CRM for you - Sales

Optimise sales performance, build your sales pipeline, improve forecast accuracy, and empower your staff to develop the customer relationships that ensure sales success.  Maximizer CRM is the one-stop CRM solution that lets you stay focused on the revenue generating activities and opportunities that will drive your business forward.

The main benefits Maximizer CRM will bring to sales in your business are:

       1)  Optimise revenue generation with functional hotlist tasks and alarm panels for timely lead follow-up

       2)  Pursue leads using the new Opportunities tab for strategic oversight to lead conversion

       3)  Gain real-time insight into your pipeline with Dashboards and new Excel Reports

       4)  Convert leads into close sales with the new Strategy Tab

       5)  Clinch top deals by qualifying leads using grouped Key Fields

       6)  Integrated with social media, Microsoft Office® and Outlook®

       7)  Integrated with HubSpot® Marketing – for excellent lead intelligence

       8)  Access via the web on your smartphone, laptop tablet or desktop

 

To see how Maximizer can help optimise your sales process please contact us on 020 7831 3050   

 

Optimise revenue generation

Powerful tools, reports and visual dashboards in Maximizer CRM empower sales leaders and their teams to stay focused on generating revenue and to be held accountable for their results.
     -  Stay updated on team, territory and individual performance ensuring accountability and the required level of 
        motivation within your sales organisation
     -  Create powerful quota-based dashboard indicators for results at-a-glance
     -  View exactly what you need to see by filtering annually, quarterly, and monthly based on your company’s 
        fiscal year
     -  Share results through email, printed reports or quick, one-click  export to Microsoft Excel
     -  Manage administrative rights to create, view or modify quotas among team members

 

Pursue leads using the new Opportunities tab for strategic oversight to lead conversion

Maximize the new Opportunities Module, which will allow you to edit and work with your prospects in the same way as you can work with your existing customers in the Address Book.  Create or view an opportunity while adding your own basic and user-defined fields, to measure Competitor and Partner activity. 

Plus, to aid prospect recruitment for maximum conversion rate, use the new Strategy tab to identify success factors, steps and activities taken and what actions are outstanding.

 

Gain real-time insight into your pipeline with Dashboards and new Excel Reports

Stay on top of productivity and sales levels with real-time visual snapshots of company and team performance.  Aid your sales team to move opportunities through the sales pipeline with customisable dashboards and reports – providing real-time feedback.
     -  Gain actionable insight by starting each day checking your management dashboard for a visual health check
        on sales leads, opportunities, service cases and account status
     -  Spend more time selling and less time on the mechanics and administration of generating reports with 
        out-of-the box tracking of customers, leads, opportunities, and more in over 175 standard reports
     -  Automatically trigger reports with Sales Opportunity Monitoring, emailed to you, or your team members, 
        based on critical thresholds of activity, inactivity on leads or change of status

 

Convert leads into close sales with the new Strategy Tab

The ongoing challenge of converting leads to customers is more easily achieved with the right process in place for efficient lead qualification, follow-up and nurturing.

 Use the new Opportunities module to view contacts in the same format as the Address Book, to harness lead intelligence and maximize the new Strategy tab, to manage the lead through the sales cycle, including organising actions required from other departments where applicable.

In Maximizer you can qualify leads efficiently by setting up fields to capture qualification criteria including budget, purchase timeline, needs, prospects’ authority level and more. 

 

Clinch Top Deals

Implement your sales methodologies and have every sales person follow the same best practices in step-by-step activities to increase close ratios and maximize wins.  Then use advanced sales tracking to closely monitor deals, improve performance and forecast sales with ease

Whether you take orders online or over the phone, you can manage your opportunities more effectively by integrating your quote and order management process with Maximizer CRM.  From qualification to close, make the sales cycle a seamless buying experience for your customers.

 

Integrated with social media, Microsoft Office® and Outlook®

Build dynamic social profiles of customers and high value prospects, by linking directly to relevant social networks and contacts’ profiles using new URL User Defined Fields

Bullet Point  Social Integration
     -  Prospect and generate new leads with the ability to search, view and link directly to a contact’s or company’s
        profile from Maximizer
     -  Enhance the level of customer engagement with access to a contact’s profile ad shared connections within a
        company
     -  Determine key contacts within a company to home in on those with the greatest influence in the purchase
        decision
     -  Improve customer service and build customer loyalty with an additional channel of communication

Bullet Point  Microsoft Office and Outlook Integration
     -  Easy one-click access to Outlook within Maximizer stores emails sent and received through Outlook to each
        contact record
     -  Maintain consistency across all communications with letter, email, quote and fax templates in
        Microsoft Word®, FrontPage® or Excel® formats.
 

 

Integrated with HubSpot® Marketing – for excellent lead intelligence

All leads generated via HubSpot® Marketing will seamlessly flow into Maximizer CRM, putting HubSpot’s lead intelligence and prospect profile information into the hands of the Sales Team. 

Customer Lead Scoring: control which leads are sent to Maximizer and when, based on any HubSpot activity or criteria, using custom lead scoring

  

Access via the web on your smartphone, laptop tablet or desktop

Maximizer CRM offers unparalleled access via iPhone®, iPad®, Blackberry®, Windows Mobile®, Android®, Samsung® - in fact any web enabled device.

     -  Get real-time online access to entire Maximizer CRM database content
     -  Use quick search functionality and auto-suggest typing to look-up and update accounts, contacts and leads,
        including custom fields and notes for a complete history of interactions
     -  View available time and schedule appointments with multiple colleagues in just a few clicks
     -  Get instant views of real-time business insights with dashboards for effective and rapid decision-making
        anywhere, anytime
     -  Access the online document library to send brochures, quotes and other documents to customers and
        prospects on the move

 

For a one-to-one demonstration to see how Maximizer can help optimise your sales process please call
us on 020 7831 3050 or contact us via email: info@CentrePointSoftware.co.uk

 

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