Maximizer 2017 comes with a sleek new design and new features to help you improve your productivity. The core Sales, Marketing and Service modules, flexible deployment options, ease of configuration and multilevel security give you an easy user experience and enable you to provide a great customer experience. Maximizer’s System of Engagement helps you manage the entire lifecycle of client acquisition, engagement, retention and expansion.
What's new in Maximizer 2017?
Mulitple Processes & Stages for Working with Opportunities
In Maximizer 2017, you can now set up multiple processes for working with opportunities. Each process contains a set of stages, and you can have a different set of stages for each process. This gives you the flexibility to have a different process or set of stages for each different type of opportunity or business process you work on.
The search feature has also been enhanced so that you can now search opportunities by stage or process.
Opportunity Stage Aging
With Maximizer 2017, you can track how long opportunities are staying in each stage of your process, helping to identify bottlenecks at particular stages. New fields have been introduced with the 2017 release to automatically calculate:
- Stage Age – how long an opportunity stays in one stage
- Target Age – the target duration for completing a stage (you can set this in the Administrator module)
- Stage Age Gap – the difference between the Stage Age and the Target Age
The stages and stage age/target age are clearly displayed in the opportunity details tab, making it easy to see the current stage of the opportunity, and how it is tracking against your target time frames.
Sleek New Design
New Responsive Interface
Maximizer 2017 features a sleek new interface with updated colour scheme, font and icons. The interface is responsive, so the elements and font will be resized automatically based on the screen size and resolution.
New Responsive Calendar Interface
The 2017 release of Maximizer includes a new clean and responsive interface for the Calendar module. Along with the existing Monthly, Weekly and Daily views, there is a new Availability view, which allows you to quickly identify free times for users, locations and resources. Each user, location and resource in an appointment is displayed as an individual colour block. The calendar also supports all day and multi-day appointments
Other great new features in Maximizer 2017
Last Contacted Date
There is a new system field in the 2017 release which tracks when you last contacted your customers. This field will be automatically updated based on settings you choose in the Administrator module. You can set up the rule that automatically updates the “Date Last Contacted” field based on when an appointment is created, when an email is sent, a call made or received, an email campaign sent, or a manual note is created.
Quick Search Enhancement
In the previous version of Maximizer, Quick Search was only available for address book entries. In the 2017 release, it has been enhanced to include searching for opportunities and cases, and address book searching has also been improved to allow for keyword searching on a particular field.