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Maximizer CRM 10 Enterprise Edition - ½ÅÁ¦Ç° ¶óÀ̼±½º

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Windows Desktop Á¢¼Ó
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Web Á¢¼Ó
Get access to all your customer information and processes through the web – no software to installi! Mobile and remote staff get online CRM: access to the same customers, leads, calendars, tasks, sales opportunities, and customer service cases – as the staff in the office. Web access option still holds your data internally while enabling web browser access.

Online CRM with Maximizer CRM Web Access

Maximizer CRM¡¯s Web Accessi option enables you to keep your information securely on your internal servers, while giving staff online access to CRM information through a web browser. Use the same interface as the desktop software, so the experience is continuous and familiar.

Business users maintain continuity with Online CRM

Stay productive and reduce downtime with online access through the web from wherever you are.Access and update all of your customer information and processes, including:

  • Customers
  • Leads
  • Email (including Outlook/Exchange synchronization)
  • Appointments
  • Tasks
  • Notes
  • Documents
  • Sales Opportunities
  • Customer Service & Support cases
  • Reports and Dashboards
  • Company Library (document management)
  • Administration of system, security/rights, and users

Ease of deployment for IT

  • Based on the .NET framework, easily customize Web Access view to make it work for your organization, including custom windows and tabs

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Remote Synchronization (¿ø°Ý ¿¬µ¿)
Collaborate with everyone on your team and stay up to date. Remote staff can stay productive by working offline and synchronizing with the main database using MaxExchange.
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BlackBerry¢ç & Windows Mobile¢ç CRM Access
Add Maximizer CRM to your BlackBerry and Windows Mobile device, and get mobile CRM. Access to customers, calendars, tasks, sales, and service information through wireless or wired synchronization.
Bring remote office team members into the fold for real-time collaboration with MaxExchangei, the Maximizer CRM data synchronization option that provides online and offline access to remote workers. From the moment a remote team member logs in, MaxExchange automatically uploads that individual¡¯s updates to the main database, and synchronizes the most recent information from headquarters. Staff in the field maintain productivity by doing virtually everything a staff person in the office would do.
  1. All the Same Data: Remote users have access to all the same data, modules, and processes that Windows desktop users in the office
  2. Right Information – Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones
  3. Offline Remote Access: Maximize offline productivity by keeping a copy of records locally and synchronizing it regularly with the central database
  4. Reliable & Secure: Synchronization is secured using 128-bit encryption and tracks transfer status so you don¡¯t have to worry about data theft or loss
  5. Easy to use: Remote users can rely on automatic or scheduled synchronization, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system
  6. Fast Synchronization: Filter records by owner and documents by age and size to reduce file transfer size
i MaxExchange is available for all editions of Maximizer CRM, and is included in the user price. Please specify number of users to receive appropriate software required.

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Palm¢ç Synchronization
For Palm OS device users, synchronize Maximizer CRM with the modules already installed on your Palm device.
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mobile optionsToday¡¯s workforce is more mobile than ever. To reduce downtime, and keep staff productivity high, you need mobile CRM that keeps business moving forward while on the road. More than just email and schedules, Maximizer CRM mobile options provide access to sales forecasts, customer service cases, customer notes and documents. For fast-paced field staff, Maximizer CRM offers several options for today¡¯s mobile devices and smartphones, including BlackBerry¢ç, Windows Mobile¢ç, and Palm¢ç

Add Maximizer CRM to BlackBerry or Windows Mobile devices

MaxMobile BlackBerry

  • WindowsInstall MaxMobile on your BlackBerry or Windows Mobile device and synchronize back to in Maximizer CRM for contacts and leads (including custom fields), appointments, tasks, notes, sales opportunities and cases
  • Look-up records and update on-the-fly as information is automatically updated on both your device and your desktop
  • Define a pre-set list of contacts, tasks, appointments, opportunities, or cases to synchronize
  • MaxMobile supports the latest BlackBerry, Windows Mobile Pocket PC and Windows Mobile Smartphone devices. Click these links for supported devices: BlackBerry & Windows Mobile Devices

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Synchronize directly with Palm OS devices with MaxLinkii
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maxlink demoAccess customer information, take notes at meetings, or check your schedule. Synchronize between Maximizer Enterprise and your Palm device – no extra software to install on your Palm!
Stay productive and reduce downtime in the field. Access customer information, take notes at meetings, or update your schedule. With MaxLink, synchronize between Maximizer CRM and your Palm device with no extra software to install on your Palm!

  • Accurate two-way synchronization through the HotSync button ensures information on your device and your desktop is always the most current

Online Wireless Web Access

Wireless Web

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Outlook¢ç »ç¿ë - ¿ÀÇÁ¶óÀÎ ¿¬µ¿

OutlookOutlook °ú ¿¬µ¿ÇÏ¿© ´ç½ÅÀÇ Maximizer CRM Á¤º¸¿¡ Á¢¼Ó ÇÑ´Ù.

  • Synchronize Ä«·»´Ù ¾à¼Ó ÀÓ¹« ¹× Á¢ÃË µîÀ» Maximizer CRM °ú Outlook °ú ¿¬µ¿ÇÏ¿© °øÀ¯ÇÏÇÑ´Ù.
  • ±æ¿¡¼­µµ Á¤º¸¸¦ º¸°Å³ª ¾÷µ¥ÀÌÆ®°¡ °¡´ÉÇÏ´Ù.
i MaxMobile for BlackBerry, Windows Mobile Pocket PC, and Windows Mobile Smartphones is an add-on product available for all editions of Maximizer CRM.
ii MaxLink is free for all Maximizer CRM users.
iiiWireless Sync Server is an additional license fee
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¹«¼± Web Á¢¼Ó
Using any web-enabled mobile device, get your critical customer information in real-time through a wireless web browser.

mobile optionsToday¡¯s workforce is more mobile than ever. To reduce downtime, and keep staff productivity high, you need mobile CRM that keeps business moving forward while on the road. More than just email and schedules, Maximizer CRM mobile options provide access to sales forecasts, customer service cases, customer notes and documents. For fast-paced field staff, Maximizer CRM offers several options for today¡¯s mobile devices and smartphones, including BlackBerry¢ç, Windows Mobile¢ç, and Palm¢ç devices.

Add Maximizer CRM to your mobile device:
MaxMobile for BlackBerry & Windows Mobile devices go
Synchronize Maximizer CRM with your device¡¯s modules:
MaxLink or Palm OS devices go
Get online wireless access to Maximizer CRM:
Wireless Web Access for wireless web browsers go
Use Outlook:
to synchronize to devices go

BlackBerry ¶Ç´Â Windows Mobile Àåºñµé

MaxMobile BlackBerryMobilize your sales force by adding Maximizer CRM directly onto the latest BlackBerry and Windows Mobile devices. Empower field sales and service staff to update notes, look-up accounts and leads, get the latest customer service cases, and update their sales forecast – while they¡¯re on the road with real-time synchronization back to the office.

  • WindowsInstall MaxMobile on your BlackBerry or Windows Mobile device and synchronize back to in Maximizer CRM for contacts and leads (including custom fields), appointments, tasks, notes, sales opportunities and cases
  • Look-up records and update on-the-fly as information is automatically updated on both your device and your desktop
  • Define a pre-set list of contacts, tasks, appointments, opportunities, or cases to synchronize
  • MaxMobile supports the latest BlackBerry, Windows Mobile Pocket PC and Windows Mobile Smartphone devices. Click these links for supported devices: BlackBerry & Windows Mobile Devices

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Synchronize directly with Palm OS devices with MaxLinkii
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maxlink demoAccess customer information, take notes at meetings, or check your schedule. Synchronize between Maximizer Enterprise and your Palm device – no extra software to install on your Palm!
Stay productive and reduce downtime in the field. Access customer information, take notes at meetings, or update your schedule. With MaxLink, synchronize between Maximizer CRM and your Palm device with no extra software to install on your Palm!

  • Accurate two-way synchronization through the HotSync button ensures information on your device and your desktop is always the most current
  • Automatically matches between your Address Book, Calendar, Hotlist, Notes, Journal and User-Defined Fields with the modules already on your Palm device: Phone List, Date Book, To Do's, Memo Pad and four custom fields

Online Wireless Web Access

Wireless Web

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Use Outlook¢ç for Offline Synchronization

OutlookBy synchronizing with Outlook, get access to your Maximizer CRM information on your device.

  • Synchronize calendar appointments, tasks, and contacts from Maximizer CRM to Outlook, to your device
  • Look up and update information while on the road, and synchronize back to Outlook then to Maximizer CRM
i MaxMobile for BlackBerry, Windows Mobile Pocket PC, and Windows Mobile Smartphones is an add-on product available for all editions of Maximizer CRM.
ii MaxLink is free for all Maximizer CRM users.
iiiWireless Sync Server is an additional license fee

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Outlook¢ç Synchronization
Synchronize calendar, tasks, and contacts from Maximizer CRM to Outlook, and then to your device.

Use Outlook¢ç for Offline Synchronization

OutlookBy synchronizing with Outlook, get access to your Maximizer CRM information on your device.

  • Synchronize calendar appointments, tasks, and contacts from Maximizer CRM to Outlook, to your device
  • Look up and update information while on the road, and synchronize back to Outlook then to Maximizer CRM
i MaxMobile for BlackBerry, Windows Mobile Pocket PC, and Windows Mobile Smartphones is an add-on product available for all editions of Maximizer CRM.
ii MaxLink is free for all Maximizer CRM users.
iiiWireless Sync Server is an additional license fee

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 Maximizer CRMÀ» ÀÌ¿ëÇÑ »ç¾÷ »ý»ê¼º Çâ»ó

Maximizer CRM À» ÀÌ¿ëÇÏ¿© ±ÍÇÏÀÇ »ç¾÷ »ý»ê¼º °ú È¿À²À» Çâ»ó ½ÃÅ°±â À§Çؼ­´Â ¸ðµç °í°´°úÀÇ Åë½Å, ¾÷¹«, ¾à¼Ó ¹× °¢Á¾ ¼­·ù¸¦ Áß¾Ó ÄÄÇ»ÅÍ µ¥ÀÌÅͺ£À̽º¿¡ ³Ö¾î ³õ°í ÇÊ¿ä½Ã »ç¿ëÇÏ´Â °ÍÀÌ °¡Àå Áß¿ä ÇÏ´Ù.

Time Management (½Ã°£ °ü¸®)
Use the multi-use calendar to see your upcoming appointments at a glance, track and report on time spent by product or service, and collaborate seamlessly with co-workers.
Schedule appointments, meetings and your work and personal time effectively with Maximizer CRM's integrated business calendar. Time management has never been easier for small to medium sized businesses.go
  • Schedule and view your upcoming appointments at a glance using daily, weekly, and monthly views
  • Set meetings with colleagues and customers using the multi-user, multi-contact calendar
  • View colleagues¡¯ appointments to book time in busy schedules
  • Track and report on time spent by product or service, to report on billable hours and measure sales time effectiveness
  • Set flexible work hours in your calendar
  • Sync with your calendar in Outlook and then to your mobile device to always have your next appointment details available at your fingertips
  • Print your schedule to your daytimer
  • Leave it to Maximizer to prompt you before appointments with alarms and snoozing in the intervals you choose

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Task Management (ÀÓ¹« °ü¸®)
Manage your time more effectively and ensure nothing slips through the cracks. Prioritize your tasks however you want and view account or lead information right from the task window.

Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM. Set-up follow-up to-do¡¯s with staff and clients, whether it be making the next call, completing a proposal, or sending a follow-up email.go
  • Manage your tasks effectively and ensure nothing is missed
  • View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
  • View account or lead information related to the task to sort as you like (i.e. sort by zip, phone or stat to prioritize calling by time zone)
  • Work effectively with colleagues and assistants by assigning tasks to others
  • Plan a series of tasks with Action Plans to a consistent set of best practices and ensure nothing slips through the cracks
  • Use Action Plan templates to manage projects, sales activities, or lead follow-up processes
  • Synchronize with your task list in Outlook and then to your mobile device
  • Print your daily task list to your daytimer
  • Leave it to Maximizer to prompt you about task deadlines

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Email Management (À̸ÞÀÏ °ü¸®)
With email integrated with Outlook or other email clients, save emails directly to contact records in Maximizer, retaining a complete history of communications.

goEmail management is powerful and efficient with Maximizer CRM.
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  • Save emails under each contact record for easy reference in the future
  • Preview all your email messages within the email window, then save to the contact record that Maximizer automatically matches to
  • Compose emails in text and HTML formats, and manage signatures
  • Email multiple documents & collateral to customers directly from the Company Library
  • Integration with Microsoft Outlook and other email clients allows you to:

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    • Access Outlook contacts while you¡¯re emailing from Maximizer to copy colleagues or others on messages
    • Read Outlook email directly in Maximizer and save important messages to client records
    • Directly from Outlook, click to view related records in Maximizer, save emails and create new contacts into Maximizer

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Communications & Office (Åë½Å ¹× ¸¶ÀÌÅ©·Î¼ÒÇÁÆ® ¿ÀÇǽº)
Manage customer communications with seamless Microsoft Office¢ç integration.

List ManagementMaximizer CRM allows you to communicate more effectively and easily with seamless integration with Microsoft Office applications including Outlook, Word and Excel!

  • Create documents, letters, faxes and emails for customers, then store under each customer record for easy reference
  • Use Maximizer with Microsoft Word to write personalized letters and faxes, using merge fields
  • Export your data to Excel¢ç for analysis in a familiar environment
  • Link your phone to Maximizer for quick and easy direct dialing and called ID pop-up – improving call productivity and accuracyi
  • Track time and notes from calls directly to client records to keep a complete history of communications that everyone in your office can access
i Maximizer integration with phones (computer telephony integration) requires a TAPI-enabled phone system

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Document Management (¼­·ù °ü¸®)
Get convenient access to all the documents and collateral you need in one central location.

Document Management with Maximizer CRM 10Document management is easy with Maximizer CRM. Archive, update and share important documents, using one central repository.

  • Store and share all your collateral & important documents in a central location for easy access
  • Email multiple brochures and literature directly to clients from the Company Library
  • Create folders to organize documents and see a preview
  • When adding a document into the documents window, specify a category for simple document searching later on
  • Search documents by name, author, archived date or last modified date for fast retrieval
  • Compatible with virtually any file format

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Accounting Integration (°æ¸® °èÁ¤ °ü¸®)
View your customers¡¯ accounting information from one simple interface when you use Maximizer with QuickBooks¢ç.

goAccounting Link for Intuit QuickBooks¢ç or Microsoft Dynamics GP¢ç provides accounting integration with Maximizer CRM for a holistic view of your customers, enabling you and your staff to better service their accounts. Your staff will save time, working more efficiently by accessing information through one easy-to-use interface.
  • View your customers¡¯ accounting information from one simple interface in Maximizer CRM with Accounting Link for QuickBooks or Accouting Link for Dynamics GPi.
  • See credit limit, balance, and overdue accounts at a glance, saving time and better serving customers.
  • Create invoices and estimates directly from Maximizer, save it in QuickBooks or Dynamics GP, and send it to the customer.
  • Maximizer CRM pulls product list items, prices and important client financial details from your QuickBooks or Dynamics GPii.

i Accounting Link designed for use with QuickBooks, and Accounting Link for use with Dynamics GP are both add-on products with additional license fees

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Maximizer CRMÀ» ÀÌ¿ëÇÑ  ¿µ¾÷·Â ÀÚµ¿È­

Sales Force Automation (SFA) with Maximizer CRM helps sales executives and sales teams meet and exceed revenue targets, and build profitable relationships for long-term success. Maximizer CRM makes it easy to collaborate on sales opportunities, manage a sales pipeline, and create accurate sales forecasts.

Account & Contact Management (°æ¸® °èÁ¤ ¹× °í°´ Á¢ÃË °ü¸®)
Manage your customers and accounts efficiently to gain a competitive advantage.
Manage your customers better than you competition. With Maximizer CRM, you can manage all of your accounts and contacts in one central database and have the flexibility to track and view the information that is relevant to your business.
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  • goManage an unlimited number of contacts and profile them using a variety of your own custom fields, such as industry and size
  • Access a history of interactions including emails, phone calls, faxes
  • Personalize the way you view information with an unlimited number of columns of data to view, search, and sort on
  • Create custom data entry windows for different teams that provide key fields important to each group
  • The Address Book Vista Gadget allows you to search for contacts from the desktop with the click of a button!
  • Maintain data integrity with duplicate record checking and mandatory fields
  • Search on any field, and create one-click access to frequently accessed lists of customers or prospects
  • Manage sales territories by setting up parameters for lead assignment, using any of your custom fields
  • Get maps and driving directions using the built-in Microsoft Virtual Earth for virtually any location in the world

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i Territory management is only available in Enterprise Edition
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Sales Opportunity Management & Forecasting (¿µ¾÷ ±âȸ °ü¸® ¹× ¿¹»ó)
Maximize sales success and forecast revenue with ease.

Track the details of every sales opportunity so you can stay on top of your sales progress. Forecast effortlessly and take proactive measures to ensure your sales team hits revenue targets.

  • goUse opportunities to track every project, deal or sale
  • Apply your sales methodologies and processes to every deal to increase your win ratio
  • Rate success factors and decision-makers for an accurate probability of close
  • Monitor your deal stage and push to close more deals
  • Track all details of the deal, including key decision-maker, products being pitched, and watch your probability of close increase
  • Use graphical sales reports, including the sales pipeline funnel, to forecast your sales, monitor your pipeline, and analyze your win/loss

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Sales Coaching
Search, click, and learn. Instant access to professional sales & business know-how to get the information you need to succeed.
Increase your top line sales results today. Remember the last time you were faced with a difficult sales situation and wished you had some expert advice to have handled it better? Get immediate answers to your sales and business questions with CanDoGo¢âi, on-demand sales and business coaching tips accessed through Maximizer CRM.
  • Save time, work more efficiently with quick-hitting, relevant guidance
  • Improve staff and management performance
  • Retain valuable training content year-round
  • Access leading coaches and authors from one interface

With Maximizer CRM and CanDoGo¢â, you get access to knowledge from over 150 renowned business authors and coaches, including Zig Ziglar, Tom Hopkins, Denis Waitley and Tony Parinello.CanDoGo

CanDoGo Insights¢â are now delivered to you directly from Maximizer CRM — small, relevant sound bites of knowledge in text, audio, or video formats that instantly answer your sales questions.

CanDoGo helps you save time, improve sales effectiveness, work more efficiently, make more money, help more customers, balance your life and be recognized within your organization as a leader.

CanDoGo Insights¢â include:

  • Cold calling
  • Pre-call planning
  • Negotiation
  • Time management
  • Needs analysis
  • Overcoming objections
  • Presentation skills
  • Leadership skills
  • And more!

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Quote & Order Management (°ßÀû ¹× ÁÖ¹® °ü¸®)
Integrate quotes and orders with your sales cycle, and take your customers online experience into your CRM.

order managementWhether you take orders online or over the phone, manage your leads from qualification to close by integrating your quote and order management process with Maximizer CRM.

  • Create and track quotes and orders through the built-in Order Desk

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  • Manage inquiries, then create time-limited quotes, apply discounts, and convert them into orders

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  • Merge quotes into Word templates in order to further customize communications

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  • Track status of quotes and orders, responses and fulfillments, through to shipping and payment

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  • Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway

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  • Automatically email customers with summary order to manage expectations

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Lead Management (°ßÀû ¿äû ¹× ÁÖ¹® °ü¸®)
Ensure that leads are handled by your sales people in a timely manner and are converted to sales opportunities with Maximizer CRM.
Ensure that leads are handled by your sales people in a timely manner and are converted to sales opportunities with Maximizer CRM. Automatically identify leads that haven¡¯t been followed up oni, and track the status and source of each lead to measure funnel and conversion rate.
  • Automate everyday tasks, catch critical time-sensitive issues and stay on top of priority opportunities with Workflow Automation powered by KnowledgeSynci
  • Import lead lists from virtually any file format
  • Automatically alert the right people to unpursued leads for follow-upi
  • Create targeted customer lists for outbound call campaigns
  • Increase lead response time by monitoring and responding to incoming emailsii
  • Intelligently route leads and inquiries to the appropriate rep, while responding immediately to the sender and recording the interaction in the customer¡¯s recordiii

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Maximizer CRMÀ» ÀÌ¿ëÇÑ  ¸¶ÄÉÆà ÀÚµ¿È­

Maximizer CRM's Marketing Automation allows you to allocate limited budgets and resources effectively, track response, capture insight on successful tactics and report on results. With a built-in email campaign engine, integrated with sales and service management, generate more targeted leads and close the loop with sales and ensure timely follow-up through Maximizer CRM¡¯s Sales Force Automation.

  • Generate qualified leads to fuel sales
  • Automate email campaigns
  • Manage targeted lists for more personalized marketing
  • Track ROI with closed-loop sales and marketing

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List Management (¸ñ·Ï °ü¸®)
Centralized with sales and customer service information, email list management allows you to create precisely targeted lists for more personalized marketing campaigns through Maximizer CRM¡¯s built-in Campaign Management system.

List ManagementCentralized with sales and customer service iinformation, Maximizer CRM enables you to create precisely targeted email lists for more personalized direct marketing. Eliminating the need to compile email lists from spreadsheets and various documents, email list management enables you to efficiently extract customer data, sort it by specific criteria, and use it with Maximizer CRM Campaign Manager – or export it to Microsoft Excel and other file formats – all from within Maximizer CRM.

  • Create targeted email lists for personalized, relevant marketing messages
  • Filter customer data by your specific criteria
  • Catalog your searches for future use of repeat queries and dynamic lists
  • Create personalized views of lists to see the data that you need to review
  • Save static customer lists for repeat targeting
  • Manage opt-in and opt-out lists and handle unsubscribe requests
  • Count on system-enforced do-not-solicit fields to comply with anti-spam legislation

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Email Marketing (À̸ÞÀÏ ¸¶ÄÉÆÃ)
Manage and execute cost-effective direct marketing with a built-in email campaign engine to communicate with customers and drivesales leads to increase revenue.

CRM Email Marketing Campaigns

Manage and execute professional, targeted, email marketing campaigns with Maximizer CRM Marketing Automation and built-in email campaign engine to communicate with customers and drive sales leads to increase revenue. Track response and calculate ROI to determine what¡¯s working, to ensure your marketing dollars are spent wisely.

  • Send professional, targeted email marketing campaigns in HTML and plain text
  • Schedule multi-phase campaigns that are sent automatically
  • Personalize campaigns using merge fields in content and in subject lines
  • Generate sales leads through web forms and email and/or phone response
  • Drive traffic to purchase online via web pages or a ¡°buy now¡± call to action
  • Send dynamic email marketing follow-ups to downloads and registrations, based on customer profiles and preferences
  • Track response through email open rates and web landing page click-throughs
  • Receive notification of email bounce-backsi
  • Use your own server to save on heavy service provider costs

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Marketing Campaign Management (¸¶ÄÉÆà ķÆäÀÎ °ü¸®)
Maximizer CRM includes a built-in Marketing Campaign Manager that makes it easy to set up, monitor and measure the ROI on automated email campaigns to your existing customers and prospects.

goMaximizer CRM's built-in Marketing Campaign Manager makes it easy to set up, monitor and measure the ROI on automated email campaigns and manage processes for traditional fax and print direct marketing campaigns. Helping you drive and nurture leads to feed the sales pipeline.

  • Manage lists and send targeted email campaigns to customers and prospects via the built-in email marketing engine
  • Manage and execute fax and print campaigns to customers and prospects to send promotions, event invitations and other targeted communications to your listi
  • Calculate your return on investment through automatic campaign integration with sales leads and opportunities
  • Benefit from 175 out-of-the-box reports, including lead summary and campaign status
  • Automate processes and receive email alerts to monitor critical situations, such as leads unassigned or those not followed-up on in a timely manner, with Maximizer CRM Workflow Automationii

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Web Marketing (À¥ ¸¶ÄÉÆÃ)
Web marketing though Maximizer CRM's Marketing Automation allows you to maximize the lead-generation potential of your web site though web lead capture - importing leads captured through a web form directly into Maximizer CRM.

Web Marketing Web marketing using Maximizer CRM's Marketing Automation allows you to maximize the lead-generation potential of your web site though CRM web lead capture - importing leads captured through a web form directly into Maximizer CRM.

Maximizer CRM includes an easy-to-use, wizard-driven web form creation tool that guides you through the process of creating an online marketing form. Web marketing is easily automated so customer records are created and leads are automatically assigned to the right sales person for follow-up and closing. Boost your online marketing ROI with web marketing through Maximizer CRM!

  • Create quick, professional web forms to capture any data fields you require
  • Customize the form with your company¡¯s branding and graphics
  • Use web forms for lead capture, event registration, online surveys, and more
  • Import records created from the web form directly into Maximizer CRM
  • Assign leads to the right sales person for follow-up and close
  • Maximize the lead generation potential of your web site

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Maximizer CRMÀ» ÀÌ¿ëÇÑ  °í°´ ¼­ºñ½º ¹× Áö¿ø

Customer service and support case management with Maximizer CRM 10 helps you effectively optimize service resources and frontline service representatives to dramatically increase productivity and improve customer satisfaction.

  • Gain visibility into team performance to guide resources
  • Provide service staff with the tools they need to efficiently help customers
  • Reduce workloads with automated processes and self-service
  • Maximize customer satisfaction by keeping the lines of communication open and efficient
Case Management (ÄÉÀ̽º °ü¸®)
Effectively track, manage and resolve all your customer issues, including technical support, billing and returns.

goCase Management through Maximizer CRM 10 allows customer service teams to effectively track, manage and resolve customer issues; including technical support, billing and returns. Resolve issues faster with easy access to complete account information in one central, easily viewed location.

  • Create trouble tickets complete with details you can track and search on, including case number, queue, product, category, assignment and more
  • Use automatic notifications to escalate cases to the appropriate person on your team and notify them with automatic email alerts
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  • Monitor and respond to ensure every issue is resolved so customer satisfaction remains high
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  • Set up automatic notifications for overdue cases and other critical incidents using Workflow Automationi
  • Create cases automatically from an incoming email to a trouble ticket and assign it to the appropriate person
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  • Visualize cases entered, resolved, and abandoned with the Customer Service Dashboard and drill-down for deeper analysis. With Windows Vista, see customer service case status at-a-glance with Vista gadgets on your desktop
  • Benefit from over 175 standard reports including case assignment, monitoring, billing, plus case category and product analysis. Visualize staff case workloads and analyze to maximize customer satisfaction

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i Workflow Automation powered by KnowledgeSync is an add-on product with additional fees.

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Knowledge Base (Áö½Ä ±â¹Ý)
Allow fast, easy online access to service and support information, freeing up your resources, while providing your customers with timely answers to frequently asked questions.

Knowlege BaseMaximizer CRM Knowledge Base is a searchable online repository of information that enables customer service and support staff to resolve issues faster to keep customer satisfaction high. Staff can access Knowledge Base articles directly through Maximizer CRM; while partners and customers can also find answers to questions through Partner Web Access and Customer Web Access. Knowledge Base allows fast, easy online access to service and support information, freeing up your resources, while providing your customers with timely answers to frequently asked questions.

  • Reduce inbound calls by empowering partners and customers to help themselves, minimizing your team¡¯s workload
  • Reduce the time required to resolve service cases and trouble tickets
  • Avoid duplicating effort by arming your reps with access to updated, detailed product information in the Knowledge Base
  • Answer customer issues in a single click with fast keyword searching
  • Share successful incident resolutions and product-specific details with other reps
  • Improve customer satisfaction with faster time-to-resolution

i Knowledge Base is included with Maximizer CRM Enterprise Edition and is available as an add-on with Maximizer CRM Group and Professional Editions.

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Customer Self-Service (°í°´ ¼¿ÇÁ ¼­ºñ½º)
Customers login to a web portal that is integrated with Maximizer CRM, providing a self-service option to enable quick access to order status and service ticket information, while reducing your team¡¯s workload.

goWith Maximizer CRM¡¯s Customer Web Access, your customers are able to login to a web portal that is integrated with your CRM system. Through this self-service option that provides today¡¯s demanding customers with quick access to their online order status and service ticket information, it reduces your team¡¯s workload so they can spend their time in areas where their expertise is required.

  • Reduce calls by giving customers and partners the ability to search your online Knowledge Base for product updates and answers to frequently asked questions
  • Improve customer satisfaction by allowing customers to create and check the status of customer service cases themselves
  • Enable customers to check the status of online orders, when used with Maximizer CRM Order Desk

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Computer Telephony Integration (CTI) (ÄÄÇ»ÅÍ ¿Í ÀüÈ­ ÅëÇÕ)
Increase phone productivity and call accuracy on incoming and outbound calls, using Maximizer CRM integrated with your phone system.

Computer Telephony Integration (CTI) with Maximizer CRMFor sales and service staff to collaborate effectively, capturing details of phone conversations is a critical piece of customer history. With computer telephony integration (CTI), using Maximizer CRM with a phone system maximizes productivity on incoming and outgoing calls.

For inbound calls:

  • Maximizer CRM detects the caller and automatically displays the corresponding record in the system
  • Get immediate access to the client record to review details and simultaneously make notes on the current conversation
  • Make inbound call center, sales or service staff more efficient while improving customer satisfaction

For outbound calls:

  • Improve productivity and call accuracy by never having to manually dial calls again
  • Simply select the customer in Maximizer CRM and engage the call directly from there – your staff are ready to sell, service, and keep accurate communications history on that client

To use CTI with Maximizer CRM:

  • Your phone system (driver, hardware) must be enabled for telephony application programming interface (TAPI)
  • You must have caller ID service from your phone service provider and hardware that is compatible

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