Introduction to Maximizer CRM 12 Summer 2012

Vision for Summer Release

Only 14 percent of sales organizations are operating at peak levels of efficiency and effectiveness.Source: Ventana Research – May 2012

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Vision for Summer Release

180+ New Features and Enhancements

Increase Sales Productivity

Remove Barriers to Efficiency

Expand CRM Mobility

Full Customer Visibility

Easily Measure Results

Optimized for the iPad

47% of Sales Organizationshave deployed TabletsSource: Ventana Research – May 2012

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Quick Search

Mobile Enhancements - Tablets

• Lightweight CRM for tablets; Substitute for laptops

Full Column Views

Full Page Record Views

Customer Timelines

Customer loyalty has been identified as the top non-financial business challenge facing companies in 2012Source: Protiviti – 2012 Report

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Customer Timeline

• Combined view of notes and documents in one chronological order

• Usage examples: Quick view of customer interactions/history – notes, emails, documents. Apply filters to see specific types and dates.

Smartphone Mobility

77% of Sales Organizations have deployed Smart PhonesSource: Ventana Research – May 2012

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Quick Search

Improved home screen Shortcut in list view to call/email

Other new features– BB OS 7 support– Opening & Emailing

documents– Direct link to Google Maps

Mobility Enhancements - Smartphones

Web to Lead Capture

80% of leads that Marketing generates are never worked on by SalesSource: Marketing Profs 2011

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Web to Lead Forms

Easily create web forms to directly insert and update data into Maximizer

Enhanced Analytics

65% believe forecasting is of most importance but most still use spreadsheetsSource: Ventana Research – May 2012

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Dashboard Enhancements

Built in dashboards, improved performance, increased # of columns for list indicator, click through-drill down (web only), single/multi values UDF analytics

Web ReportsEasily obtain summarized views of:

sales opportunity & pipeline

employee activities

incoming/outgoing phone calls

customer service cases

campaign metrics

Autosave Emails

Autosave Emails

Save email conversations with customers once and all future emails of the same thread will be automatically captured.

Quick Search

• Your customer record is now only one click away.

Windows Access

Web Access

Mobile Access for Tablets

Mobile Access for Smartphones

Quick Search

• Improved Web Access (CRM Live)– Navigation between main and following windows.

Ex: up/down arrow keys, keep UDF folders expanded, right click menus, type ahead

– Contacts, related entries following windows– Showing/Hiding following windows (Tabs)– Setting startup screen defaults– Save emails to Opportunities

• Hotlist Tasks– Notifications, showing creator in dialog

• Calendar Improvements– Declined appointments disappear from users’ calendar

Other Key Improvements

180+ New Features & Enhancements

Increase Sales Productivity

Remove Barriers to Efficiency

Expand Solutions Mobility

Full Customer Visibility

Easily Measure Results

Planning your upgrade

• MaxAdvantage Customers - Version 12– Live Activation: July 4th

You will need your customer number

– To request a shipped version – Shipping to begin July 16th

Email upgrade@maximizer.com

• MaxAdvantage Customers - Version 11 and prior– To request a shipped version – Shipping to begin July

16th Email upgrade@maximizer.com

Send in your Questions.

Follow: @MaximizerCRMVisit:www.maximizer.com Email: info@maximizer.com Call: 1.800.804.6269