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What’s New in Maximizer CRM 10 November 2007. Introducing  New product name  New Editions:  Group Edition  Professional Edition  Enterprise Edition.

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Presentation on theme: "What’s New in Maximizer CRM 10 November 2007. Introducing  New product name  New Editions:  Group Edition  Professional Edition  Enterprise Edition."— Presentation transcript:

1 What’s New in Maximizer CRM 10 November 2007

2 Introducing  New product name  New Editions:  Group Edition  Professional Edition  Enterprise Edition

3 New Product Editions: Brief Comparison DetailsGroup Edition Professional Edition Enterprise Edition Who it’s for Full-featured CRM for small businesses Full-featured CRM for small and medium businesses Advanced CRM for medium-sized businesses # Users1 – 155 +10 + Maintenance & Technical Support Maintenance optional, installation support included Maintenance required, priority support included DatabaseSQL ExpressSQL Server Web & Windows Desktop Access Select from Windows desktop and/or Web Access All users get Windows desktop & Web Access Mobile Access BlackBerry, Windows Mobile, Palm, and Wireless Web Access options available

4 New Product Editions: Brief Comparison (cont’d) DetailsGroup Edition Professional Edition Enterprise Edition SalesStandard Advanced MarketingStandard Advanced Customer Service Standard Advanced Knowledge BaseAdd-on Included Workflow Automation Add-ons KnowledgeSync Lite included + Workflow Alerts

5 Top 10 New in 1.Web Access 2.Mobile Access with BlackBerry® & Windows Mobile® 3.Sales Enhancements 4.Microsoft Platform integration improvements 5.CanDoGo™ 6.User Productivity 7.Business Visibility & Intelligence 8.Marketing Improvements 9.Security, Administration 10.Architecture built for integration

6 1. Web Access Improvements  Improved Web Access  Email via web  New remote, web-based administration

7 2. Mobile Access  MaxMobile for BlackBerry ® and Windows Mobile ® devices  Access and update contacts, leads, tasks, business appointments, sales opportunities, customer service  Wireless and wired synchronization  Wireless Web Access improvements  Online access: improved search, calendar

8 3. Sales Enhancements  Territory management  Quote/Order Management  Sales Dashboard

9 4. Microsoft Platform Integration Improvements  Microsoft Dynamics GP out-of-the-box integration with Accounting Link  SQL Server Express support  SQL Reporting Services support  Vista Gadgets

10 5. CanDoGo™ – On-Demand Sales & Professional Coaching  Exclusive CanDoGo™ CRM partner  Instant access to sales & business know-how to equip teams to succeed  Authors and experts include Zig Ziglar, Tony Parinello, Andrea Sittig-Rolf, Tom Hopkins, Denis Waitley + dozens more  In-context knowledge in text, audio, video

11 6. User Productivity  Business Calendar  Email management (integrated with Outlook)  Daily Dashboard  Task management (Hotlist Tasks)

12 7. Business Visibility & Intelligence  Improved daily Dashboard view for managers  Support for Microsoft SQL Reporting Services  Support for 90 Degree’s Radius90  Crystal Reports – more reports out-of-the-box  SQL Reporting Services – new reports out-of-the-box  Workflow and Alerts – new pre-configured automated processes

13 7. Business Visibility & Intelligence  Some out-of-the-box reports:  Opportunity pipeline  Win-Loss-Abandon analysis  Lead summary  Case resolution time  Administration reports  Some out-of-the-box business alerts:  Lead not assigned  Lead not contacted after X days  More than X lost or abandoned by any rep within Y days  More than 14 days overdue for closing  10 or more open cases per assigned staff person  More than X unassigned customer service cases

14 8. Marketing  Collect data from web forms directly into Maximizer CRM, including any custom fields

15 9. Security & Administration  Full and read-access security levels for all data types  More control over individual user security rights  Additional administrator role

16 10. Architecture  Web services architecture  Enables standardized, faster integration  Meta data layer for interface customization  Based on.NET Framework 3.0

17 Sample Changed Address Book Interface

18 Top 10 New in 1.Web Access 2.Mobile Access with BlackBerry® & Windows Mobile® 3.Sales Enhancements 4.Microsoft Platform integration improvements 5.CanDoGo™ 6.User Productivity 7.Business Visibility 8.Marketing Improvements 9.Security, Administration 10.Architecture built for integration

19 Limited Time Offers 1  Up to 40% off upgrade licenses  Up to 40% off additional licenses  Up to 40% off add-on products, including:  MaxMobile for BlackBerry or Windows Mobile devices  Accounting Link for Microsoft Dynamics GP (Great Plains) or QuickBooks  MaxSync for Microsoft Exchange  And more  Only until November 28 th, 2007 1 Discount depends on Maximizer CRM 10 edition. Must have proof of purchase for upgrade offers. Offer available in North America only until November 28, 2007. Contact e-reporting.ca inc. for further details.

20 Thank you! Questions?  Next Steps:  Call e-reporting.ca inc. at 450-445-4612 or 514-488-1221  Remember that all Maximizer CRM 10 launch promotions expire Nov. 28, 2007


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