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

• 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.

Maximizer CRM’s Web Accessⁱ 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

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
• 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 MaxLinkⁱⁱ
　

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

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.

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

Synchronize Maximizer CRM with your device’s modules: MaxLink or Palm OS devices

Get online wireless access to Maximizer CRM: Wireless Web Access for wireless web browsers

Use Outlook: to synchronize to devices

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.

• 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 MaxLinkⁱⁱ
　

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

• 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

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

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 accuracyⁱ
• Track time and notes from calls directly to client records to keep a complete history of communications that everyone in your office can access

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

• View your customers’ accounting information from one simple interface in Maximizer CRM with Accounting Link for QuickBooks or Accouting Link for Dynamics GPⁱ.
• 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 GPⁱⁱ.

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

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

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-backsⁱ
• Use your own server to save on heavy service provider costs

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 listⁱ
• 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 Automationⁱⁱ

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