Maximizer 2018 features a sleek design and features to help you improve your productivity. The core Sales, Marketing and Service modules, flexible deployment options, ease of configuration and multi-level 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.
Maximizer 2018 Features
Mulitple Processes & Stages for Working with Opportunities
In Maximizer 2018, you can 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 2018, you can track how long opportunities are staying in each stage of your process, helping to identify bottlenecks at particular stages. Fields have been introduced 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.
Bring Everything Together
Maximizer CRM 2018, helps you bring everything together, quickly and easily, so you connect with your customers, prospects and business partners like never before.
Responsive Calendar Interface
Maximizer 2018 includes a clean and responsive interface for the Calendar module. Along with the existing Monthly, Weekly and Daily views, there is an 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.
Great new features in Maximizer 2018
Updated Data Management Tools
You can now quickly integrate data from spreadsheets and other systems using a new Import tool. Updating your data is a cinch thanks to a revamped Global Edit. Both tools run ultra-reliably, allowing for huge imports or updates.
New Partner Portal
The new Partner Portal – acting like a mini-version of your CRM – gives you a clear view across each external sales channel. Partners can access the portal through any web-enabled device to manage leads and opportunities, and contribute to sales forecasts. You control what partners see and edit.