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Home > Categories > CRM Software > Maximizer CRM 10.5 > Mobile CRM  
 
 
Maximizer CRM 10.5  
 
       
     
   
Maximizer CRM 10.5 - Mobile CRM Module 
 
 
Maximizer Mobile CRM for BlackBerry, iPhone or Windows Mobile devices provides mobile professionals with immediate and convenient access to accurate customer information through easy-to-use CRM features:

Relationship Management
  • On-the-fly response – maximize wins and engage existing customers
  • Account and contact management – 360? view of activities, account status and financial history
  • Customer history – including conversations, transactions and service cases
  • Sales opportunity management – lead information and follow-up tasks
  • Case management – maximize customer satisfaction by resolving and updating service cases in the field
Productivity
  • Calendar and appointments – stay on schedule and on target
  • Task management - assign timely follow-up activities
  • One-click logging of calls, SMS text and emails to customer records
  • Quick look up of records by recent calls
  • Mapping and directions from customer address details
Collaboration & Access
  • Latest updates on deals and service cases
  • Shared information – including calendars, sales opportunities, and customer communications – with other team members
  • Data stored directly on device or SD card for faster performance
  • Wireless synchronization from anywhere to maintain updates with corporate CRM in the office
  • Synchronization also available through a USB cable connected to Maximizer CRM on a desktop or laptop
  • Wireless web browser access to entire corporate CRM database to look up records that aren’t synchronized
Performance Measurement
  • Real-time updates from the field on lead status and qualification, forecasted revenue and sales opportunity details
  • Accurate reporting and revenue forecasting from consistent updates made by mobile professionals
  • Performance monitoring to effectively allocate resources and identify areas of improvement
Maximizer Mobile CRM encompasses of a family of products and multiple synchronization options to provide the level of mobile functionality to suit any organization’s needs.
  • MaxMobile – full-featured CRM for your BlackBerry® or Windows Mobile® device. Wireless and USB synchronization.
  • MaxMobile Lite – Contact Management software for your BlackBerry or Windows Mobile device. USB synchronization only.
  • Wireless Sync Server – enables wireless synchronization for MaxMobile.
  • Wireless Web Access – Access Maximizer CRM via your device’s web browser, included with MaxMobile.
  • MaxLink synchronizes Maximizer CRM with your Palm OS device.

   
     
 
 
 
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