What's New in Maximizer Enterprise 9 & 9.5

Top reasons to upgrade

Raising the Bar Even Higher for High-Performance Sales, Marketing, Customer Service & Support

Maximizer Enterprise 9.5 builds on the proven Maximizer Enterprise 9 solution and gives you more ways to work the way you want. If you have an earlier version of Maximizer Enterprise™, this version takes sales, marketing, and customer service & support to the next level with several enhancements.

Sales Enhancements

IMPROVED flexible and powerful Opportunity Manager: Implement sophisticated sales methodologies through an improved, streamlined interface that also let's you now change sales strategies at any point in the sales cycle. Opportunity Manager also supports selling in multiple currencies, and global editing of deals when territories and sales teams change.
NEW Action Plans: If you have more straightforward sales & marketing processes, such as a step-by- step sales plan, use the new Action Plans to save time and ensure nothing is missed.
TIGHTER Campaign Integration: Now follow-up effectively with prospects who responded to email campaigns to quickly get a list of people who viewed or clicked-through to a web page.
NEW out-of-the-box sales reports: From the Opportunity Pipeline Funnel and Opportunity Analysis by Leader to Leads Summary - track sales performance and identify areas for improvement.
NEW Interactive Organisational Chart: Visualise who's who in your prospect's organisation and simply drag and drop to update.
NEW Microsoft Live Local: Plan your travel days better with global maps and directions available with Live Local.
IMPROVED Portals: Now customisable! Plus collaborate more effectively by enabling partners to now edit sales forecasts in real-time.

Marketing Enhancements

NEW ROI Calculator: Gain insight into where dollars are best spent with one-click ROI calculation!
NEW Campaign Respondent lists: Close the loop with sales with follow-up on campaign respondents who opened emails or clicked-through to web landing pages.
NEW Action Plans: Manage marketing projects and ensure the team is on track to meet deadlines; assign tasks and link project resources and personnel through a central interface.
IMPROVED Microsoft Word integration: Enjoy greater flexibility and improve communications by using Microsoft Word for formatting, color and font enhancements for your rich text and HTML print, fax and email campaigns.

Customer Service & Support Enhancements

NEW Email Case Creation: Save data entry time by creating a customer service case directly from an incoming email inquiry - with automatic sender/record matching.
IMPROVED CTI configuration: save time and increase inbound & outbound call productivity.
NEW out-of-the-box reports: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
IMPROVED Knowledge Base access: Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.
Streamlined interface & management: Now perform global editing for mass updating or re-assigning.

Administration Advancements for IT

Deploy Even Faster

NEW Systems Management Server: Upgrade even faster and easier with support for SMS (including Microsoft® SMS).
NEW Administrator-controlled Live Update: Download service releases and fixes and control the automatic installation to workstations.
IMPROVED quick set-up of custom windows: Now simply assign key user-defined fields for different groups of users.
EXPANDED role-based security: Faster set-up and easier group administration for departmental settings and views.
IMPROVED Industry Packs: Get up and running faster with built-in process automation based on best practices specific to your industry, including fields, data views, Action Plans, sales processes, document templates, and macros.
MORE Options: Supports Microsoft SQL 2005 Workgroup, Standard, and Enterprise editions.
ADVANCED Technologies: When you're ready for the latest Microsoft platform advancements, we're ready with you for Vista, Office 2007 and Internet Explorer 7!

Customise More to Match Business Processes

NOW Customise windows and tabs: Now available for both desktop and web-based clients to serve the needs of all users - with greater flexibility than ever before.
IMPROVED accounting API: Integrate Maximizer Enterprise with accounting applications like Great Plains with built-in functions for creating and viewing invoices, estimates, and credit limits.
NEW direct native SQL updates: Use industry-standard coding and complete customisations faster.
MORE VB.NET samples to help you customize Maximizer Enterprise to your unique business needs.

Faster Synchronisation

IMPROVED MaxExchange set-up: Synchronise data seamlessly with more filters for configuring user profiles, simplified criteria for filtering records to users.
REDUCE synchronisation loads: Filter by size and age of documents to be synchronised.
NOW Administer MaxExchange remotely: Build a web services based application for web browser access.

Iron-Clad Security

No matter how users access the system—whether through a browser, a PDA or the client desktop software — Maximizer Enterprise 9 keeps your important business assets in-house and under your control.

IMPROVED Employee Portal built on Microsoft .NET framework: Features user authentication, secure database access, session management, and system logging.
ADVANCED 128-bit cipher using industry-standard security with public key encryption.
EXPANDED role-based security: Be sure your data is protected from all access points (such as custom reports, integration, and SQL queries) with expanded role-based security at the database level.
EXPANDED record and field-level security: Assign record and field-level full and read-only access throughout the Address Book and Notes so you can share information and protect it at the same time.

Business Intelligence & Process Management Improvements

Manage Business Performance & Create Predictable Success

Maximizer Enterprise makes it easier than ever to gain accurate insights into your company’s operational performance by transforming customer data into meaningful business information. Actionable intelligence helps you be proactive with your business and gain a competitive advantage.

IMPROVED Executive Dashboard: Visualise key performance indicators in order to make better decisions faster then drill-down to detailed information with Crystal Reports®.
MORE reports included: Now over 175 new standard reports including sales pipeline funnel, lead summary, case resolution to manage your business more effectively.
NOW INCLUDES Crystal Reports® XI Professional by Business Objects® to customise reports.
Now instantly export data to Microsoft® Excel® for further manipulation.

Rapidly model successful business processes and manage performance metrics without time-consuming customisation. Get insight and fast response to enhance your competitive advantage. Get up and running even faster with MORE out-of-the-box Workflow Automation Alerts & Processes, including: automatic campaign removal and alerts for leads not followed up in a timely manner.

Productivity Enhancements for Staff

Work Smarter and Faster!

IMPROVED On Demand Access: Choose how you access your customer and sales information: from your desktop in the office, remotely on your laptop, or through the web - with enhanced security and features in the web Employee Portal for peace of mind.
MORE Mobility Options: Whether you use a Windows Mobile®, Palm®, or BlackBerry® device - get critical information while on the road.
NEW MaxMobile let's you install the software on your Windows Mobile device and sync updates back to the office. For Palm OS device users, MaxLink supports the latest devices and works with the existing modules on your device. And for BlackBerry or other wireless web device users, simply login online to get real-time access through the Wireless Portal.
DEEPER Microsoft Office Integration: Use Maximizer Enterprise with Microsoft® Word (for personalised documents), FrontPage (for HTML email campaigns) and Excel® (for importing & exporting data).
NEW Maximizer Toolbar for Outlook: You get CRM functionality right inside Outlook! One click let's you save emails from Outlook directly to the sender's Maximizer Enterprise record, view their customer history, or create a new contact.
NEW Email Preview Pane: With the email window inside Maximizer Enterprise (use with Outlook, Lotus Notes, GroupWise), now use the popular preview pane for easier scanning of messages.
IMPROVED Outlook Integration: Take advantage of NEW automatic two-way synchronisation of contacts, tasks and calendars with Outlook®.

NEW Microsoft Exchange Integration: Now collaborate and book meetings with non-Maximizer Enterprise users with the NEW integration with Microsoft Exchange.
Personalised Home Page: Personalise “My Work Day” for users based on role so you automatically get information that’s important to you—including Dashboards that deliver key performance indicators.
NEW centralised user-defined fields: Easily view and update Address Book entry fields through the Contacts, Opportunities and Cases for one-click access to the information you really need.

Customer Service & Support Enhancements

IMPROVED CTI configuration: save time and increase inbound & outbound call productivity.
NEW reports included: Case Billing, Case Resolution, and Case Monitoring reports ensure every case is promptly handled.
IMPROVED Knowledge Base access: Decrease the time it takes to resolve cases with improved access to solution notes and article details stored in the Knowledge Base.
Streamlined interface & management: Now perform global editing for mass updating or re-assigning