutions that drive results. Moreover, a key mandate is to ensure all corporate assets, including customer information - are kept secure, on-premise. Leading organizations choose Maximizer CRM security to keep data secure, while providing flexible access options for staff.

Safeguard valuable and sensitive information

Secure CRM data and critical customer information in-house, protecting information from intruders and amongst staff, while providing open access via Windows desktop, web, remote synchronization, or mobile devices.

  • Secure CRM data on a central corporate server, accessible through your LAN, WAN, wireless network, web, remote synchronization, or mobile devices
  • Enable employees, partners, and customers through Web Access with user authentication and secure database access
  • Quickly set up role and group-based security and permission for access to records, fields, and lists, plus rights such as creating, deleting notes, importing and exporting
  • Secure data with industry-standard 128-bit encryption
  • Administer security from anywhere through a Windows Desktop or Web Access administration module

Microsoft Platform CRM Integration

Small to medium-sized businesses with a Microsoft® technology foundation can integrate the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer CRM solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer CRM integrates the flow of information between a centralized CRM database and Microsoft applications such as Outlook®, Office and Dynamics™ GP.

Microsoft Outlook, SharePoint and CRM Integration

    Microsoft Outlook and CRM Integration
  • Outlook Email Integration: View your Outlook messages inside Maximizer CRM and automatically, then save to customer records - no copying and pasting
  • CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customer records in Maximizer CRM
  • Access & Synchronize Contacts: Use email addresses from both Maximizer CRM & Outlook address books for email distribution. Synchronize contacts to Outlook and vice-versa to store a subset of customer records
  • SharePoint Integration: Look up Maximizer CRM customer information seamlessly through your Microsoft SharePoint portal
  • Synchronize Calendars and Tasks: Stay on track with two-way synchronization of Maximizer CRM & Outlook calendar and task modules
  • MaxSync for Microsoft Exchangei: Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange

Microsoft Office and Dynamics GP Integration

  • Microsoft Word: Personalize proposals, letters, and faxes with any field from your Maximizer CRM customer data
  • Microsoft Excel®: Instantly export data and reports to Excel, and import lists from Excel
  • Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications Store other documents in a central repository for staff to reference and email
  • Microsoft Dynamics GP: Integration providedwith Accounting Link for Dynamics GPii, provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM

Integrate with the Power of Microsoft Technology

  • Web Access : Access customer information online with real-time access to Maximizer CRM through Internet Explorer
  • Windows Mobile Access : Maintain productivity of remote staff through Windows Mobile smartphones and Wireless Access, for real-time access to Maximizer CRM

Maximizer also support the following Microsoft CRM integration possibilities:

  • Internet Explorer for Web Access
  • SQL Server Database (Enterprise Edition)
  • SQL Express (Group Edition)
  • Systems Management Server (SMS)
  • Windows single sign-on and user authentication
  • Microsoft Virtual Earth for global maps and directions
  • Microsoft Internet Information Services (IIS)
  • Customization programming languages: Visual Basic®, Visual Basic .NET, C+#, Visual C++®
i MaxSync for Microsoft Exchange is an add-on product with additional fees.
ii Accounting Link is an add-on product with additional fees.

System Requirements

A successful CRM implementation starts with the right technology that will act as the backbone for your business. Download the System Requirements datasheet that includes details on the following Maximizer CRM Editions and add-on products:

  • Group Edition
  • Enterprise Edition
  • Web Access
  • MaxMobile for BlackBerry® smartphones
  • MaxExchange (remote synchronization)
  • MaxSync for Microsoft Exchange
  • Workflow Automation powered by KnowledgeSync
  • Accounting Link for QuickBooks® and Microsoft® GPTM (formerly Great Plains)

Supported Products

View details on which applications and mobile devices (including version numbers) are supported to work with Maximizer CRM, including:

  • BlackBerry® smartphones
  • Microsoft® Office®
  • Microsoft Outlook® and other email clients
  • Accounting software (with Accounting Link)
  • Fax software
  • TAPI phones

Phone 1-800-800-610 or e-mail for more information or to request a demonstration.