NEW Workflow Automation.
Monitor your business' systems and automatically respond to critical business
activities with new Workflow Automation powered by KnowledgeSync. Save everyone
time and make sure no opportunities slip through the cracks.
Simply apply your business context and logic to configure Workflow Automation
to monitor the massive amounts of information coming into your business every
day and alert people or assign tasks automatically.
||Automatically send an alert to the sales manager and schedule a
follow-up call for a client if a hot lead has not been contacted in 5 days.
||Automatically schedule a report to be sent to the customer service
manager every Friday morning with information on the team's phone logs and
||Or configure your system to monitor web leads or incoming e-mails and
schedule a series of automatic e-mails back to the prospect, plus alert the
account manager in their territory for a follow-up phone call.
Maximizer Enterprise Workflow Automation will give you an edge on your
competition and make building successful relationships seem so much easier.
NEW Sales Lead and Account Management
||Identify and manage leads and easily convert them to customers.
||Assign leads to business partners and resellers, then automatically send
an e-mail alert to ensure no leads slip through the cracks.
||Track lead status and source to monitor the
sales funnel and the success of marketing programs.
||Assign account managers to take ownership of leads and customers, then
easily report on the sales funnel, forecast, or phone logs by account
||Understand influencers and decision-makers with your clients better by
tracking the reporting relationships within their organizations.
||Show important information up front when a customer record is opened by
assigning key user-defined fields.
Improved List and Campaign Management for
more effective Direct Marketing
||Automatically measure campaign response
statistics such as e-mail open rates and landing
page click-throughs so you see your campaign
ROI and maximize your marketing dollars.
||Effectively manage opt-in and opt-out lists for targeted direct
marketing and newsletter lists. New "do not solicit" function and enhanced
data security ensures you comply with new privacy, anti-spam and do-not-call
legislations that protect your customer from unwanted solicitations and you
from costly penalties.
||Increase the reach to your customer base
with automated multi-phase e-mail, and now fax and print campaigns too.
||New categorized and multi-level
user-defined fields give you more control of how you organize and sort
customer profile information. Help sales and service staff find
information faster to accurately enter information and better service
customers when they're on the phone. Plus you can maintain data
integrity by including descriptions and 'requested by' information for
each user-defined field.
||Easily perform searches under multiple
criteria, such as purchase date, state and product interest, with
improved complex searching.
||Ensure campaigns are running smoothly and
hitting customers on schedule by sending automatic alerts to the
marketing manager and system administrator when there's a failure with
an e-mail or fax campaign.
||With tighter integration between account
information and marketing campaigns, know which promotions or
newsletters your customer or prospect is receiving so you can tailor
your sales message effectively.
Gain Visibility into Customers with NEW Crystal
Create, edit and produce customized reports to gain
further visibility into your customers using
best-of-breed business intelligence reporting tool,
Crystal Reports by Business Objects®, now
bundled for every Maximizer Enterprise user. With
Crystal Reports, use the Expert and Wizard tools to
quickly and easily produce cross-tab, drill-down,
summary reports and more. Highlight the information
you need by grouping and sorting data, then add
charts. Further analyze data in a familiar Excel
environment, and publish reports to colleagues in
PDF, Word, HTML and other standard formats.
Even analyze data in other database applications,
such as your accounting or ERP systems, against the
customer data in Maximizer Enterprise to get a
complete view of your customer history, transactions
and relationships. Then automatically have reports
delivered directly to key stakeholders
that need to see critical information either on a
regular schedule or dependent on critical customer
activities, using Maximizer Enterprise Workflow
Automation. Maximizer Enterprise 9 now also supports
Crystal Analysis for multi-dimensional