Remote Synchronisation
Increase remote and mobile staff productivityMaxExchange for Maximizer CRM
Get on the Same Page with Remote Synchronisation
Collaborate with everyone on your team – even with staff in remote offices and in the field. Stay up to date while working offline by synchronising your remote Maximizer CRM CRM users with the main database using MaxExchange.
- Secure Remote Access: Allow remote and mobile workers to stay productive, even while offline, by keeping a copy of their database locally and synchronising it regularly with the central database. Do virtually everything an office (LAN-based) staff person would do while working remotely and synchronsing regularly
- Reliable & Secure: While synchronising, information is secured using 128-bit encryption and MaxExchange keeps track of transfer status so you don’t have to worry about data theft or loss
- Fast Synchronisation: Remote users can rely on automatic or scheduled synchronisation, or synch with the click of a button back and forth with central database over the Internet via FTP, using a WAN connection, or over your email system. Filter records by owner and documents by age and size to reduce file transfer size.
Web Access
Increase remote and mobile staff ProductivityEmployee Portal
Whether you’re working in a remote office, or on the road, Maximizer CRM helps you keep up-to-date with real-time access to customer information through the web-based Employee Portal. Data is kept internal, so you control your customer information.
- Secure On Demand Access: Log-in from anywhere to access the CRM database using a Microsoft® Internet Explorer web browser. The secure portal is based on the Microsoft .NET framework for user authentication, secure database access and session management – and valuable customer data is stored internally on your servers, under your control
- Work Online: Check and update appointments and tasks, search and update customer records, send emails, view outstanding customer support cases, and resolve incidents online
- Collaborate: Work on deals as a team by using strategy-based opportunity management, through the desktop software or the web. Use the Activities Tab to review tasks and appointments for an associated customer, lead, sales opportunity or customer service case
- Executive Dashboard & Reports: Visualise key performance indicators such as sales in progress and daily customer service cases whether you’re at home or on the road, to ensure you’re never out of the loop. Access more reports, including quarterly sales forecasts, through the web Reporter
- Personalise: Add your logo and more links to make your Employee Portal truly your own employee intranet
- Customise: Customise windows and tabs - match the customisations in your desktop version.
Mobile CRM Options
Wireless CRM for Today's Mobile WorkforceToday’s workforce is more mobile than ever. Drive greater user adoption, and get real-time updates from the field by giving your staff access to customer, sales, and service information. Maximizer CRM has several options that work with today’s powerful, easy-to-use mobile devices including BlackBerry, Windows Mobile and Palm.
- Add Maximizer CRM to your mobile device:
- MaxMobile for BlackBerry devices
- MaxMobile for Windows Mobile devices
- Synchronise Maximizer CRM with your device’s modules:
- MaxLink for Palm OS devices
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Get online wireless access to Maximizer CRM:
- Wireless Web Access for wireless web browsers
ii MaxLink is free for all Maximizer CRM users.
On Demand Access