PDA Solutions
Wireless CRM for Today's Mobile WorkForce
For mobile staff, Maximizer Enterprise has two
PDA handheld solutions to choose from
to stay productive on the road, in meetings, or in transit. Offline users
can synchronise with Palm devices, while online users enjoy real-time access
to customer information through their wireless browsers.
| Offline Sync for Palm OS Device Users: MaxLink2 |
Access customer information, take notes at meetings, or check your schedule. Synchronise
between Maximizer Enterprise and your Palm device – no extra software to install on
your Palm!
- Accurate two-way synchronisation ensures that information on both
your PDA and your desktop is always
the most current.
- Press the HotSync® button on your Palm device to synchronise all
of your critical data back and forth.
- 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.
- No retyping, no extra software to install on your
PDA.
|
| Offline Sync for Windows Mobile Device Users: MaxMobile CRM 9.52 |
MaxMobile CRM installs directly on your Windows Mobile device and synchronises back to the
modules in Maximizer Enterprise for contacts and leads (including user-defined fields),
appointments, tasks, notes, opportunities and cases.
- Accurate two-way synchronisation ensures that information on both
your PDA and your desktop is always
the most current.
- View and update customer information while on the road, follow-up on your leads,
and make notes to synchronise back to the corporate database.
- As a sales or service rep, you can create, view and update your opportunities or
cases while on the road and synchronise the information back to the corporate database.
- Define a pre-set list of contacts, tasks, appointments, opportunities, or cases you
want to synchronise - updating is as simple as a click of a button.
|
| Offline Sync Option: Outlook Synchronisation |
With support for two-way synchronisation with Outlook, take your Maximizer Enterprise
customer information on the road using Outlook on your
PDA.
- Automatically or manually synchronise calendar appointments, tasks, and contacts from
Maximizer Enterprise to Outlook.
- View and update information while on the road, and synchronise back to Outlook then to
Maximizer Enterprise back at the office.
|
| Online: Wireless Employee Portal2 for Handheld
PDAs |
Using a handheld BlackBerry® or other handheld PDA with wireless web, get your
critical customer information in real-time.
- Get real-time access to all your contacts, tasks, calendar and sales
opportunities from the web browser on your online wireless
PDA.
- No synchronisation or extra software to install on your
PDA.
- Access your contacts, calendar and tasks to ensure you're following up
on leads and meeting deadlines, then create follow-up appointments and tasks for yourself right
on the spot.
- Access your sales opportunities and update your forecast in real-time to
ensure your manager and team have accurate, up-to-date information.
|
- Web-based Employee, Partner, Customer Portals, Wireless Portal, Dashboards,
available only in
eCRM Suite.
- MaxLink for Palm included with regular licenses; MaxMobile & MaxMobile CRM
for Windows Mobile
devices is an add-product with additional fees; Wireless
Portal for BlackBerry and other web-enabled
PDAs available only in eCRM Suite.
- Workflow Automation powered by KnowledgeSync is an add-on product with
additional fees.
- Integration with Microsoft Exchange Server requires MaxSync add-on product
(additional fees
apply).
- Integration with QuickBooks requires Accounting Link add-on product
(additional fees apply).
- Crystal Reports Server is an add-on product with additional fees.
- Customisation Suite is an add-on product with additional fees.