what’s new in maximizer crm 10 november 2007. introducing new product name new editions: group...
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IntroducingIntroducing
New product name New Editions:
Group Edition Professional Edition Enterprise Edition
New Product Editions: Brief ComparisonNew Product Editions: Brief Comparison
Details Group Edition Professional Edition
Enterprise Edition
Who it’s for Full-featured CRM for small businesses
Full-featured CRM for small and medium businesses
Advanced CRM for medium-sized businesses
# Users 1 – 15 5 + 10 +
Maintenance & Technical Support
Maintenance optional, installation support included
Maintenance required, priority support included
Maintenance required, priority support included
Database SQL Express SQL Server SQL Server
Web & Windows Desktop Access
Select from Windows desktop and/or Web Access
Select from Windows desktop and/or Web Access
All users get Windows desktop & Web Access
Mobile Access BlackBerry, Windows Mobile, Palm, and Wireless Web Access options available
New Product Editions: Brief Comparison (cont’d)New Product Editions: Brief Comparison (cont’d)
Details Group Edition Professional Edition
Enterprise Edition
Sales Standard Standard Advanced
Marketing Standard Standard Advanced
Customer Service
Standard Standard Advanced
Knowledge Base
Add-on Add-on Included
Workflow Automation Add-ons Add-ons
KnowledgeSync Lite included + Workflow Alerts
Top 10 New in Top 10 New in
1. Web Access2. Mobile Access with BlackBerry® &
Windows Mobile®3. Sales Enhancements4. Microsoft Platform integration
improvements 5. CanDoGo™6. User Productivity7. Business Visibility & Intelligence 8. Marketing Improvements9. Security, Administration10.Architecture built for integration
1. Web Access Improvements 1. Web Access Improvements
Improved Web Access Email via web New remote, web-based
administration
2. Mobile Access2. Mobile Access
MaxMobile for BlackBerry® and Windows Mobile® devices
Access and update contacts, leads, tasks, business appointments, sales opportunities, customer service
Wireless and wired synchronization Wireless Web Access improvements
Online access: improved search, calendar
3. Sales Enhancements3. Sales Enhancements
Territory management Quote/Order Management Sales Dashboard
4. Microsoft Platform Integration Improvements
4. Microsoft Platform Integration Improvements
Microsoft Dynamics GP out-of-the-box integration with Accounting Link
SQL Server Express support SQL Reporting Services support Vista Gadgets
5. CanDoGo™ – On-Demand Sales & Professional Coaching
5. CanDoGo™ – On-Demand Sales & Professional Coaching
Exclusive CanDoGo™ CRM partner
Instant access to sales & business know-how to equip teams to succeed
Authors and experts include Zig Ziglar, Tony Parinello, Andrea Sittig-Rolf, Tom Hopkins, Denis Waitley + dozens more
In-context knowledge in text, audio, video
6. User Productivity 6. User Productivity
Business Calendar Email management (integrated with
Outlook) Daily Dashboard Task management (Hotlist Tasks)
7. Business Visibility & Intelligence
7. Business Visibility & Intelligence
Improved daily Dashboard view for managers Support for Microsoft SQL Reporting Services Support for 90 Degree’s Radius90 Crystal Reports – more reports out-of-the-box SQL Reporting Services – new reports out-of-the-
box Workflow and Alerts – new pre-configured
automated processes
7. Business Visibility & Intelligence
7. Business Visibility & Intelligence
Some out-of-the-box reports: Opportunity pipeline Win-Loss-Abandon analysis Lead summary Case resolution time Administration reports
Some out-of-the-box business alerts: Lead not assigned Lead not contacted after X days More than X lost or abandoned by any rep within
Y days More than 14 days overdue for closing 10 or more open cases per assigned staff person More than X unassigned customer service cases
8. Marketing8. Marketing
Collect data from web forms directly into Maximizer CRM, including any custom fields
9. Security & Administration9. Security & Administration
Full and read-access security levels for all data types
More control over individual user security rights
Additional administrator role
10. Architecture10. Architecture
Web services architecture Enables standardized, faster integration
Meta data layer for interface customization
Based on .NET Framework 3.0
Top 10 New in Top 10 New in
1. Web Access2. Mobile Access with BlackBerry® &
Windows Mobile®3. Sales Enhancements4. Microsoft Platform integration
improvements 5. CanDoGo™6. User Productivity7. Business Visibility8. Marketing Improvements9. Security, Administration10.Architecture built for integration
Limited Time Offers1Limited Time Offers1
Up to 40% off upgrade licenses Up to 40% off additional licenses Up to 40% off add-on products, including:
MaxMobile for BlackBerry or Windows Mobile devices
Accounting Link for Microsoft Dynamics GP (Great Plains) or QuickBooks
MaxSync for Microsoft Exchange And more
Only until November 28th, 2007
1 Discount depends on Maximizer CRM 10 edition. Must have proof of purchase for upgrade offers. Offer available in North America only until November 28, 2007. Contact e-reporting.ca inc. for further details.