{enter partner name} what’s new in maximizer enterprise™ 9

{Enter Partner Name}

What’s New in What’s New in Maximizer Enterprise™ 9Maximizer Enterprise™ 9

AgendaAgenda

Corporate Overview

Market Demands

What’s New in Maximizer Enterprise 9Features & Capabilities

Benefits & Value

Corporate OverviewCorporate Overview

BackgroundBackground

Founded in 1995Headquarters: Vancouver, Canada170 employeesRegional Offices: Americas, EMEA, Asia Pacific, Australia

7,000+ Maximizer Enterprise customers worldwide

1.5 million+ Maximizer users

EMEA Region sells only via Authorised Partners

GlobalGlobal

North AmericaVancouver, Canada

EMEAMaidenhead, United Kingdom

Asia/PacificSydney, Australia

Italy;

South Africa; Dubai;

Corporate Offices

Primary Development

Tech Support/Help Desk Sales/Marketing

Regional Office

Secondary Development

Tech Support/Help Desk Sales/Marketing

Regional Office

Secondary Development

Tech Support/Help Desk Sales/Marketing

Maximizer Software Partners Maximizer Software Partners throughout the Regionthroughout the Region

•United Kingdom

•Africa

•Netherlands

•Germany

•Austria

•France

•Switzerland

•Spain

•Portugal

•Greece

•Hungary

•Saudi Arabia

•Italy

•Turkey

•Luxemburg

•Belgium

•Denmark

•United Arab Emirates

•Lebanon

•Egypt

•Slovenia

•Poland

•Oman

•Qatar

Including:

Maximizer ProductsMaximizer Products

Maximizer Software programs are designed to facilitate, track, automate, and analyse all aspects of sales, marketing, and customer

service programmes, both through traditional methods and the Internet. Maximizer

Software has been developed over the last 12 years with over 1.5 million users worldwide.

Maximizer Products DefinedMaximizer Products Defined

Maximizer ProductsMaximizer Products

MaximizerMaximizer Enterprise CRMMaximizer Enterprise eCRMCustomisation SuiteWorkflow AutomationAccounting IntegrationMaxSync

Maximizer SME StrategyMaximizer SME Strategy

Contact ManagementOpportunity ManagementeBusinessAccounting Link

Small Businesses/Home OfficesSmall Businesses/Home Offices Small to Medium-Sized Enterprises and Divisions of Large EnterprisesSmall to Medium-Sized Enterprises and Divisions of Large Enterprises

Partner Relationship ManagementeBusinessWorkflow AutomationAccounting LinkReporting & Analysis

•Contact and Account Management•Sales Force Automation•Marketing Automation•Customer Service & Support•Employee, Partner & Customer Portals

Our AdvantageOur Advantage

Affordable Fast Magnetic User

Interface

Integrated Suite for All Customer-

Facing Users

Powerful Administration with Modern Architecture

Our DifferentiatorsOur Differentiators

InnovationInnovation

Innovation with purpose

Investing in business benefit

Harnessing the knowledge base

Maximising your greatest asset

Embracing the future

PassionPassion

CRM heritage

Unified tool set

Sales, Marketing & Customer Service

Entry level through to enterprise

Contact management through to corporate eBusiness

Modular, scalable, extensible, integrated

ExcellenceExcellence

Rich in functionality

Flexible, customisable, intuitive, easy to use

Industry standard platforms

Supported by wireless technology CRM, accessible from everywhere

ValueValue

Appropriate levels of functionality & affordability

Rapid deployment

Business benefit

Maximise efficiency

Increase revenue

Improve customer satisfaction

Fast Return on Investment

Future Proof

Satisfied CustomersSatisfied Customers

Our CustomersOur Customers

Market DemandsMarket Demands

Market Demands:Market Demands:Actionable Insight Builds AdvantageActionable Insight Builds Advantage

35% of companies will invest in BI in 2005-06 (up from 26% previous year) – Forrester

IT Priority: “Business intelligence applications” – Gartner Survey, Dec. 2004

IT Priority: “Simplify or optimise business processes” – InformationWeek Survey 2004

Market Demands:Market Demands:The Push for ProductivityThe Push for Productivity

Which business problem will take priority?

Market Demands:Market Demands:The Push for ProductivityThe Push for Productivity

IT Priority: “Mobile workforce enablement” – Gartner Survey, Dec. 2004

IT Priority: “Boost worker productivity across the entire company” - InformationWeek Survey 2004

Market Demands:Market Demands:Security FearsSecurity Fears

73% of SMBs will invest in upgraded security measures in 2005-06 – Forrester, July 2005

IT priority: “Security enhancement tools” – Gartner survey, Dec. 2004

IT priority: “Update security procedures, tools” -InformationWeek Survey 2004

Market Demands:Market Demands:Fears with Hosted SolutionsFears with Hosted Solutions

Software & Services in the SMB Market, July 2005: Michael Speyer & Liz Herbert

What’s New in Maximizer What’s New in Maximizer Enterprise 9Enterprise 9

What’s New in Maximizer Enterprise 9What’s New in Maximizer Enterprise 9

Business Intelligence & Process Management Improvements for Managers

Productivity Enhancements for Sales, Marketing, and Customer Service Staff

Administration Advancements for IT Administrators

Security Advancements for Companies

Business Intelligence & Process Business Intelligence & Process ManagementManagement

Improved Executive Dashboard

New – Crystal Reports® XI Professional

More pre-formatted reports

Instant export of reports to Excel®

More Workflow Automation alerts & processes

Business Intelligence & Process Business Intelligence & Process Management: Executive Dashboard DetailsManagement: Executive Dashboard Details

View from “Dashboard” in Web Client

Customise “My Work Day” with Dashboard

Visualise with Key Indicators:

Sales: Opportunity Status, Pipeline, Revenue

Service: Daily Service Case Activity

Business Intelligence & Process Business Intelligence & Process Management: New ReportsManagement: New Reports

Report Purpose

Sales Funnel Create predictability in sales & cash

Opportunity Analysis Understand staff performance and training requirements

Lead Summary See the quality of leads and ensure leads are followed up

Case Billing See which service reps are billing higher

Case Monitoring Ensure customer satisfaction remains high with quick resolution

Administrative Reports for Portal Login

See which customers/partners are utilising information in the portals

Business Intelligence & Process Business Intelligence & Process Management: Visualise PerformanceManagement: Visualise Performance

Business Intelligence & Process Management: Business Intelligence & Process Management: New WorkflowNew Workflow

Unsubscribe from campaign based on email: help comply with anti-spam legislation

Alert staff when campaign activity is suspended

Lead status alerts: lead follow-up accountabilityLeads with no account manager

Leads with no contact after X days

Leads with no status update after X days

Leads with no assigned hotlist task

“Hot” leads with no opportunity

Business Intelligence & Process Management: Business Intelligence & Process Management: New WorkflowNew Workflow

Opportunities lost/abandoned with no “reason” indicated: help with better win/loss analysis

Create customer service case from email

Business Intelligence & Process Management: Business Intelligence & Process Management: Refresher: WorkflowRefresher: Workflow

Email Monitoring and ResponseGeneral:

New records created

Tasks overdue (tasks = leads, inquiries, case f/u): > 5 overdue, > 1 week overdue

Sales:Changed forecast revenue> 14 days overdue for closingReal-time won/lost alerts

Customer Service & Support:> 10 open cases for 1 staff> 25 cases with high priority> 6 unassigned

Business Intelligence & Process Business Intelligence & Process Management: Benefits & ValueManagement: Benefits & Value

Gain accurate insight into company performance

Visualise key performance indicators at a glance

Make better decisions faster

Be proactive rather than reactive

Automate key processes to save time

Ensure business processes are being followed

Manage staff performance

Productivity Enhancements for Productivity Enhancements for StaffStaff

NEW: Integration with Microsoft® Exchange (MaxSync)

NEW: Action PlansManage series of tasks in a simple sales plan, marketing projectAssign tasks, manage resources & personnel

Productivity Enhancements for Productivity Enhancements for StaffStaff

IMPROVED Outlook®:Sync contacts & calendar back & forth

IMPROVED: Web AccessMore functionality through the webSame look & feel as the desktop client

NEW: Use of Microsoft® MapPoint

Productivity Enhancements for Productivity Enhancements for StaffStaff

IMPROVED: Integration with Office®Word: Use Word in campaignsExcel®: Export data/column reports directly

IMPROVED: Computer Telephony Integration

Productivity Enhancements for Productivity Enhancements for StaffStaff

IMPROVED: Support for the Latest Handheld Devices

Palm/Treo™: through wireless browser, Link (synch)BlackBerry®: through wireless browser, Outlook synchPocket PC: through wireless browser, Outlook synch

IMPROVED: Centralised & In-Place Editing of UDFs for faster access to information

Productivity Enhancements for Productivity Enhancements for StaffStaff

IMPROVED: Industry PacksGet up & running faster, leverage best practicesTemplate Action PlansApply to new or upgrade databases

Productivity Enhancements for Productivity Enhancements for StaffStaff

SalesMore streamlined Opportunity ManagerAssign key decision-makerImproved Partner Portal for managing resellers more effectively

MarketingAutomatic Campaign ROI CalculatorMicrosoft® Word for campaigns

Customer Service & SupportEasier to use interface for Customer Service CasesCase resolution with Knowledge Base articles

Productivity Enhancements for Staff: Productivity Enhancements for Staff: Benefits & ValueBenefits & Value

Work the way you think - use tools you are already familiar with

Work faster and smarter from anywhere

Collaborate more effectively

Administration Advancements for ITAdministration Advancements for IT

Microsoft® Systems Management Server (SMS) “Silent” installation

Administrator-controlled Live UpdateControl over updates

Key fields =unique data entry windowsImproved MaxExchange setup

Faster set-up with user profilesReduce synch loads with more filtering

More customisation capabilitiesImproved Accounting API for more integrationCustomisation for desktop & web clientsMicrosoft SQL 2005Direct native SQL for industry standard programming

Administration Advancements for IT: Administration Advancements for IT: Benefits & ValueBenefits & Value

Adapt software to business processes easily

Faster deployment = faster time to ROI

Less resources required

Focus on customer, not the technology

Security Advancements for the Security Advancements for the CompanyCompany

Internally hosted systemWeb-Based Employee Portal built on Microsoft .NET framework

User authenticationSession management, system logging

Public key encryption with advanced 128-bit cipherExpanded role-based security

Database level securityGroup settings for “My Work Day”, key fields, templates, lists… for faster set-up, more organised

Improved security with full & read-only accessShare information and protect it at the same time

Security Advancements for the Security Advancements for the Company: Benefits & Value Company: Benefits & Value

Keep customer assets in-house and under their control

Share and protect data at the same time

Business Intelligence, Productivity, Business Intelligence, Productivity, Security: Overall ValueSecurity: Overall Value

Other databases

SalesMarketing

Customer Service

Some Top Reasons to UpgradeSome Top Reasons to Upgrade

1. Executive Dashboards

2. More Reports and more Workflow

3. MaxSync for Microsoft® Exchange

4. Outlook 2-way synchronisation

5. Action Plans

Summary of Top Reasons to Summary of Top Reasons to UpgradeUpgrade

6. Opportunity Manager streamlined

7. Faster installation

8. Easier configuration

9. More customisation

10. Enhanced security

Thank youThank you