ENTERPRISE 7.5 FEATURES LIST
| Maximizer Enterprise 7 |
| |
SQL eCRM Suite |
SQL CRM Suite |
Pervasive CRM Suite |
| User |
Small and Medium-sized businesses |
Small and Medium-sized businesses |
Small Businesses |
| Number of users |
20 - 500+ |
20 - 500+ |
3 - 50 |
| Sales |
| Contact and schedule
management |
Improved with duplicate record checking
and
mandatory fields |
Improved with duplicate record checking
and
mandatory fields |
Improved with duplicate record checking
and
mandatory fields |
| Unlimited entries in address book, notes,
documents |
Faster searching and retrieval |
Faster searching and retrieval |
Faster searching and retrieval |
| Schedule
management |
Improved team time management |
Improved team time management |
Improved team time management |
| Opportunity
and lead management |
Improved team collaboration and selling |
Improved team collaboration and selling |
Improved team collaboration and selling |
| Email, fax, letter correspondence |
Yes |
Yes |
Yes |
| Outlook integration |
Improved |
Improved |
Improved |
| Reports |
Improved |
Improved |
Improved |
| Customizable views,
simple navigation and layout |
Improved |
Improved |
Improved |
| Marketing |
| Marketing
Campaign Management module |
New |
New |
New |
| Create, schedule,
execute targeted email direct campaigns |
New |
New |
New |
| Create personalized web
experiences and track campaign responses |
New |
New |
|
| Web lead capture to
contact manager |
Yes |
Yes |
Yes |
| Company Library for
documents and literature |
Yes, also accessible
through the web |
Yes |
Yes |
| Customer
Service |
| Customer Service
module |
New |
New |
New |
| Capture and recall all customer information
in one place |
Improved |
Improved |
Improved |
| Track, manage,
search and report on customer service issues |
New |
New |
New |
| Access |
| Employee Portal for web
access to database, Intranet, Company Library |
New |
|
|
| Partner Portal for web
distribution of partner sales leads |
New |
|
|
| Customer Portal |
New |
|
|
| MaxExchange remote
synchronization |
Improved |
Improved |
Improved |
| Palm synchronization |
Improved |
Improved |
Improved |
| eBusiness |
| eStore module |
New |
New |
(ecBuilder Lite) |
| Unlimited number of products and categories |
Yes |
Yes |
|
| Enable special discounts and ecoupons |
New |
New |
|
| Administrator
Features |
| Installation and
Administration |
Improved |
Improved |
Improved |
| Database access |
Faster |
Faster |
Faster |
| Integration
capabilities |
Improved
(Integrator's Toolkit included) |
Improved (Integrator's Toolkit included) |
Improved (Integrator's Toolkit extra) |
| Database |
MS SQL |
MS SQL |
Pervasive SQL |
| Network configuration |
Client/Server |
Client/Server |
Client/Server, Peer-to-Peer, Workgroup |
|
| |
What's New
|
| |
- The new Campaign Manager allows the marketing department to
efficiently create and manage traditional and email marketing
campaigns to targeted customer segments
- Automated, ongoing campaigns reduce cost per lead with new
prospects and improves loyalty with your existing customers
- Integration with the contact manager enables personalization of
direct messages, and customization of campaigns, plus allows
managers to quickly see results and identify hot prospects
- Schedule a series of emails to be sent at user-defined intervals
- Integrate your outgoing emails with your custom website forms and
CRM database to reduce database management requirements
- Send HTML emails for high-impact graphical messages, e-coupons,
and attachments
- Built-in reporting identifies your most profitable customers,
learn their buying habits, and shorten your sales cycles
|
|
"… (CRM software's)
marketing automation features deliver improvements in lifetime
customer value and retention that can drive revenue."
- John Berry, Internet Week
|
|
| |
- Give users across all departments instant access to all customer
interaction history to track issues and resolutions from a single
interface
- Customer Service issues can easily be tracked, managed, and resolved
- Create your own categories of customer service issues
|
| |
|
| |
Employee Portal
- Browser- based version of Maximizer Enterprise that enables you
and your staff to carry out everyday tasks, from wherever you are,
whenever you want, with any computer connected to the internet
- Access the Company Library remotely for all corporate documents
while away from the office
- Shared calendars enable you to add and modify appointments from
anywhere in the world
- Built-in advanced user authentication and group security
|
 |
| |
Partner Portal
- Quickly and easily distribute sales opportunities to resellers and
partners worldwide, increasing your overall sales efficiency
- Keep head office abreast of sales opportunities, to assist in the
sales process and project revenues
Customer Portal
- Enable customers to update their client records over the Internet
and check order status of online purchases
- The Appointments section allows your customers and prospects to
book appointments with staff to streamline both the lead generation
and sales cycles
|
| |
- Set up a self-hosted online store with unlimited products in
unlimited categories
- Link your products for increased revenue on cross-selling
opportunities
- Automate purchases with repeat customers to make more time for
sales people to focus on new customers
- Allows special discounts, e-coupons, and multiple currencies
- Process credit card transactions through several payment gateways
that include fraud protection and SSL-encryption
- Manage orders, follow-up letters, and invoices through OrderDesk
|
| |
- Maintain a clean and accurate customer database with new duplicate
record checking for new entries
- Collect accurate and complete information with mandatory fields
- Additional security layer for optional read-only views, preventing
unrestricted changes
|
| |
- Make it easy for staff to interchangeably use Outlook and
Maximizer Enterprise for email and calendars
- Tighter integration in email functionality, email merging, and
calendar synchronization
- HTML email support
- Familiar Outlook look and feel
|
| |
- Save time and increase user efficiency with easier to use
interface
- Improve synchronization efficiency and data integrity with new
diagnostic tools
- Provide greater connection and reduce overall synchronization
times with new FTP connection tool
|
| |
- Save more time with the improved installation, set-up, and
configuration
- Know which of your computers are running which version of
Maximizer Enterprise with new workstation installation reports
- Quickly deploy all workstations with user profile templates
- New reusable user/group/contact picker also decreases the time it
takes to perform the basic administrative tasks
- Backup and restore marketing campaigns to prevent critical
information loss
- Now supports Windows XP
|
| |
- Access more than 80 pre-formatted reports or create your own
custom reports
- Graphical reports show trends and patterns, allowing you to
concentrate on what's working
- Use reports to analyze revenue forecasts, sales pipeline analyses,
customer profiles, and account activities
- With easy-to-use reporting, salespeople can recall and automate
their administrative tasks to spend more time selling
|
| |
- Access team members' calendars and Hotlists
- Ensure the right person is assigned a task at the right time
through the sales cycle with one-click task re-assignment
- Complete Hotlist tasks on time and close more deals with new task
alarms
- Notify and remind attendees of upcoming appointments
- Increase customer satisfaction by ensuring timely response to
emails with new email arrival notifications
|
| |
- Maximizer Link gives your mobile sales force the power of
Maximizer in the Palm of their hand by taking their most important
customer information and schedule on the road
- Rapid synchronization through the Palm HotSync utility combines
information from the Phone List, Date Book, To Do's, and Memo Pad
- Now supports Handspring devices
|
| |
- Save time through quicker access to customer information, Favorite
Lists, custom views
- Faster retrieval of Opportunities
- Faster searching through all fields
|
| |
- Navigate the software faster with more convenient menu items, new
icons, and a third layout style
- Provide individual layouts as unique as each of the people who use
them with improved interface layout and fully customizable views
|
| |
- Direct XML import/export enables the integration of customer
information into any of your other XML compliant applications
- New ODBC driver support for Microsoft's Access 2000 database
- Prevent unauthorized accesses with improved security controls
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