Maximizer Setup/Onboarding

Get Up and Running Quickly With Maximizer

Setup Onboarding

We will help you and your team to quickly and easily configure Maximizer CRM to fit your processes.

We will guide and work with you through the installation process until your solution is up and running, ensuring that all your users can log in and access the basic default screens to the more advanced configuration, rest assured we are here to help.

Customer Success Orientation

you will be assigned a project manager who will work with you and provide an orientation session on the features which are most important to your organisation, to ensure that your users are positioned to get value from Maximizer quickly and efficiently. We will also be in touch on a regular basis to ensure Maximizer continues to meet your success criteria.

Educational Materials

Every subscription includes unlimited access to our support team and the Maximizer help centre, Customer Community, and an extensive collection of datasheets, videos and training materials to provide you with the most value from your CRM investment.

Complimentary Training

All Maximizer customers have access to our weekly product training webinars where our Instructors will teach your staff how to get the most out of Maximizer’s extensive features.

Live Customer Support

Every subscription includes access to our expert support team who are ready and able to answer a variety of how-to and general usage questions, as well as provide technical support.

Implementation & Upgrade Services

Get everything installed as quickly and efficiently as possible, and ensure your software is configured properly from the start. Plus, receive personalised assistance every time you need to upgrade to a new version or add on more users.

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