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MAXIMIZER CRM

Case Study Report


OVERVIEW

 Maximizer CRM is now on the market for more than 25 years, used by both
small businesses as well as large corporations.
 Maximizer CRM’s All Access licensing provides a complete up-to-date
customer history – anytime, anywhere – with access through the Web,
mobile devices and Windows desktop.
 Customer information can be shared across sales, marketing and customer
service, helping you improve productivity and efficiency.
 Managers can gain insight into the performance of the business through
reports and dashboards. Custom CRM reporting is offered give you
important insights into your business performance.
 Maximizer CRM is simple and quick to deploy, learn, use and maintain. It
integrates with popular business apps such as Microsoft Outlook, Exchange,
and Office, as well as accounting software. The database resides in-house
to give your more control over the data, and to make it secure and easily
accessible. Maximizer CRM is easily configurable for companies in any
industry, including manufacturing, real estate, and financial Services.
PRODUCT DESCRIPTION

 MAXIMIZER MOBILE APP FOR SALES TEAM


• Stay Connected
• Update Key Information
• Pipeline Visibility
 MARKETING CRM SOFTWARE
 SALES CRM SOFTWARE
 CUSTOMER SERVICE CRM SOFTWARE
 CONTACT MANAGEMENT & CRM SOFTWARE
 CRM REPORTS & DASHBOARDS
 THIRD-PARTY INTEGRATIONS FOR MAXIMIZER CRM
 MAXIMIZER CRM SETUP & ONBOARDING
 FLEXIBLE AND CUSTOMIZABLE CRM SOFTARE
 CLOUD OR ON-PREMISE CRM
• Cloud CRM
• On-premise CRM
LIST OF COMPANIES/BUSINESS USING
MAXIMIZER CRM
SERVICES OFFERED

 Strategy workshops
Through structured workshop sessions, we partner with your team to
determine a strategy that supports your core values, vision and next
goals.
 Defined processes
We apply proven tools and methods, and test throughout the build
process, to implement a solution that aligns with your original vision and
goals.
 CRM mentorship
Achieve independence with our ongoing mentorship. From day one, we’ll
encourage best practices and demonstrate how you can personalize
Maximizer.
 Business process analysis
We review your existing business processes, getting to know your
organization inside and out, and prioritize where you can improve.
 Industry-specific CRM
Get CRM that works like you do — the first time. With dozens of pre-built
templates and an experienced team, we minimize your time to value.
 Lifetime support
Your level of service will always align with your needs thanks to regular
check-ins from our senior management across your solution’s lifetime.
PROS and CONS

PROS:
 User-friendly, straightforward menus, and not many hidden attributes that
you need to dig deep into.
 Simple, not at all complicated.
 Ideal for small to medium size business.
CONS:
 Handling large data. Maximizer needs to improve on this.
 Add additional user-friendly shortcuts for the most frequently used functions
in the web version.
 There is no mark for deletion option. They need to provide a way to delete
without physically deleting records.
OTHER RELEVANT/SIMILAR SOLUTIONS
RECOMMENDED
 ZOHO CRM
 INFUSIONSOFT
 SALESFORCE SALES CLOUD
 COMMENCE
 SUGARCRM
 SALESFORCEIQ
 INTOUCH
 INFOFLO
 NUTSHELL CRM
VIDEO PRESENTATION
THANK YOU!!! 
Presented by:

Rose Mary A. Ruel

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