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 [email protected]
• MaxAdvantage Customers - Version 11 and prior– To request a shipped version – Shipping to begin July
16th Email [email protected]
Send in your Questions.
Follow: @MaximizerCRMVisit:www.maximizer.com Email: [email protected] Call: 1.800.804.6269
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