Sales Force Automation (SFA) with Maximizer CRM helps sales executives and sales teams meet and exceed revenue targets, and build profitable relationships for long-term success. Centralize information from multiple sources (paper, spreadsheets, Outlook), into one, convenient, action-oriented workspace – whether accessing Maximizer CRM through a mobile device, on-line, or in the office. Maximizer CRM makes it easy to manage accounts, collaborate on sales opportunities, and accurately forecast sales.

Key Benefits of Maximizer CRM Sales Force Automation

1. Effectively manage accounts and respond on-the-fly to maximize wins
2. Build profitable relationships with access to complete client history at everyone’s fingertips
3. Win more deals by using best practices sales processes in your sales cycle
4. Forecast sales more accurately for better intelligence into your business

Build Rewarding Relationships with a Complete
View of the Customer

• Fully Integrated CRM: In one central interface, see all of your important sales, marketing, and customer service & support details such as deals in progress, marketing campaigns received, and open cases. 
• Access Anywhere: Get up-to-the-minute information from anywhere: in the office, at home, anywhere using a web browser, through a BlackBerry, Windows Mobile, Palm, or any handheld device.
• Microsoft Outlook® & Exchange Integration: Automatically synchronize contacts and calendars back and forth with Outlook. Even collaborate and book meetings with non-Maximizer CRM users with integration with Microsoft Exchange.
• Microsoft Office Integration: Use Maximizer CRM with Microsoft Word for proposals & letters and Excel® for importing and exporting data.
• Territory Management: Effectively manage territories, reassigning accounts when teams change, automatically routing leads and accounts based on territory rules.

Monitor Productivity & Accurately Forecast Sales

• Daily Dashboard: Visualize in progress, won, and lost deals with the Daily Dashboard, even accessible directly from your Windows desktop through Vista gadgets.
• More out-of-the-box reports: Over 175 standard reports including sales pipeline funnel, lead summary, and opportunity analysis, to manage your team more effectively.

Collaborate to Ensure Success

• Sales Opportunity Management: Apply your sales methodology and processes to increase your win ratio. Rate success factors and decision-makers for an accurate probability of close.
• Time & Task Management: Manage your time and collaborate with the multi-user calendar. Assign tasks to others to ensure no task is forgotten, and use Action Plans to set a series of tasks to ensure success.
• Lead Management: Assign leads and ensure immediate followup.
• Partner Relationship Management: Assign leads and opportunities to partners in real-time through the web-based Partner Portalⁱ.

Automated Processes & Alerts:

• Use Workflow Automation³ to monitor your staff and act quickly.
• For example, automatically be notified in real-time when leads aren’t followed up in a timely manner, when deals are lost or other critical incidents.

Access Up-to-the-Minute Reference Information

• Document Management: Give staff access to updated collateral in one central location to reference and send to customers.
• Knowledge Base: Stay informed about product tips and issues.

Manage Orders and Quotes⁵

• Save time: Create estimates and orders directly from Maximizer CRM with built-in quote and order management or using out-of-the-box accounting integration.
• Accounting Link for QuickBooks® and Dynamics GP (Great Plains): service your customers faster with up-to-date information on credit limits and balances directly in their Maximizer CRM customer record.

Contact us at 1800-800-610 or e-mail us to request further information or a demonstration.