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

Leverage Outlook as a CRM Interface

• 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 customers’ 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: Stay on track with two-way Synchronization of Maximizer CRM & Outlook calendars.
• MaxSync for Microsoft Exchange: 1 Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange.

Increase Productivity with Office and
Dynamics GP Integration

• Microsoft Word: Personalize documents like customer proposals and letters with Microsoft Word with any field from your Maximizer CRM customer data. Even use Word to create rich text print and fax campaigns.
• Microsoft Excel®: Instantly export data and reports to Microsoft Excel, and import third-party 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.

Microsoft powers mobility and web access

• 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.
  

Harness the Power of
Microsoft Technology

Other Microsoft technologies
Maximizer CRM supports:

• Internet Explorer for Web Accessⁱ
• SQL Server Database (Professional and Enterprise Editions)
• SQL Express (Group Edition)
• Systems Management Server (SMS)
• Windows single sign-on and user authenticationⁱⁱ
• Microsoft Virtual Earth for global maps and directions
• Microsoft Internet Information Services (IIS)
• Customizationⁱⁱⁱ programming languages: Visual Basic ® , Visual Basic .NET, C+#, Visual C++ ®