Maximizer CRM 2015
The latest release of Maximizer CRM continues to build on the theme of enhanced flexibility, business insight and data security, while maintaining Maximizer’s position in the market as one of the full-featured CRM systems, with quick deployment, multi-access and driven by 25 years of expertise.
Contact CentrePoint Software on 020 7831 3050 to find out what your upgrade options are.
To be successful your sales, customer service and marketing teams need access to critical customer information – anywhere and anytime.
The Maximizer CRM 2015 release
speaks to this by providing enhancements and new features that make it easier to access information from all web enabled devices such as smartphones and tablets, more integrative features with Microsoft
Office applications and overall access and usability improvements through world class data centres, penetration tested for outstanding reliability and data security.
Key Improvements in Maximizer CRM 2015:
Simplified for easy use and navigation
Account and contact management
Improved key field and personalised data view
Data Auditing and data security management
Meet new data protection legislation by managing your contacts email preferences with various unsubscribe
options including; marketing and promotional emails, customer service notifications, newsletters and help
and tops emails.
Task alarm and calendar management
Sales forecasting and automation
Save valuable time spent running reports and set up commonly-used reports that pull information from
user-defined fields. Use arithmetic, text and date/time and logic functions to quickly analyse potential sales
Enhance Opportunities Tab &Sales strategy planning
Maximize the new Opportunities Module, to gain sales insight quickly and simply with a complete history of
customers, prospects, and leads from just one place, 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. Use the new
strategy tab to identify success factors, steps and activities taken and what actions are outstanding.
Priority hotlist task planner
Maximizer’s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and
optimise all aspects of marketing, ensuring you spend your marketing budget wisely and directing resources
to initiatives that generate proven returns
Task management and automation
New Email marketing text editor
Create dynamic email templates in the new text editor, copying content from Microsoft Word and Outlook
while maintaining formats such as bullet points, text font and size, including the insertion of tables
New Email marketing HTML coding editor
Import HTML code or completed HTML templates directly in the email campaign dialogues, including images,
which can be embedded into the code to ensure images display every time
Data legislation and anti-spam administrator
The Maximizer CRM: HubSpot Connector is a powerful tool that bridges the gap between Maximizer CRM and
sales pipeline management and HubSpot, the all-in-one inbound marketing software. With HubSpot, you can
amplify your online marketing efforts, including measuring the effectiveness of your website, develop
responsive landing pages, create informative blogs and schedule your social media activities across Twitter®,
LinkedIn®, Facebook®, Google+®, Pinterest®, YouTube® and Xing®.
All leads generated will seamlessly flow into your Maximizer CRM, putting HubSpot’s lead intelligence and
prospect profile information into the hands of the Sales team.
Social media profiling
Build dynamic social profiles of customers and prospects by linking directly to relevant social networks –
obtaining up-to-date information. With an additional channel of communication this may improve customer
service and build customer loyalty.
Customer service management
Shape your customer’s experience by providing your service and support teams with the information and tool
to interact and resolve issues quickly and efficiently. Automate processes, such as case assignment and
notification, to keep you ahead of customer expectations. For your customer services team add group titles,
hide blank fields, and modify key fields dialogues to help organise the information important to the them at a
VOIP and IM for outgoing calls
Enhance Excel reporting tool and templates
Dashboard business intelligence
Simple dashboard wizards in Maximizer CRM 2015 allows you to get a big-picture perspective, or a very
detailed view, by easily creating and personalising dashboards to display the metrics most relevant to you,
your staff and any other relevant personnel given permission. Share key metrics, saving time and improving
visibility across the organisation with the ability to email dashboards.
Microsoft Office and Outlook integration
Action Plans and Workflow Automation, powered by KnowledgeSync, work together to streamline processes
and reduce manual work for your frontline staff. Automate repeatable step-by-step processes and improve
productivity – providing everyone with the up-to-date notifications necessary to work smarter.
Accounting integration and eBusiness
Download the comprehensive Compare Versions with Maximizer CRM 2015 brochure
Contact CentrePoint Software on 020 7831 3050 or email: info@CentrePointSoftware.co.uk to find out what your upgrade options are.