Maximizer Salesforce Automation

Maximizer Sales Automation

The “Sales Force Automation” software built into Maximizer CRM gives a helping hand to sales teams and executives building relationships destined for long-term success, through advanced lead tracking and sales opportunity management.

As all information is centralised into one convenient, action-oriented workspace, either on a mobile or computer, it is efficient and easy to manage accounts, collaborate on sales opportunities, and accurately forecast sales pipelines and revenues.

Account Management

Establish long-term, profitable customer relationships. Successfully manage unlimited accounts with the ability to customise the way you view relevant information.

  • Utilise the advanced search option and create one-click access buttons to frequently required lists of prospects and customers.
  • Succinctly manage sales territories by setting up parameters for lead assignment.
  • Automatically assign leads and accounts based on territory rules ensuring that high
    potential opportunities flow to the appropriate teams and representatives.

Opportunity Tracking

Incorporated sales management functionality and sales forecasting make keeping on top of sales progress and strategy easier than ever before. With geographical sales reports available at the click of a button, you can track every detail, including the probability of close, and take educated, influential decisions to ensure your sales teams hit their targets.

  • Create your own opportunity view using improved key fields grouping, including managing competitor and partner statuses.
  • Capitalise on opportunities with timely automated messages and activities using the new alarm panel. Replacing the pop-up dialogue, a new notification panel will appear, detailing meetings or actions to be taken against a specific opportunity
    assigned, including the contact’s address book details to prep from the initial sales call and generate a higher conversion.

Quotation and Order Process

Allow the whole team to access previous quotes, avoiding drafting similar items from scratch. Whether you take your orders online or over the phone, managing your leads is made simple. Track them 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.
  • Manage enquiries, create time limited quotes, apply discounts and convert them into orders.
  • Merge quotes into Word templates to further customise communications.
  • Track quote and order status, response and fulfilment through to shipping and payment

Sales Lead Management

Ensure leads are being dealt with as soon as possible with Maximizer, leading to higher sales conversion and revenue.

  • Automate the alert system so the best people for the job follows up relevant, realistic and profitable leads. Track the status and source of every opportunity to measure funnel and conversion rate.
  • Gain actionable insight by starting each day checking your management dashboard for a visual health check on sales leads, opportunities, service cases and account status.
  • Set up wizard-driven dashboards, formatted with your choice of indicator style, displaying the key performance indicators (KPIs) that matter to you, in real-time.

Maximizer CRM Features Summary

Maximizer Customer Relationship Management (CRM) is an ‘out-of-the-box’ CRM solution that can be adapted to the way you work. With a choice of editions and deployment options, it is equally suitable to small and large businesses alike. Maximizer is built to encompass the whole organisatipn, its not just a sales and marketing tool, Maximizer CRM operates company-wide, it helps to unite teams across the organisation and share data to create a better understanding of every prospect and customer. With Maximizer CRM software, the needs of every departments can be catered for and everyone’s role can be made easier From senior management reporting to sales pipeline building from marketing campaigns to customer service case history and much more, Maximixer CRM builds the complete business picture ensuring every department has access to up-to-the-minute information – no-one need ever be uninformed again.

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft Office integration –
    Outlook and Word
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders