| User Features |
Maximizer CRM 10 |
Contact Manager 10 |
| Minimum # of Users |
10 |
5 |
1 |
1 |
| Maximum # of Users |
Unlimited |
Unlimited |
15 |
10 |
| Maintenance Program |
Required |
Required |
Optional |
Optional |
| Technical Support |
Priority support included |
Priority support included |
Optional Service |
Optional Service |
| Database |
SQL Server
|
SQL Server |
SQL Express |
SQL Express |
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| Anywhere Access |
| BlackBerry Access (MaxMobile) |
 (add-on) |
 (add-on) |
 (add-on) |
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| Windows Mobile Access (MaxMobile) |
 (add-on) |
 (add-on) |
 (add-on) |
 (add-on) |
| Windows Desktop Access |
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| Web Access |
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| Wireless Web Access /td>
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| Remote synchronization |
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| Palm device synchronization
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| Sales |
| Account management |
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| Territory management |
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| Opportunity management |
Advanced |
Advanced |
Advanced |
Basic |
| Sales process methodology |
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| Sales Action Plans |
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| On-demand sales coachingxi |
 (add-on) |
 (add-on) |
 (add-on) |
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| Quote & order management |
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| Partner Relationship Management |
 (add-on) |
 (add-on) |
 (add-on) |
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| Lead management and routing |
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| Real-time alerts (out-of-the-box)**
|
 (included) |
 (add-on) |
 (add-on) |
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| Marketing |
| List management |
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| Campaign management |
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| Automated email campaigns |
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| Do-not-solicit enforced by system |
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| Automated fax and print campaigns
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| Campaign ROI calculator & response metrics |
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| Automatic campaign subscriber removal**
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| Real-time alerts (out-of-the-box)**
|
 (included) |
 (add-on) |
 (add-on) |
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| Lead capture from website
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| Customer Service & Support |
| Case creation based on incoming email
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| Case management (routing, queuing)
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| Case resolution
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| Knowledge Base
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|
 (add-on) |
 (add-on) |
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| Real-time alerts (out-of-the-box)**i |
 (included) |
 (add-on) |
 (add-on) |
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| Customer self-service*
|
 (add-on) |
 (add-on) |
 (add-on) |
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| General Productivity Features |
| My Work Day (customizable home page)
|
Advanced |
Advanced |
Advanced |
Basic |
| Email, tasks, calendar integration with Outlook
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| Email, tasks, calendar integration with Exchange Server
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Maximizer toolbar in Outlook
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| Business calendar
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| Task management
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| Account notes
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| Account documents
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| Company-wide document sharing
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| Letters, faxes with merge fields
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| User configuration of views
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| Industry Packs for High-Tech, Legal, Financial, Real Estate
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| Accounting Link for Dynamics GP (formerly Great Plains )
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Accounting Link for QuickBooks
|
 (add-on) |
 (add-on) |
 (add-on) |
 (add-on) |
| CTI (Computer Telephony) integration
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| Business Intelligence: Reporting & Dashboards |
| Executive Dashboard with Key Performance Indicators |
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| Out-of the box, pre-formatted reports (Maximizer, Crystal, Microsoft SRS) |
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|
Maximizer & Crystal Reports only |
Maximizer & Crystal Reports only |
| Web Reporting |
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| Support for Crystal Reports
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| Support for Crystal Reports Server
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| Support for Microsoft SQL Reporting Services (SRS)> |
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| Support for Radius90 |
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| Support for analytics
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| Workflow Automation |
| Business activity monitoring & alerting ** |
KnowledgeSync Lite included |
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| Out-of-the-box queries and events to monitor business |
Over 40 included |
With add-on |
With add-on |
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| Business process automation**
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Automatic report distribution**
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Email monitoring and response**
|
 (add-on) |
 (add-on) |
 (add-on) |
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| eCommerce, Order Management |
| Quote management
|
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| Order management
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| Customer online order tracking
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| eCommerce site creation |
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| Credit card processing
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| Product catalog |
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| Architecture, Security & Administration |
| Web services
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| data layer through interface customization utility |
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| Customization Suite
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Integration with Accounting API
|
 (add-on) |
 (add-on) |
 (add-on) |
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| Field-level security
|
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| Role-based security groups |
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| Administrator-controlled Live Update
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| 128-bit cipher public key encryption |
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| Administration reports |
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| Record global editing
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| Windows Authentication Single Sign-on |
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| Built for .NET framework |
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| Microsoft® Technology Support & Integration |
| Works with Exchange Server |
 (add-on) |
 (add-on) |
 (add-on) |
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| Works with Outlook |
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| Works with Excel, Word, and FrontPage |
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| Web Access with Internet Explorer |
 (option) |
 (option) |
 (option) |
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| Accounting Link for Dynamics GP
|
 (add-on) |
 (add-on) |
 (add-on) |
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| CRM Vista Gadgets
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| Integrates with Virtual Earth™
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