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In business, the bottom line is about selling. Designed precisely for businesses like yours, Maximizer 8 makes it easier than ever to maximize your time and create satisfied customers, so you can increase your sales. Set up Maximizer right out of the box, configure to suit your business needs, or use industry templates to get you up and running quickly. With powerful functionality and a user-friendly interface, it's easy to see why over 1 million users worldwide rely on Maximizer every day to work efficiently and close more sales. It’s the award-winning sales and contact manager proven to increase your bottom line. Maximizer 8 features: Advanced account management Appointment and task scheduling Sales opportunity management Communication via letter, fax, and e-mail (including Outlook integration) Synchronization with Palm OS ® devices Crystal Reports ® by Business Objects Company Library Web lead generation and eCommerce Order Desk Accounting Link designed for use with QuickBooks ® Manage your customers better than your competitors. The more effectively you can manage customers, the better you can service them. Manage an unlimited number of contacts in an easy-to-use list-based view so you can quickly see multiple customers' information at a time. Profile your customers by industry, budget, size, or other criteria by configuring an unlimited number of unique User-Defined Fields. Record and view a complete history of all customer interactions, including faxes, e-mails and phone calls for easy retrieval. Maximizer TM Contact management: Store unlimited contact information and save customer communications to each record.

Maximizer - CRM Software 8 Overview.pdf · 4 Communication via letter, ... 4 Mail-merge information for personalized letters ... Desk handles all your orders and customer inquiries

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In business, the bottom line is about selling. Designedprecisely for businesses like yours, Maximizer 8 makesit easier than ever to maximize your time and create satisfied customers, so you can increase your sales. Set up Maximizer right out of the box, configure to suityour business needs, or use industry templates to getyou up and running quickly. With powerful functionality and a user-friendly interface, it's easy tosee why over 1 million users worldwide rely onMaximizer every day to work efficiently and close moresales. It’s the award-winning sales and contact managerproven to increase your bottom line.

Maximizer 8 features:

4 Advanced account management

4 Appointment and task scheduling

4 Sales opportunity management

4 Communication via letter, fax, and e-mail (including Outlook™ integration)

4 Synchronization with Palm OS® devices

4 Crystal Reports® by Business Objects

4 Company Library

4 Web lead generation and eCommerce

4 Order Desk

4 Accounting Link designed for use withQuickBooks®

Manage your customers better than your competitors.

The more effectively you can manage customers, thebetter you can service them.

4 Manage an unlimited number of contacts in aneasy-to-use list-based view so you can quickly seemultiple customers' information at a time.

4 Profile your customers by industry, budget, size, orother criteria by configuring an unlimited numberof unique User-Defined Fields.

4 Record and view a complete history of all customerinteractions, including faxes, e-mails and phonecalls for easy retrieval.

Maximizer TM

Contact management: Store unlimited contact information and save customer communications to each record.

4 Store all contact details, including multiple phonenumbers and e-mail addresses.

4 With flexible views and column set-ups, sort yourinformation the way you want to see it.

4 Set important information, such as customer type orcompany size, as Key Fields so that it appearsupfront when you open a company or contactrecord.

4 Assign the sales representative responsible for thecustomer account in the new Account Manager fieldso you can easily run sales reports and trackaccount ownership. Plus, use the new Reports Tofield to track decision makers and influencers inyour accounts.

4 Ensure complete customer information by settingmandatory User-Defined Fields and Basic Fields,such as city or state. Plus, Maximizer helps youmaintain an accurate customer list with duplicaterecord checking.

Manage your time more effectively.

Schedule your time and tasks to stay on track with customers and prospects.

4 Start every day on the right page with the My WorkDay home page that lists your daily tasks andappointments at a glance.

4 Collaborate seamlessly with your colleagues orassistant using multi-user Calendar viewing andscheduling. With different color codes for each user,you can easily view multiple users' calendars in onewindow, and quickly schedule meetings wheneveryone is free.

4 Or make your appointments strictly private so noother user can view or modify them.

4 Schedule appointments, complete with prompts forfollow-up activities, pop-up alarms and e-mailreminders that are active even while Maximizer isclosed.

4 Avoid scheduling conflicts by booking your meetingroom and resources right from Maximizer.

4 View your calendar using convenient daily, weeklyor monthly view and easily print your daily orweekly schedule to more paper daytimers than everbefore, including Franklin Planners and DayRunnerorganizers.

4 Automatically synchronize with your calendar inMicrosoft® Outlook™ and with your Palm OS®

device.

Calendar: Use My Work Day home page to view your daily schedule at a glance andthe multi-user Calendar viewing and scheduling to seamlessly collaborate with yourcolleagues.

w w w . m a x i m i z e r . c o m

“Maximizer is the only way inwhich I could operate my business. Ithelps me manage my time and deliver

exceptional customer service, which have alltranslated into more sales."

-David Towler, Director of Sales & Marketing,Creative Organization Design

Close more sales and increase your customerbase.

Track your pipeline of opportunities from lead to closeso you don't forget any lead or miss any step in the process.

4 Use the Opportunity Manager to create anOpportunity for every new prospect to maximizeyour probability of success.

4 Easily forecast revenue and analyze your pipelineusing over 90 pre-formatted reports and graphs, orcustomize your own using Crystal Reports, nowincluded with Maximizer 8.

Create powerful, targeted communications.

Effective communication is the heart of modern business. Bring life to your business and increase yoursuccess by using impactful communications.

4 Create letters, faxes, and e-mails - including HTMLmessages - and store all communication under eachcontact record for easy reference.

4 Mail-merge information for personalized lettersusing built-in or custom templates for letters andfaxes.

4 Create documents using Maximizer WordProcessor, Microsoft® Word or Corel® WordPerfect®.

4 Use Outlook and Maximizer e-mail together, including exporting your Maximizer contacts toOutlook, plus accessing Outlook contacts and reading your Outlook e-mail messages insideMaximizer. Maximizer automatically matches themessage to a contact in your database so you cansave important messages to customer records.

Outlook e-mail: Use Maximizer and Outlook e-mail together, including accessingOutlook contacts from Maximizer.

Go mobile. Take customer information anytime anywhere.

Maximizer 8 synchronizes instantly with more PalmOS® devices than even before - including PalmTungsten, Handspring Visor, and Sony/Samsung PDAs- which means it’s even easier to get the information you need, whenever and wherever youneed it*.

4 Simply press the HotSync® button on your Palm orHandspring device to transfer your MaximizerAddress Book, Hotlist, Calendar, and Notes intoyour Palm or Handspring™ device.

4 Maximizer Link* automatically synchronizes yourinformation back and forth with your Palm OS®

device without retyping data so that you're alwaysup-to-date and ready to meet with your customersor prospects no matter where you are.

w w w . m a x i m i z e r . c o m

"We use Maximizer to keeptrack of appointments and store all

of our clients' information. During oneof the busiest times, such as the RRSP sea-

son, we rely on Maximizer to help us stay ontrack. Maximizer saves us a lot of time so thatwe can focus more on client relationships and

increasing our book value."

-Mark Newell, FinancialAdvisor/Branch Manager, Dundee

Private Investors Inc.

Palm sychronization: Instantly synchronize with Palm OS devices.

Gain in-depth insight into your customers usingCrystal Reports.

With all your customer data stored in Maximizer, howdo you know which accounts are profitable or whatyour sales pipeline looks like? With Maximizer 8, youcan see this type of information easily and quickly, soyou can gain further visibility into your customersusing best-of-breed reporting tool, Crystal Reports® byBusiness Objects, now included for every Maximizeruser

4 Print real-time reports with full-color graphicsusing pre-formatted Crystal Reports.

4 Highlight the information you need by groupingand sorting data, adding charts and analyzing itfurther in a familiar Excel environment.

4 Publish reports to colleagues in PDF, Word, HTMLand other standard formats.

4 Plus, Maximizer includes over 90 pre-formattedreports to quickly see account activities, phone logs,customer profiles and sales forecasts.

New Crystal Reports: Gain greater visibility into your customers.

Store company documents and collateral inthe Company Library.

With Maximizer 8 your electronic repository of collateral is organized andaccessible, easy to view and distribute.

4 Store all your documents (including PDF and imagefiles), marketing collateral and a portfolio of customer references in a central location.

4 Quickly access and e-mail your documents to yourcustomers right from the Company Library to standardize your communication.

Company Library: Store all collateral and documents in one centralized place.

Extend your sales channel and instantaneously grow your customer reachwith eCommerce.

Leverage the Internet and expand your customer basewith web marketing and sales.

4 Generate web leads that are automatically capturedin your database through web forms. Receive e-mailalerts so you can be sure to follow-up on all yourhot leads.

4 Easily build a professional-looking website andwebstore with real-time secure credit card transaction processing created with ecBuilder®**.

Maximizer TM

Process and manage orders effortlessly.

Whether you're taking orders from your online store,over the phone or fax, or in person, Maximizer OrderDesk handles all your orders and customer inquiriesfrom one integrated interface.

4 Capture or pre-authorize credit card payments,issue refunds and link orders to customer records.

4 Manage and reply to product inquiries.

4 Track payment and shipping status.

Link accounting information directly fromQuickBooks® . SORRY-NOT AVAILABLE FOR THE UK VERSION!

Using the add-on Accounting Link designed for usewith QuickBooks®, you can view critical customer information from one simple interface right fromMaximizer***.

4 See complete customer credit history.

4 View and create quotes and invoices directly fromMaximizer.

New Accounting Link: View and create quotes & invoices from Maximizer.

Get up-and-running quickly with easy installation and flexible configuration.

Maximizer 8 is truly the most powerful sales and contact manager that's easy to use, install and administer for individuals, home offices and small businesses like yours.

4 Maximizer 8 is designed to run with all the latestreleases, from Windows 98 to Windows XP, including Office suites from 97 to 2003.

4 Import data from other contact managers withoutretyping, including ACT!®, GoldMine®, Outlook™,and other database formats including Access, CSV,dBase, ASCII and more.

4 Network multiple users out-of-the-box in a peer-to-peer environment****, so you can share yourdatabase and schedule with colleagues or yourassistant.

4 Use Maximizer out-of-the-box, or easily configure itwith unique User-Defined Fields to capture all pertinent customer information.

4 To help you get started quickly, Maximizer comeswith enhanced ready-to-use industry database management templates that includes pre-formattedUser-Defined Fields and letter templates to supportworkflow processes and information tracking forthe Real Estate, Financial, Legal and High-Techindustries.

"Maximizer is used here very extensively. We love it to death and could

not operate as efficiently without it. Efficient and superior service is top priority

for us and Maximizer helps us achieve this. "

-David Killey, General Manager,Fire Busters

w w w . m a x i m i z e r . c o m

System RequirementsFor Maximizer 8

l Minimum processor speed: 133 MHz (350 MHz recommended)

l Available RAM: 128 MB (256 MB for Windows 2000, ME,XP, or 2003 recommended)

l Available hard disk space: 300 MB

l Operating system: Microsoft Windows 98 SE, NT 4.0,2000, ME, XP, or 2003

l E-mail system: 32-bit MAPI-or VIM-compliant e-mail system like Microsoft Outlook 98/2000/2002/2003 or LotusNotes 4.6 or later

l Internet browser: Microsoft Internet Explorer 6.0

l Database: Pervasive.SQL V8 Workgroup Engine (provided with Maximizer installation)

For ecBuilder® Pro 6.0 module

l Minimum processor speed: 133 MHz

l Available RAM: 64 MB (minimum)

l Available hard disk space: 70 MB (100 MB recommended)

l Operating system: Microsoft Windows 98 SE, NT 4.0,2000, ME, XP, or 2003

l E-mail system: 32-bit MAPI-or VIM-compliant e-mail system like Microsoft® Outlook™ 98/2000/2002/2003 orLotus Notes 4.6 or later

l Internet browser: Netscape Navigator 4.x or higher, IE 4.xor higher

l To publish your site in the Internet: Internet connection,e-mail account, website host account with Internet ServiceProvider

l To view orders and inquires: Maximizer application software included with ecBuilder Pro

Additional requirements for ecBuilder Pro 6.0 module

l To facilitate real-time credit card transaction processing

o Obtain a merchant account from the choice of real-timecredit card transaction providers supported by ecBuilderPro

o Valid 'E-mail Client Digital Certificate' or 'PersonalDigital Certificate'

o Industry standard client that supports MIME (such asMicrosoft® Outlook™)

o CD-ROM drive

About Maximizer

Maximizer 8 is a sales and contact manager designed to helpindividuals, home offices and small businesses succeed byhelping them maximize their time, create satisfied customersand increase sales. With Maximizer, users can easily manage and profile customers and prospects, track every salefrom lead to close and maintain long-lasting relationships wellafter the initial sale has been made. Maximizer 8 is a solutionthat incorporates contact management with sales opportunitymanagement, scheduling, communication, Outlook integration, Palm synchronization, Crystal Reports® ,Accounting Link designed for use with QuickBooks

® , a Company Library and e-Commerce.

About Maximizer Software

Maximizer Software Inc. provides proven and affordable customer relationship management (CRM) and contact management solutions that help small and medium-sizedbusinesses increase sales and win new customers, streamlinemarketing to attract new prospects, and enhance customerservice & support to increase repeat business. MaximizerSoftware has helped over 6,000 Maximizer Enterprise™

customers and more than one million Maximizer

™ users growtheir businesses by building profitable customer relationshipswith award-winning solutions.

Awards

Where to get Maximizer 8:Buy online at www.cabc.co.ukOr call +44-(0)1635-570970CABC 11 The Broadway, Newbury, Berks, RG14 1AS.

Corporate Headquarters

© 2004 Maximizer Software Inc. All rights reserved. Other brands and/or products usedmay be trademarks, registered trademarks, or registered service marks of theirrespective owners.

An Overall Rating of Very GoodPC Magazine4-Star AwardLogo is atrademark ofZiff DavisPublishingHoldings

Inc. Usedunder license.

November 19, 2002Maximizer 7

Multiactive Software Inc.

Europe, Middle East, and Africa

+44 (0)1628 587777 phone

+44 (0)1628 587778 [email protected]

www.max.co.uk

Australia

+61 (0)2 9957 2011 phone

+61 (0)2 9957 2711 [email protected]

www.maximizer.com.au

Asia

+852 2598 2888 phone

+852 2598 2000 [email protected]

www.maximizer.com.hk

Americas

+1 604 601 8000 phone

+1 604 601 8001 [email protected]

www.maximizer.com

Maximizer TM

** ecBuilder Pro 6.0 Lite included with Maximizer enables a 15-item catalog. Upgrade toecBuilder Pro 6.0 for $99 to create a catalog with unlimited items.

*** Integration with QuickBooks requires an Accounting Link add-on available withMaximizer for $99.

**** Multiple-user network requires additional licenses of Maximizer.

* Maximizer Link ($49 value) for Palm OS devices is free with registration of Maximizer.Register your copy at www.maximizer.com/registerSee www.maximizer.com/support/products.html for an updated list of supported devices.