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Maximizer CRM Microsoft Excel Integration 30 day Evaluation

You can evaluate this software by downloading the installation kit from the link at the bottom of this page. The evaluation can be used in association with the Escona Tutorial database on our Cloud server and the example template which is installed with the software can be used for experimentation. You can also create your own templates so long as they are working with our Escona database. 

Before using this evaluation please ensure that you have watched the introduction video (8 mins)

When you first click on any of the buttons on the CRM tab in Microsoft Excel or if you click the 'Authentication' button you will be required to provide the log-on details for the database your Microsoft Excel is going to work with. For the evaluation these are the details of our demo server which are given below.

Enter the URL of ther Maximizer server which for this evaluation is https://demo.maximizercloud.net

Click the 'Refresh' button

Choose the  Database 'Escona Tutorial' from the list

Maximizer user is JNAPOLI

Password is MAXIMIZER

Click the 'Verify' button and then click 'Save'

 

You can also use these credentials to log into our MaximizerCloud.net demonstration server using this link https://demo.maximizercloud.net/maximizerwebaccess

Please be aware that the demonstration server is not confidential so please only upload demonstration documents that you do not mind others being able to access. To experiment with the demonstration quotation template create a new Microsoft Excel Workbook by using the Microsoft Excel menus 'New', 'From Existing' option and browse to the example template which will ususally be at the location 'C:\Program Files(x86)\CABC\SmartEx4Maximizer/Escona Example Quote.xltx'. You can of course experiment with creating your own template and if you plan to do this you may wish to watch our tutorial videos on template creation.

To organise an evaluation of the product on your own system please contact us as you will require server components to be installed. This is a simple process which takes about 10 minutes to complete but which may require the assistance of your IT Manager.

Before using this evaluation please ensure that you have watched the  introduction video (8 mins)

Click here to download the latest version of the software which will automatically provide your 30 day evaluation licence. Please be sure to use "Run as Administrator" when you install the software.

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