Security

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 and CRM Integration

• Integrate Email: 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 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
• 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 provided out-of-the-box with Accounting Link for Dynamics GP , 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 information online and perform every day customer-facing processes with Maximizer CRM and Internet Explorer
• Windows Mobile Access : Maintain productivity of remote staff with synchronization to Windows Mobile Pocket PC and Smartphone devices using MaxMobile, or use Pocket Internet Explorer with Wireless Web Access for online, real-time information

Maxmimizer also support the following Microsoft CRM integration possibilities:

• Internet Explorer for Web Access
• SQL Server Database (Professional and Enterprise Editions)
• 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++®

CRM Customization & CRM Integration

In today’s dynamic world, your business needs to stay agile to succeed. Maximizer CRM grows as your business grows, and expands functionality through CRM customization and CRM integration when you need it. Leverage web services, industry standards, and an interface customization utility to create the right environment to drive CRM and business success.

Integrate your CRM with industry standards

CRM customization from the ground up

With Maximizer CRM Customization Suite, IT professionals have everything they need to integrate, customize and extend the power of Maximizer CRM - whether for web or Windows desktop users.

• Web Services: for standardized integration over HTTP
• Interface Customization Utility: easily change system field labels to support your own processes, naming, and industry (for example, change Company to Hospital for all records)
  
• Documentation: Detailed documentation, including data and table structures
  
• Code examples: VB.NET and C# examples for creating custom program behaviors, windows, and integrating with other applications
• Hooks & Triggers: Hooks to the Address Book, Calendar, Customer Service, Notes, Opportunities, Phone and User-Defined Fields

Model and Integrate your CRM with Business Best Practices

• Integrate and Add Windows: Create additional windows to display information from other applications (such as accounting, inventory). Use the Accounting API to integrate with other accounting programs
• Custom Tabs & Actions: Add custom tabs and action menu items to existing dialog boxes; customize menu items, toolbar and window captions
  
• Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields

CRM integration with front and back-office applications

• Synchronize: Using XML, synchronize data from other applications in real time or at regularly scheduled intervals, such as nightly or weekly
• Automate Data Transfers: Schedule triggered data transfers with Workflow Automation powered by Knowledgesync to monitor for critical activities
  
• Wizard Tools: Use step-by-step wizards to create unique data entry forms with custom fields

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
• Professional Edition
• Enterprise Edition
• Web Access
• MaxMobile for BlackBerry®and Windows Mobile® devices
• MaxLink for Palm® OS synchronization
• MaxExchange (remote synchronization)
• MaxSync for Microsoft Exchange
• Workflow Automation powered by KnowledgeSync
• Accounting Link for QuickBooks® and Microsoft GP (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
• Windows Mobile® Pocket PC and Smartphone devices
• Palm® OS devices
• Office
• Outlook® and other email clients
• Accounting software (with Accounting Link)
• Fax software
• TAPI phones