Maximizer CRM 10 Enterprise
Edition - 신제품 라이선스
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Desktop
컴퓨터용
및
Web
접속용
겸용
제품
라이선스
-
중기업용의
진화된
CRM
(고객
관계
관리)
제품
-
경리 및
시간
관리
-
영업
기회
관리
-
업무
관리 및
자동화
-
Microsoft®
Office
와 연동
및 통합
-
Outlook®
과
PDA
통합
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Web,
e-commerce
및
보고서
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Email
마케팅
-
고객
서비스
관리
-
년간
유지
관리비용
Annual
Maintenance
for
Enterprise
와
Professional
edition
은 년간
유지
관리
비용이
필요하며
이 경우
무상
업그레이드
가 제공
된다
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Maximizer CRM 접속 옵션
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오늘날의 사업 환경은 종전에 비하여 원격접속 및 휴대성이 훨씬 강조 된다.직원 및 판촉사원을 원거리에 출장 보내어 업무를
보게 하면서도 사무실에 근무하게 하는 것과 똑같이 한팀으로 효과적으로 활용하도록 하여야 한다. 그러기 위해서는 destop
CRM, online CRM 및 mobile CRM 을 옵션으로 제공하여 그들에게 사무실에 있는 필수 정보에 접하도록
하여야 한다.집에서 재택근무를 하던 원거리 사무실에서 또는 길에서 일하던 Maximizer CRM 은 언제 어디서도
고객에서 신뢰를 줄 수 있는 모든 자료를 즉시 제공 가능하다. 아래에 추가로 제공되는 옵션은 비밀이 보장되는 접속 방법을 통해
일반 컴퓨터, 온라인 웹 또는 모바일 장비(PDA) 와 연동하면서 즉시 서버에 접속하여 원하는 정보를 제공한다.
Windows
Desktop 접속
당신의 사무실에서 고객과 상담중인 귀사의 직원이 현장에 있는 Maximizer CRM이 설치된 데스크톱 컴퓨터로
업무가 가능하며 또한 영업 및 고객 서비스 정보 담당의 직원도 고객과의 서비스를 위해 CRM이 설치된
검튜터가 필요하다.
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 사무실에서
고객과 상담중인 사원은 현장에 있는 Maximizer CRM이 설치된 데스크톱 컴퓨터로
업무가 가능하며 또한 영업 및 고객 서비스 정보 담당의 직원도 고객과의 서비스를 위해
CRM이 필요하다
중앙 협업 데이터베이스 에 중요한 고객정보를 설치하고 유선 또는 무선 네트워크를 통하여 데스트톱
CRM으로 업무를 한다,I
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접속 및 협업: 고객과 상담하는 모든
직원은 현장에 있는 데스크톱 장비를 통하여 정보를 리드하고 , 엉업기회를 만들며, 고객 서비스
및 마케팅 켐페인, 서류작성 시간표 채크, 기타 업무를 쉬지 않고 할 수 있다.
- 단순 관리: 보안을
유지하며 귀사의 데이터 베이스를 백업하고 사용자들에게 데스크톱 관리 모듈을 통하여 한명 돈는
여러명의 관리자들이 동시에 접속할 수 있다.
- 간편 사용:
단순하면서도 직관적인 인터페이스를 사용하여 많은 사람들이 20년 이상 애용하고 있는
소프트웨어로 윈도우 버전에서 시작하여 웹 또는 모바일 사용자 까지 옵션 모듈을 사용하고 있다.
- 연동: 중요한 고객
데이터를 사무실내 서버에 저장하고 데스크톱 접속을 통하여 또는 웹을 이용한 원격 접속 과
모바일 장비를 이용한 원격접속 을 통하여 귀사의 직원에 사무실 내외, 길 또는 집에서도
자유롭게 서버에 자료 접속 및 연동이 가능하다.
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Web 접속
Get access to all your customer information and processes
through the web – no software to install!
Mobile and remote staff get online CRM: access to the same
customers, leads, calendars, tasks, sales opportunities, and
customer service cases – as the staff in the office. Web access
option still holds your data internally while enabling web
browser access.
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Maximizer CRM’s Web Access
option enables you to keep your information securely on
your internal servers, while giving staff online access
to CRM information through a web browser. Use the same
interface as the desktop software, so the experience is
continuous and familiar.
Business users maintain
continuity with Online CRM
Stay productive and reduce downtime with online
access through the web from wherever you are.Access and
update all of your customer information and processes,
including:
- Customers
- Leads
- Email (including
Outlook/Exchange synchronization)
- Appointments
- Tasks
- Notes
- Documents
- Sales Opportunities
- Customer Service & Support
cases
- Reports and Dashboards
- Company Library (document
management)
- Administration of system,
security/rights, and users
Ease of deployment for IT
- Based on the .NET framework,
easily customize Web Access view to make it work for
your organization, including custom windows and tabs
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Remote Synchronization
(원격 연동)
Collaborate with everyone on your team and stay up to date.
Remote staff can stay productive by working offline and
synchronizing with the main database using MaxExchange. |
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BlackBerry®
& Windows Mobile® CRM Access
Add Maximizer CRM to your BlackBerry and Windows Mobile
device, and get mobile CRM. Access to customers, calendars,
tasks, sales, and service information through wireless or wired
synchronization.
Bring remote office team
members into the fold
for real-time
collaboration with
MaxExchange,
the Maximizer CRM data
synchronization option
that provides online and
offline access to remote
workers. From the moment
a remote team member
logs in, MaxExchange
automatically uploads
that individual’s
updates to the main
database, and
synchronizes the most
recent information from
headquarters. Staff in
the field maintain
productivity by doing
virtually everything a
staff person in the
office would do.
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All the Same
Data:
Remote users have
access to all the
same data, modules,
and processes that
Windows desktop
users in the office
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Right
Information – Right
Person:
Distribute
opportunities and
action items to
appropriate team
members,
chronologically
adjusted to account
for worldwide
locations and time
zones
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Offline
Remote Access:
Maximize offline
productivity by
keeping a copy of
records locally and
synchronizing it
regularly with the
central database
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Reliable &
Secure:
Synchronization is
secured using
128-bit encryption
and tracks transfer
status so you don’t
have to worry about
data theft or loss
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Easy to use:
Remote users can
rely on automatic or
scheduled
synchronization, or
sync with the click
of a button over the
Internet via FTP,
using a WAN
connection, or over
your email system
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Fast
Synchronization:
Filter records by
owner and documents
by age and size to
reduce file transfer
size
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Palm®
Synchronization
For Palm OS device users, synchronize Maximizer CRM
with the modules already installed on your Palm device.
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 Today’s
workforce is more mobile than ever. To reduce downtime,
and keep staff productivity high, you need mobile CRM
that keeps business moving forward while on the road.
More than just email and schedules, Maximizer CRM mobile
options provide access to sales forecasts, customer
service cases, customer notes and documents. For
fast-paced field staff, Maximizer CRM offers several
options for today’s mobile devices and smartphones,
including BlackBerry®, Windows Mobile®,
and Palm®
Add Maximizer CRM to
BlackBerry or Windows Mobile devices
-
 Install
MaxMobile on your BlackBerry or Windows Mobile
device and synchronize back to in Maximizer CRM for
contacts and leads (including custom fields),
appointments, tasks, notes, sales opportunities and
cases
- Look-up records and update
on-the-fly as information is automatically updated
on both your device and your desktop
- Define a pre-set list of
contacts, tasks, appointments, opportunities, or
cases to synchronize
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- MaxMobile supports the
latest BlackBerry, Windows Mobile Pocket PC and
Windows Mobile Smartphone devices. Click these links
for supported devices: BlackBerry & Windows Mobile
Devices
Synchronize directly with
Palm OS devices with MaxLink
 Access
customer information, take notes at meetings, or check
your schedule. Synchronize between Maximizer Enterprise
and your Palm device – no extra software to install on
your Palm!
Stay productive and
reduce downtime in the field. Access customer
information, take notes at meetings, or update your
schedule. With MaxLink, synchronize between Maximizer
CRM and your Palm device with no extra software to
install on your Palm!
- Accurate two-way
synchronization through the HotSync button ensures
information on your device and your desktop is
always the most current
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Online Wireless Web
Access
- Get real-time access to all
your contacts, tasks, calendar and sales
opportunities from a wireless web browser
- Look-up records and update
on-the-fly with real-time access to all the records
in your database
- No synchronization, local
data or extra software to install on your device.
- Maximizer CRM Wireless Web
Access is included when you purchase either Web
Access or MaxMobile
Outlook® 사용
- 오프라인 연동
Outlook
과 연동하여 당신의 Maximizer
CRM 정보에 접속 한다.
- Synchronize 카렌다 약속 임무 및 접촉
등을 Maximizer CRM 과 Outlook 과 연동하여 공유하한다.
- 길에서도 정보를 보거나 업데이트가 가능하다.
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무선 Web 접속
Using any web-enabled mobile device, get your critical
customer information in real-time through a wireless web
browser.
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Today’s
workforce is more mobile than ever. To reduce downtime,
and keep staff productivity high, you need mobile CRM
that keeps business moving forward while on the road.
More than just email and schedules, Maximizer CRM mobile
options provide access to sales forecasts, customer
service cases, customer notes and documents. For
fast-paced field staff, Maximizer CRM offers several
options for today’s mobile devices and smartphones,
including BlackBerry®, Windows Mobile®,
and Palm® devices.
Add
Maximizer CRM to your mobile device:
MaxMobile for BlackBerry &
Windows Mobile devices
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Synchronize Maximizer CRM with your device’s
modules:
MaxLink or Palm OS devices
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Get
online wireless access to Maximizer CRM:
Wireless Web Access for wireless web browsers
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Use
Outlook:
to synchronize to devices
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BlackBerry 또는 Windows Mobile 장비들
Mobilize
your sales force by adding Maximizer CRM directly onto
the latest BlackBerry and Windows Mobile devices.
Empower field sales and service staff to update notes,
look-up accounts and leads, get the latest customer
service cases, and update their sales forecast – while
they’re on the road with real-time synchronization back
to the office.
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Install
MaxMobile on your BlackBerry or Windows Mobile
device and synchronize back to in Maximizer CRM for
contacts and leads (including custom fields),
appointments, tasks, notes, sales opportunities and
cases
- Look-up records and update
on-the-fly as information is automatically updated
on both your device and your desktop
- Define a pre-set list of
contacts, tasks, appointments, opportunities, or
cases to synchronize
-
- MaxMobile supports the
latest BlackBerry, Windows Mobile Pocket PC and
Windows Mobile Smartphone devices. Click these links
for supported devices: BlackBerry & Windows Mobile
Devices
Synchronize directly with
Palm OS devices with MaxLink
Access
customer information, take notes at meetings, or check
your schedule. Synchronize between Maximizer Enterprise
and your Palm device – no extra software to install on
your Palm!
Stay productive and
reduce downtime in the field. Access customer
information, take notes at meetings, or update your
schedule. With MaxLink, synchronize between Maximizer
CRM and your Palm device with no extra software to
install on your Palm!
- Accurate two-way
synchronization through the HotSync button ensures
information on your device and your desktop is
always the most current
- Automatically matches
between your Address Book, Calendar, Hotlist, Notes,
Journal and User-Defined Fields with the modules
already on your Palm device: Phone List, Date Book,
To Do's, Memo Pad and four custom fields
Online Wireless Web
Access
- Get real-time access to all
your contacts, tasks, calendar and sales
opportunities from a wireless web browser
- Look-up records and update
on-the-fly with real-time access to all the records
in your database
- No synchronization, local
data or extra software to install on your device.
- Maximizer CRM Wireless Web
Access is included when you purchase either Web
Access or MaxMobile
Use Outlook®
for Offline Synchronization
By
synchronizing with Outlook, get access to your Maximizer
CRM information on your device.
- Synchronize calendar
appointments, tasks, and contacts from Maximizer CRM
to Outlook, to your device
- Look up and update
information while on the road, and synchronize back
to Outlook then to Maximizer CRM
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Outlook®
Synchronization
Synchronize calendar, tasks, and contacts from
Maximizer CRM to Outlook, and then to your device.
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Use Outlook®
for Offline
Synchronization
By
synchronizing with
Outlook, get access to
your Maximizer CRM
information on your
device.
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Synchronize calendar
appointments, tasks,
and contacts from
Maximizer CRM to
Outlook, to your
device
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Look up and update
information while on
the road, and
synchronize back to
Outlook then to
Maximizer CRM
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Maximizer CRM을 이용한 사업 생산성 향상
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Maximizer CRM 을 이용하여 귀하의 사업 생산성 과 효율을 향상 시키기 위해서는 모든 고객과의 통신, 업무, 약속
및 각종 서류를 중앙 컴퓨터 데이터베이스에 넣어 놓고 필요시 사용하는 것이 가장 중요 하다.
Time
Management (시간 관리)
Use the multi-use calendar to see your upcoming appointments at
a glance, track and report on time spent by product or service,
and collaborate seamlessly with co-workers.
Schedule appointments,
meetings and your work
and personal time
effectively with
Maximizer CRM's
integrated business
calendar. Time
management has never
been easier for small to
medium sized businesses.
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Schedule and view
your upcoming
appointments at a
glance using daily,
weekly, and monthly
views
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Set meetings with
colleagues and
customers using the
multi-user,
multi-contact
calendar
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View colleagues’
appointments to book
time in busy
schedules
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Track and report on
time spent by
product or service,
to report on
billable hours and
measure sales time
effectiveness
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Set flexible work
hours in your
calendar
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Sync with your
calendar in Outlook
and then to your
mobile device to
always have your
next appointment
details available at
your fingertips
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Print your schedule
to your daytimer
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Leave it to
Maximizer to prompt
you before
appointments with
alarms and snoozing
in the intervals you
choose
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Task Management (임무
관리)
Manage your time more effectively and ensure nothing slips
through the cracks. Prioritize your tasks however you want and
view account or lead information right from the task window.
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Manage daily tasks effectively to ensure all action
items and deliverables are completed on schedule with
Maximizer CRM. Set-up follow-up to-do’s with staff and
clients, whether it be making the next call, completing
a proposal, or sending a follow-up email.
- Manage your tasks
effectively and ensure nothing is missed
- View your upcoming
activities at a glance with more flexibility to see
and prioritize tasks as you like
- View account or lead
information related to the task to sort as you like
(i.e. sort by zip, phone or stat to prioritize
calling by time zone)
- Work effectively with
colleagues and assistants by assigning tasks to
others
- Plan a series of tasks with
Action Plans to a consistent set of best practices
and ensure nothing slips through the cracks
- Use Action Plan templates to
manage projects, sales activities, or lead follow-up
processes
- Synchronize with your task
list in Outlook and then to your mobile device
- Print your daily task list
to your daytimer
- Leave it to Maximizer to
prompt you about task deadlines
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Email Management (이메일
관리)
With email integrated with Outlook or other email clients, save
emails directly to contact records in Maximizer, retaining a
complete history of communications.
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 Email
management is powerful and efficient with Maximizer CRM.
- Save emails under each
contact record for easy reference in the future
- Preview all your email
messages within the email window, then save to the
contact record that Maximizer automatically matches
to
- Compose emails in text and
HTML formats, and manage signatures
- Email multiple documents &
collateral to customers directly from the Company
Library
- Integration with Microsoft
Outlook and other email clients allows you to:
- Access Outlook contacts while you’re
emailing from Maximizer to copy colleagues or
others on messages
- Read Outlook email directly in Maximizer and
save important messages to client records
- Directly from Outlook, click to view related
records in Maximizer, save emails and create new
contacts into Maximizer
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Communications &
Office (통신 및 마이크로소프트 오피스)
Manage customer communications with seamless Microsoft
Office® integration.
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 Maximizer
CRM allows you to communicate more effectively and
easily with seamless integration with Microsoft Office
applications including Outlook, Word and Excel!
- Create documents, letters, faxes and emails for
customers, then store under each customer record for
easy reference
- Use Maximizer with Microsoft Word to write
personalized letters and faxes, using merge fields
- Export your data to Excel® for
analysis in a familiar environment
- Link your phone to Maximizer for quick and easy
direct dialing and called ID pop-up – improving call
productivity and accuracy
- Track time and notes from calls directly to
client records to keep a complete history of
communications that everyone in your office can
access
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Document Management
(서류 관리)
Get convenient access to all the documents and
collateral you need in one central location.
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 Document
management is easy with Maximizer CRM. Archive, update
and share important documents, using one central
repository.
- Store and share all your
collateral & important documents in a central
location for easy access
- Email multiple brochures and
literature directly to clients from the Company
Library
- Create folders to organize
documents and see a preview
- When adding a document into
the documents window, specify a category for simple
document searching later on
- Search documents by name,
author, archived date or last modified date for fast
retrieval
- Compatible with virtually
any file format
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Accounting Integration
(경리 계정 관리)
View your customers’ accounting information from one
simple interface when you use Maximizer with QuickBooks®.
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 Accounting
Link for Intuit QuickBooks® or Microsoft
Dynamics GP® provides accounting integration
with Maximizer CRM for a holistic view of your
customers, enabling you and your staff to better service
their accounts. Your staff will save time, working more
efficiently by accessing information through one
easy-to-use interface.
- View your customers’
accounting information from one simple interface in
Maximizer CRM with Accounting Link for QuickBooks or
Accouting Link for Dynamics GP.
- See credit limit, balance,
and overdue accounts at a glance, saving time and
better serving customers.
- Create invoices and
estimates directly from Maximizer, save it in
QuickBooks or Dynamics GP, and send it to the
customer.
- Maximizer CRM pulls product
list items, prices and important client financial
details from your QuickBooks or Dynamics GP.
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Maximizer CRM을 이용한 영업력 자동화
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Sales Force Automation (SFA) with Maximizer CRM helps sales
executives and sales teams meet and exceed revenue targets, and build
profitable relationships for long-term success. Maximizer CRM makes it
easy to collaborate on sales opportunities, manage a sales pipeline, and
create accurate sales forecasts.
Account &
Contact Management (경리 계정 및 고객 접촉 관리)
Manage your customers and accounts efficiently to gain a
competitive advantage.
Manage your customers
better than you
competition. With
Maximizer CRM, you can
manage all of your
accounts and contacts in
one central database and
have the flexibility to
track and view the
information that is
relevant to your
business.
-
 Manage
an unlimited number
of contacts and
profile them using a
variety of your own
custom fields, such
as industry and size
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Access a history of
interactions
including emails,
phone calls, faxes
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Personalize the way
you view information
with an unlimited
number of columns of
data to view,
search, and sort on
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Create custom data
entry windows for
different teams that
provide key fields
important to each
group
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The Address Book
Vista Gadget allows
you to search for
contacts from the
desktop with the
click of a button!
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Maintain data
integrity with
duplicate record
checking and
mandatory fields
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Search on any field,
and create one-click
access to frequently
accessed lists of
customers or
prospects
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Manage sales
territories by
setting up
parameters for lead
assignment, using
any of your custom
fields
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Get maps and driving
directions using the
built-in Microsoft
Virtual Earth for
virtually any
location in the
world
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Sales Opportunity
Management & Forecasting (영업 기회 관리 및 예상)
Maximize sales success and forecast revenue with ease.
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Track the details of
every sales opportunity
so you can stay on top
of your sales progress.
Forecast effortlessly
and take proactive
measures to ensure your
sales team hits revenue
targets.
-
 Use
opportunities to
track every project,
deal or sale
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Apply your sales
methodologies and
processes to every
deal to increase
your win ratio
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Rate success factors
and decision-makers
for an accurate
probability of close
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Monitor your deal
stage and push to
close more deals
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Track all details of
the deal, including
key decision-maker,
products being
pitched, and watch
your probability of
close increase
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Use graphical sales
reports, including
the sales pipeline
funnel, to forecast
your sales, monitor
your pipeline, and
analyze your
win/loss
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Sales Coaching
Search, click, and learn. Instant access to professional sales &
business know-how to get the information you need to succeed.
Increase your top line
sales results today.
Remember the last time
you were faced with a
difficult sales
situation and wished you
had some expert advice
to have handled it
better? Get immediate
answers to your sales
and business questions
with CanDoGo™,
on-demand sales and
business coaching tips
accessed through
Maximizer CRM.
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Save time, work more
efficiently with
quick-hitting,
relevant guidance
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Improve staff and
management
performance
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Retain valuable
training content
year-round
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Access leading
coaches and authors
from one interface
With
Maximizer CRM and
CanDoGo™, you get access
to knowledge from over
150 renowned business
authors and coaches,
including Zig Ziglar,
Tom Hopkins, Denis
Waitley and Tony
Parinello.
CanDoGo
Insights™ are
now delivered to you
directly from Maximizer
CRM — small, relevant
sound bites of knowledge
in text, audio, or video
formats that instantly
answer your sales
questions.
CanDoGo
helps you save time,
improve sales
effectiveness, work more
efficiently, make more
money, help more
customers, balance your
life and be recognized
within your organization
as a leader.
CanDoGo Insights™
include:
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Cold calling
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Pre-call
planning
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Negotiation
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Time
management
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Needs
analysis
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Overcoming
objections
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Presentation
skills
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Leadership
skills
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And more!
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Quote & Order
Management (견적 및 주문 관리)
Integrate quotes and orders with your sales cycle, and take your
customers online experience into your CRM.
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 Whether
you take orders online or over the phone, manage your
leads from qualification to close by integrating your
quote and order management process with Maximizer CRM.
- Create and track quotes and orders through the
built-in Order Desk
- Manage inquiries, then create time-limited
quotes, apply discounts, and convert them into
orders
- Merge quotes into Word templates in order to
further customize communications
- Track status of quotes and orders, responses and
fulfillments, through to shipping and payment
- Pre-authorize, capture payments, or process
refunds in real-time with the credit card
transaction processing gateway
- Automatically email customers with summary order
to manage expectations
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Lead Management (견적 요청
및 주문 관리)
Ensure that leads are handled by your sales people in a timely
manner and are converted to sales opportunities with Maximizer
CRM.
Ensure that leads are
handled by your sales
people in a timely
manner and are converted
to sales opportunities
with Maximizer CRM.
Automatically identify
leads that haven’t been
followed up on,
and track the status and
source of each lead to
measure funnel and
conversion rate.
- Automate
everyday tasks,
catch critical
time-sensitive
issues and stay on
top of priority
opportunities with
Workflow Automation
powered by
KnowledgeSync
- Import lead
lists from virtually
any file format
- Automatically
alert the right
people to unpursued
leads for follow-up
- Create targeted
customer lists for
outbound call
campaigns
- Increase lead
response time by
monitoring and
responding to
incoming emails
- Intelligently
route leads and
inquiries to the
appropriate rep,
while responding
immediately to the
sender and recording
the interaction in
the customer’s
record
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Maximizer CRM을 이용한 마케팅 자동화
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Maximizer CRM's Marketing Automation allows you to allocate limited
budgets and resources effectively, track response, capture insight on
successful tactics and report on results. With a built-in email campaign
engine, integrated with sales and service management, generate more
targeted leads and close the loop with sales and ensure timely follow-up
through Maximizer CRM’s
Sales
Force Automation.
- Generate qualified leads to fuel sales
- Automate email campaigns
- Manage targeted lists for more personalized
marketing
- Track ROI with closed-loop sales and
marketing
List
Management (목록 관리)
Centralized with sales and customer service information, email
list management allows you to create precisely targeted lists
for more personalized marketing campaigns through Maximizer
CRM’s built-in Campaign Management system.
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 Centralized
with sales and customer service iinformation, Maximizer
CRM enables you to create precisely targeted email lists
for more personalized direct marketing. Eliminating the
need to compile email lists from spreadsheets and
various documents, email list management enables you to
efficiently extract customer data, sort it by specific
criteria, and use it with Maximizer CRM Campaign Manager
– or export it to Microsoft Excel and other file formats
– all from within Maximizer CRM.
- Create targeted email lists for personalized,
relevant marketing messages
- Filter customer data by your specific criteria
- Catalog your searches for future use of repeat
queries and dynamic lists
- Create personalized views of lists to see the
data that you need to review
- Save static customer lists for repeat targeting
- Manage opt-in and opt-out lists and handle
unsubscribe requests
- Count on system-enforced do-not-solicit fields
to comply with anti-spam legislation
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Email Marketing (이메일
마케팅)
Manage and execute cost-effective direct marketing with a
built-in email campaign engine to communicate with customers and
drivesales leads to increase revenue.
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Manage and execute professional, targeted, email
marketing campaigns with Maximizer CRM Marketing
Automation and built-in email campaign engine to
communicate with customers and drive sales leads to
increase revenue. Track response and calculate ROI to
determine what’s working, to ensure your marketing
dollars are spent wisely.
- Send professional, targeted
email marketing campaigns in HTML and plain text
- Schedule multi-phase
campaigns that are sent automatically
- Personalize campaigns using
merge fields in content and in subject lines
- Generate sales leads through
web forms and email and/or phone response
- Drive traffic to purchase
online via web pages or a “buy now” call to action
- Send dynamic email marketing
follow-ups to downloads and registrations, based on
customer profiles and preferences
- Track response through email
open rates and web landing page click-throughs
- Receive notification of
email bounce-backs
- Use your own server to save
on heavy service provider costs
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Marketing Campaign
Management (마케팅 캠페인 관리)
Maximizer CRM includes a built-in Marketing Campaign Manager
that makes it easy to set up, monitor and measure the ROI on
automated email campaigns to your existing customers and
prospects.
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 Maximizer
CRM's built-in Marketing Campaign Manager makes it easy
to set up, monitor and measure the ROI on automated
email campaigns and manage processes for traditional fax
and print direct marketing campaigns. Helping you drive
and nurture leads to feed the sales pipeline.
- Manage lists and send
targeted email campaigns to customers and prospects
via the built-in
email marketing engine
- Manage and execute fax and
print campaigns to customers and prospects to send
promotions, event invitations and other targeted
communications to your list
- Calculate your return on
investment through automatic campaign integration
with sales leads and opportunities
- Benefit from 175
out-of-the-box reports, including lead summary and
campaign status
- Automate processes and
receive email alerts to monitor critical situations,
such as leads unassigned or those not followed-up on
in a timely manner, with Maximizer CRM Workflow
Automation
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Web Marketing (웹 마케팅)
Web marketing though Maximizer CRM's Marketing Automation allows
you to maximize the lead-generation potential of your web site
though web lead capture - importing leads captured through a web
form directly into Maximizer CRM.
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Web marketing using Maximizer CRM's Marketing
Automation allows you to maximize the lead-generation
potential of your web site though CRM web lead capture -
importing leads captured through a web form directly
into Maximizer CRM.
Maximizer CRM includes an easy-to-use, wizard-driven
web form creation tool that guides you through the
process of creating an online marketing form. Web
marketing is easily automated so customer records are
created and leads are automatically assigned to the
right sales person for follow-up and closing. Boost your
online marketing ROI with web marketing through
Maximizer CRM!
- Create quick, professional web forms to capture
any data fields you require
- Customize the form with your company’s branding
and graphics
- Use web forms for lead capture, event
registration, online surveys, and more
- Import records created from the web form
directly into Maximizer CRM
- Assign leads to the right sales person for
follow-up and close
- Maximize the lead generation potential of your
web site
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Maximizer CRM을
이용한 고객 서비스 및 지원
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Customer service and support case
management with Maximizer CRM 10 helps
you effectively optimize service
resources and frontline service
representatives to dramatically increase
productivity and improve customer
satisfaction.
- Gain visibility into team
performance to guide resources
- Provide service staff with the
tools they need to efficiently help
customers
- Reduce workloads with automated
processes and self-service
- Maximize customer satisfaction
by keeping the lines of
communication open and efficient
Case Management (케이스 관리)
Effectively track, manage and
resolve all your customer
issues, including technical
support, billing and returns.
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 Case
Management through
Maximizer CRM 10 allows
customer service teams
to effectively track,
manage and resolve
customer issues;
including technical
support, billing and
returns. Resolve issues
faster with easy access
to complete account
information in one
central, easily viewed
location.
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Create trouble
tickets complete
with details you can
track and search on,
including case
number, queue,
product, category,
assignment and more
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Use automatic
notifications to
escalate cases to
the appropriate
person on your team
and notify them with
automatic email
alerts
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Monitor and respond
to ensure every
issue is resolved so
customer
satisfaction remains
high
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Set up automatic
notifications for
overdue cases and
other critical
incidents using
Workflow Automation
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Create cases
automatically from
an incoming email to
a trouble ticket and
assign it to the
appropriate person
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Visualize cases
entered, resolved,
and abandoned with
the Customer Service
Dashboard and
drill-down for
deeper analysis.
With Windows Vista,
see customer service
case status
at-a-glance with
Vista gadgets on
your desktop
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Benefit from over
175 standard reports
including case
assignment,
monitoring, billing,
plus case category
and product
analysis. Visualize
staff case workloads
and analyze to
maximize customer
satisfaction
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Knowledge Base (지식 기반)
Allow fast, easy online access
to service and support
information, freeing up your
resources, while providing your
customers with timely answers to
frequently asked questions.
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 Maximizer
CRM Knowledge Base is a
searchable online
repository of
information that enables
customer service and
support staff to resolve
issues faster to keep
customer satisfaction
high. Staff can access
Knowledge Base articles
directly through
Maximizer CRM; while
partners and customers
can also find answers to
questions through
Partner Web Access and
Customer Web Access.
Knowledge Base allows
fast, easy online access
to service and support
information, freeing up
your resources, while
providing your customers
with timely answers to
frequently asked
questions.
- Reduce inbound
calls by empowering
partners and
customers to help
themselves,
minimizing your
team’s workload
- Reduce the time
required to resolve
service cases and
trouble tickets
- Avoid
duplicating effort
by arming your reps
with access to
updated, detailed
product information
in the Knowledge
Base
- Answer customer
issues in a single
click with fast
keyword searching
- Share successful
incident resolutions
and product-specific
details with other
reps
- Improve customer
satisfaction with
faster
time-to-resolution
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Customer Self-Service
(고객 셀프 서비스)
Customers login to a web portal
that is integrated with
Maximizer CRM, providing a
self-service option to enable
quick access to order status and
service ticket information,
while reducing your team’s
workload.
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 With
Maximizer CRM’s Customer
Web Access, your
customers are able to
login to a web portal
that is integrated with
your CRM system. Through
this self-service option
that provides today’s
demanding customers with
quick access to their
online order status and
service ticket
information, it reduces
your team’s workload so
they can spend their
time in areas where
their expertise is
required.
- Reduce calls by
giving customers and
partners the ability
to search your
online Knowledge
Base for product
updates and answers
to frequently asked
questions
- Improve customer
satisfaction by
allowing customers
to create and check
the status of
customer service
cases themselves
- Enable customers
to check the status
of online orders,
when used with
Maximizer CRM Order
Desk
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Computer Telephony
Integration (CTI) (컴퓨터 와 전화 통합)
Increase phone productivity and
call accuracy on incoming and
outbound calls, using Maximizer
CRM integrated with your phone
system.
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 For
sales and service staff
to collaborate
effectively, capturing
details of phone
conversations is a
critical piece of
customer history. With
computer telephony
integration (CTI), using
Maximizer CRM with a
phone system maximizes
productivity on incoming
and outgoing calls.
For inbound calls:
- Maximizer CRM
detects the caller
and automatically
displays the
corresponding record
in the system
- Get immediate
access to the client
record to review
details and
simultaneously make
notes on the current
conversation
- Make inbound
call center, sales
or service staff
more efficient while
improving customer
satisfaction
For outbound calls:
- Improve
productivity and
call accuracy by
never having to
manually dial calls
again
- Simply select
the customer in
Maximizer CRM and
engage the call
directly from there
– your staff are
ready to sell,
service, and keep
accurate
communications
history on that
client
To use CTI with
Maximizer CRM:
- Your phone
system (driver,
hardware) must be
enabled for
telephony
application
programming
interface (TAPI)
- You must have
caller ID service
from your phone
service provider and
hardware that is
compatible
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