CRM for Sales

Salesforce Automation-
Respond on-the-fly to maximise your wins

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. Maximizer CRM 10 makes it easy for your teams to work together more effectively, access information from anywhere, and make a positive impact with prospects and customers.

Key Benefits of Maximizer CRM Sales Force Automation

• Gain real visibility into sales performance to guide your team
• Maximise sales productivity with the tools they need to move deals forward anytime, anywhere
• Implement proven, repeatable sales processes for step-by-step success
• Leverage existing technologies for desktop, web and PDA access and continuity with Microsoft® Office and Outlook integration

• 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 synchronise 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: Visualise 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 follow-up.
• Partner Relationship Management: Assign leads and opportunities to partners in real-time through the web-based Partner Portal1.

• Use Workflow Automation 3 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.

• 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.

• 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 Microsoft 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.