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Home > Categories > CRM Software > Maximizer CRM 10.5 > Access Options  
 
 
Maximizer CRM 10.5  
 
       
     
   
Maximizer CRM 10.5 - Access Options Module 
 
 
Maximizer Mobile CRM: For On-the-fly Response
With Maximizer Mobile CRM on the mobile device of your choice, the days of being chained to the office or lugging a laptop around are over. You’ll have the access and capacity to build customer relationships, boost productivity, collaborate with colleagues and provide real-time updates for forecasting and planning — anytime, anywhere. Maximizer Mobile CRM options include:

MaxMobile - access and update complete customer profiles, leads, opportunities, appointments, service cases and notes — efficiently stored directly on your BlackBerry® or Windows Mobile® device, with wireless synchronization back to the office.

Wireless Web Access – work with records not directly stored on your device or leverage the power of CRM on your iPhone® through seamless real-time online access to entire corporate CRM database.

MaxLink - synchronize Palm® smartphones to Maximizer CRM with one click of the HotSync button.

Windows Desktop CRM: Comprehensive & Intuitive
  • Real-time information provide empowers staff through access up-to-date customer and lead information, sales opportunities, customer service cases, marketing campaigns, documents, calendar, tasks and more.
  • Multiple administrators access to manage security, back-up your database, and manage users through the desktop administration module.
  • Simple, intuitive interface, Maximizer CRM boasts a familiar user experience across all access options.
  • Web, remote, and mobile access options provides users with the same valuable data when they’re on the road or working from home.
Web Access: For Real-Time Convenience
  • Empower your remote workforce and enable strategic collaboration with full access to customers, notes, custom fields, leads, calendars, tasks, sales opportunities, customer service cases and company documents – no matter where they are.
  • Enjoy many powerful features of CRM at the office including: Microsoft® Word integration with mail merge for creating personalized letters, email templates for professional communications, and Excel export of customer and sales data.
  • Manage projects effectively with Action Plans to systematically schedule appointments, tasks and series of standard processes, such as follow-up activities.
  • Maintain strategic thinking with opportunity management and access to reports and dashboards for real-time business visibility.
  • Deploy with ease by customizing .NET framework based Web Access view to make it work for your organization, including custom windows and tabs.
Max Exchange Remote Synchronization: Take Your Customer Relationships Offsite
  • Easy and complete access for remote staff to all the same data, modules and processes as Windows desktop users in the office.
  • Distribute opportunities and action items to remote team members.
  • Maximize offline productivity by storing a copy of records locally and synchronizing the latest updates seamlessly and regularly with the central database.
  • Rely on secured synchronization using 128-bit encryption and transfer status tracking.
  • Focus on tasks at hand with reliable automatic or scheduled synchronization, or sync with the click of a button.
  • Quick synchronization of information by filtering records to reduce file transfer size.

   
     
 
 
 
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