Microsoft® plus Maximizer™ for Seamless CRM
Small to medium-sized businesses with a Microsoft® technology foundation can leverage the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer™ Customer Relationship Management (CRM) solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer CRM opens the flow of information between a centralised CRM database and Microsoft applications such as Outlook®, Office and back-end programmes such as Dynamics™ GP.Leverage Outlook as a CRM Interface
- Integrate Email: View your Outlook messages inside Maximizer CRM and automatically, then save to customer records – no copying and pasting.
- CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customers’ records in Maximizer CRM.
- Access Contacts: Use email addresses from both Maximizer CRM & Outlook address books for email distribution. Synchronise contacts to Outlook and vice-versa to store a subset of customer records.
- Synchronise Calendars: Stay on track with two-way synchronisation of Maximizer CRM & Outlook calendars.
- MaxSync for Microsoft Exchange i: Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange.
- Microsoft Word: Personalise documents like customer proposals and letters with Microsoft Word with any field from your Maximizer CRM customer data. Even use Word to create rich text print and fax campaigns.
- Microsoft Excel® : Instantly export data and reports to Microsoft Excel, and import third-party lists from Excel.
- Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications. Store other documents in a central repository for staff to reference and email.
- Microsoft Dynamics GP : Integration provided out-of-the-box with Accounting Link for Dynamics GP, provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM.
- Web Access: Access information online and perform every day customer-facing processes with Maximizer CRM and Internet Explorer.
- Windows Mobile Access: Maintain productivity of remote staff with synchronisation to Windows Mobile Pocket PC and Smartphone devices using MaxMobile, or use Pocket Internet Explorer with Wireless Web Access for online, real-time information.
- Internet Explorer for Web Access i
- SQL Server Database (Professional and Enterprise Editions)
- SQL Express (Group Edition)
- Systems Management Server (SMS)
- Windows single sign-on and user authentication ii
- Microsoft Virtual Earth for global maps and directions
- Microsoft Internet Information Services (IIS)
- Customisation programming languages: Visual Basic® , Visual Basic .NET, C+#, Visual C++®
ii Available only with Professional and Enterprise Editions
iii Customisation Suite is an add-on product with additional license fees
New Microsoft Platform