Sales (2MB pdf option)

Respond on-the-fly to maximise your wins

 

When you respond more dynamically to customer needs, you beat the competition to win more deals. To keep momentum, track and measure individual and team performance and generate accurate forecasts.

 

Engage customers with a responsive, timely sales approach

Maximizer CRM 10 gives sales representatives the tool’s, integrated workspace and data access they need to build more profitable relationships with customers and to manage time, tasks and accounts more effectively.

·         Access customer, lead, and sales information from anywhere in the office, remotely via laptop, through a web browser or on handheld devices (BlackBerry, Windows Mobile, Palm, or other devices).

·         Also from within Maximizer CRM, give sales people access to the programs they use most often  Microsoft® Outlook™ for email, calendar and tasks, Word for letters and quotes, Excel for importing data and exporting reports, plus Intuit® QuickBooks® and Microsoft Dynamics GP for a complete view of customer activity, account status and financial history.

·         Preserve the whole history of each customer’s lifecycle, tracking conversations, transactions and incidents to help deliver greater value over time.

 

Measure performance and potential

With an executive dashboard, managers begin each day with a visual health check on leads, opportunities, and deals in progress.

·         Monitor individual performance with real-time metrics and alerts, including call statistics, lead follow-up status and win/loss analysis.

·         Analyse opportunities and adjust strategy accordingly with instantaneous reports to deliver insight such as sales pipeline funnels, lead summaries and forecast analysis.

·         Manage products, quotes and orders linked to sales opportunities to accurately track the entire sales and purchase cycle.

 

Optimise sales resources to make the most of talent and expertise

Increase close ratios by modeling best sales practices that guide salespeople through a proven process.

·         Get on-demand sales & professional coaching from Zig Ziglar, Brian Tracy, Tony Parinello and other top motivational speakers and sales gurus through CanDoGo.

·         Apply sophisticated, custom methodologies to better manage unique opportunities, or take advantage of simple action plans and built-in templates that keep straightforward deals moving forward.

·         Drive more sales through resellers with Partner Relationship Management lead assignment and forecasting.

·         With automatic assignment of leads and accounts based on territory rules, ensure that high-potential opportunities are flowed to the appropriate teams and reps. as deals progress, track with territory reports.

 

Marketing
 

Target precisely to maximise response & ROI

Thanks to the unprecedented built-in campaign manager and email marketing engine, validate and execute more targeted, cost-effective campaigns. Spend marketing dollars more wisely, redirecting resources to those that generate proven returns.

 

Feed the sales pipeline with targeted leads

By tightening up the tactics of email-based marketing, make the most of every outreach and ensure solid follow-up, every time.

·         Reach target markets quickly with easy profiling and list management.

·         Cost-effectively continue to market to customers and prospects with text or HTML email, fax, and print campaigns.

·         Comply with privacy, do-not-call and anti-spam legislation with out-of-the box, system-enforced safeguards.

·         Set-up automated processes to aid lead management. For example, automatically send a series of emails to web requests and alert the appropriate sales representative to follow up. Collect data from web forms directly into Maximizer CRM, including any custom fields.

 

Identify what works by tracking campaign results

Automatically calculate campaign ROI instantly see conversion rates, discover the cost of customer acquisition and interpret response rates to focus on what’s working.

·         Track the progression and outcome of opportunities by campaign to determine the link between targeted marketing and closed deals.

·         See campaign response rates at-a-glance to identify which tactics are most successful.

 

Improve marketing productivity

Keep on top of marketing resources make sure time and budget is spent on high-yield projects that contribute to the bottom line.

·         Keep track of important campaign details and deadlines by assigning step-by-step action plans to team members.

·         Share marketing collateral and documents across your organisation to ensure consistent branding and communications.

Get Maximizer CRM today and get Simply Successful CRM.