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ACCOUNT & CONTACT MANAGEMENT

• Manage an unlimited number of contacts
• Find the information you need faster with the ability to create column setups, favourite lists, and saved searches
• Share, update and archive important documents and collateral in one central location for easy access or save to a contact record or sales opportunity
• Email brochures and sales literature directly to customers from the company document library
• Create customised fields specific to your business

• Stay on top of your sales progress and take proactive measures to ensure you hit revenue targets.
• Easily monitor sales progress with an accurate view into your pipeline and individual or team performance to ensure you hit your revenue targets
• Manage territories more effectively and allocate appropriate resources with the ability to assign multiple account managers to the same territory
• Create HTML email templates and merge with customer information to send professional personalized emails
• Track status of quotes and orders, responses and fulfillments, through to shipping and payment with built-in order desk functionality
• Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway

• Manage your time and tasks more efficiently to optimise productivity and profitability.
• Stay on schedule and collaborate on projects by adding tasks and action plans to yourself or assigning them to others
• Manage your appointments and prioritize activities at-a-glance using customizable views and a color-coded multi-user calendar

• Gain key insights with reports that give you an instant snapshot of your business to help you make informed decisions.
• Make swift, effective business decisions, seize opportunities and refine processes with real-time key performance metrics and status reports
• Easily forecast your sales, monitor your pipeline, and analyze your win/loss using graphical sales reports, including the sales pipeline funnel
• Effectively manage resources and monitor time spent on calls with insight from Incoming vs. Outgoing Call reports
• Customize your own reports with leading business intelligence tools including Crystal Reports® and Microsoft SSRS, or utilise over 100 pre-formatted reports

• Enhance the level of communications and reporting with seamless integration with Microsoft applications including Word®, Excel® and Outlook®.
• Communicate more effectively with personalized letters and faxes using merge fields in Microsoft® Word®
• Attach documents to individual contact records for easy reference
• Easily synchronize email, contacts, calendars, and tasks between Maximizer and Outlook®
• Instantly export data to Excel® with one-click for further analysis

• Ensure customer information and corporate assets are kept secure and apply access rights based on individual or team needs.
• Choose the information you want to share or keep private, and the level of access by applying read-only or full access to lists, search catalogs, and views
• Easily forecast your sales, monitor your pipeline, and analyze your win/loss using graphical sales reports, including the sales pipeline funnel

• With real-time access to your entire contact management database the MaxMobile for BlackBerry® add-on product allows you to work effectively anywhere, anytime.
• Stay on top of critical customer and prospect information, including sales opportunities, no matter where you are
• Improve productivity in the field by viewing, creating and editing new documents
• Enable collaboration among team members on the road with the ability to set up multi-user appointments, assign tasks and update sales opportunities
• Add video, voice and image capture to contacts
• Plan your day of appointments and activities by mapping multiple customers to your BlackBerry® GPS to get turn-by-turn directions

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To contact Maximizer Software about Contact Management Software | Maximizer use Get a quote.