General Benefits of CRM

  • Keep important contact details in one place so you have quick access to the information you need.
  • Be up and running quickly because we make implementing a CRM easy to learn and use.
  • Manage your daily responsibilities so important calls, meetings, and to-dos don’t slip through the cracks - and ultimately improve your productivity!
  • Use your CRM out-of-the box or highly customized to fit the needs of your business.
  • Get a snapshot of critical information with the included Dashboard. See your tasks, meetings, priorities, and more in a single view and drill down for details.
  • Synchronize with remote users!

Key Benefits of Sales Force Automation

  • Gain real visibility into sales performance to coach your team. 
  • Develop step-by-step, repeatable sales processes that are proven to succeed. 
  • Provide sales professionals with the tools they need to succeed anytime, anywhere! 
  • Leverage existing technologies for on demand desktop, web and PDA access, and continuity with Microsoft® Office integration.

Manage Customers & Prospects Effectively  

  • Opportunity Management: Apply your sales methodology and processes to increase your win ratio. Rate success factors, and decision-makers for an accurate probability of close. 

  • On Demand Access: get up-to-the-minute information from anywhere: directly on your desktop in the office or remotely on your laptop, on another computer using a web browser, or on your web enabled phone (Palm®, Treo™, BlackBerry®, or Pocket PC).  
  • Time & Task Management: Manage your time and collaborate with others using multi-user calendars complete with resource management. Assign tasks to yourself and others to ensure no detail is forgotten.  
  • Microsoft Outlook® Integration: Automatically synchronize calendars back and forth with Outlook. Maximizer adds contact synchronization, too.
  • Microsoft Office Integration: Use our CRM products with the products you already use in your business with improved integration with Microsoft Word for proposals & letters and Excel® for importing and exporting data.

 Monitor Productivity & Accurately Forecast Sales  

  • Executive Dashboard: Visualize in progress, won, and lost deals with the Sales Executive Dashboard, complete with drill-down for deeper analysis. 
  • More out-of-the-box reports: Dozens of standard reports including sales pipeline funnel, lead summary, and opportunity analysis by team leader, to manage your team more effectively. Then export to Excel for further analysis in a familiar environment. 
  • Customize reports: Use Crystal Reports® XI Professional to create your own reports in Maximizer or the ACT! Report Writer in ACT!  

Improve Speed of Service with Accounting Integration

  • Accounting Link: Both Maximizer and ACT! 2008 offer a link to QuickBooks®. ACT! 2008 also offers links to a variety of Sage Software Accounting Products. Maximizer offers a link to Microsoft Dynamics GP®.

In Addition, Maximizer Includes

Automate & Collaborate to Ensure Success  

  • Automated processes & alerts: Keep tabs on your sales staff & processes to act quickly. For example, automatically be notified in real-time by email when leads aren’t followed up in a timely manner, when hot leads are created without associated opportunities, or when deals are lost.  
  • Lead Management: Ensure no lead slips through the cracks. Import and receive notification of leads from your website. Automatically identify leads that haven't been followed up on and send the sales manager an email alert.  
  • Workflow Automation: Automate everyday tasks, catch critical time-sensitive issues and stay on top of the big opportunities with Maximizer Enterprise Workflow Automation, powered by KnowledgeSync. For example, send the sales manager an alert when forecasted opportunities are pushed or lost; or send alerts about clients with pending sales who have been put on credit hold.  
  • Partner Relationship Management: Assign leads and opportunities to partners and automatically send an email alert so they can check details in the web-based Partner Portal. Receive updates back through the portal to create a more accurate sales forecast in real-time.
  • One Fully Integrated Solution: Get sales, marketing, and customer service & support details such as deals in progress, marketing campaigns received, and open cases, in one central interface to manage accounts and contacts more effectively.

Access Up-to-the-Minute Reference Information

  • Company Library: Provide staff access to updated price lists, presentations and brochures created by your marketing department through the Company Library and email them directly to prospects from there. 
  • Knowledge Base: Stay informed about known product issues, workarounds and modifications by setting alerts to check your Knowledge Base.

Key Benefits of Maximizer Customer Service & Support Management

  • Gain visibility into service and support team performance to guide resource decisions
  • Manage service team professionals and provide them with the tools they need to help customers quickly
  • Reduce workload by automating simple processes and using web-based self-service
  • Foster lasting, rewarding customer relationships by keeping the lines of communication open and efficient

Optimize Resources, Witness Productivity Gains

  • Customer Service Case Management: Effectively track, manage and resolve all your customer issues, including technical support, billing and returns. Create cases complete with details you can track and search on including case number, queue, product, category, assignment and more.
  • Centralized Information: Resolve issues faster with easy access to complete customer account information in one central location. Records of previous communications are clearly sorted so you don’t have to waste time. Even review the customer’s purchase history in Maximizer Enterprise when you use the Accounting Link for QuickBooks® or Microsoft Dynamics GP®.
  • Computer Telephony Integration: Respond faster and improve call productivity with computer telephony integration (CTI) to automatically identify inbound callers and handle outbound calls directly from Maximizer Enterprise.
  • Track Defects: Configure specific case-related fields to track details of customer problems. Use this information to analyze the need for improvements or notify the appropriate customers of fixes.
  • Share Knowledge: Answers to many issues are a click away in the searchable Knowledge Base.

Automate Processes to Ensure High Quality Service

  • Automatic notifications: Make the best use of specialized knowledge by assigning and escalating cases based on expertise. Inform staff of new assignments with automatic email alerts.
  • Monitor and respond: Ensure every issue is resolved and that customer satisfaction remains high. Automatically be notified of overdue cases and other critical incidents, such as when four or more cases are entered for one customer in a given week – using Workflow Automation, powered by KnowledgeSync.
  • Automatic case creation: Monitor incoming email and automatically create customer service cases.
  • Online Self-Service: Help customers and partners help themselves by giving access to your online Knowledge Base, and enabling them to create and check status of cases online.

Gain Insight You Need to Improve Service

  • Executive Dashboard: Visualize cases entered, resolved, and abandoned with the Customer Service Executive Dashboard, complete with drill-down for deeper analysis.
  • More out-of-the-box reports: Over 175 standard reports including case assignment, monitoring, billing, plus case category and product analysis, to manage your team more effectively. Visualize CSR case workloads and analyze cases to effectively balance workload and ensure total customer satisfaction.
  • Real-Time Actionable Insight: Automatically email weekly reports to managers, or trigger reports and alerts based on critical performance indicators, such as when cases are more than 14 days overdue, or when a CSR reaches case overload status.

Let Us Show You How We Can Provide Success Services

To Meet Your Needs.


Discovery - Is your organization prepared to make the commitment from a product or service focus to one directed towards the customer? In most successful installations every department that will be affected by the benefits of CRM must agree to the change in corporate culture. Is the leadership team prepared to drive the change? Will the sales force embrace the benefits of having the power of easily accessible data at their finger tips and the ability to create their own email merges or will they feel threatened that "big brother" has visibility into all aspects of their job? Can these concerns be addressed and positioned in a way that will excite employees to embrace the new philosophy? If the organization has too much resistance to the change brought on by the new culture now may not be the time to invest in a CRM solution.


Needs Analysis - Determine the departments that will benefit from CRM. This typically includes sales, marketing and customer service and support. What are the processes that are used today and how can they be modified to improve your relationship with your customers?


Installation - Although many companies want to implement all the features up front, research suggests that selecting a module such as Sales Force Automation or a department such as the help desk may lead to higher adoption. That way the selected group can determine which features are most helpful. The "pilot" group can provide input for implementation and training for the balance of the organization. This phased approach commonly leads to higher acceptance of the CRM project.


Training - Educating both the system administrator and the business users of the CRM solution is critical to it's success. Our goal is to help you understand the benefits of Maximizer so you can focus on your customers.


Refresher Class - Scheduling periodic refresher or new hire training classes at your facility helps keep your employees using the CRM software to it's fullest potential.

Report Writing and Customization – Sometimes you just don’t know how, or just don’t have time, but you really need that report or that field added to your screen. Let us do it for you. You run your business; we will take care of customizing your software for you.

Call us today at 847-466-1055 or e-mail us at sales@youroncallit.com for more information.